Clientary
Invoicing, Proposals, and Client Management for modern businesses.
Overview
Clientary is a business management tool designed for freelancers and small service-based businesses. It simplifies workflows by combining client management (CRM), proposals, invoicing, and time tracking into one easy-to-use platform. It includes a client portal where clients can view and accept proposals, check project status, and pay invoices online, providing a professional and streamlined experience.
✨ Key Features
- Proposals & Estimates
- Invoicing & Online Payments
- Time & Expense Tracking
- Client Management (CRM)
- Client Portal
- Project Management (Lite)
- Recurring Invoices
🎯 Key Differentiators
- Simple and clean user interface
- Focus on the core financial interactions with clients (proposals, invoicing)
- Generous free plan for starting freelancers
Unique Value: Clientary provides a simple, no-fuss platform for managing the entire client financial lifecycle, from proposal to final payment, with an easy-to-use interface.
🎯 Use Cases (4)
✅ Best For
- Used by freelancers, consultants, and small agencies to manage their business operations
- Simplifying the invoicing and payment collection process
- Presenting a professional image to clients with branded documents and portals
💡 Check With Vendor
Verify these considerations match your specific requirements:
- MSPs or larger businesses needing advanced project management or ticketing
- Companies that require deep integrations with accounting or marketing software
🏆 Alternatives
Compared to larger, all-in-one platforms, Clientary focuses on doing a few things very well—namely proposals and invoicing—making it a less overwhelming option for users with simpler needs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Agency tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: 1 user, 3 clients, 1 project
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