New Feature: Files

Our goal at Clientary is to provide the easiest way for professional services businesses to work with their clients — it’s in our name! Our core functionality revolves around invoices, contracts, proposals, and statements, but had been missing was the ability to share files. Until now. Solving real use cases We’re excited to announce that […]

How to Send a Proposal to a Prospective Client

Sending a well-crafted proposal is a crucial step in winning new business and establishing successful partnerships with clients, especially if you’re working with high ticket products or services. It’s an opportunity to showcase your expertise, demonstrate your understanding of their needs, and present a compelling solution. Remember, besides your publicly available website or reviews, your […]

Integrating Your Invoicing, Proposal, and Client Management Systems

Running a small service business can be a complex task, especially when it comes to managing client relationships and keeping track of finances. It’s not uncommon for service business owners to use multiple systems to manage invoicing, proposals, and client data. However, using separate tools for each aspect of your business can lead to duplicated […]

Proposals now support (multiple) currencies

Proposals are an important step in the client lifecycle as they provide a detailed overview of the project scope, timeline, and costs for the client. Proposals are often used to secure new business and can help to establish trust and credibility with potential clients. They provide a clear and detailed understanding of the project, which […]