Start your client relationship right with proposals and contracts. Gather signatures directly through Clientary
Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH or offline methods.
Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines and varying rates.
Optionally invite clients directly to your custom, branded portal, with access to ongoing project status and historical invoices and documents.
Your clients can approve estimates or ask for revised estimates with one click. Convert approved estimates into projects which your team can use to track progress and billable hours.
Clientary is built for full architecture teams with different team roles. Track time and tasks on projects with deadlines and budgets. Role-based permissions make it easy to limit access to crucial financial information from certain staff roles.
Clientary handles all of your proposals, projects, and invoices in one place so your clients don't have to deal with emails and documents from multiple systems.
Track your expenses against your clients so that you'll never forget to invoice them to pass on the costs. Expenses can be added to invoices in a few clicks.
Clientary is rich on features, but short on complexity. There's no manual you'll have to read through just to use our software.
Plug Clientary in with our native integrations like Stripe and Zapier, export your data anytime via industry standard CSV, or build your own integrations with our straightforward JSON APIs.
Clientary is a comprehensive suite of CRM and project management tools for architects and architecture firms. We help you take care of project management, online invoicing, time tracking, proposals, payment tracking, sending estimates and client management.
We're a service that saves you time and improves your client / architect relationships.
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