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Clientary: Alternative to Harvest

Clientary is a full-suite SMB platform that manages client relationships, invoices, payments, and a whole lot more.
Starting at
$39 / One-Time
Deal Validity: Until March 20th
Exclusive Lifetime Deal on Clientary, a Full-Suite SMB Platform.
All prices are in USD (United States Dollars)
Tool Highlights
A brief and concise overview of this tool at a single glance
  • Manage everything from invoicing and time tracking to budgets and expenses
  • Alternative to Harvest, Hello Bonsai & Honeybook
  • Let your clients access invoices, projects, notes, and more with client portals hosted on your own domain
  • Best for those who are looking for a client management tool
Tool Description
A detailed overview of this tool to learn more about it

Clientary gives you all the tools you need to manage your entire client lifecycle, from initial proposal to the final invoice. Create flexible proposals with multiple pricing options and collect signatures for contracts with the same platform.

Plus, you’ll get a 360° view of your client workflows right from the dashboard, including invoices, tasks, and projects. With Clientary, you’ll be able to generate invoices based on tracked time, expenses, and saved products in no time.

You can customize invoices, proposals, estimates, and statements with a theme builder, or develop your own template from scratch. And because Clientary templates are designed to look like paper, you’ll be able to share professional invoice documents as both digital or print files—without skimping on quality.

Process payments online by credit card or ACH with third-party payment processors. And you can manage taxes and recurring invoices, too! Managing a whole project on your own? Now you can track project tasks, invoices, expenses, and more in one place.

Tracking your hours is easier than ever with weekly, monthly, or individual entries, saving you from chasing down time sheets. Clientary even helps you manage project budgets, plan out future hours, and set up unique rates for invoicing.

With Clientary, you can also build your own client portal with a custom logo, browser icon, invoice logo, and header color. Invite clients directly to the portal or keep them as contacts, so they only have access to the relevant documents. You can even host your client portal on a custom domain, making the whole experience feel seamless for clients.

Video Source: AppSumo Official YouTube Channel
Tool Features
Explore the main features of this powerful Business Development Tool.
  • Dashboard: The dashboard provides an at-a-glance summary of account activity for all of your staff users. Quickly access existing invoices and create new clients. Manage your account with simplicity.
  • Clients: The client page is a login point for your client contacts. From here they can quickly get access to on-going projects and open invoices.
  • Projects: Your staff users and employees can add track time against client projects. Generate invoices from finished projects with a single click.
  • Invoices: Create invoices from scratch or generate them from projects. You can send out invoices with the simple click of a button. Your client contacts will be instantly notified via email.
  • Payment Integration: Sign up for our Professional plan and get Stripe integration. Your clients can pay invoices online, allowing you to get paid quicker and look professional.
  • User Profiles: Each staff user and client contact has his or her own profile page, complete with activity log of past project items and comments.
  • Live Timer: Clientary comes with a built-in timer to help you track time against projects. Never lose another minute.
  • Estimates: Clientary handles estimates as well as invoices so your entire engagement cycle is covered. Give clients the confidence to move forward.
  • Proposals: Clientary helps you establish your client relationships with Proposals. Also commonly known as "Engagement Letters", you can lock in your agreement with a digital signature.
  • Track and Plan Time: Clientary lets your team track time in a variety of modes, including monthly, weekly, and daily view so it doesn't have to be a hassle to plan out your hours in advance, or track them retroactively.
Deal Type
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Tool Resources
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Deal Details
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Deal Terms
  • Lifetime Access to Clientary
  • All Future Solo Plan Updates
  • No Codes, No Stacking Just Choose the Plan That’s Right for You
  • You Must Activate Your License Within 60 Days of Purchase
  • Ability to Upgrade or Downgrade Between 3 License Tiers
  • GDPR Compliant
  • 60 Day Money-Back Guarantee
Deal Features
  • Dashboard
  • SSL Security
  • Invoices
  • Estimates
  • Proposals
  • Products
  • Time Tracking with Live Timer
  • Expenses
  • Staff and Roles
  • Client-Facing Logins and Portal
  • Recurring Invoices
  • Multiple Currencies
  • Customizable Logos
  • Customizable Templates
  • Fully Customizable Dashboard with Your Logo
Grab the Deal
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