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Description

Clientary is a comprehensive project management and client management solution designed specifically for professional service businesses. It simplifies the entire client lifecycle, from creating compelling proposals and tracking time and expen...

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Use Cases

Key Features

  • Recurring/Subscription Billing
  • Contact Management
  • Customizable Branding
  • Lead Management
  • Alerts/Notifications
  • Project Tracking

Made For

Industries

  • Marketing Agencies
  • Consulting Firms
  • Web Design & Development
  • Legal Services
  • Accounting Firms

Customer Segments

  • Freelancers
  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • All-in-one solution: Combines multiple tools into a single platform.
  • Branded client portal: Enhances professionalism and client experience.
  • Role-based access control: Improves team collaboration and security.

Cons

  • Potential learning curve: Mastering all features may take time.
  • Integration limitations: May not integrate with all desired third-party tools.
Company Name
Clientary Inc.
Year Founded
2008
HQ Location
San Francisco, CA
LinkedIn
51-200 employees
@ClientaryApp
5K followers

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