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Clientary

CRM

Clientary helps service businesses manage clients, proposals, contracts, time tracking, invoices, payments, and project workflows, but client and billing data often needs to stay connected with CRM, accounting, and reporting systems. Engini connects Clientary with your finance, sales, project-management, and operational workflows so clients, quotes, contracts, invoices, time entries, and payment statuses can be synchronized automatically. Instead of manually moving service-business data between tools, teams can keep client operations organized from proposal to payment.

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