Add new staff members by filling in their details and setting their permissions.
Roles
Create roles to be assigned to staff members and set permissions for the same.
Email Integration
Set up an email to be used whenever you shoots emails to your customers.
Tax rates
Set your tax rates as per your location so that there are never any miscalculations.
Currencies
Pre-define the currencies that you will accept in your system.
Custom Fields
Set your own custom fields as sometimes what we give might not be enough for you.
Search
Easily find whatever you are looking for by just typing the relevant terms in the search bar
Activity log
Log all the activities that you do in Clientjoy so that you can refer them back.
Statistics
Get to know the real-time stats of every property you have.
Sales
Import Leads
Upload an existing list of your leads into Clientjoy with ease
Sources
Easily define the source from where you acquired your lead
Statuses
Set the status of your leads to know on what stage of the buyer’s journey they are on
Pipeline View
View your leads in Pipeline to easily drag and drop as per the changing status.
List View
If Pipeline doesn’t suit you, view your leads in the list format.
Custom Fields
Create Custom Properties that you want to capture about your leads
Tags
Search, sort and filter your way through the leads with tags and related properties
Notes
Capture each and every interaction with the lead in ‘notes’ so you never forget.
Assign Leads
Assigning leads to your sales people so you can view their performance.
Clients
Clients
Create clients so you have one place with all information and interactions with your clients.
Contacts
Working with multiple people at client organisation? Manage that easily too.
Client Portal
Give your clients access to a completely custom branded Client Portal
Files
Create a shared File repository with your customers to avoid back and forth.
Statement
Single source of truth with all your proposals, invoices and payments with every Client
Create
Directly create Proposals, Invoices and Payments in one single place for your Clients
Tags
Search, sort and filter your way through all clients with tags and related properties
Custom Fields
Create Custom Properties that you want to capture about your Clients
Notes
Capture each and every interaction with your clients in ‘notes’ so you never forget.
Proposals
Creator
Build Impactful proposals with Rich HTML creator
Views
See all your proposals as a pipeline or a list in one single screen to track progress
Statuses
Automatically update of proposal statuses keep you updated on progress
Tracking
Track Proposal opens and views by your potential clients to know when to follow up
Automations
Email the proposals to your clients directly from the software.
Attach file
Attach relevant files with your proposals in one place.
Comments
Add comments to a proposal to guide other collorators.
Reminders
Set reminders to remind yourself about upcoming proposals.
Notes
Add notes to remember the necessary things related to the proposal
Email Tracking
Track the emails of your proposals to know if they have been opened by the recipient
Customize
Customize the proposal as per your requirements.
Merge fields
Use a number of merge fields to easily edit your proposal.
Proposal items
Add all the items you want to include in your proposal.
Preview
Preview your proposal to see how it would lock when it is sent to the client.
View Tracking
Track if the proposal has been viewed by the customer.
Invoices
Create invoice
Create new invoice for your customers by using a pre-defined invoice form
Recurring invoices
Set your invoices to recurring while creating them and view them under recurring invoices.
Filter
Filter invoices by payment status, payment modes, sale agent, etc
Export
Export your invoice data to excel, csv or pdf file or print it directly from the software
Email
Directly email the invoices to your customers from within the software
Record payments
Recording your payments with all the relevant payment details has never been easier
Merge invoices
Easily merge duplicate invoices to avoid multiple records
Reminders
Set reminders of your invoices to never miss a deadline and get paid on time.
Notes
Add relevant notes to remind you of certain important things related to an invoice.
Email Tracking
Track if your customer opened the invoice email sent to him
Tasks
Create task for any of your invoice with the start and due dates
View Tracking
Get to know if your customer viewed the invoice emailed to him
Credit Notes
Setup credit notes for all your eligible and loyal customers
Discounts
Set discounts for your customers and make them stick for long
Items
New Item
Add new item by filling in details like name, description, group, tax rate and unit.
Import Items
Import a csv file of your items directly to the software
Groups
Create groups to group and sort your items accordingly
Search
Search an item by their name, description, rate, tax, unit and group name
Payments
Payment mode
Add different modes for your invoices and expenses
Payment Gateways
Setup different payment gateways from a number of options like Paypal, PayUMoney etc.
Search
Smoothly search payments data by entering relevant terms in the search bar.
Export
Export your payment data in excel csv or a pdf file or print them directly for ready reference
Clientjoy is Business Operating System for Modern Companies
Increase your sales, reduce your expenses, and save time when you manage every element of your business from a single platform. Make better business decisions.
