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
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
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
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
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