Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Invoice Home Reviews & Ratings
    5,709 Ratings
    Company Website
  • KonstructIQ Reviews & Ratings
    7 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,952 Ratings
    Company Website
  • Kantata Reviews & Ratings
    2,277 Ratings
    Company Website
  • Project Insight Reviews & Ratings
    122 Ratings
    Company Website
  • Zoho Projects Reviews & Ratings
    1,889 Ratings
    Company Website
  • Hubstaff Reviews & Ratings
    3,995 Ratings
    Company Website
  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • AuctionMethod Reviews & Ratings
    43 Ratings
    Company Website

What is Clientary?

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.

What is Ancor?

Ancor is a comprehensive agency management platform designed specifically for marketing, creative, and digital firms with teams of 5 to 30 members. This innovative software integrates conventional project management tools, time tracking applications, and spreadsheets into one cohesive solution that streamlines planning, resource management, project execution, and financial oversight. With its AI Planner feature, Ancor adeptly converts project briefs into organized phases, tasks, estimated hours, and projected profit margins. The Capacity function allows users to pinpoint team members who are overloaded, working beyond 100%, which aids in more effective deadline management. Furthermore, it keeps track of timesheet entries in relation to actual work completed, while an efficiency dashboard reveals any hours worked that exceed initial estimates along with their corresponding costs. Clients benefit from a seamless user portal where they can approve project deliverables without needing to create an account, thus ensuring they are informed about the current version of work. Ancor also provides real-time monitoring of project margins, retainers, and scope of work, in addition to invoicing that adheres to GST compliance. Rather than charging per individual seat, the pricing model is based on a per-team structure, and prospective users can utilize a 14-day free trial to test its functionalities. This holistic approach positions Ancor as an essential tool for agencies aiming to improve both their operational efficiency and client engagement. Ultimately, Ancor empowers agencies to optimize their workflows and adapt to the ever-evolving demands of their clients.

Media

Media

No images available

Integrations Supported

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Pricing Information

$99/month per team
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Company Facts

Organization Name

Ancor

Date Founded

2026

Company Location

India

Company Website

getancor.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

No Alternatives