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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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.

Description

Clientish is client management software for agencies, freelancers, consultants, and service businesses that want to manage client work in one place. It brings the full workflow together: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Teams can manage leads, client records, service orders, projects, tasks, proposals, invoices, subscriptions, and support tickets. They can assign work to internal and remote team members, share files, track progress, and communicate through live chat and team messaging. Clients use a branded portal to browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files, and contact support. Clientish also supports custom branding and domains.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
Zapier Yes 
Calendly No 
Google Calendar No 
Google Cloud Platform Yes 
Google Drive No 
Integry Yes 
Mailchimp No 
Mollie No 
Paddle No 
PayPal No 
Paystack No 
QuickBooks Online Yes 
Razorpay No 
WhatsApp No 

Integrations

Stripe Yes 
Zapier Yes 
Calendly Yes 
Google Calendar Yes 
Google Cloud Platform No 
Google Drive Yes 
Integry No 
Mailchimp Yes 
Mollie Yes 
Paddle Yes 
PayPal Yes 
Paystack Yes 
QuickBooks Online No 
Razorpay Yes 
WhatsApp Yes 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$29/month
Clientish offers four pricing plans:

Starter: $29/month or $23/month billed annually. Includes 5 team members.

Growth: $49/month or $39/month billed annually. Includes 15 team members.

Pro: $99/month or $79/month billed annually. Includes 30 team members.

Enterprise: $149/month or $119/month billed annually. Includes 50 team members.

All plans include branding options and custom domain support.

14-day free trial available. No credit card required.
Free Trial Yes 
Free Version 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 

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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

Clientish

Founded

2026

Country

Bangladesh

Website

clientish.co

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 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Alternatives

Alternatives