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What is Indy?

Indy is a comprehensive management software designed for freelancers, enabling them to effortlessly manage everything from invoicing to project proposals. By simplifying time management and organizational tasks, Indy allows users to concentrate on their core work. The platform features an array of templates for contracts, proposals, and forms, which facilitate easier client acquisition. With its task tracking system, users can allocate tasks to designated projects or categories efficiently. The integrated time tracker helps users log and organize their time spent on various tasks, making it simpler to juggle multiple projects and generate invoices. When payment time arrives, Indy can create detailed invoices for clients, ensuring a smooth transaction process. Clients can feel secure knowing that Indy supports leading payment options like PayPal and Zelle. Additionally, Indy boasts versatility and can seamlessly integrate with other tools, including Profiles, Drive, and Client Contacts, enhancing its overall functionality for freelancers. This makes it an indispensable resource for managing a freelance business effectively.

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.

Media

Media

Integrations Supported

Zapier
Google Calendar

Integrations Supported

Zapier
Google Cloud Platform
Integry
QuickBooks Online
Stripe

API Availability

API Availability

Has API

Pricing Information

$19/month
Free Version

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Indy

Date Founded

2016

Company Location

United States

Company Website

weareindy.com

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Categories and Features

AI Finance

Not specified

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Online Payments
Project Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Scheduling
Time & Expense Tracking

Contract Management

Completion Tracking
Electronic Signature
Full Text Search
Pre-built Templates
Specialty Contracts
Workflow Management

Online Form Builders

Assign Roles / Permissions
Collaboration Tools
Drag & Drop / No Code

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Electronic Signature
Templates

RFP

Collaboration

Task Management

Collaboration
Mobile Access
Task Board View
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Categories and Features

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