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About

A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.

About

D-Tools System Integrator (SI) is a robust end-to-end solution that streamlines critical business processes for larger projects – including sales, system design, documentation, installation, and field service management. brightness. Quickly generate accurate, professional proposals to win more business and improve client-satisfaction. brightness. Efficiently manage project budgets and adhere to clients’ needs with estimation and budgeting tools. brightness. Maximize your site visits to quickly establish project scope and budget from your iPad. brightness. Effectively manage your sales process and pipeline with CRM capabilities.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments

Audience

Companies that need a solution that streamlines critical business processes for larger projects

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientary
United States
www.clientary.com

Company Information

D-Tools
United States
d-tools.com

Alternatives

Alternatives

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Google Cloud Platform
Integry
Khameleon ERP
QuickBooks Online
Rev.io PSA
Stripe
Zapier

Integrations

Google Cloud Platform
Integry
Khameleon ERP
QuickBooks Online
Rev.io PSA
Stripe
Zapier
Claim Clientary and update features and information
Claim Clientary and update features and information
Claim D-Tools System Integrator (SI) and update features and information
Claim D-Tools System Integrator (SI) and update features and information