ZEP vs. Clientary

Clientary

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What is ZEP?

ZEP — The new standard for projects. ZEP is the software for Management Consulting, IT Consulting and Engineering: book hours against clients and projects, steer utilization and margins, from the proposal to the invoice. Four product lines cover the path from the first booked project hour to organization-wide control — you start with the line your business needs today and move up as it grows, keeping your data. ZEP Track — Project Time Tracking: your team books hours against clients and projects, budgets and absences sit in one place, and the payroll export is included. ZEP Control — Project Management: plan tasks and capacity and see what a project earns. Revenue, costs and utilization come out of the hours your team has booked. ZEP Operations — Professional Services Automation: the entire project lifecycle in one system — proposal, booked hours, travel expenses, suppliers, invoicing and the export to project-specific financial accounting. ZEP Business — ERP for Professional Services: run the project business across several entities, with internal cost allocation, document management, HR and resource planning included. The AI chat (ZEP Assistant) is included in all four lines at no extra cost, as are all interfaces: ZEP's own REST and SOAP APIs, single sign-on and an unlimited number of third-party integrations. Get to know ZEP in an online presentation or test it free of charge for 30 days. For teams without a project business, ZEP Clock covers working hours, overtime and absences including the payroll export, with travel expense management and HR available as optional add-ons. It is a line of its own — a switch into the project-based lines is not planned. ZEP GmbH, based in Ditzingen near Stuttgart, has been developing software for project-based companies for more than 25 years. Around 3,000 companies run their project business with ZEP. ZEP is developed and hosted in Germany and certified to ISO 27001.

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.