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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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 a client management portal and CRM for agencies, freelancers and service businesses. Each client gets a branded portal on your own domain, or as an app on their phone, to order, pay, approve work and get support. Track leads, send proposals, run orders with your team and get paid through 12 payment gateways with no fee. Automations, an AI assistant and 51 integrations do the rest. From $9.99/month, 14-day free trial.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Stripe Yes 
Zapier Yes 
Airtable No 
Braintree No 
Claude No 
Cursor No 
Discord No 
Frame.io No 
Google Calendar No 
Google Cloud Platform Yes 
Google Drive No 
Google Sheets No 
Loom No 
Make No 
Notion No 
OpenAI Codex No 
Paystack No 
Twilio No 
Xero No 

Integrations

QuickBooks Online Yes 
Stripe Yes 
Zapier Yes 
Airtable Yes 
Braintree Yes 
Claude Yes 
Cursor Yes 
Discord Yes 
Frame.io Yes 
Google Calendar Yes 
Google Cloud Platform No 
Google Drive Yes 
Google Sheets Yes 
Loom Yes 
Make Yes 
Notion Yes 
OpenAI Codex Yes 
Paystack Yes 
Twilio Yes 
Xero Yes 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$9.99/month
Clientish offers five plans, each with a 14-day free trial (no credit card needed). Prices are per month; yearly billing costs less.

Solo: $9.99/month, or $8/month billed yearly ($96/year). For one person: 5 new clients and 15 orders a month.

Starter: $29/month, or $23/month billed yearly ($276/year). 25 clients and 50 orders a month, 5 team members.

Growth: $49/month, or $39/month billed yearly ($468/year). 50 clients and 100 orders a month, 15 team members. Most popular.

Pro: $99/month, or $79/month billed yearly ($948/year). 100 clients and 200 orders a month, 30 team members.

Enterprise: $149/month, or $119/month billed yearly ($1,428/year). Unlimited clients and orders, 50 team members.

Every plan includes the branded client portal and your own domain. No setup fee, cancel anytime.
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 Yes 
iPad App No 
Android App Yes 
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) Yes 
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 Technologies LLC

Founded

2026

Country

United States

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 Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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