Clientary is a full-service SMB platform that manages client relationships, invoices, and payments, among other things. This tool provides you with everything you need to manage your entire client lifecycle, from the initial proposal to the final invoice.
With the same platform, you can create flexible proposals with multiple pricing options and collect contract signatures. You’ll also get a 360-degree view of your client workflows, including invoices, tasks, and projects, right from the dashboard.
Clientary Lifetime Deal Features Overview:
You’ll be able to generate invoices based on tracked time, expenses, and saved products.
You can use a theme builder to customise invoices, proposals, estimates, and statements, or you can create your own template from scratch.
The templates are designed to look like paper; you’ll be able to share professional invoice documents as digital and print files—without sacrificing quality.
Third-party payment processors can accept credit card or ACH payments online. You can also manage taxes and recurring invoices!
You can now keep track of project tasks, invoices, expenses, and more all in one place.
With weekly, monthly, or individual entries, tracking your hours is easier than ever, saving you from chasing down timesheets
It can even help you manage project budgets, schedule future hours, and set up custom invoicing rates.
You can also create your own client portal by customising the logo, browser icon, invoice logo, and header colour.
Invite clients to the portal directly or keep them as contacts so they only have access to the necessary documents
You can even host your client portal on a custom domain, making the entire process more seamless for clients.