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Average Ratings 0 Ratings

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features
design
support

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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

Predikt AI allows professional service companies to manage all aspects of their business, from proposals to billing, and maximize revenue. Predikt AI's proprietary automation and prediction capabilities make it easy to scale your service business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Airtable No 
Asana No 
Basecamp No 
ClickUp No 
Dropbox No 
Freshdesk No 
Integry Yes 
Jira No 
Mailchimp No 
Odoo No 
SAP SuccessFactors No 
Sage 200 No 
Slack No 
Smartsheet No 
Teamwork CRM No 
Workable No 
Zapier Yes 
Zendesk No 
monday AI work platform No 

Integrations

Adobe Marketo Engage Yes 
Airtable Yes 
Asana Yes 
Basecamp Yes 
ClickUp Yes 
Dropbox Yes 
Freshdesk Yes 
Integry No 
Jira Yes 
Mailchimp Yes 
Odoo Yes 
SAP SuccessFactors Yes 
Sage 200 Yes 
Slack Yes 
Smartsheet Yes 
Teamwork CRM Yes 
Workable Yes 
Zapier No 
Zendesk Yes 
monday AI work platform Yes 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$0
Free Trial Yes 
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) 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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

Predikt AI

Founded

2024

Country

Bulgaria

Website

prediktai.com

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

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Alternatives

Alternatives