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Average Ratings 0 Ratings

Total
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

GetCost is the essential tool for staying competitive in today’s market by allowing you to create accurate estimates swiftly and efficiently, ultimately helping you save time and secure more projects. With features for generating professional-grade estimates and invoices, you can accept payments through credit cards like VISA and MasterCard, as well as PayPal. Whether you send your documents via SMS, email, or download them as PDFs, you have flexible communication options. The platform also enables you to manage your team and oversee payments from all clients directly from your account. You can take photos and annotate them, maintaining a markup on your estimates and invoices that remains hidden from clients. Additionally, you have the ability to set discounts and taxes for each item listed. Prioritizing client relationships is key, and GetCost allows you to easily access client history, use it as a CRM, and keep detailed notes to foster trust and demonstrate that you are the ideal contractor for their needs. Moreover, the integrated agenda and timesheet features assist you in tracking both your time and that of your employees, ensuring that your schedule operates smoothly and efficiently. This comprehensive tool not only simplifies your workflow but also enhances your overall business management capabilities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Cloud Platform Yes 
Integry Yes 
QuickBooks Online Yes 
Stripe Yes 
Zapier Yes 

Integrations

Google Cloud Platform No 
Integry No 
QuickBooks Online No 
Stripe No 
Zapier No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$9.99 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

Trizal Digital

Founded

2016

Country

Canada

Website

www.getcost.com

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

Contractor Management

Contractor Database No 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management Yes 
Work Hour Tracking Yes 

Alternatives

Alternatives