Clientary
By Clientary
Configure Price Quote (CPQ) Software
Onetime(Perpetual License)
About
Clientary is the perfect solution for businesses looking to streamline their workflow and increase efficiency. The platform offers an integrated solution for project management, financial management, and customer management that allows businesses to stay organized and on track. With Clientary, 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.
Key Features
- ✓ PDF Export
- ✓ Document Analytics
- ✓ Approval Workflow
- ✓ Contact Management
- ✓ Collaborative Editing
- ✓ Document Audit Trail
- ✓ CRM Integration
- ✓ Document Library
- ✓ e-Signature
- ✓ Customizable Branding
- ✓ Customer Pipeline
- ✓ Alert Notifications
- ✓ Access Control
Pricing
Free
USD0
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
Solo
USD19/Month
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
Team
USD39/Month
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
Agency
USD59/Month
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
- Clients
- Invoices
- Estimates
- Products
- Time Tracking
- Expenses
- Staff and Roles
- Client-facing logins
- Recurring Invoices
- Multiple Currencies
- Customizable Logos
- Customizable Templates
- Larger limits
- Payment Integration
- Reporting
- Warm fuzzy feeling
User Reviews
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Frequently Asked Questions
How much does Clientary cost?
▼
Clientary offers 4 pricing plan(s):
- Free — USD0.00
- Solo — USD19.00 /Month
- Team — USD39.00 /Month
- Agency — USD59.00 /Month
What is Clientary used for?
▼
Clientary is a Configure Price Quote (CPQ) Software solution. Top features include:
- PDF Export
- Document Analytics
- Approval Workflow
- Contact Management
- Collaborative Editing
Does Clientary offer a free trial?
▼
Clientary does not currently offer a free trial.
What support does Clientary provide?
▼
Clientary provides Online (Ticket) support.
Is Clientary cloud-based or on-premise?
▼
Clientary is Cloud Hosted software.
What training resources does Clientary offer?
▼
Clientary provides Help Guides,Blogs for training.
