Clientary Pricing Overview

We have been looking for a client management portal for a long time now. We found this app in Appsumo, unfortunately the lifetime offer had passed, but the value this app creates for us, has made this a no brainer for use in our operational management. From Invoices to Embedded Forms, this is power packed application ready to integrate! We love itt!! Review collected by and hosted on G2.com.

We haven't used the Custom Domain & Online Payment Processing so far! But that's on us! We'd give this one a 5 Gold Stars!! Review collected by and hosted on G2.com.

I've been using Clientary for a while now, and I gotta say, it's been a game-changer for my small business. The thing I love most is how easy it is to use. I'm not exactly a tech whiz, but I picked it up pretty quickly. It didn't take long to set everything up, and before I knew it, I was managing projects, tracking time, and sending invoices like a pro.

One thing that really stands out is how many features they've packed into this thing. It's like a Swiss Army knife for business management. I use it almost every day for different tasks - from keeping tabs on leads to creating proposals. It's pretty cool to have all these tools in one place instead of juggling a bunch of different apps.

The customer support has been solid too. I've only had to reach out a couple of times, but they were quick to help me out. That's always a relief when you're trying to figure things out.

I will say, I haven't really tried to connect Clientary with other software. To be honest, I haven't needed to. It does so much on its own that I haven't felt the need to add anything else to the mix. Review collected by and hosted on G2.com.

First off, the task management isn't all that great. If you're used to fancy project management tools, you might be a bit disappointed. You can't add custom fields to tasks or upload files directly to them, which can be a pain when you're trying to keep everything organized.

Another thing that drives me nuts is how slow it can be sometimes. There are days when I'm sitting there twiddling my thumbs for 4 or 5 minutes just waiting for the dashboard to load. Talk about a coffee break I didn't ask for!

Oh, and if you're always on the go, you might miss having a mobile app. It's kind of a bummer not being able to quickly check things on your phone when you're out and about.

One small thing that gets on my nerves is having to enter my email twice to log in. I mean, come on, it's 2024! Why do I need to type it twice?

And if you're working on a laptop without a mouse, get ready for some frustration. For some reason, you have to right-click and open things in a new tab a lot, which is a real pain when you're just using a trackpad.

Don't get me wrong, Clientary's not bad. It's just got a few quirks that can be annoying, especially if you're used to other software that does certain things better. But hey, no software's perfect, right? Review collected by and hosted on G2.com.