Clientary

Clientary is an all-in-one platform for managing client work, covering proposals, contracts, invoicing, time tracking, retainers, and client portals. It solves the problem of juggling multiple tools by consolidating the entire client workflow from pitch to payment. The platform is designed for service-based businesses, including agencies, consultants, freelancers, and other professionals who do client work. It is positioned as a single replacement for a patchwork of tools, offering a unified solution for winning, delivering, and getting paid for client projects.

Key features

• Create branded proposals with line items
• Send contracts with e-signatures
• Generate professional invoices
• Accept online payments via credit card or ACH
• Track billable hours with timers
• Manage projects with budgets and deadlines
• Provide branded client portal
• Set up recurring retainer agreements
• Embed lead capture forms on website
• Convert approved proposals to projects