Clientary
Overviews
How it works?
Create projects from new client agreements
When a proposal is accepted or contract signed in your CRM, automatically create corresponding projects in Clientary with tasks, milestones, and team assignments, ensuring immediate project setup without manual data entry.
Track time from other work tools
Sync time entries from task management platforms or development tools into Clientary, ensuring all billable hours are captured accurately without requiring team members to duplicate entries across multiple systems.
Generate invoices based on milestones
Automatically create and send invoices when project milestones are completed or specific dates arrive, ensuring timely billing and consistent cash flow without manual invoice preparation for each client.
Update project status across platforms
When project phases complete or deliverables are approved in Clientary, sync status updates to your CRM, communication tools, and client portals, keeping all stakeholders informed of progress.
Send payment reminders automatically
Monitor invoice due dates and send automated payment reminders to clients, escalating to different team members if invoices become significantly overdue, improving collections without constant manual follow-up.
Create tasks from client requests
When clients submit requests through email, forms, or support channels, automatically create corresponding tasks in Clientary projects, assign them to appropriate team members, and notify everyone involved.
Track project profitability in real-time
Monitor time entries, expenses, and revenue against project budgets, triggering alerts when projects approach budget limits or profitability drops below thresholds, enabling proactive project management.
Sync client information bidirectionally
Keep client contact information, project details, and communication history synchronized between Clientary and your CRM, ensuring both systems maintain accurate, current information about every client relationship.
Configure
Build
End-to-end project workflow
Automatically convert signed proposals into projects, assign tasks to team members, track time and expenses, and generate invoices at milestones. This creates a seamless process from sale to payment without manual handoffs.
“You can’t do this anywhere else.”
Your stack,
connected.
