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About Clientary

Clientary is the perfect solution to win clients and save time by providing a full-suite platform to manage the entire process from Proposals, Estimates, Projects, Hours, Invoices, Payments, Staff, and Clients. It streamlines the process to make it easier for businesses to stay organized, on track and on budget. It offers an integrated solution for project management, financial management, and customer management that allows businesses to streamline their workflow and increase efficiency. With Ronin, businesses can easily track progress, gain insights, and quickly make decisions to improve their operations. The platform is customizable, so businesses can tailor the software to fit their specific needs. The cloud-based platform is secure, fast, and easy to use, allowing businesses to focus on growing their business instead of managing data.

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    73%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    74%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

Clientary Features

Proposal Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    73%

PDF Export

Enables to export the document to PDF file for easy sharing

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Alert Notifications

Alerts the user when predefined criteria is met

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Clientary Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 25/01/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clientary Pricing.

Clientary Alternatives

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Clientary Reviews

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Clientary FAQs

What is Clientary used for?

Clientary is Proposal Software. Clientary offers the following functionalities:

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management

Learn more about Clientary features.

What are the top alternatives for Clientary?

Does Clientary provide API?

Yes, Clientary provides API.

Clientary Contact

Vendor Details

San Jose, California Founded : 2008

Contact Details

Not available

https://www.clientary.com/

Social Media Handles

Grid Report for Clientary

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