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Clientary

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Company health

Ratings

G2
4.7/5
(45)
Capterra
4.7/5
(82)

Clientary description

Clientary is a business management software aimed at freelancers and small to medium-sized companies. It offers a suite of tools including invoicing, time tracking, project management, proposals, estimates, and client portals. Clientary aims to simplify client workflows and centralize business operations by replacing the need for multiple, disconnected apps. The software is cloud-based, customizable, and integrates with popular third-party applications.


Who is Clientary best for

Clientary is a user-friendly business management solution perfect for freelancers and SMBs. It excels at invoicing, time tracking, and project management, simplifying client workflows and centralizing operations. Users praise its intuitive interface and robust features, while some desire more customization options. Clientary offers affordable tiered plans, making it a valuable tool for growing businesses.

  • Best fit for small to medium-sized businesses (SMBs).

  • Ideal for professional services, marketing, and creative agencies.


Clientary features

Type in the name of the feature or in your own words tell us what you need
Supported

Clientary supports tracking time spent on projects and tasks.

Supported

Clientary allows creating and sending customized invoices with logos and colors.

Supported

Clientary allows creating and sending professional estimates for client review before project commitment.

Supported

Clientary offers a client portal to access project information, reducing administrative work and streamlining communication.

Supported

Clientary supports expense tracking and allows adding expenses to invoices.

Supported

Clientary offers project management tools to oversee tasks, schedules, and resources.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Strongly positive
+1

Ease of Use

Strongly positive
+1

Reliability and Performance

Strongly positive
+0.88

Ease of Implementation

Rather positive
+0.33

Clientary reviews

We've summarised 126 Clientary reviews (Clientary Capterra reviews and Clientary G2 reviews) and summarised the main points below.

Pros of Clientary
  • Easy to use and intuitive interface.
  • Excellent invoicing and billing features, including customizable templates.
  • Effective time tracking capabilities.
  • Streamlines client workflows and centralizes business operations.
  • Responsive customer support.
Cons of Clientary
  • Limited customization options, especially for client portal and email templates.
  • Slow development and updates.
  • Mobile app experience is subpar compared to the desktop version.
  • Limited third-party integrations.
  • Dashboard font size is too small.

Clientary pricing

The commentary is based on 23 reviews from Clientary Capterra reviews and Clientary G2 reviews.

Clientary is praised for its affordability and value, especially for small businesses and freelancers. Users find its pricing reasonable compared to competitors like Zoho. While one user found the tiered pricing structure somewhat limiting, most consider it a cost-effective solution for client management, time tracking, and invoicing.

Users sentiment

Strongly positive
+1

See the Clientary pricing page.

  • Clientary has a free trial.

Basic

19 USD

Includes 30 clients, 2 contacts per client, 1 staff user, and SSL Security.

Team

39 USD

Includes unlimited clients, 5 contacts per client, 3 staff users, Payment Integration, SSL Security, and Custom Domain.

Agency

59 USD

Includes unlimited clients, unlimited contacts, 5 staff users, Payment Integration, SSL Security, and Custom Domain.


Clientary alternatives

  • Logo of SuiteDash
    SuiteDash
    Offers CRM and workflow automation. A Clientary competitor, SuiteDash might be less intuitive due to extensive features.
    Read more
  • Logo of Rymotely
    Rymotely
    Better suited for freelancers and very small businesses. Less industry-specific functionality for professional services. No estimate creation feature.
    Read more
  • Logo of Accelo
    Accelo
    Better for larger enterprises. A Clientary alternative focused on agencies and consulting firms.
    Read more
  • Logo of Xero
    Xero
    More focused on core accounting features. Better for businesses needing only financial management tools. Less suitable for comprehensive business management including project features.
    Read more
  • Logo of Contractor Foreman
    Contractor Foreman
    Better for construction businesses. More costly.
    Read more
  • Logo of Bloom
    Bloom
    Better for solopreneurs and freelancers. More focused on creative professionals. Offers contracts and scheduling features.
    Read more

Clientary FAQ

  • What is Clientary and what does Clientary do?

    Clientary is cloud-based business management software for freelancers and small to medium-sized businesses. It offers invoicing, time tracking, project management, proposals, estimates, and client portals, simplifying workflows and centralizing business operations.

  • How does Clientary integrate with other tools?

    Clientary integrates with popular third-party applications, streamlining workflows by connecting with tools you already use. However, users have noted that the specific integrations offered could be more extensive, limiting broader connectivity.

  • What the main competitors of Clientary?

    Top alternatives to Clientary include SuiteDash, Rymotely, Accelo, and Bloom. These competitors offer similar features such as project management, time tracking, invoicing, and client portals, catering to freelancers and small to medium-sized businesses.

  • Is Clientary legit?

    Yes, Clientary is a legitimate business management software. It receives positive ratings (4.7/5 on G2) and users praise its ease of use and invoicing features. Clientary offers a 14-day free trial for those wanting to explore its suitability and is safe to use.

  • How much does Clientary cost?

    Clientary pricing starts at $19/month for the Basic plan, $39/month for the Team plan, and $59/month for the Agency plan. Additional users are available for $10/month/user. A 14-day free trial is available.

  • Is Clientary customer service good?

    Clientary's customer service receives positive feedback. Users highlight the team's responsiveness and helpfulness in addressing inquiries and resolving issues promptly. The support team is described as "quick, efficient, and genuine," contributing to a positive customer experience.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.