Clientary | Workflos AppStore

Clientary

4.5

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Clientary is a full-suite app for managing projects, hours, proposals, leads, invoices, payments, staff, and clients. It streamlines client lifecycles and includes a branded client portal.

Website

https://www.clientary.com

Developer

Unbrew Inc

HQ Location

San Jose, CA

Number of Employees

Twitter

@clientary

Strengths

Automation

Automates client management tasks
Customization

Allows for customization of client profiles and communication templates
Analytics

Provides detailed analytics on client behavior and engagement

Weaknesses

Integration

May not integrate with all existing software systems
Pricing

Pricing may be too high for small businesses
Learning Curve

May require some time to learn and fully utilize all features

Opportunities

Opportunity to expand into new markets and industries
Opportunity to form partnerships with other software providers
Opportunity to develop a mobile app for on-the-go client management

Threats

Competition from other client management software providers
Potential security breaches and data loss
Changes in regulations and compliance requirements

Ask anything of Clientary with Workflos AI Assistant

https://www.clientary.com

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High - rated users

Clientary streamlines the billing and invoicing process, makes project and task management simple, and is a breeze to use as a client or employee management tool.The font size on the dashboard is too small for some users to read comfortably, and several places in the user interface take many clicks to access.