Overview
What is Clientjoy?
Clientjoy is a crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences, combining 8 tools in one.Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It boasts…
Pricing
Entry-level set up fee?
- $349 one-time fee per userOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month per user
Product Demos
Linkjoy full Demo Video Clientjoy
ClientJoy Demo Video (TYE Oregon)
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Clientjoy?
Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It boasts active users among 4000 Agencies & 9000 Freelancers in 90 countries.
Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
Specifications of Clientjoy CRM:
- Unlimited Leads
- Unlimited Customers
- Unlimited Storage
- Unlimited Embeds in ClientPortal
- Unlimited Invoices & Payments
- Unlimited Email Sequences
- Unlimited Possibilities
1: Marketing & Advertisement Agency
2: Consultant or Coach
3: Freelancer (Any Type)
4: Any Service Firm/Company/Agency
5: IT Solutions
Team Size: 1 to 50 | Any kind of Small or Medium Business
Type: Most Preferred by Services Firm/Agency/ Freelancer
Most Loved by: Business Coaches, Consultants, Flat Hierarchy Startups & Entrepreneurs
Product Overview:
- Know which Leads to Focus on next
- Create and Manage Meetings, Tasks, and Calls with Leads and Clients
- Manage the Sales Pipeline with transparent data
- Let leads and clients book a time of their convenience using the Scheduler
- Connect Email with Clientjoy to keep Conversations with Leads & Clients Contextual
- Create and Re-Use Proposal Templates with Merge Fields
- Get Proposals, Quotes, Estimates, or Contracts E-Signed to reduce Turn Around Times
- See when Leads and Clients Open Proposals so you can time your Follow-ups
- Bill clients in multiple currencies with compliant invoices in Clientjoy
- Manage Tax Rates across items and categories per location
- Work with One time, Recurring & Split Payment systems
- Let Stripe, Paypal, or Payoneer charge clients recurringly
- Set up automated reminders for clients to eliminate the need to manually follow up
- Keep clients updated on daily basis using a White-labeled Client Portal
- Implement Analytics, Chats, and everything in between to improve the Client Experience
- Manage access to the client portal for each client contact
- Track each and every interaction and activity with clients on an organized Timeline
- Bring client conversations in a single place with Clientjoy across emails and notes
- Generate Leads/Prospects using Email Sequences
- Integrate Clientjoy with 3000+ Applications using Zapier, Pabbly, Integromat, Syncspider & Make.
- Set up Auto Reminder for Invoice Follow ups, Internal Task
Clientjoy Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
Customization Features
- Supported: Custom fields
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Additional Features
- Supported: Meeting Scheduler
- Supported: Native Payment Gateway Integration
- Supported: Clientportal to update Clients on Daily basis
- Supported: White-labelling
Clientjoy Screenshots
Clientjoy Videos
Clientjoy Integrations
Clientjoy Competitors
Clientjoy Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | Global |
Supported Languages | English |
Clientjoy Customer Size Distribution
Consumers | 30% |
---|---|
Small Businesses (1-50 employees) | 70% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
Clientjoy has proven to be a valuable tool for agencies, addressing their various pain points by offering a comprehensive solution for lead management, proposal creation, and invoicing. According to users, the software excels in tracking sales, managing customer emails, and centralizing client communications. The ability to generate visually appealing proposals using Clientjoy is highly appreciated by customers. Additionally, the CRM capabilities of the software have received high praise for efficiently managing clients and multiple products. With a personalized portal for users, they can easily stay updated on their progress, collaborate with clients, and facilitate e-signing, invoicing, and proposal sharing.
One of the key benefits reported by users is how Clientjoy streamlines several aspects of agency operations. From managing prospects, deals, and proposals to tracking payments and creating invoices, the software consolidates critical tasks into one platform. This all-in-one approach has resonated well with clients who value having most of their needs met in a single place, including invoice management, proposal creation, client management, follow-ups, and pipeline tracking. By simplifying client communication and providing an efficient system for managing the sales pipeline, Clientjoy allows for seamless movement of clients across different stages of the sales funnel.
Overall, Clientjoy has garnered positive feedback from users who appreciate its ability to solve agency challenges by offering a comprehensive suite of features that enhance lead management, proposal creation, and invoicing processes.
Intuitive and Clean User Interface: Users have praised the intuitive and clean user interface of ClientJoy, stating that it makes tasks effortless and enhances the overall user experience. Several reviewers have highlighted this aspect of the software, appreciating its user-friendly design.
Comprehensive Features and Functionalities: Many users have expressed their appreciation for the comprehensive features and functionalities offered by ClientJoy. These include proposal and invoicing capabilities, client management, CRM capabilities, and integration options. The wide range of tools provided by ClientJoy has been highly regarded by users.
Exceptional Invoicing Feature: The exceptional invoicing feature of ClientJoy has received positive feedback from users. They have mentioned its simplicity, professionalism, and customization options. Reviewers appreciate how easy it is to create customized invoices with a professional look using ClientJoy's invoicing feature.
Mobile view optimization: Some users have mentioned that there are areas where the mobile view of Clientjoy is not fully optimized and they expect improvements in this area over time. They have encountered issues such as difficulty navigating certain pages, layout inconsistencies, or elements not scaling properly on smaller screens. Advanced reporting features and calendar: Users have expressed a desire for more advanced reporting features and a more advanced calendar to analyze their business performance more easily. They would like to see additional options for customizing reports, generating specific insights, and visualizing data trends. Similarly, they request a calendar with enhanced functionalities like drag-and-drop scheduling, color-coding, or integration with third-party calendars. Editing customer info and customization options: Users have suggested improvements to the ability to edit customer information as well as customization options on the dashboard. They want more flexibility in modifying client details such as contact information, preferences, or notes. Additionally, they seek greater customization options for the dashboard itself to rearrange widgets or choose which metrics and data points are displayed prominently.