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Ratings and Reviews 0 Ratings
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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 Casserole Nova?
Achieve unparalleled mastery over your operations! Manage all varieties of projects, including up to three tiers of subprojects, while keeping a close eye on your budget by considering time investments, external costs, freelancer payments, and conducting thorough financial assessments for every initiative. Each member of your team understands their roles, diligently completing their assignments and recording their hours. Automatically compiled billable amounts and expenses ensure that nothing is overlooked, facilitating a seamless project flow as you retain full visibility into your team's productivity. After quotes receive approval, they effortlessly convert into budgeted projects, and the process of generating invoices is completed in a matter of seconds. Payments arrive swiftly, providing you with immediate insights into your organization's financial performance, which aids in making strategic decisions for upcoming projects. This exceptional level of detail allows you to enhance your operational efficiency in ways you never thought possible, setting a new standard for project management excellence.
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
Pricing not provided.
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
Fin Finaud Consultant
Date Founded
2005
Company Location
Canada
Company Website
www.casserolenova.com/en/
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
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies