---
description: Review of Clientary Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Clientary | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Clientary

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> Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered.&#10;&#10;Clientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place.&#10;&#10;Invite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team members focused on what matters.
> 
> Verdict: Rated **4.7/5** by 100 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 100 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Unbrew

## Commercial Context

- **Starting Price**: US$19.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Ireland, South Africa, United Kingdom, United States

## Features

- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Automatic Billing
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Client Management
- Client Portal
- Contact Management
- Credit Card Processing
- Customisable Branding
- Customisable Invoices
- Customisable Templates
- Drag & Drop

## Integrations (3 total)

- Gmail
- Stripe Billing
- Zapier

## Support Options

- Email/Help Desk
- Knowledge Base
- Chat

## Category

- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)

## Related Categories

- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)
- [Architecture Design Software](https://www.softwareadvice.co.nz/directory/4182/architecture/software)
- [Small Business CRM Software](https://www.softwareadvice.co.nz/directory/489/small-business/software)
- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)
- [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software)

## Alternatives

1. [Clockify](https://www.softwareadvice.co.nz/software/355240/clockify) — 4.8/5 (9242 reviews)
2. [Jira](https://www.softwareadvice.co.nz/software/4315/jira) — 4.4/5 (15367 reviews)
3. [Asana](https://www.softwareadvice.co.nz/software/5576/asana) — 4.5/5 (13571 reviews)
4. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (6035 reviews)
5. [Trello](https://www.softwareadvice.co.nz/software/430585/trello) — 4.5/5 (23529 reviews)

## Reviews

### "Review on Clientary" — 4.0/5

> **Paul** | *23 October 2023* | Airlines/Aviation | Recommendation rating: 10.0/10
> 
> **Pros**: I have been using Clientary for like a year now and this software makes alot of my tasks so easy especially on the side of project management.. This feature makes it easy to manage multiple projects simultaneously and also study the process at which this projects are being worked on real time... Also the invoice and billing feature of this software is the best and it all comes with easy and customizable templates for every day needs of a business, the main thing about this software is that everyine and everything can all be managed and monitored in there, from payments to invoice creation, proposals, even track employees working hrs.
> 
> **Cons**: I had no cons in using this software it was a perfect solution for me
> 
> My overall experience with Clientary was good, the software covered any and all wide area of business projects management

-----

### "What I Comprehend ‘bout Clientary" — 5.0/5

> **Elizabeth** | *26 October 2024* | Education Management | Recommendation rating: 9.0/10
> 
> **Pros**: Managing client relationships, creating estimates and proposals are made easy by Clientary. We have been able to maintain our brand entity through extensive customization of processes such as invoicing.
> 
> **Cons**: When I started using Clientary there was no free version.

-----

### "Basic clientary invoice" — 2.0/5

> **Jenni** | *12 May 2025* | Individual & Family Services | Recommendation rating: 0.0/10
> 
> **Pros**: Not too difficult to use pretty basic has many features but lacks useful functionality
> 
> **Cons**: The price the fact it’s pretty basic it’s like the same thing as many others

-----

### "My Views on Clientary Usage" — 5.0/5

> **Isa** | *19 November 2024* | Education Management | Recommendation rating: 10.0/10
> 
> **Pros**: I like that Clientary streamlines business processes such as project management, invoicing and time tracking.
> 
> **Cons**: Truth be told, Clientary barely pose any error while at work.

-----

### "Clientary, most versatile management software." — 5.0/5

> **Nonso** | *12 December 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Its  a versatile software that literally does everything that has to do with managing of all my projects work, adequate planning of my daily tasks, tracking the development of my project and tasks, managing of invoices and receipt issued to clients at work for me. Its so easy to set up and they render a very good customer care services. Less costly and its accessible. No glitch while using it.
> 
> **Cons**: I have nothing to like least about clientary, its been the perfect software for me.
> 
> I am satisfied using this software with no regrets, it does everything that has to do with management for me perfectly which has helped increase productivity.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/370567/clientary)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/clientary-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/370567/clientary> |
| en-GB | <https://www.softwareadvice.co.uk/software/370567/clientary> |
| en-IE | <https://www.softwareadvice.ie/software/370567/clientary> |
| en-NZ | <https://www.softwareadvice.co.nz/software/370567/clientary> |

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