Clientary

4.8 (99)
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Everything you need for your professional service business.

Overall rating

4.8 /5
(99)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.6/5
Customer Support
4.6/5

99%
recommended this app
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99 Reviews

Joyce
Joyce
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My experience using Clientary! I could give a ten star!

Reviewed on 09/11/2023

Clientary is quite useful for my job. I spend less time organizing my clients and project informatio...

Clientary is quite useful for my job. I spend less time organizing my clients and project information. Clientary does the work! My experience with Clientary has been nothing short of excellence. Clientary delivered it's value as promised. I recommended Clientary to a few friends after using it for a while, and they had great experience too. It is so effective!

Pros

Clientary is a non-complex management software which is perfect for even small businesses. The software and it's features are simple to use. No complexity at all. Specifically, I love the invoice management feature. I manage customize my clients invoices to my preference. Also, it's much easier for me to organize and keep track of each track and project with the project management feature.
In few minutes, I was able to set up the software and create my profile. I also love the swiftness of the Customer support in replying messages. They respond to my questions in less than 24hours. This made the software more exciting to use, for me. I could give Clientary a ten star!

Cons

None. I like everything about the Feautures I've used on Clientary.

Leah
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

PTT: Project Time Tracker (Clientary)

Reviewed on 09/07/2024

Project management.

Online time tracking on projects.

Project management.

Online time tracking on projects.

Pros

With Clientary, it is possible to track time on projects automatically and access all CRM tools online.

Cons

I do not experience much trouble with Clientary at work - it is the best so far.

Verified Reviewer
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

A CRM software that helps businesses to stay organized.

Reviewed on 13/04/2023

Clientary helps me to be organized. I have everything thing I need for a client in this software....

Clientary helps me to be organized. I have everything thing I need for a client in this software. This includes but is not limited to proposals, leads generation, project, and billings.Infact, I can add other staffs on it to lessen my workload. This software has proved to be indispensable to the agricultural consulting arm of our business.

Pros

Here are the Clientary features I love the most:- They allow new users to try out their service for free without having to input their card details.- Clientary is easy to set up and use- Clientary works in my country and that's applaudable since most software developers ignores us.- It allows for full customization. With Clientary, I have total control on my projects estimate, invoices and proposals.- Documents are secured and more trustworthy with clientary's digital signature feature.

Cons

Clientary is compatible with mobile phones, but not fully compatible.Using Clientary on desktop is a completely different experience from using it on mobile phones. The desktop version is better.

Parneet
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 201–500 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Experience with Clientary

Reviewed on 22/07/2024

Streamlining proposals and contracts from stakeholders, tracking time and managing projects are...

Streamlining proposals and contracts from stakeholders, tracking time and managing projects are some of the vital benefits that I gain from Clientary.

Pros

Tracking time and team tasks is automated by Clientary which saves time and improve productivity.

Cons

Even my overall rating depicts that I face zero issues Clientary.

Grace
Grace
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Review on Clientary

Reviewed on 08/11/2023

Overall, I had a good experience using Clientary. I was able to get all the necessary features I...

Overall, I had a good experience using Clientary. I was able to get all the necessary features I need for my work as a customer relations officer. Managing my clients and my project has become easier with Clientary!

Pros

I love the user friendly interface which is the first thing I look out for in softwares. I like the fact that the software is easy to navigate and set up without having to watch tutorial videos. The client management Feauture is excellent. I enjoy using it to onborad my clients and manage their projects and information effectively. The billing and invoicing feature is also effective. I love this feature because it helps me to customize invoices for my clients and also keep track of the bills I assigned for each project. Clientary made my work as a customer relations officer much easier and effective. I will recommend this software a thousand time!

Cons

I enjoy using Clientary, I have no complaints so far.

John
John
Overall rating
  • Industry: Airlines/Aviation
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review on clientary

Reviewed on 25/10/2023

This software has been quite an amazing experience, it really increased my productivity speed and...

This software has been quite an amazing experience, it really increased my productivity speed and efficiency

Pros

When i used this software, i only used 3 main features from it, which are , Project management, time tracking , invoice creation ... This software has been my main software which i spend most time on because i have to handle a multitude of projects and clientary made it quite easy to set up .. then attach the time tracking feature to the project i just set up and right from there even set up the invoice creation fro that project... the software was so flexible to use even still there are still more features which i haven't even really touched... the free API you can even generate , and some other amazing features all for managing a business is all in this software and all that is attached is just a small monthly subscription fee, which is worth the money.

Cons

i had no cons in using this software, it is one of the best project management tools.

Dayo
Dayo
Overall rating
  • Industry: Banking
  • Company size: 501–1,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review on clientary

Reviewed on 12/11/2023

Its has been a productive and satisfactory experience making use of the tool. What a great tool.

Its has been a productive and satisfactory experience making use of the tool. What a great tool.

Pros

Been a busy person at work with a lot of clients proposal coming in and then, its always difficult to keep track of those proposals but since have been making use of this tool it has made my work so easy from invoice and billing process down to payment process has been fast and easier. Also invoices and payment records has been easy to sort out which has made my work efficient and productive.

