Clientary
Claim ProfileInvoicing & Time Tracking Software for Professional Services Businesses
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Clientary
"Freelancers and small service businesses often find Clientary useful for managing client billing and proposals without juggling multiple tools. It brings together invoicing, time tracking, and project work in a way that keeps things organized and easy to follow up on. The interface tends to be straightforward, which saves time for people who just want to get paid and move on. That said, larger teams with complex workflows may find the features a bit limited over time."
Decision Snapshot
Clientary Evaluation Snapshot
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Trust & Transparency
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Editorial Independence
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Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Clientary Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Clientary
Problem it Solves
-
Streamlining Client Management And Communication For Service-based Businesses
Target Users
-
Small Business Owners
-
Freelancers
-
Project Managers
-
Finance Teams
-
Consultants
Core Use Case
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Manage Client Relationships
-
Track Project Progress
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Generate Invoices
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Monitor Expenses
-
Analyze Financial Reports
USP
-
Streamline Invoicing And Client Management Effortlessly
Pros
-
Full client lifecycle handled in one place without switching tools
-
Proposals convert directly into invoices — no re-entering data
-
Time tracking connects cleanly to billing for accurate client charges
-
Branded client portal gives customers a professional self-service experience
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Small agencies will appreciate the straightforward, clutter-free interface
-
Payment collection built in, reducing the chase for overdue invoices
Cons
-
Proposal-to-invoice workflow feels rigid for teams with complex billing needs
-
Free plan limits become noticeable as client volume grows
-
Reporting depth falls short for businesses tracking detailed financial trends
-
Time tracking and project tools lack the depth specialists expect
Editorial Buyer Guidance
Who Is Clientary Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlining Client Management And Communication For Service-based BusinessesTarget Users
- Small Business Owners
- Freelancers
- Project Managers
- Finance Teams
- Consultants
Core Use Cases
- Manage Client Relationships
- Track Project Progress
- Generate Invoices
- Monitor Expenses
- Analyze Financial Reports
Unique Selling Point
Streamline Invoicing And Client Management Effortlessly
Strengths and Limitations
Clientary Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Full client lifecycle handled in one place without switching tools
- Proposals convert directly into invoices — no re-entering data
- Time tracking connects cleanly to billing for accurate client charges
- Branded client portal gives customers a professional self-service experience
- Small agencies will appreciate the straightforward, clutter-free interface
- Payment collection built in, reducing the chase for overdue invoices
!
Cons
- Proposal-to-invoice workflow feels rigid for teams with complex billing needs
- Free plan limits become noticeable as client volume grows
- Reporting depth falls short for businesses tracking detailed financial trends
- Time tracking and project tools lack the depth specialists expect
Sponsored Products
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Category-Based Capabilities
Clientary Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Time Tracking Software 31 selected features Open category ↗ ⌄
Billable & Non-Billable Hours
Reporting/Analytics
Approval Process Control
Payroll Management
Vacation/Leave Tracking
Employee Scheduling
Attendance Tracking
Calendar Management
Employee Time Tracking
Online Time Tracking
Mobile Time Tracking
Time & Expense Tracking
Task Management
Clock In/Out
Timesheet Management
Offline Time Tracking
Alerts/Notifications
Leave Tracking
Project Tracking
Employee Database
Reminders
Sick Leave Tracking
Overtime Calculation
Project Management
Real Time Updates
Automatic Time Capture
Employee Management
Billing & Invoicing
Time Off Requests
Accounting Integration
Online Time Clock
Professional Services Automation Software 29 selected features Open category ↗ ⌄
Portfolio Management
Quotes/Estimates
Gantt/Timeline View
Activity Tracking
Multiple Projects
Proposal Generation
Billing & Invoicing
Task Management
Real Time Reporting
Project Management
Document Management
Forecasting
Approval Process Control
Performance Metrics
Resource Management
Project Planning
Billable Items Tracking
Collaboration Tools
Task Scheduling
Email Management
CRM
Project Time Tracking
Project Tracking
Client Portal
Timesheet Management
Progress Tracking
Time & Expense Tracking
