Clientary

star star star star star 0.0 (0 reviews) | CRM Software · Consulting CRM Software

Transform your business with Clientary software, offering powerful CRM, streamlined invoicing, and efficient project tracking for all enterprises.

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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

cancel Security

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cancel Timeclock

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check_circle Mobile CRM

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check_circle Client Portal

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cancel Time Tracking

cancel CRM for Retail

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cancel Mobile CRM App

cancel Sales Pipeline

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cancel Tax Management

cancel Budget Tracking

cancel Case Management

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cancel CRM for Outlook

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cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

cancel Lead Management

cancel Market Position

check_circle Task Management

cancel Accounts Payable

cancel CRM for Facebook

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cancel Customer Support

cancel Distribution CRM

cancel Donor Management

cancel Event Management

cancel Expense Tracking

cancel Fundraising Tool

cancel Grant Management

cancel Sales Automation

cancel Activity Tracking

cancel Budget Management

cancel CRM for B2B Sales

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cancel CRM for Marketing

cancel Donation Tracking

cancel Email Integration

cancel Fundraising Tools

cancel Project Templates

cancel Sales Forecasting

cancel Vendor Management

cancel Activity Dashboard

check_circle Contact Management

cancel Content Management

cancel CRM for Healthcare

cancel CRM for Nonprofits

cancel Financial Tracking

cancel Hotel CRM Software

cancel Invoice Management

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cancel Project Scheduling

cancel Route Optimization

cancel Accounts Receivable

check_circle Alerts/Notifications

cancel Analytics & Reporting

cancel Automated Workflows

cancel Bank Reconciliation

cancel Campaign Management

cancel Collaboration Tools

cancel Contract Management

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cancel CRM for Field Sales

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cancel Customer Management

check_circle Document Management

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cancel Reporting & Analytics

cancel Resource Allocation

cancel Workflow Automation

cancel Android CRM Software

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cancel Inventory Management

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check_circle Customizable Dashboards

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cancel CRM for Political Campaigns

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cancel Email Marketing Integration

cancel Sales Acceleration Software

cancel Small Business CRM Software

cancel Auto Dealership CRM Software

cancel CRM for Construction Company

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cancel Time and Attendance Tracking

cancel CRM for Professional Services

cancel Customer Feedback and Surveys

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cancel CRM for Manufacturing Business

cancel CRM for Social Media Marketing

cancel CRM for Health Insurance Agents

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check_circle Customer Communication Tracking

cancel Employee Information Management

cancel Project Planning and Scheduling

cancel Sales Force Automation Software

cancel Sales Forecasting (via analytics)

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cancel CRM for Digital Marketing Agency

cancel CRM for Membership Organizations

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cancel CRM for Offices and Public Administrations

cancel Multi-Channel Support (Email, SMS, WhatsApp, Chat)

cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkEffortless client and project organization

checkSimplified invoicing and payments

checkAccurate time and expense tracking

Cons

closeLimited mobile app functionality

closeBasic task management features

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Frequently Asked Questions

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.

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