13K+ Businesses from 90+ Countries use Clientjoy because it brings their Agency together
You’ve got one platform for proposals, another for invoices, and a couple more to handle new leads and client info.
Wish you could pack all of that functionality into one tool and call it a day?
Here's what Clientjoy will help you do:
- Control your entire sales pipeline from leads to clients to invoices with one platform
- Import client offers, sign contracts, and see detailed analytics for maximum utility
- Alternative to: Invoicely, Proposify, and Pipedrive
- Best for: Sales teams, accounting departments, and small agencies looking to manage their client lifecycle from one platform
Grow Your Business:
With Sales Pipeline and Leads Management so you never miss an opportunity. This is your first step towards building a predictable sales engine.
- 🚀 Manage Your Leads - Bring in all your Leads and Manage their Journey across all the stages of their Life-Cycle
- ✌️Custom Fields - Collect Custom Data of your Leads and Improve Conversion by focusing on your Hot Leads
- 📩 Email Templates [Soon] - Save time by re-using your best performing email templates for your leads and Clients
Mailbox & Booking Engine :
Let your leads and clients book a time of their convenience on your calendar
- ⛓️ 2-way Email Sync - Connect your Email with Clientjoy to keep your Conversations with Leads & Clients Contextual
- 🗓 Public Scheduler - Set up your Availability and allow your Leads and Clients to Book a Slot with you
- ✅ Activities & Tasks - Create and Manage Meetings, Tasks, Calls with your Leads and Clients
As a small non-profit helping children in Nepal & India (Namaste-Welfare), we are so happy to be able to use Clientjoy to manage our Leads & Clients, but also, Proposals & Invoicing, all centralized in 1 system. We could not think about living without it anymore! Highly recommended!
Most awaited solution! I have tried multiple similar tools before but most of them dont have all the features together. Clientjoy delivers the best service for a business!
Clientjoy is an amazing tool which is helping me manage my leads and able to track the conversions of leads with ability to create & send amazing proposal with accept/reject feature. And it's perfectly awesome for sending invoices on complete autopilot. The most interesting part is we can track the overdue and total sales value in Clientjoy dashboard. I am actually in love with Clientjoy because it's helping me save my hundreds of hours every year and forever ❤️
Lower Turn Around Times :
With Impactful Proposals and E-Signatures so you can get out of documentation quickly and get started with work that matters.
- 📃 Proposal Templates - Create and Re-Use your own Proposal Templates with Merge Fields
- 🤘E-Signatures - Get your Proposals, Quotes, Estimates, or Contracts E-Signed to reduce Turn-Around Times
- 👀 Track Proposals - See when your Leads and Clients Open your Proposals so you can time your Follow-ups
Manage Your Clients :
With Custom Client Portal so you never have to write update emails or send spreadsheets with data. Just embed the tool you are using and it will always be real-time.
- 💯 Your Own Branding - Invite your Clients to a separate Dashboard. They don’t need to know that you use Clientjoy.
- 💪 Custom Scripts & CSS - Implement Analytics, Chats, and everything in between to make your Client Experience Awesome
- 🧠 Embeddable Widgets - Embed Dashboards, Pages, Forms, etc for your Clients to build a system that works for everyone
Unify the Journey from Prospect-to-Payments
Save
94%
- Unlimited Leads & Clients
- Unlimited Proposals & Contracts
- Unlimited Invoices & Payments
- Unlimited Cloud Storage
- Unlimited Email Sequences
- End to End White-labeling
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Get Paid On Time :
With Invoicing, Reminders & Payments so you never have to struggle for the cash you deserve.
- 💵 Multiple currencies - Bill your clients in multiple currencies with compliant invoices in Clientjoy
- 💹 Tax Rates - Manage your Tax Rates across items and categories
- 🧾 Payment Methods - Add acceptable payment methods to make sure your Clients pay easily and on-time
Recurring Invoices & Payments :
Set up invoices and payments that occur at a fixed frequency for your long term contracts
- 🔁 Recurring invoices - Send invoices to your clients at a fixed frequency for your long term projects
- ✌️ Split Payments - Offer payment plans to your clients so you can reduce your project lead time
- 🔃 Recurring Payments - Let Stripe, Paypal, or Payoneer charge your clients recurringly so you always get paid on time
Automations & Reminders :
Set up auto-reminders for your payments so you never have to manually follow up
- 💳 Connect for payments - Connect Clientjoy securely with your Stripe, Payoneer, or Paypal accounts
- ⏰ Reminders - Set up automated reminders for your clients so you never have to manually follow up
- 💸 Know your cash flow - Always stay in the know of which payments have happened and which are outstanding
