Clientjoy

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Clientjoy Review: Read this in-depth Clientjoy review to learn more about its key features, pricing, integrations, and more. 


What is Clientjoy?

Clientjoy brags to be the easiest CRM, famously known for its 7 in 1 tool set of features. Clientjoy is an everyday CRM tool used majorly by small & medium businesses that typically includes Marketing, Advertisement & IT Agencies, Independent Consultants, Trainers & Coaches and every other kind of Freelancer. Clientjoy CRM for small businesses is used across 90+ countries by 10,000+ Agencies & Freelancers to increase their volume of leads, offer better client experience, accept international payments, create proposals in 5 mins or less & get paid on time.
Clientjoy CRM for agencies is super cost-efficient, allows you to increase your sales, and also helps you
minimise your turnaround time.


Vendor Information


Clientjoy Key Features

  • Dashboard

A smart dashboard that enables you to keep up with the Upcoming Reminders, Due Invoices/Proposals, Overview of Sales Pipeline, Recent Activities & more.

  • Sales pipeline management

Adding or automating your leads has never been easier, Clientjoy has one of the most advanced sales pipeline management software that allows you to monitor your leads journey across the various stages of the funnel.

  • Scheduler

Clientjoy has one of the best meeting scheduling software (Like Calendly) that lets you define your availability and enable Prospective leads and clients to schedule a meeting with you.

  • Proposals

You get a proposal creator with an e-signature software. You can also convert a proposal to invoices instantly to minimize your turnaround time. Our Proposals also come with a dynamic pricing table making it faster and easier.

  • Client Portal

Clientjoy lets you invite all your clients to their personalised Client Portal where you as well as your client can keep tabs on all your interactions. You get your proposals, invoices, files and Monthly Reports all in one place. You can also embed your projects made on Figma or task list being managed on Asana etc; directly on the Clientjoy Client Portal software for small businesses.

  • Invoice

Clientjoy’s invoicing software for small businesses supports One-time Invoices, Split and recurring invoices. Your client also gets automated reminders to clear the invoice when it’s nearing its due date.

  • Mailbox

Clientjoy CRM with email integration lets you integrate your email (Gmail, Outlook or any Email client). Once your email is integrated with our mailbox, it will automatically sync your calendar and appointments on Clientjoy. Also, every email you send with the Clientjoy mailbox is tracked and you get to know when the email has been opened so that you get to have a quick follow-up with your prospect or client.

  • Payments

You can collect international payments as well as domestic payments seamlessly using Clientjoy CRM & its various integrations with PayPal, Razorpay, Payoneer, Stripe & Instamojo.


Clientjoy Features Overview

  • Analytical Dashboard
  • Email Inbox Integration
  • Global Currencies
  • Custom Fields
  • Import leads
  • Proposal Templates
  • Record Offline Payments
  • Email Tracking
  • Recurring Invoices/Split Invoices
  • Calendar & Meeting Scheduler
  • Embeddable Tabs on Client portal
  • Automations- Coming Soon
  • Pipeline/list view
  • Notes
  • Proposal/Invoices Audit Trail

Clientjoy Pricing

Clientjoy CRM for freelancers, small businesses have 3 different pricing plans that can suit anyone’s need. Check out all the Clientjoy pricing options and choose the best plan for you.

Free Forever

Price: $0/month

Includes:

  • 1 member
  • 3 clients
  • Merge fields, custom sales pipelines, multiple currencies
  • Unlimited leads, payments, invoices, and proposals

Pro

Price: $39/month

Includes:

  • 3 members
  • Unlimited clients
  • Email and calendar integration
  • Recurring payments and invoices

Annual PRO

Price: $390/month

Includes:

  • Everything from the Pro Plan
  • Dedicated account manager
  • 3 hours of training
  • Free migration
  • Custom branding and white labeling

Clientjoy Pros and Cons



PROS:
  • The platform’s user interface is very clean and neat, making it extremely easy to use
  • The workflows are amazing and the invoicing feature is extremely helpful.
  • The pricing is on point making the tool more accessible to even small businesses.
  • It offers a perfect blend of features of more than 4 enterprise-grade platforms.

CONS:
  • The templates included are very basic.
  • The analytics and reporting feature needs to be improved.
  • There is very less learning material to understand how the tool works.



Clientjoy Integrations

  • Paypal
  • Braintree
  • Stripe Checkout
  • InstaMojo
  • Payoneer
  • Dropbox
  • Onedrive
  • Integromat
  • Integrately
  • Zapier
  • Authorize.net AIM
  • & 3000 more integrations

Clientjoy Specifications

Free Trial – Yes

Free Version – Yes

Deployment

  • Cloud, SaaS, Web

Devices supported

  • Windows
  • Mac
  • Web-based

Training

  • Documentation
  • Videos

Clientjoy pricing plans

  • Free Forever: $0/month
  • PRO: $39/month
  • Annual PRO: $390/year

Typical customers

  • Small businesses
  • Medium-sized businesses
  • Large businesses
  • Freelancers
  • Consultants
  • Business Coaches & Trainers

Languages supported

  • English

Clientjoy support

  • Chat
  • Email
  • Phone support

Clientjoy Alternatives

We hope you liked reading this Clientjoy CRM for small businesses, freelancers, consultants, business coaches & trainers review. Leave your comments below and tell us about your experience while using the tool.


 

 

 

 

 

Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.4 Total Score

Design
8
Usability
8.5
Support
8.5
Price
8.5
Add your review

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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