Integrations
Clientary integration
Clientary is a business management platform designed for agencies and professional services firms. It combines project management, time tracking, invoicing, and client communication tools in one integrated system.
Clientary is a business management platform designed for agencies and professional services firms. It combines project management, time tracking, invoicing, and client communication tools in one integrated system.
Clientary helps agencies and service providers manage their entire client lifecycle from proposals and projects through time tracking and invoicing, streamlining operations and improving profitability.
Create projects from new client agreements. When a proposal is accepted or contract signed in your CRM, automatically create corresponding projects in Clientary with tasks, milestones, and team assignments, ensuring immediate project setup without manual data entry.
Track time from other work tools. Sync time entries from task management platforms or development tools into Clientary, ensuring all billable hours are captured accurately without requiring team members to duplicate entries across multiple systems.
Generate invoices based on milestones. Automatically create and send invoices when project milestones are completed or specific dates arrive, ensuring timely billing and consistent cash flow without manual invoice preparation for each client.
Update project status across platforms. When project phases complete or deliverables are approved in Clientary, sync status updates to your CRM, communication tools, and client portals, keeping all stakeholders informed of progress.
Send payment reminders automatically. Monitor invoice due dates and send automated payment reminders to clients, escalating to different team members if invoices become significantly overdue, improving collections without constant manual follow-up.
Create tasks from client requests. When clients submit requests through email, forms, or support channels, automatically create corresponding tasks in Clientary projects, assign them to appropriate team members, and notify everyone involved.
Track project profitability in real-time. Monitor time entries, expenses, and revenue against project budgets, triggering alerts when projects approach budget limits or profitability drops below thresholds, enabling proactive project management.
Sync client information bidirectionally. Keep client contact information, project details, and communication history synchronized between Clientary and your CRM, ensuring both systems maintain accurate, current information about every client relationship.
Automatically convert signed proposals into projects, assign tasks to team members, track time and expenses, and generate invoices at milestones. This creates a seamless process from sale to payment without manual handoffs.
Collect time entries from your team throughout the month, automatically generate invoices based on hourly rates or retainers, and send them to clients on schedule. This ensures consistent, accurate billing without administrative overhead.
Centralize all client communications, project updates, and deliverable approvals in Clientary while syncing key information to your CRM and team collaboration tools. This maintains a complete record of every client interaction.
Get started today
Describe what you need. Cody handles the build, the connections, and the deployment.