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Average Ratings 0 Ratings

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ease
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

Maintaining consistent motivation for a team to log their hours on a weekly basis can be quite challenging. The effect of this inconsistency can be significant, potentially resulting in a loss of 2-4 billable hours for each employee each month. To initiate the process, simply link your time tracking software with the company’s social media platform using TimeJam. Once you’ve identified the competing teams, the TimeJam bot will manage everything else. By incorporating elements of gamification, fostering team camaraderie, and utilizing humor, TimeJam effectively encourages your team to diligently record their time every day. The benefits of accurate and high-quality data extend throughout the organization, with some clients reporting an increase of 10% in billable hours. Moreover, having all-time data readily available and continuously updated simplifies tasks such as sending status reports to clients or estimating future projects. Each month culminates in the announcement of a winning team in the TimeJam competition, which highlights the group that excelled in daily hour tracking. This not only promotes accountability but also cultivates a sense of friendly competition that can further enhance team engagement.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Forecast No 
Google Cloud Platform Yes 
Harvest No 
Integry Yes 
Microsoft Teams No 
Planview AdaptiveWork No 
QuickBooks Online Yes 
Slack No 
Stripe Yes 
TimeLog PSA No 
Toggl Plan No 
Workbook No 
Wrike No 
Zapier Yes 

Integrations

Forecast Yes 
Google Cloud Platform No 
Harvest Yes 
Integry No 
Microsoft Teams Yes 
Planview AdaptiveWork Yes 
QuickBooks Online No 
Slack Yes 
Stripe No 
TimeLog PSA Yes 
Toggl Plan Yes 
Workbook Yes 
Wrike Yes 
Zapier No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$68 per month
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 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) Yes 
In Person No 

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

TimeJam

Country

Denmark

Website

sourceforge.net/software/product/Hogia-HR/

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

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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