Clientary Reviews & Product Details

For me, Clientary is the best invoicing tool I have used for our business. It is an interactive, easy, and fresh tool to work with, giving us the power of customization for all our financial matters, and starting our first proposals to a client in a powerful way, getting more clients and offering them the best service. What I like, specifically, is that it allows us to customize our proposals and perfect them in a way that attracts the client. Drafting our proposals and perfecting them in a way that draws the client. Drafting our proposals is easy, and we can arrange all our services to catch the client's attention. Additionally, I think that the environment of Clientary is beautiful because it is all-in-one software where we can control the payments and have our clients review our proposals without downloading anything. Review collected by and hosted on G2.com.

I think that Clientary has its ups and downs sometimes, and the software keeps on bringing new updates filled with the improvement of the features that are already implemented; however, I do feel that some new features could be added to improve even more the functionality of the entire software altogether, and as a result, increase leads. Review collected by and hosted on G2.com.

Firstly, I like that Clientary is an easy-to-use software that does not have a hefty learning curve; the interface is very user-friendly and quite simple to understand straight away without having any issues with the implementation phase. The customer support is also very responsive and attends to every question no matter the simplicity of it. That being said, when it comes to the fundamental aspects of Clientary and how it works, I like various areas of it, including the options to billing and how it allows me to automatically create invoices on every scheduled date to save time. Its interface allows us to have all billing information in one single place, as well as maintain all information about our client's stages, from the proposal stage to the invoicing stage. Review collected by and hosted on G2.com.

The addition of more tools in the area of proposals and reports would be really helpful, I would like to see more tools added in the reports are such as more visual features that can help understand the reports better and visualize everything quickly. Review collected by and hosted on G2.com.

Clientary is a helpful software that I really love using and it has a lot of cool features that add to a very good use of the software; mostly, I like the fact that it has so many nice templates that can be customized so that the invoices look really nice and professional, ensuring that it maintains the business image at all times. The payments are made directly and processed online thanks to the system that Clientary provides, and we are able to track and maintain an archive of all the invoices and payments. Review collected by and hosted on G2.com.

What I don't like about Clientary is the way that it does not do a great job at offering project management features that are actually easy to customize according to the different needs that one may have, it is a great invoicing tool but it does not offer great project management tools. Review collected by and hosted on G2.com.

1. Clientary allows us to create a proposal from scratch, a complete proposal, with terms and conditions, number of clients, rules and our signature, so that this proposal goes through a review process.

2. Generalized work time measurement by the project is accurate and helps us track how much time employees spend over a week or month to progress on a project.

3. The time measurement section is essential; it allows you to see how many hours of work you have generated for each calendar date; all this information is saved in the Clientary Cloud.

4. Clientary allows you to generate Invoices with different designs and beautiful templates. In addition, you can also create reports of the Invoices generated in a week or a month.

5. Each expense that is made within the company will be recorded in Clientary expenses; this section helps a lot to control general expenses. Review collected by and hosted on G2.com.

I did not get problems in the Clientary functions; all the functions of client management, employee management and expense management worked correctly. However, I do consider that some things can be improved within Clientary, such as:

1. The "customers" section could improve a bit, adding fields where you can insert social networks of recently added customers and thus have much more direct contact.

2. We have not had any problem with the fact that there is no Clientary App for mobile phones; however, an App would help a lot so that we can inspect and manage tasks or clients from our cell phone and have a more compact experience. Review collected by and hosted on G2.com.

One of the most gratifying things that Clientary has is how you can obtain detailed reports depending on what you need, you can obtain reports of the Invoices that have been generated during a specific date, and you can also get payments reports, client reports or working hours reports. Clientary allows you to modify the information to obtain.

I loved the task creation and administration system; also, I liked the project management system; it allowed me to manage projects, materials to use in each project, participants, duration time, estimated balance to spend on each project and much more. The task management within Clientary was perfect, I was able to add a time limit for each task, and I was able to monitor the status of each task in real time.

Also, managing customers and leads is seamless; it allows you to manage requirements, add contact information and customer profile and also add customer location. Review collected by and hosted on G2.com.

Clientary has never given any failure; I have been using this platform for several years to manage leads and manage activities and tasks, and I have never had any problem with Clientary; I feel very comfortable with all the task management functions and project management, using Clientary is quite pleased, the general design of the platform offers a very remarkable comfort for all users. Review collected by and hosted on G2.com.

I like that Clientary is an all-in-one solution for invoicing, time tracking, and client management. It makes it easy to keep track of all my clients and their invoices in one place. Plus, the interface is easy to use, and the customer service team is very responsive and helpful. Review collected by and hosted on G2.com.

It can be a bit costly. Some features can be challenging to find and use, and the user interface can be clunky. Some parts could be improved, such as the ability to customize invoices and time-tracking reports. Review collected by and hosted on G2.com.

Streamlined workflow and business activities as it integrates with other systems for team purposes. Clients and customers engagement management of proposal and invoices as well as keeping track on all the clients. Review collected by and hosted on G2.com.

Every feature in place is helpful you just learn how to deploy and integrate with other systems and it automatically performs well. It's already improving by far. Review collected by and hosted on G2.com.

Easy integrations for credit card processing. Great customization options, including custom domains, and invoice templates. Brandable client portal where messages can be exchanged, and invoices / proposals accepted and paid. Small support team with excellent customer support! Review collected by and hosted on G2.com.

Limited customization of client portal (CSS editing desired), and email templates. Slow development process. Review collected by and hosted on G2.com.

Keeping a good client or customer and service providers relationship. Secure customer data on all customer identity management. Invoice tracking and proposal sending to targeted personnel. Review collected by and hosted on G2.com.

On my experience it has improved by a very large margin. It is pocket friendly and features not complicated so I would not really point on anything by far. The go tool. Review collected by and hosted on G2.com.

Billing and invoices or quotations there is need to follow up the progress of this and with Clientary you are informed on each detail and gives room for negotiation and discussion. Accurate on giving estimates and payment calculations. Review collected by and hosted on G2.com.

It has nurtured clients support quite well made things easier. Installation is easy and there is great team work in place by involving clients directly with services offered. Review collected by and hosted on G2.com.