Clientary
Utilize Clientary for invoicing, time tracking, and more to oversee the complete client lifecycle.
Clientary is a comprehensive small and medium-sized business platform that facilitates client relationship management, invoicing, payment processing, and various other tasks.
With Clientary, you can oversee your entire client journey, from the initial proposal to the final invoice. The platform provides flexible suggestions with multiple pricing options and collects signatures. Additionally, the dashboard offers a 360° view of your client workflows, including invoices, tasks, and projects.
The platform also provides project management capabilities, allowing users to track project tasks, invoices, expenses, and more in one place. In addition, processing online payments by credit card or ACH with third-party payment processors and managing taxes and recurring invoices is made simple.
Plus, Clientary assists in managing project budgets, planning out future hours, and setting up unique rates for invoicing. Tracking hours is now easier than ever with weekly, monthly, or individual entries, saving users from having to track down time sheets.
Additionally, the client portal can be hosted on a custom domain, creating a seamless client experience. Users can build their own client portal with a custom logo, browser icon, invoice logo, and header color. Clients can be invited directly to the portal or kept as contacts, giving them access to the appropriate documents.
Furthermore, running a small business on your own can be challenging, but Clientary simplifies the process with tools for proposals, invoicing time tracking, and more. With lifetime access to it, users can take care of business efficiently.
Appsumo offers an unbeatable deal on Clientary with a lifetime subscription of just $39. With lifetime access, the users can effectively manage their business with ease. So, don’t waste a single moment and seize the opportunity to get your hands on it’s lifetime subscription via Appsumo today.
Meet Clientary
TL;DR
- Manage everything from invoicing and time tracking to budgets and expenses.
- Alternatives to: Harvest, Hello bonsai, Honeybook.
- Let your clients access invoices, projects, notes, and more with client portals hosted on your own domain.
- Best for: Freelancers, Small businesses, Web design agencies.
Key Features of Clientary
- Higher accuracy
- Stackable
- GDPR-compliant
- API Access
- White label
- CNAME
- Live chat support
Features included in All Plans
- Dashboard
- SSL Security
- Invoices
- Estimates
- Proposals
- Products
- Time tracking with live timer
- Expenses
- Staff and roles
- Client-facing logins and portal
- Recurring invoices
- Multiple currencies
- Customizable logos
- Customizable templates
- Fully customizable dashboard with your logo
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