Clientjoy Webinar & Transcription
What’s going on, Sumolings! Thank you so much for joining us for another product walk through webinar. As you know, I am Lindsay and today we are joined by the team over at Client Joy. ClientJoy is a platform that combines leads, proposals, contracts, invoicing and payments for a streamlined client lifecycle. It is starting at forty nine dollars for a lifetime deal. And before we dive into the walkthrough, I’m just going to tell you all a few quick things.
The first, if you want to tell us a little bit about your user case, why you’re interested in the tool, anything like that, go ahead and leave those in the chat room. We love to hear it. The second thing, if you have any questions about the tool, the deal, how to get set up, go ahead and leave those questions in the Q&A box down below this video. We will definitely circle back to those at the end of the walk through.
We also have somebody here on standby to answer those questions as they come in. And then the last thing is that there will be a replay of this. So if you need to step out or anything like that, you can and you can watch this again later as many times as you would like. All right. That’s it for me. Hey, how are you doing?
[00:01:05.850] – ClientJoy
Hey. Hi, Lindsay. I’m doing fine. How are you?
[00:01:08.310] – Lindsay: AppSumo
I’m doing very well, thank you. I’m going to go ahead and pass this over to you for the walkthrough and ready for the Q&A part. Let me know and I’ll come back.
[00:01:19.030] – ClientJoy
Sure, absolutely awesome. So am I audible, Saek? OK, so let me just share my maybe you share my screen quickly. Oh, just one sec, I think there’s some issue I’m not sharing my screen.
This happened, I think I’ll have to I’ll just come back in in a sec, there’s some issue in sharing my screen. Just give me one sec.
[00:01:48.040] – Lindsay: AppSumo
Good. We still have you, though, here, Soheil, what are you up to?
[00:01:54.480] – Soheil: ClientJoy
Yeah, so I had a growth head injury and I recently lost the company, so I was running an agency and that is where my picture comes into the place that I have the experience of running an agency.
I know how marketing works. Plus also, I know all the pain that agency goes through. So then I give a lot of inputs to the product team that this is what we need and they always think this is what we need in the proposal. This is what we need. So I know a lot of pain point of the agency people. So whenever somebody asks a question around this thing, and I know that happens a lot with me also, but luckily I do.
Yeah. So have you noticed all the agency people we have here. Yeah.
So I. OK, yes,he’s back. I think there will be some permissions issue. This is what I’m presuming.
[00:02:45.330] – ClientJoy
Yes, there were some small permissions issue, so it had it asked me to worry. Yeah. Still, just give me one sec. OK, so let me just share my screen now, possibly to sound. Are you guys able to see my screen,?
[00:03:05.740] – Lindsay: AppSumo
[00:03:07.040] – ClientJoy
OK, awesome. OK, so so what I’m going to do today is, is that I’m actually going to log in and instead of just showing across the features and all of those things, I’m actually going to share with you a proper use case that as an agency owner, how are you going to use ClientJoy and what it is going to you know, feel like?
So so let me just sign right in.
And so once you click on sign in, you essentially land typically on your leads page, which tells you, you know, how many leads do you have across what statuses and so on and so forth. So what you’re as able to see as you’re able to see a here that we’ve got dashboard, we got leads, customers, proposals, invoices, items, and we are going to go through all of them and all of those use cases during the walk through today.
So the first thing that we want to check out is the dashboard page. So when you go on to the dashboard page, it essentially gives you a very quick summary of where your finances stand. As of now, you know where your proposals stand as of now. And where do your leads across your sales pipeline stand as of now and then? And then we’ve got a small little section over here, which essentially is a way for us to connect with with our users.
We firmly believe that us and our users are in partnership. And so if you want to check out that product roadmap, make a feature request, report some issues, you become a partner of India, join our community. Here is a helpful photo that we’ve got going on on our dashboard itself right now. If you’re on the dashboard, you can directly create a lead customer proposal or in ways trying to work it as well in case if you have any questions, we are always aware your SO you can just send out a chat message and we respond to you as quickly as we can.
