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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

Visma Severa is an intuitive and visually appealing tool designed for thorough project management, integrating various aspects such as CRM, time tracking, project management, and invoicing. It empowers teams to discover optimal workflows, enabling specialists to refine their processes effectively. With this tool, you can easily track profitability, invoicing, and its impact on cash flow, ensuring that you stay informed. Enhance your company's utilization rate and oversee operations seamlessly, even from mobile devices. The success of any project hinges on the contributions of each team member, so it’s vital that everyone is clear on their roles and responsibilities while grasping the broader company context. By utilizing this tool, you can ensure successful project completion through collaborative planning, delegation, resource management, and performance tracking. Equip your employees with a reliable solution to streamline their work and boost productivity, fostering a culture of efficiency and accountability within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BI Book
Google Cloud Platform
Integry
LEX247
Mercur Business Control
Planday
QuickBooks Online
Silverbucket
Spendency
Spreadsheet Server
Stripe
Sympa
Zapier

Integrations

BI Book
Google Cloud Platform
Integry
LEX247
Mercur Business Control
Planday
QuickBooks Online
Silverbucket
Spendency
Spreadsheet Server
Stripe
Sympa
Zapier

Pricing Details

$19 per month
Free Trial
Free Version

Pricing Details

25€ per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

Visma

Founded

1985

Country

Norway

Website

psa.visma.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

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

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Professional Services Automation

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Alternatives

Alternatives

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