Clientary

Clientary is an all-in-one business platform for professionals and organizations that deliver work to clients. It brings the client workflow together in one place, from capturing leads and preparing proposals to managing projects, invoicing, and collecting payments. Users can create proposals and estimates with optional fees, send contracts for online signatures, and convert approved proposals into projects.

Project tools support tasks, budgets, deadlines, time tracking, expense tracking, resource planning, subcontractors, and reporting. Tracked hours can be turned into invoices, while billing features include online payments by credit card, ACH, or bank transfer, recurring billing, automated reminders, and retainer management. A branded client portal lets customers review progress, approve proposals, sign contracts, and view invoices.

Clientary serves a broad range of client-focused businesses, including creative and marketing agencies, design and software studios, consultants, freelancers, accountants, coaches, contractors, architects, event planners, and law firms. The platform also offers integrations, mobile apps, automations, and AI assistants. Founded in 2008, Clientary reports serving more than 10,000 businesses and offers a free trial