Cons

Apart from the small font on the dashboard, i have not seen any problem making use of the tool. No cons.

Joyce
Joyce
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Invoice History Management and Great Payment Processing Platform.

Reviewed on 23/11/2023

Impressive invoicingsolution with effective functions to handle multiple project financial...

Impressive invoicingsolution with effective functions to handle multiple project financial operations and data securely.

Pros

The ability on multiple project payment management and on project budgeting and also time tracking through Clientary functions is more productive and cost effective.
The product can help manage various projects and documentation functions are excellent.

Cons

No major problems to report on this system because after training is over manipulating the features is quite easy.

David
David
Overall rating
  • Industry: Airlines/Aviation
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Review on Clientary

Reviewed on 26/10/2023

It has made my work more productive and also become an important tool in product management in my...

It has made my work more productive and also become an important tool in product management in my company.

Pros

I am a very busy person at work due to number of client on a daily basis but using this tool has been a lifeline which has made my working process possible and quick. It has made my invoice and billing well arranged, provide seamless experience in managing projects and invoice

Cons

Not much, easy to make use when using the tool

Esther
Esther
Overall rating
  • Industry: Banking
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Review on clientary

Reviewed on 10/11/2023

The tool has really helped me in keeping tabs on various projects effectively and it has been...

The tool has really helped me in keeping tabs on various projects effectively and it has been productive making use of the tool.

Pros

Making use of this tool, i can easily create and send invoices to my clients, it has also helped me to easily manage project easily without stress. What a great tool.

Cons

No cons, easy to use and user face friendly.

Verified Reviewer
Overall rating
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Perfect software for CRM

Reviewed on 18/03/2023

An excellent program, as an important part of project management in our company, at a reasonable...

An excellent program, as an important part of project management in our company, at a reasonable price and suitable for everyone.

Pros

A great program for managing CRM operations, we also use it to issue and track invoices, a good program for managing projects in general, including expenses, offers, and others, very suitable for accountants, engineers, and lawyers. It helps in facilitating work and saving time and effort.

Cons

Although this rarely happens, but sometimes the issuance of invoices may take too long. It is preferable to update the program interface. With the addition of new features.

Ben
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Simple, effective, and looks great.

Reviewed on 17/01/2023

This solved my problem of simple, easy to use proposals and invoices that I could make look exactly...

This solved my problem of simple, easy to use proposals and invoices that I could make look exactly how I want them to look. It also tracks expenses and hours worked and makes it easy to bill them on to the client.

Pros

Clientary is super easy to get up and running, with almost zero learning curve. It also looks great from a client perspective straight out of the box. But where this really shines is in the customisability of invoices and proposals. You can literally design anything you want in HTML/CSS and then just drop in tags where you want things displayed. It's amazing!

Cons

The task management is poor and not a replacement for other dedicated PM tools. No custom fields for tasks, no file uploads etc.

Alternatives Considered

Agiled and ClickUp

Reasons for Choosing Clientary

Plutio tried to do everything, and didn't do it well or with stability. Clientary is the opposite. Stable, with s smaller feature set that just works!

Switched From

Plutio

Reasons for Switching to Clientary

Simpler and more focussed.
Victoria
Overall rating
  • Industry: Executive Office
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Review on Clientary.

Reviewed on 09/11/2023

My job as a Human Resource Specialist involves managing various HR processes. I'm excited I got my...

My job as a Human Resource Specialist involves managing various HR processes. I'm excited I got my hands on Clientary Software which has helped me Streamlined my HR work. I am now more effective with my work. Clientary is the tool I have always needed to make my work easier. I'm glad I found it!

Pros

The user friendly interface is an icing on the cake for me. As a HR specialist, I deal with a lot of complex softwares in a daily basis, coming across Clientary which is more easy to navigate relieved me a lot of stress.
With Clientary design, I can easily access and manage employees data, track attendance and generate relevant information. I love Clientary's layout, it is well organized. I can easily manage retrieve information about employees and projects. The client and Project Management feature helps me to achieve this. Also, I can keep track of the time I spend on a project using the time tracking feature. Lastly, I won't fail to mention how responsive Clientary team is. They assist me promptly whenever I make an enquiry. I strongly recommend Clientary for anyone who seeks to increase their productivity!

Cons

I am satisfied with the value I get from Clientary. No cons!

Doreen
Overall rating
  • Industry: Mental Health Care
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Professional Service Automation GURU

Reviewed on 15/11/2023

Time, expense and bug tracking on projects.
Invoice generation and payment processing.

Time, expense and bug tracking on projects.
Invoice generation and payment processing.

Pros

It is nearly a year now ever since I implemented Clientary. I give thumbs up to the fact that it automate a lot of workflow from time tracking to invoice generation.

Cons

It is the most influential tool that I tried this year, I haven’t had any flaw anyways.

Ab
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Increased Task, Increased Productivity, Increased Pay! Thanks to Clientary.

Reviewed on 02/11/2023

Clientary is a complete software suite. It is ideal for managing bids, clients, hours, and...

