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Clientary

Run your business. From pitch to paid.·roninapp.com

Clientary is an all-in-one platform for service businesses that combines proposals, contracts and e-signatures, lead capture forms, project management, time tracking, invoicing and online payments, retainer management, and a branded client portal. It is positioned to replace several separate tools by covering the client workflow from first pitch to final payment. It is built for freelancers, agencies, consultants, coaches, and specialty firms such as law, architecture, and production companies.

What it's for

Creating proposals with line items and digital acceptanceConverting approved proposals into projectsCapturing leads via embedded web formsSending contracts with built-in e-signaturesSending invoices and accepting online payments (credit card, ACH, bank transfer)Setting up recurring billing and automated payment remindersTracking billable hours with timers and converting them to invoicesManaging projects with budgets, deadlines, and task assignmentsGiving clients a branded portal to view invoices, approve proposals, and sign contractsManaging recurring retainer agreements with balance tracking

Features 18

Branded client portal for invoices, proposals, and contract signing
Contracts with built-in e-signatures
Convert tracked hours directly into invoices
Customizable logos, templates, and branding
Developer API access
Digital proposal acceptance and one-click conversion to projects
Embeddable lead capture forms
Multiple currencies support
One-click time tracking against projects and clients
Online invoicing with credit card, ACH, and bank transfer payments
Project management with budgets, deadlines, and task assignments
Project profitability tracking
Proposal creation with line items and optional fee selections
QuickBooks Online export for invoices, payments, and clients
Recurring/automated billing and payment reminders
Reporting
Retainer management with balance tracking and rollover credit
Staff and role management

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

ForFreelancers, Agencies, Consultants, Coaches, Design Studios, Web Development Studios, Production Companies, Law Firms, Architecture Firms, AEC Specialty Consultants, small businesses

CompanyUnbrew, Inc.

Integrations

QuickBooks Online

Resources

Docs

Pricing

All paid plans include a 14-day free trial with no credit card required, and users can switch or cancel plans at any time with no long-term contracts. A free plan for solo professionals is mentioned in the pricing FAQ but is not itemized in the plan comparison table.

FreeFree

Described in the pricing FAQ as a free plan for solo professionals; specific limits are not detailed on the pricing page's plan comparison table.

Basic$19/mo

Labeled 'Small Business' tier; includes a 14-day free trial.

30 clients, 2 contacts per client, 1 staff user

Team$39/mo

Marked as the 'Recommended Plan'; includes a 14-day free trial.

Unlimited clients, 5 contacts per client, 3 staff users

Agency$59/mo

Described as 'For the large firm'; additional staff users available at $10/mo/user; includes a 14-day free trial.

Unlimited clients, unlimited contacts, 5 staff users