Clientary vs. ActiveCollab

Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.

ActiveCollab is a simple, yet powerful productivity and collaboration workspace made for growing agencies and other service businesses that want to elevate productivity, handle scaling, manage clients, and workload. Since 2007, we have been helping our users identify individuals, teams, and clients who bring the most value, while consolidating various tools and business processes from idea to invoice. ActiveCollab provides a comprehensive suite of features to help service businesses thrive. Project Management features to run all your projects & tasks with ease, and have a clear overview of project budgets and profitability, task lists, dependencies, and recurring tasks. Team & Client Collaboration to forget about the sea of emails and keep your teams, freelancers, and client communications in a single space with support for task comments, project discussions, and a real-time chat. Time Tracking is integrated directly into projects and tasks to help you invoice correctly and to plan your team’s workload and utilization. Workload Management & Capacity Planning, so you can balance work in minutes, understand your team’s utilization, and prevent burnout while identifying top talent. Invoicing helps you easily issue invoices based on time tracked or manually added items, and integrates with QuickBooks and payment providers. Budgeting & Profitability features enable you to maximize your profits by understanding and controlling them, as well as setting and tracking budgets for every project. Reporting & Dashboards are here to help you make informed decisions fast, with data at your fingertips. ActiveCollab enables you to create customized project reports, workflow reports, profitability analysis, and more in seconds. Teams of all sizes use ActiveCollab to manage their projects, time, and money. It's their go-to tool that helps them streamline their workflows, simplify daily tasks, and enhance teamwork efficiently and effectively.