Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Airtable
No
Braintree
No
Claude
No
Cursor
No
Discord
No
Frame.io
No
Google Calendar
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
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.
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