Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CMap removes the frustration associated with managing numerous spreadsheets and fragmented software solutions. You will find that all your essential data and tools are now integrated into a single, user-friendly platform. Companies in the professional services sector possess distinct characteristics; they typically lack dedicated sales teams focused solely on generating new business. Instead, professionals who are well-versed in service delivery juggle multiple responsibilities. The methods used for job costing can differ significantly among various professional service providers, including architects, accountants, consultants, and agencies, each presenting unique quoting practices. The real challenge with many resourcing software systems lies not in the initial setup of data but in the ongoing management of inevitable changes. With automated timesheet and expense data, you receive real-time insights into your budget versus actual performance across all projects, allowing for timely adjustments and informed decision-making. This streamlined approach helps mitigate the chaos often associated with project management in the professional services arena.
Description
Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.
API Access
Has API
No
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
AccountsIQ
Yes
Google Cloud Platform
No
Integry
No
Microsoft Access
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Microsoft Teams
Yes
Newforma ConstructEx
Yes
Integrations
QuickBooks Online
Yes
AccountsIQ
No
Google Cloud Platform
Yes
Integry
Yes
Microsoft Access
No
Microsoft Dynamics 365 Business Central
No
Microsoft Excel
No
Microsoft Power BI
No
Microsoft Teams
No
Newforma ConstructEx
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CMap Software
Founded
2000
Country
United Kingdom
Website
www.cmap.io
Vendor Details
Company Name
Clientary
Country
United States
Website
www.clientary.com
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
No
Building Information Modeling
No
Client Management
No
Contact Management
No
Contract Management
No
Document Management
Yes
Drafting
No
Manufacturing Design Data
No
Presentation Tools
No
Project Management
Yes
Proposal Management
No
Quotes/Proposals
Yes
Visualization / Presentation
No
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
No
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No