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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

A simple tool for comprehensive project management. Visma Severa is a modern and visual professional services automation tool that brings together CRM, work hour entries, projects and invoicing. Find the best working methods and allow your entire team of specialists to optimize their methods. You are always aware of what is profitable, what is invoiced and how this affects your cash flow. Improve your utilization rate and manage the operations of the entire company, also on mobile devices. The success of a project depends on every employee. Make sure that everyone knows their role and responsibility and understands the overall situation of the company. Finish your projects successfully with the help of the entire team: by planning, delegating, resourcing, recording and monitoring results. Provide your employees a functional tool to manage their work.

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 simple tool for comprehensive project management

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

25€ per user per month
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

Visma
Founded: 1985
Norway
psa.visma.com

Alternatives

Alternatives

Projectworks

Projectworks

Spiderworks

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

BI Book
Google Cloud Platform
Integry
LEX247
Mercur Business Control
Planday
QuickBooks Online
Silverbucket
Spendency
Spreadsheet Server
Stripe
Sympa
Zapier

Integrations

BI Book
Google Cloud Platform
Integry
LEX247
Mercur Business Control
Planday
QuickBooks Online
Silverbucket
Spendency
Spreadsheet Server
Stripe
Sympa
Zapier
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Claim Clientary and update features and information
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