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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
OpenAsset Yes 
QuickBooks Desktop Pro Yes 
Sage 200 Yes 
Sage 50 Yes 
Sympa Yes 
Tableau Yes 
Xero Yes 
Yellowfin Yes 
Zapier No 

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 
OpenAsset No 
QuickBooks Desktop Pro No 
Sage 200 No 
Sage 50 No 
Sympa No 
Tableau No 
Xero No 
Yellowfin No 
Zapier Yes 

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 

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