Clientary Reviews & Product Details

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.

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.

As a web freelancers, I've used almost every other platform out there and they all fall short somewhere. They might have a great invoicing system, but they don't time track, etc. Clientary has it all and does it well. I've now been using them since 2012 (when it was Ronin) and it's remained a solid platform to build my business on. Estimates easily get approved, invoices, get paid, time tracking is easy, and report are simple to view. I'd highly recommend it to keep your business running smooth. Review collected by and hosted on G2.com.

I get nervous that they will start to get "Featuritis", where they start adding too many features that starts to make the system a bloated, too complex system, what it does right now it does well. The only area I wish they did better was the reporting. It good enough, but I'd love to see some charts, graphs, etc. Take a look at how beautiful cushionapp.com does their reports. They lack in many other areas where Clientary excells, but their reports and visuals are fantastic that I wish Clientary would beef that up and I could see a solid dashboard showing invoices that have been view, recently paid, current projects, etc. Review collected by and hosted on G2.com.

As a satisfied user for years, I've found the platform to be very user-friendly and efficient. I've appreciated the recent updates that have enhanced its usability. Review collected by and hosted on G2.com.

The difficulty in seamlessly integrating it with a project management tool. This lack of connectivity has hindered my workflow and created inefficiencies. I hope to see improvements in this area in the future to enhance the overall user experience. Review collected by and hosted on G2.com.

I stumbled across Clientary while searching for a project management application. I was so excited that I found an application that did everything I neeeded it to and more!! It has been such a life saver for me. From making digital contracts, keeping track of client projects, and billing for time, I couldn't ask for a better solution! Review collected by and hosted on G2.com.

There is nothing about Clientary that I dislike. Review collected by and hosted on G2.com.

Intuitive and friendly interface, the tools for tracking billing time allow you to manage the entire life cycle of the client, and the navigation bar is very well designed, including all the options easily accessible to customers of this software. Among some tools, we have the control panel, the opportunity for proposals to customers, project tasks, execution times, billing, and many more tools to highlight Clientary, the configuration to add new customers and manage them is straightforward, and I can also export what I have done. Review collected by and hosted on G2.com.

They could add more color to the taskbar; at the beginning, the software looks simple; for example, in the expenses option, it would be interesting to see graphs where the total expenses are marked by date, what has been billed and not billed, it would be easier to understand everything and more creative for the user. Review collected by and hosted on G2.com.

Clientary has become an invaluable part of my business, from running my jobs to organising invoices and keeping time, it's a tab that's consistently open on my browser and the functions it performs make it one of the best investments I've made for my business. No joke. It's simple to use, and support is quick, efficient and genuine! Review collected by and hosted on G2.com.

I had some trouble coding the invoices initially (thought my own user error/ineptitude), but thanks to the support it's not working beautifully! Review collected by and hosted on G2.com.

Ease of use and workflow. Allows us to streamline our contract/invoicing seamlessly and professionally. Review collected by and hosted on G2.com.

No dislikes. Application has our needs covered. Review collected by and hosted on G2.com.

The best part about this program is you can easily add time and billable items to a project or invoice. You can make the program work the way you want to work and not be forced into a specific style. I have never had any problems billing or getting paid through this program. Review collected by and hosted on G2.com.

You have to integrate in the billing systems yourself but it's quite easy. Review collected by and hosted on G2.com.

I love this instrument since it grants an intuitive and simple interface to use that makes users possible to immediately enter the important information about their consumers, track sales, govern tasks and projects, and produce detailed reports on performance and productivity. In recent years it has positioned itself as an important instrument, offering a group of properties and functionalities designed to simplify and optimize the buyer administration Review collected by and hosted on G2.com.

For the established functionalities that we have, it was efficient, its functionalities are adaptable to the organization in which it works, of enormous help to govern projects, which allows the organization, managing and examining its consumer base efficiently. Review collected by and hosted on G2.com.