Clientary

Clientary is a full-suite application for teams managing proposals, projects, clients and billing in one place, aimed at the agencies, studios and professional services firms that otherwise run those functions across four or five disconnected tools. The typical small services business writes proposals in a document editor, tracks projects in a task tool, logs hours in a timesheet app and invoices from accounting software, then spends real effort every month reconciling them — working out which hours belong to which project, whether the work matched what was quoted, and what can legitimately be billed. Clientary's proposition is that these are stages of one process and should share one dataset.

Proposals and estimates are built from templates with itemised scope, pricing and terms, sent for electronic acceptance and converted directly into a project on approval, so the agreed scope becomes the project structure rather than being retyped. Project management covers tasks, milestones, assignments, deadlines and progress visibility, with staff able to see their own workload across clients. Time tracking runs against tasks and projects through timers or manual entry, and expenses are recorded with receipts attached and marked billable or absorbed. Invoicing draws on those tracked hours and expenses automatically, supporting hourly, fixed-fee, milestone and retainer arrangements, with recurring invoices for ongoing engagements, multiple currencies, tax handling and online payment collection. Automated payment reminders chase overdue accounts without an awkward personal email. Client records hold contacts, documents, history and a portal through which clients view proposals, invoices and project status, reducing status-update requests. Reporting is where the connected data pays off, showing profitability by client and project, realisation against quoted value, staff utilisation and outstanding receivables — figures that are difficult to assemble when the underlying records live in separate systems. A free version is available alongside a free trial, with paid plans from around USD 19 per month.