QuickBooks for invoicing. Toggl or Harvest for time. A shared spreadsheet for retainer balances. DocuSign for proposals. Dropbox for client deliverables. Account managers chase team time entries on Fridays, finance reconciles the spreadsheet on Mondays, and nobody really knows project profitability until the quarter closes.
Clientary replaces the whole stack: proposals, contracts, time tracking, project budgets, retainer billing, branded client portals, and online payments in one platform. Your team logs time once. Retainers invoice themselves. Project margin is visible in real time.
Whether you're a 3-person brand studio or a 20-person performance shop, the workflow fits the way you actually engage clients.
Logo systems, brand strategy, visual identity refreshes. Quote-then-engage with proposals that win the pitch.
Paid media, SEO, conversion. Monthly retainers with clear scope, real-time budget burn, and clean reporting.
Content production, thought leadership, editorial calendars. Recurring retainers that bill themselves.
Video, photography, motion design. Project budgets that warn you before a shoot goes sideways.
Website builds, CMS work, e-commerce. Phase billing, retainer support contracts, and a client portal that doesn't suck.
Social strategy, community management, influencer programs. Monthly retainers with content calendars built in.
Send a polished proposal with itemized fees, optional add-ons, and digital acceptance. Client signs the contract online. Approved scope converts to a project in one click. No more chasing PDFs through email.
One-click time tracking for designers, copywriters, strategists, and account managers. Hours roll up by client and project automatically, so budget burn is visible the day it happens. Not the day the invoice goes out.
Monthly content, social, SEO, or PR retainers. Set up the retainer once, automatically invoice each cycle, track balances per client, and carry over unused credit. Clients see their own balance through the portal.
Set a budget in hours or dollars per project. Watch real-time as billable hours accrue. Catch a runaway revision round before the client meeting where you have to ask for more budget.
Every client gets a branded portal under your agency's identity. They view invoices, approve scope changes, sign contracts, and download deliverables. No more 12-email threads or shared Dropbox folders full of v3-FINAL-final files.
Invoices accept credit card, ACH, or bank transfer. Automated reminders, late-fee policies, and online payment links mean fewer awkward "did you see invoice #042?" emails to your point of contact.
“Clientary gives our clients a great experience. The branded portal, proposals, and invoicing all sit under our identity. It's the operations layer we were patching together with five tools.”
Common questions from marketing, creative, content, and digital agencies evaluating Clientary.
Most small-to-mid marketing and creative agencies juggle QuickBooks, Toggl, spreadsheets, DocuSign, and Dropbox. Clientary replaces all of them with a single platform: proposals, contracts, time tracking by client and project, retainer billing, project budgets, branded client portals, and online payments.
Each team member logs time against the projects they're working on. Hours roll up per client and per project automatically, so you see real-time budget burn, what's billable vs internal, and which clients are eating margin. No spreadsheets required.
Yes. Set up a monthly retainer with automatic recurring invoicing. Clientary tracks balance and rollover credit per client, sends the next invoice on schedule, and gives clients visibility through the portal. Works for content production, social management, SEO, PR, or any retainer-based engagement.
Every client gets a branded portal under your agency's identity. They view invoices, approve proposals and scope changes, sign contracts, and download deliverables. Lower friction than email, faster sign-off, and reads more professional to enterprise procurement.
Yes. Invoices, payments, and clients export to QuickBooks Online so your bookkeeper still has the financial source of truth. Most agencies use Clientary as the operations and client-facing layer and let QuickBooks remain the books.
Yes. 14 days, no credit card required. Most agencies finish evaluating in under a week: import a few clients, set up a sample retainer, send a test proposal, and see whether the workflow holds together.
Free 14-day trial. No credit card required. Cancel any time.
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