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Average Ratings 0 Ratings

Total
ease
features
design
support

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

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

Monton is a comprehensive agency management software designed specifically for agencies and professional services firms that bill for their team's time, catering to sectors such as marketing, creative and digital agencies, software development studios, IT service providers, consultancies, and accounting firms. This platform integrates multiple functionalities, including project management, time tracking, staffing and resource planning, invoicing, and customer relationship management (CRM) into a single interface. It enables real-time calculation of project and client margins based on recorded hours, individual cost rates, and invoices. Project managers benefit from the ability to track budget utilization and forecast team availability, while business owners can analyze client profitability and retainer agreements effectively. Pricing is structured by plan rather than by user, with all plans encompassing essential features, though the limits on members, storage capacity, and support levels differ according to the tier selected. The free tier accommodates up to five users without requiring a credit card for sign-up. In addition, Monton's official MCP server allows for seamless integration with AI assistants such as Claude and Cursor, facilitating margin checks, task creation, and hour logging directly through chat interfaces. Furthermore, the software is accessible in multiple languages, including English, Spanish, Italian, and Catalan, making it a versatile choice for a diverse range of users.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Claude Code No 
Claude Desktop No 
Cursor No 
Google Calendar No 
Google Cloud Platform Yes 
Integry Yes 
Model Context Protocol (MCP) No 
QuickBooks Online Yes 
Stripe Yes 
Visual Studio Code No 
Zapier Yes 

Integrations

Claude Code Yes 
Claude Desktop Yes 
Cursor Yes 
Google Calendar Yes 
Google Cloud Platform No 
Integry No 
Model Context Protocol (MCP) Yes 
QuickBooks Online No 
Stripe No 
Visual Studio Code Yes 
Zapier No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

free
Starter is free for up to 5 members, with no credit card required. The pricing page lists Team at €19/month, Pro at €59/month, and Scale at €259/month, with annual billing discounts of up to 40%. Pricing is per plan, not per user. All plans include core features, while member limits, storage, and support vary by tier; custom integrations are available on Scale. Enterprise pricing is by custom quote.
Free Trial No 
Free Version Yes 

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 Yes 

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

Monton

Founded

2023

Country

Spain

Website

www.monton.app/

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

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies 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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