Calendar Management
Accounting Integration
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions
Architecture Software 20 selected features Open category ↗ ⌄
Document Storage
Template Management
Task Progress Tracking
3D Imaging
Presentation Tools
Drafting
Reporting & Statistics
Multiple Projects
Project Management
2D Drawing
Design Management
Project Workflow
Contract/License Management
Planning Tools
Search/Filter
BIM Modeling
Data Visualization
Project Planning
Job Costing
Billing & Invoicing
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments
Billing Portal
Project Billing
Tax Calculation
Multi-Currency
Reporting & Statistics
Contact Database
Third-Party Integrations
Credit Card Processing
Customizable Invoices
Time & Expense Tracking
Invoice Processing
Reminders
Payment Processing
Document Management
Hourly Billing
Contingency Billing
Quotes/Estimates
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard
Activity Tracking
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Communication Management
Data Import/Export
Document Management
Electronic Forms
Email Management
Onboarding
Reporting & Statistics
Surveys & Feedback
Task Management
Third-Party Integrations
Workflow Management
Legal Billing Software 18 selected features Open category ↗ ⌄
Calendar Management
Collaboration Tools
Task Management
Contact Database
Automatic Billing
Third-Party Integrations
Accounting
Activity Dashboard
Customizable Templates
Client Portal
Client Management
Electronic Payments
Case Management
Document Management
Reporting & Statistics
Billing Rate Management
Expense Tracking
Activity Tracking
Recurring Billing Software 18 selected features Open category ↗ ⌄
Multiple Payment Options
Dunning Management
Revenue Recognition
Payment Processing
Multi-Period Recurring Billing
Reporting & Statistics
Invoice Processing
Contact Database
Deferred Billing
Third-Party Integrations
Bank Reconciliation
Refund Management
Multi-Currency
Subscription Management
PCI Compliance
Self Service Portal
Billing & Invoicing
Tax Calculation
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Connected Applications
Clientary Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft 365
Google Workspace
HubSpot CRM
QuickBooks Online
Slack
Zapier
Zoom Meetings
Xero
Pricing Information
Clientary Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$19
Per Month
Team
$39
Per Month
Agency
$59
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Clientary Review ↗
Clientary Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Glory E
Sales Manager
Life changing software for me
I like most of the features of this versatile software and have used it to manage invoices and bills for different clients. Setup is simple and the dashboard is detailed and easy to work with. The project management feature has been useful for handling multiple projects and tracking progress until completion. Customer care service has also been supportive.
Reviewed on November, 2024
Alternative Products
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Frequently Asked Questions
Clientary FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Clientary is a versatile business management software tailored specifically for small businesses and freelancers. Its standout feature is the seamless integration of client management, invoicing, and project tracking in a single platform. The software shines in its simplicity, making it easy for users to manage clients, create and send professional invoices, and keep track of payments. Clientary also includes efficient time tracking tools, essential for accurate billing. The project management aspect allows users to organize tasks and deadlines effectively. Additionally, its custom reporting feature helps in analyzing business performance. The ability to integrate with payment gateways streamlines the payment process. Ideal for those looking to consolidate their business operations, Clientary offers a user-friendly, all-in-one solution to manage client relationships and finances efficiently.
- No, Clientary does not offer a free version.
- Yes, Clientary offers a free trial.
- No, Credit Card details are not required for the Clientary trial.
-
Clientary offers the following pricing plans & packages:
Basic
$19 Per Month
Team
$39 Per Month
Agency
$59 Per Month
-
Clientary supports the following payment frequencies:
- Monthly Subscription
- No, Clientary does not offer an API.
-
Clientary can be integrated with the following applications:
- QuickBooks Online , Xero , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Microsoft 365 , Zapier
-
Clientary offers support with the following options:
- Email , Chat , Knowledge Base
-
Clientary offers training with the following options:
- Documentation
-
Clientary supports the following languages:
- English
-
Following are the typical users of the Clientary:
- Small-Business
-
Clientary supports the following deployment:
- Cloud Hosted
-
Clientary supports the following devices and operating systems:
- Web-Based
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