Document Tracking

Stay on top of your documents with audit trail to strike when the lead is most likely to reply

Rated Highly Across all Platforms

No Patchwork
of Apps

Complete
Visibility

Advanced
Monitoring

AI Content
Suggestions

Your inventory is Time

And you spend over half of it on non-core functions like Following up for Payments or Writing Proposals from scratch or sending Manual Updates to your Clients.

You are here for better, more important things.

Check out Benefits of using Clientjoy

Tracking & Log

Stay on top of your deals with your detailed audit trail, which shows when the document was opened, from where it was opened and what not. With this information, you can surely touch base with your leads when they are actively considering your services.

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Notifications

Be in the know of all the things happening with your documents. Email opened, proposal opened and signed or rejected, Clientjoy notifications are your super power to help you land the next big client.

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Client & Editor Views

With multi view option, you can double check how your proposal is gonna look for your leads making it easier for you to review things easily and clean out unnecessary clutter.

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What would you do if you had more time?

Know which sources and item types are working well. Focus on Leads that are hot and measure performance of your funnels.

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20%

Higher Predictability

1.5x

Saved/day

Stop Climbing Everest Without the Equipment!

So, who's using Clientjoy?

Digital Marketing Agencies

use Clientjoy to update their Clients in real-time with Client Portal

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IT and Tech Agencies

use Clientjoy to reduce their turn-around-times from having Prospects to Paying Clients

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Freelancers and Solopreneurs

use Clientjoy to manage their complete business from Start to Finish

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High Growth Startup Founders

use Clientjoy as a Single Source of Truth from Sales to Cash-flow

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Real Estate Agents and Brokers

use Clientjoy to manage their leads, give them virtual tours and share proposals

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Coaches and Consultants

use Clientjoy to onboard Clients and deliver Results to them

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18%

Increase in Referrals

1.2x

Higher Engagement

Remove Clientjoy from all Places

You Logo, Your Domain and Your Colors. Your clients don't need to know that you are using Clientjoy. It can be our secret.

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It's not just a software; it's a Promise

A Promise to keep your data secure while offering you a robust platform that makes your workflow efficient and
helps you in building a healthier Business with happier Clients.

Integrates with 5K+ Applications

Clientjoy has it's own APIs but if you are not a developer, it also works with Zapier, Pabbly, Integromat, Integrately and SyncSpider.

Haven't heard about any of the above? Worry not. We'll set these up for you :)

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Clientjoy is the Missing Half of your Agency

Ever wanted someone to take repetitive work off of your plate? Yes, that is Clientjoy.
You earn money. Clientjoy will earn you time.

No Patchwork
of Apps

Complete
Visibility

Happy
Clients

Healthier
Business

Your inventory is Time

And you spend over half of it on non-core functions like Following up for Payments or Writing Proposals from scratch or sending Manual Updates to your Clients.

You are here for better, more important things.

Check out Benefits of using Clientjoy

Stop Climbing Everest Without the Equipment!

Frequently Asked Questions

If you are hesitating, do not worry - we are here to explain
everything you might want to know. Let us help!

How does Document Tracking work within Clientjoy?

Your proposals and invoices come with audit trail which gives you not only the location but also the IP from where it was viewed.

Do I get a notification when the proposal or invoice is accepted or paid?

Yes, once a proposal or invoice is accepted then you will receive an email with the confirmation of the same.

Do I get notification within the App as well when the proposal is opened?

Yes you do. With Clientjoy, you are always in the know of what your lead or client is up to.

Can I attach the document along with the email?

You can certainly do that. All you need to do is check mark in the box which says attach pdf and the proposal will be attached.

What if the same document is opened multiple times?

Each time the proposal is opened, you get a notification within Clientjoy so that you can follow up and get the deal closed.

Explore Other Features

You don't need Dozens of Apps to work. See what else Clientjoy offers to manage every
aspect of your Business

Understand Your
Customers

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Increase Brand
Awareness

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Encourage
Conversions

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