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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 Avaro One?

Avaro One is an all-encompassing Customer Relationship Management (CRM) and Professional Services Automation (PSA) platform specifically designed for businesses in sales, delivery, and professional services, effectively integrating these core functions into a unified system. This solution includes six unique modules that cater to different phases of the client journey: the Sales module optimizes pipeline management, lead evaluation, and quotation processes; the Marketing module aids in managing campaigns and segmenting audiences; the Delivery module supervises project implementation and resource distribution; the Finance module streamlines invoicing and expense management; the People & Development module enhances employee evaluations and career progression; and the Platform module guarantees strong security protocols, compliance with regulations, and integration with other systems. As opportunities in sales evolve into delivery projects, the system automatically transmits logged hours to the finance module, ensuring precise invoicing. Furthermore, Avaro One is equipped with features such as eight adaptable service model templates, document tracking for quotations and contracts, a tailored client portal for instant updates and invoice access, tools to ensure compliance with GDPR regulations, support for various currencies, and heightened security through two-factor authentication and role-based access controls. The user-friendly interface and extensive functionality of Avaro One enable organizations to significantly improve their operational productivity and strengthen client relationships, making it an essential tool for modern businesses. This combination of features positions Avaro One as a leader in CRM and PSA solutions in the industry.

Media

Media

No images available

Integrations Supported

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

Integrations Supported

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Trial Offered?
Free Version

Pricing Information

£35 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Company Facts

Organization Name

Avaro Technologies Ltd.

Date Founded

2026

Company Location

United Kingdom

Company Website

www.avarotechnologies.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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