Clientary is a complete software suite. It is ideal for managing bids, clients, hours, and projects. As an executive assistant, my job demands the highest level of efficiency and order. To stay productive and provide the best service possible for my clients, I set a limit on the amount of work I could take on each month. However, I was able to expand my job limit with Clientary and still properly deliver to my clients. Managing my projects is a challenge I face as an executive assistant, and Clientary has given me a thorough solution! I take on more work, complete it quickly, and get paid more!

Pros

I track the hours I spend on projects using Clientary. This time-tracking tool is really good. I can simply keep track of my working hours, provide my clients with a timesheet report, and charge them appropriately. Unlike before, we no longer have to dispute over bills!Clientary has an Excellent client management Feauture. I have no trouble keeping track of the details of my many clients. Using clientary has made me a more efficient and well-organized executive assistant. Kudos!

Cons

I enjoy using Clientary. No glitch so far!

James
James
Overall rating
  • Industry: Airlines/Aviation
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My review on clientary

Reviewed on 20/10/2023

My experience using clientary has been satisfactory

My experience using clientary has been satisfactory

Pros

Using clientary for one year now has made me to easily give a report on any project am working on and also payment on the project has been made easy. It has also made my invoice and billing management well arranged

Cons

No cons using the software,so far it’s been a great experience

Neeraj
Neeraj
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Good Database and Information

Reviewed on 12/06/2023

clientary saves my time in making the invoices and also its a best application which i have used...

clientary saves my time in making the invoices and also its a best application which i have used since past few years

Pros

It is easy to use can make the invoice quickly and also the online payment feature is quite safe

Cons

Few changes can make as per my knowledge which is we can create multiple billing at same time and also can go easy with payment side

Alexander
Overall rating
  • Industry: Financial Services
  • Company size: 501–1,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

My review on clientary

Reviewed on 29/10/2023

Highly recommended as It has been a good experience so far.

Highly recommended as It has been a good experience so far.

Pros

clientary is an all-round and user friendly tool that makes project management very easy. It offers an array/choice of invoice templates for use and also offering the option of customization based on their need. It makes projects payment and project update presentation very easy.

Cons

It takes sometime getting use to the platform interface but apart from that i haven't encountered any issues.

Divya
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Software for Client Activities & operations

Reviewed on 25/09/2023

Good expereinece so far

Good expereinece so far

Pros

It is a good software which supports in client activities management, biling, tracking and other stuff

Cons

No com, we find the software convenient and effective

Alternatives Considered

QuickBooks Online
Bello
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great clientary

Reviewed on 29/10/2023

If you're not using this platform as a business owner you're missing a lot.

If you're not using this platform as a business owner you're missing a lot.

Pros

This platform has some good features that have been helping us in terms of billing and invoice, proposals. they've been playing their role perfectly in our company

Cons

No cons yet I'm still waiting for more features

Shailendra
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good tool to manage all Projects Effectively

Reviewed on 25/08/2023

It was a good experience using Clientary, as supported us with the effective project management.

It was a good experience using Clientary, as supported us with the effective project management.

Pros

it is a great tool to manage the project effectively such as timely client activity tracking, crm, billing and other activities.

Cons

till the time we don't find any con in the tool

Alternatives Considered

HubSpot CRM

Reasons for Switching to Clientary

it is more robust, active and effective.
Ankush
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Best Client Management platform

Reviewed on 12/07/2023

it was a good experience using the software as it has all the required features we were looking for...

it was a good experience using the software as it has all the required features we were looking for client management

Pros

It is one of the Best Client Management platform to manage all clients onboarding, crm and tracking effectively.

Cons

We don't find any flaw in the software, all good !

Alternatives Considered

HubSpot CRM

Reasons for Switching to Clientary

not the features which we were looking for
Himani
Himani
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Effective platform to manage Project and tracking

Reviewed on 10/07/2023

It was a good experience using Clientary as it supported us in client & project management...

It was a good experience using Clientary as it supported us in client & project management effectively.

Pros

It is an effective platform to manage Project and tracking. it also supports easy access to all analytics.

Cons

not any, well planned platform with all necessary features

Alternatives Considered

Zoho CRM

Reasons for Switching to Clientary

zoho crm has limited features
Sumbhav
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Comprehensive platform to manage all Client data

Reviewed on 21/05/2023

It was a good experience using Clientary

It was a good experience using Clientary

Pros

It was a great platform and support to manage client data, project management, online crm as well as the clinet billing management, through which much of our work got smooth and effective

Cons

Not any, it has all the required features

Manthan
Overall rating
  • Industry: Online Media
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Clientary is good choise as a CRM.

Reviewed on 02/03/2023

Overall, Clientary is a great choice to manage customer relationships effectively, with features...

Overall, Clientary is a great choice to manage customer relationships effectively, with features that help them stay organized, track progress and automate tasks.

Pros

I like Clientary because it's easy to use, and I can customize it to fit your business needs. It helps me save time by doing tasks like scheduling appointments and entering data automatically. I can also see reports on how our business is doing and where I can improve.

Cons

Clientary's mobile app doesn't have all the features of the desktop version, and it doesn't work with all the other tools they use.