ClientJoy: The Platform Who Can Handle It All
Managing your leads while attending to the needs of the clients can be hectic especially if you have separate softwares to handle each task. ClientJoy is here to help you with that.
ClientJoy provides an avenue for users to manage their leads and attend to their client’s needs in one go, without having to hop from one software to another.
Features and Benefits of Clientjoy
👉 Custom Fields – you can set your custom fields the way you need them to be since ClientJoy understands that some of the fields that they have prepared may not be enough for you.
👉 Statistics – ClientJoy provides the real-time stats of every property that you have.
👉 Activity Log – this feature enables the user to monitor their activities for the day and even for weeks and months so that they can refer to them back anytime that they need to.
👉 Staff Members – adding staff members is easy you can fill in their details and then set their permissions.
👉 Roles – you can also assign roles to the staff members that you have added in ClientJoy.
👉 Tax Rates – tax rate calculation has been made easy via ClientJoy. Once the location is set, your tax rates will be automatically calculated.
👉 Email Integration –you won’t have to go through the hassle of typing in different emails for different customers every time. ClientJoy enables the user to set up their designated emails in advance for easier sending and receiving.
👉 Currencies –confusion in currencies can be common for international companies. ClientJoy allows its users to pre-define the currencies that they are willing to accept to avoid any hassle in payment.
👉 Search – ClientJoy also has the search tab where the user can just type in anything they want to find.
👉 Import Leads – changing softwares won’t be a problem since ClientJoy allows the user to upload existing leads into the platform with ease.
👉 Assign Leads – you can also view the performance of your sales people by assigning the leads to them through ClientJoy.
👉 Sources – ClientJoy also helps you make tracing easier since it easily defines the source of every lead.
👉 Notes – This feature helps you keep tabs on every interaction that you have with each leads so you can never forget them.
👉 Status – this is the feature where you can set the statuses of your leads to know which stage your transaction with them are in.
👉 Tags – you can put tags on your leads to make them easier for you to find.
👉 Pipeline View – this view can help you navigate through your leads easier by dragging and dropping them from one pipeline to another.
👉 List View – This view can make it easier for you to count the leads and sort through them easily.
👉 Proposals – you can create and customize your proposals through ClientJoy. Clicking this feature takes you to an entirely different window free from outside noise for you to work on the proposal more efficiently.
👉 Invoicing – ClientJoy also creates and manages invoices to help you with your transactions.
👉 Items – This feature allows the user to add more items, import existing ones, group them, and even search for them in one avenue.
👉 Payments – the software offers many different payment options, modes, and gateways for the user to utilize.
Who is Clientjoy for?
👉 Digital Market Agency owners who are tired of using numerous softwares to manage their clients and leads.
👉 Busy business owners who need help in sorting out their leads and managing their team’s tasks.
👉 Project Managers who need the perfect tools when sending out proposals, keeping track of the team’s progress, and taking care of the leads.
Things to Note About Clientjoy
👉 Only a few payment methods are included in payment modes and gateways.
👉 Development pace is quite slow. Some features take ages to launch.
👉 Does not support Auto-billing.