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

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 2023/10/25

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.

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 2024/07/09

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 2023/04/13

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 2024/07/22

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.

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 2023/11/09

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!

Ayomide
Overall rating
  • Industry: Animation
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

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

An overview about clientary

Reviewed on 2024/11/15

The platform has given my project presentation and invoicing a professional outlook earning me...

The platform has given my project presentation and invoicing a professional outlook earning me praises even from externals and superiors.

Pros

The user interface is so simple and easy to navigate with features that makes project management looks like an abc process. The management of billing and invoice as related to each client by this platform as also been top-notch.

Cons

Every aspect is totally A+, there’s no feature that I dislike or is there any that I have a negative comment about.

Jessica
Overall rating
  • Industry: Hospitality
  • 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

Seamless Customers Management Channel

Reviewed on 2023/10/30

An excellent and effective solution tailored for robust time tracking and estimates. Ease of...

An excellent and effective solution tailored for robust time tracking and estimates. Ease of usability and implementation. Rich capability on cloud payment processing and online invoices generation as well as invoicing to hasten payments. It ensures all clients are satisfied.

Pros

Impressive dashboard to enhance subscription billing, proposals generation, online invoices creation and time tracking capabilities. It's a self-explanatory and multi-purposed software since it meets numerous business needs under just one umbrella and with effectiveness.

Cons

Honestly nothing to complain because it has been of great impact especially on customers management and fastening online payment via invoicing.

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 2023/11/08

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.

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 2023/11/12

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 2023/11/23

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.

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 2023/03/18

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.

Obi
Overall rating
  • Industry: Utilities
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Invoicing and time tracking platform

Reviewed on 2023/10/31

The software is easy to use with little to no training also the customer care support team handles...

The software is easy to use with little to no training also the customer care support team handles issues on time.

Pros

This software is simple to use, support, quick, efficient and genuine.Additionally it has created a vast space with different dynamic tools therefore enabling us to manage our work correctly.

Cons

It has not presented any errors whatsoever, nor interfered with my workflow.I love the entire platform.

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 2023/11/15

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.

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 2023/11/10

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.

David
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 8.0 /10

Thanks to Clientary, my job has been a lot more fun and simpler!

Reviewed on 2023/10/29

As a software researcher and developer, I explore softwares that I can use to organize my projects...

As a software researcher and developer, I explore softwares that I can use to organize my projects according to my clients and their respective projects. I can boldly say that Clientary is one of the best softwares out there in accomplishing that, keeping timing details and records of my projects haven't been more fun and simpler than this. My clients' project management process has been made simpler thanks to Clientary.

Pros

The setup process of the application is quite simple. It runs perfectly in next to no time.
The feature that I love the most is the project management and time tracking tool. It aids in streamlining the complex process of time and project management which is the major difficulty I face in my work. Clientary will help you to increase your effectiveness and is ideal for small enterprises.

Cons

I haven't found any issues with Clientary. For me, it operations are flawless.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Clientary: Best CRM

Reviewed on 2023/11/19

Pros

Clientary is very easy to use by anyone. It helps us to schedule tasks or track the particular task and employee working hours. It provide many types of readymade reports which helps us to manage project lifecycle.Price is very reasonable compare to ZOHO.All the data insertion is automatic with the help of AI which saves our time.

Cons

As long as happy with Clientary no cons .

Odunayo
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • 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 9.0 /10

My review on clientary

Reviewed on 2023/11/12

It really deserves a chance in the spotlight as this has been an incredible tool.

It really deserves a chance in the spotlight as this has been an incredible tool.

Pros

Project management has never been made this easy since I have learnt my profession. Different ranges of customizable template with its effectiveness in time tracking and management has really made this software a go-to for me

Cons

I haven't encountered any issues since have been actively using this software.

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

Overall rating

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

The Best Software in segment.

Reviewed on 2023/07/15

My big problem is invoice management and task management "Clientary" comes like an problem solving...

My big problem is invoice management and task management "Clientary" comes like an problem solving friend in my Life.

Pros

It's simple UI and Ease of use and i also recommand to my colleugs.

Cons

it,s so easy to identify the task or any schedule then process my work fluently.

Himanshu
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

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

Project planning and management platform

Reviewed on 2023/10/22

Nice experience so far

Nice experience so far

Pros

It is a great platform which supports in effective planning of project and all client related activities.

Cons

No cons so far we found in the platform, very supportive platform

Alternatives Considered

Octopus CRM

Reasons for Switching to Clientary

It has good features as compared to others
Sahil
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

Platform which makes Project management easy and effective

Reviewed on 2023/09/17

Overall a good experience using Clientary as supports in all client related related activities such...

Overall a good experience using Clientary as supports in all client related related activities such as payment, scheduling and other work with ease.

Pros

It is a great platform which supports in project management and related activities with ease such as crm, project management and other tracking related to clients.

Cons

We found the platform has all the required features and it is well updated

Alternatives Considered

HubSpot CRM

Reasons for Switching to Clientary

it has some more features
Asha
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

All Client operations and management tool

Reviewed on 2023/09/12

Overall it was a good experience using Clientary as it has some good features related to client...

Overall it was a good experience using Clientary as it has some good features related to client handling and management.

Pros

It is a good tool that supports in managing all operations and activities related to client effectively such as setting up billing management, crm and other tracking.

Cons

We don't found any con in the platform so far

Rahul
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Top-Notch Application For Creating Invoices And Managing Tasks

Reviewed on 2023/05/15

It offers us a single platform for everything we require, including with project management and...

It offers us a single platform for everything we require, including with project management and team connectivity. I can bill more time because it saves me a tonne of time. My invoices are integrated, well-planned, and simple to track.

Pros

I enjoy how simple Clientary makes managing tasks and projects. I like how simple it is to create and deliver invoices to our clients using Clientary. Additionally, it offers me a selection of invoice templates. It offers a variety of company operating options as well as top-notch customer support.

Cons

The documentation appeared to be lacking. Some user interfaces, like those for setting the timer, can be more simple to use. It ought to accept additional payment options.

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 2023/05/21

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

Safiah
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Online invoicing by Clientary

Reviewed on 2023/03/10

Pros

You can add your corporate logo and colors to your portal's paperwork, track time, and collaborate on projects. It's very dependable and effective. You can restrict access to sensitive financial data;.you can easily add expenses to invoices. The profiles are well-designed, and you can get paid quickly online.

Cons

I need better reports and widgets like these to be found in Clientary. Recent upgrades have made me concerned that they will suffer because an app adds so many capabilities that it ceases to be a valuable, straightforward device.

Kapil
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 10.0 /10

Effective tool to manage the Client activities and tracking

Reviewed on 2023/03/09

It was great !

It was great !

Pros

it is very easy tool to manage invoicing and bills, track client activities, Notifications and also manage the data on the same platform. Super effective software for handling all client activities

Cons

now much, easy to setup and others. Keep on updating with the features

Alternatives Considered

Zoho Invoice

Reasons for Choosing Clientary

It has limited features

Switched From

QuickBooks Online

Reasons for Switching to Clientary

it has limitations