Track your Leads across Stages with Custom Sales Pipeline

13K+ Independent Businesses use Clientjoy to track and work on 1.8M Deals each Month
User Loves us

Not just Client Portal.
It is Prospect-to-Payment in One Place

Create your own Stages

Some folks want to track each and every movement of their leads. Others just want a simple, minimal Stages for their Pipeline. You can easily Customise Clientjoy's sales Pipeline to fit your needs. Also, you can use these stages to filter leads and get reports, enrol in sequences and all other sorts of bulk actions.

Get Started
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Measure Opportunities across Stages

If you've also captured Deal Size, Clientjoy will show you how much capital is stuck across each stages of your Sales Pipeline so you can make an informed decision regarding your outreach initiatives that motivates a specific set of leads to move forward.

Get Started
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Collect Custom Data of your Leads

Want to capture specific data about your leads that Clientjoy does not offer by default? You can create custom fields that can be then later used to search, sort, filter - made parts of your reports and more importantly, take bulk actions or use as merge fields. Sky is the limit!

Get Started
An icon of arrow

Create your own Stages

Some folks want to track each and every movement of their leads. Others just want a simple, minimal Stages for their Pipeline. You can easily Customise Clientjoy's sales Pipeline to fit your needs. Also, you can use these stages to filter leads and get reports, enrol in sequences and all other sorts of bulk actions.

Get Started
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Book a Demo
An icon of arrow

Measure Opportunities across Stages

If you've also captured Deal Size, Clientjoy will show you how much capital is stuck across each stages of your Sales Pipeline so you can make an informed decision regarding your outreach initiatives that motivates a specific set of leads to move forward.

Get Started
An icon of arrow
Book a Demo
An icon of arrow

Collect Custom Data of your Leads

Want to capture specific data about your leads that Clientjoy does not offer by default? You can create custom fields that can be then later used to search, sort, filter - made parts of your reports and more importantly, take bulk actions or use as merge fields. Sky is the limit!

Get Started
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Book a Demo
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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.

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No Patchwork
of Apps

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Complete
Visibility

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Happy
Clients

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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.

Built by an Agency. For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

Clientjoy changes that.

Your Existing Clients will Bring New Clients - Give them a Stellar Experience

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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Frequently Asked Questions

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

Can I customise the sales pipeline as per my requirement?
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Yes, just click on the three dots beside the stage name and you will be able to rename it and colour code it as per your wish.

What activities can I do for leads in different stages?
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You can add a follow up activity, send emails. add tags and update details of a specific lead from the sales pipeline.

Can I filter out information using tags or other information in the sales pipeline?
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With Clientjoy, you can filter and show data as per your need and requirement. You can filter out based on lead owner, tags, custom fields and much more.

Can I drag and drop leads across different stages?
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Yes, you can drag and drop them across different stages.

Why do you need sales pipeline software?
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Sales pipeline helps you keep overall track of the deals across different stages. This helps you focus on converting deals faster and making sure that your time is well spent on the leads that will convert.

Explore Other Features

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

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Manage Your Clients

with Custom Client Portal!

Get Started
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Get Paid On Time

With Invoices & Payments

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Check Our Pricing

Power of 5+ tools for the cost of 1

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