Clientary
Description de Clientary
Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected Lire la suite apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects Afficher moinsQui utilise Clientary?
Clientary is ideal for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms, and freelancers.
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Irene
Easy to use the tool
Commentaires : It's perfect for a small start-up company that wants to put a lot of functions in the same tool.
Avantages :
What I like most is the design of the tool and how easy it is to use. I have used similar management tools and the software was much more antiquated. Being able to have everything in one tool, time management of each project, invoice design, delivery and payment makes it much simpler and more organised for a company
Inconvénients :
I would like some parts of the tool such as project time management to be more visual through graphs or statistics.
Tanner
Simple & Efficient Software
Commentaires : We’ve really enjoyed using Clientary and rely on it daily. We generate quotes, keep track of all of our leads and clients, send out invoices and produce monthly reports to measure how our business is doing.
Avantages :
We love how easy it is to use Clientary and how quickly one can become proficient with it. It’s a great tool for small businesses and can do as much or as little as you need it to.
Inconvénients :
I would love to see a few things switched up in the quoting & invoicing as they relate to active & past projects, but it doesn’t prevent me from using the software
James
Easy solution for small business
Commentaires : I use to stress about invoicing; it was the worst part of running my own business. I was doing all of this work and then not getting paid for it because I failed to invoice on time. With clientary, I start invoices on the same day that the work is done and send out on the 1st. It completely changed my life.
Avantages :
I've been using this product for 9 years (since Dec 2013) to bill all of our customers. It's very easy to set up, reliable, and has good customer support. I've set quite a few other small business owners up on this software as well. Everyone loves it.
Inconvénients :
Ctrl + clicking on links does not open them in a new tab. This is rather annoying when I want to open a half dozen invoices in new tabs. I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse.
Pirkko
Microenterprise-friendly; Saves time, effort, and money for microentrepreneurs
Commentaires : I am able to save time and can allot more time to think on other aspects of my microenterprise thanks to Clientary. I don't have to think of ways to make my proposals pop up, and I love how clients can simply sign documents digitally and we can get working on providing services as soon as possible.
Avantages :
As a microentrepreneur, I am in-charge of everything in my microenterprise - sales, operations, finances, and everything in between. I don't have the luxury of time in creating and designing forms both online and offline for my services, but Clientary offers me the option to do proposals online, and if they like it, invoicing can follow quickly. It being a web app with no downloads required is also great as it does not require clients to download anything else. Very simple; very effective.
Inconvénients :
The limited staff users per plan could have been expanded as the plan went up, but it's understandable as a small team can see how everything else is going on. But I wish the Team Plan had more than 3 staff users able to use.
Jason
Alternatives envisagées :
Hands Down the Best Tool for Free-Lancers
Commentaires : After searching for many tools, I landed on this one. I searched Bonsai, FiverrWorkspace, Toggl, FreeAgent, Harvest, Freshbooks, MotivApp, CushionApp and this one is the overall winner with making the whole workflow super easy. I can easily add a client, create an estimate, client approves the estimate, I think create a project from the estimate, and invoice a retainer on the project, client pays the invoice, I track time and expenses on the project, then invoice the project, client pays invoice, done. It's really smooth going through the entire process. Clientary does it right.
Avantages :
I've been using Clientary (Ronin) since 2017 and it is hands down the best tool for a freelancer to track time, clients, projects, invoice, and get paid quickly online. I'm in this every single day and find that it makes it so easy to do these day to day tracking items to make sure all work is accounted for and time is paid for. It's an indispensable tool and have yet to find anything out there that does this better.
Inconvénients :
The only con and feature I'd love to see added would be more visual stats, reports, dashboard items, etc. For example, take a look at the tool cushionapp.com. I do wish Clientary had some visuals like this, and some better reports/widgets. And with recent updates, I'm a little worried that they might get some "featuritis", where they start adding too many features, and then it no longer becomes a simple tool. I also miss the old name "Ronin" was such a great name, as it means "One without a master" and was so great for freelancers, but I understand the reason for the name change to expand their client base.
