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
Handl is a financial operations platform tailored specifically for freelancers and small agencies consisting of 1 to 10 members. This AI-native solution merges quoting, invoicing, payment collection, and project scope management within a unified workspace, effectively removing the hassle of using multiple separate tools.
Noteworthy features include:
Professional quotes and invoices that come with convenient one-click payment options
Automated reminders for payments sent both prior to and following invoice due dates
Real-time tracking of scope changes to avert billing controversies
AI-driven follow-up messages that preserve a professional yet personable tone
A comprehensive dashboard that provides insights into unpaid invoices, payment statuses, and overall cash flow
Crafted by an agency founder with over 20 years in client services, Handl specifically targets the operational challenges that disproportionately occupy time in small service enterprises, particularly focusing on the delicate balance of collecting payments while nurturing client relationships. This innovative platform not only streamlines financial processes but also enhances overall efficiency for small businesses.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
Pricing Details
$19 per month
Free Trial
Free Version
Pricing Details
$29/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clientary
Country
United States
Website
www.clientary.com
Vendor Details
Company Name
Dazlab
Founded
2018
Country
Australia
Website
handl.works/
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Alternatives
Alternatives
No Alternatives