About Clientary
Clientary is a comprehensive business management platform that centralizes client relationships, project tracking, invoicing, proposals, time tracking, and payment management in one place. It's built for service-based businesses and agencies that need to streamline operations and improve client communication.
Saysimple customers can now connect Clientary to send real-time project milestones, invoice reminders, and payment confirmations directly to clients via WhatsApp. This means your team can manage projects in Clientary while keeping clients updated through their preferred messaging channel—reducing email overload and improving payment collection rates through direct, immediate communication.
Popular use cases
Send Invoice Reminders via WhatsApp
When an invoice is overdue in Clientary, automatically send a friendly payment reminder to the client via WhatsApp through Saysimple. Clients see the message in their preferred channel, respond with questions, and your team handles follow-up in the shared inbox—all without switching between tools.
Notify Clients of Project Milestones
Trigger WhatsApp notifications when project phases complete, deliverables are ready for review, or timelines shift in Clientary. Clients receive instant updates, feel more connected to progress, and your team builds trust through transparent, timely communication.
Confirm Proposal Acceptance and Next Steps
Once a client accepts a proposal in Clientary, automatically send a WhatsApp message confirming the agreement, outlining next steps, and providing payment instructions. This reduces back-and-forth emails and accelerates project kickoff while keeping the conversation centralized in Saysimple.
