Clientary
4.5
55
Clientary is a full-suite app for managing projects, hours, proposals, leads, invoices, payments, staff, and clients. It streamlines client lifecycles and includes a branded client portal.
Strengths
-
Automation
Automates client management tasks
-
Customization
Allows for customization of client profiles and communication templates
-
Analytics
Provides detailed analytics on client behavior and engagement
Weaknesses
-
Integration
May not integrate with all existing software systems
-
Pricing
Pricing may be too high for small businesses
-
Learning Curve
May require some time to learn and fully utilize all features
Opportunities
- Opportunity to expand into new markets and industries
- Opportunity to form partnerships with other software providers
- Opportunity to develop a mobile app for on-the-go client management
Threats
- Competition from other client management software providers
- Potential security breaches and data loss
- Changes in regulations and compliance requirements
Ask anything of Clientary with Workflos AI Assistant
https://www.clientary.com
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Review Distribution
-
👍
High - rated users
Clientary streamlines the billing and invoicing process, makes project and task management simple, and is a breeze to use as a client or employee management tool.The font size on the dashboard is too small for some users to read comfortably, and several places in the user interface take many clicks to access.
Media
Clientary Plan
Clientary offers three pricing plans: Basic for $29/month, Pro for $49/month, and Enterprise for $99/month, each with increasing features.
Solo
19
Per Month
Small or solo freelancers
30 clients
2 contacts per client
1 staff
Team
39
Per Month
For teams
Unlimited clients
5 contacts per client
3 staff users
Payment integration
Custom Domain
Agency
59
Per Month
For larger teams or agencies
Unlimited Clients
Unlimited Contacts
5 staff users
Payment Integration
Custom Domain
Additional staff at $10/mo each