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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

QicsMilestones is a cloud-based solution crafted specifically for service-oriented businesses, aimed at enhancing the efficiency of time tracking, invoicing, and project management. This platform enables users to monitor hours worked across various companies and devices, thus simplifying the time registration process and facilitating customizable invoice creation to ensure accurate billing for all services rendered. It offers comprehensive insights into project and capacity planning, which assists businesses in maintaining schedules and adhering to budgetary constraints. Equipped with powerful project management functionalities, it provides valuable information regarding deadlines, performance, and financial status, empowering users to make timely adjustments to avoid budget overruns. Furthermore, QicsMilestones seamlessly integrates with well-known business applications such as Twinfield, Exact Online, and KING Software, while offering real-time reporting and analytics to enhance decision-making processes. The software prioritizes security as well, boasting certifications like ISO 27001 and NEN 7510, which affirm its commitment to safeguarding data security and privacy. In a rapidly evolving business environment, QicsMilestones stands out as a reliable partner for organizations seeking to optimize their operational efficiency and maintain compliance with industry standards.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AccountView No 
Agile Audit No 
ClockAssist No 
Exact Globe+ No 
Exact Online No 
Google Cloud Platform Yes 
Integry Yes 
King Software No 
Microsoft 365 No 
QuickBooks Online Yes 
Stripe Yes 
Sugar Connect No 
Twinfield No 
Zapier Yes 

Integrations

AccountView Yes 
Agile Audit Yes 
ClockAssist Yes 
Exact Globe+ Yes 
Exact Online Yes 
Google Cloud Platform No 
Integry No 
King Software Yes 
Microsoft 365 Yes 
QuickBooks Online No 
Stripe No 
Sugar Connect Yes 
Twinfield Yes 
Zapier No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

€150 per month
Free Trial No 
Free Version No 

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

Vendor Details

Company Name

Clientary

Country

United States

Website

www.clientary.com

Vendor Details

Company Name

QicsMilestones

Founded

2000

Country

Netherlands

Website

www.qicsmilestones.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

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 

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 

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