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Clientary

The Clientary software offers an extensive array of customer relationship management (CRM) functionalities, facilitating efficient invoicing and project managem...

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The Clientary software offers an extensive array of customer relationship management (CRM) functionalities, facilitating efficient invoicing and project managem...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

The Clientary software offers an extensive array of customer relationship management (CRM) functionalities, facilitating efficient invoicing and project management. While there are certain drawbacks concerning mobile access, its powerful features and user-friendly design make it a worthwhile investment for companies and organizations of any scale.

Product Details

What Is Clientary?

Clientary is a powerful CRM software designed to simplify and improve how businesses handle their customer relationships, projects, and financial management. By centralizing key operations, it allows users to effectively monitor time and expenses, generate professional invoices, and oversee various projects. This all-encompassing method helps businesses of any size optimize workflows, lessen administrative tasks, and concentrate on providing outstanding service to their clients.

Clientary Pricing

The platform offers three distinct pricing plans for Clientary:

  • Basic: $19/month

  • Team: $39/month

  • Agency: $59/month

Additionally, a free 14-day trial is available for those interested in exploring the software further. Request a customized quote for Clientary today to get started.

Please note: Pricing may change over time.

Clientary Integrations

This software seamlessly integrates with a variety of tools and platforms, including:

  • QuickBooks

  • Stripe

  • Gmail

  • Zapier software

Check out a free demo of Clientary to discover more about its integration capabilities.

Who Is Clientary For?

Clientary is perfect for:

  • Freelancers

  • Consulting firms

  • Marketing agencies

  • Web design studios

  • IT services

  • Creative professionals

  • Small businesses

Is Clientary Right For You?

If you’re looking for a CRM solution that consolidates client management, invoicing, and project tracking into one cohesive platform, Clientary may be the perfect choice. Its exceptional ability to simplify intricate financial processes while improving customer relationships makes it an invaluable tool. Furthermore, it can enhance efficiency and streamline daily operations for marketing and creative professionals.

If you're still unsure whether Clientary suits your needs, feel free to reach out for personalized support at info@softwareseekers.com to help you make an informed choice.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✔ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Effortless client and project organization
  • ✔ Simplified invoicing and payments
  • ✔ Accurate time and expense tracking

Cons

  • ✘ Limited mobile app functionality
  • ✘ Basic task management features

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Clientary only supports the English language.

Clientary software is ideal for freelancers, consulting firms, marketing agencies, web design studios, IT services, creative agencies, and small businesses.

Clientary integrates with other third-party accounting, financing, email, and automation tools and platforms, Quickbooks, Stripe, Gmail, etc.

Yes, Clientary does offer an API.

Yes, Clientary does offer a dedicated mobile app.

Clientary offers three pricing plans: Basic ($19/month), Team ($39/month), and Agency ($59/month). Obtain a tailor-made Clientary price analysis specific to your requirements.

Clientary offers support via live chat, along with onboarding assistance, training resources, and a knowledge base, specifically for its API implementation.