And so, so without that. So let’s let’s quickly go into the leads. The first thing that you see when you come to lead the default view is this is by play.
So my organization, which is ACMC and we are in business of helping other companies brand themselves and positioned themselves well. And so our pipeline essentially looks something like this, that the first step is discovery, where we discover what are the requirements of our potential customers. Then we start having a conversation with them. Then we qualified them in terms of budget authority, need and time. And then once the qualification is done, we the win the customer, lose the customer.
Actually, there’s a step before that. Right. And so let me add a step right away here so I can that step is, let’s say, a negotiation. So let me just take that step as well. And I just quickly choose a green color for negotiation and then I just see it. So now my sales pipeline. So any lead that exists in my sales pipeline actually can have a negotiation as a status as well. And let me move this to the to the correct place to negotiation typically happens before we win or lose a customer.
And so it is laid out here. And I got this quick numbers which tell me how many leads do I have? Poor status now.
This is the view that more often than not, people prefer it in terms of visualizing themselves by plane completely in just one screen. However, there are folks who might want to visualize all of their leads as as a list. Right. And so for those people we’ve got we’ve got a quick toggle over here. We’re able to see all of your leaves and a list view as well. And if the table looks a lot more cluttered, what you can do and what we’re hearing is you can actually take out some of the things that you don’t want to see.
So you may not want to have a phone number on the table. You may not want to have all that on the table and so on and so forth. And so that way you’re actually able to make it a lot less cluttered, depending on the information that is important to you. Once the leads that you have, you’ll also be able to apply for it. So as an example, I want to see all the leads that I have which are which are high value.
So I want to focus only on the leads that are high value right now. And so that is me. You have three these are the three leads that are currently of the highest value that they can then focus on. And then there are certain smaller functionalities like you can import and export all of your leads. But let me let me show you the process of creation of a new year.
So when you click on New Lead, it’s as simple as just adding the information on which you’re so selected by. The new lead that I have is is probably right. I already have Robert Buratti.
So let me say the new lead that I have is Linzey. And how do you the that it really turned out the reason why I’m putting the emails Mm. Dot dotcom is because we’ll be sending out proposals and invoices to Lindsay as well towards the end of this demo. And so it’s important. And so she belongs to AppSumo.
Her title is a webinar expert. Right. And so we are currently in qualified status with her, we acquired her through reference to all the sources and everything you can configure so you can click over here and add sources. So in case of if you have, let’s say, affiliates who are selling on your behalf and you want to add that as a source, you can do that quickly as well. These owners, basically all the other people in your organization or the people who are working with USC as people, you can assign these leads to those people.
And selectively you’d say this. Fifteen thousand dollars going to, you know, reposition and rebrand, you know, Lindsay. And so the website is absolute dot com. You get the district so you’ll be able to create all of these things. The number of employees is one to five. And so when I click on sale, it creates the lead in qualified stage for me to now when I go to my sales pipeline and when I see you here, I have Lindsay.
We were created as AppSumo and webinar expert. What I can also do is I can click on her and I can go and add more details and more notes and files, proposers activity log and so on and so forth.
So let me let me actually go in another lead that I created where there’s a lot more details so so that the Sansa Stark is is one of the leads that I’ve been working on for her repositioning and blending. And so you’ll be able to see, you know, these are the tags that I was saying to her, these are the notes that we have, all the files that that have been created for her in the process, any proposals that have been sent along with this data system.
This has been accepted. This has been sent activity log, which is is coming soon for us. And then I can click over here and convert her to a customer at any point of time. So let me again go back to the lead section.
Now, let me let me create a proposal for Lindsey. So when I click on her, I go on a very similar detailed speech. I can go with her on proposals or I can go in proposal section and create that as well. So let me let me go to the proposal section over here and then create a proposal for her.
So now that I am here in our proposal section, you’ll be able to see a list of all the proposals that have been created thus far, along with who’s received it by up until what time are they open? What is the status? And so on and so forth now. A good thing is, is that since we are into offering branding and repositioning services for individuals, I’ve actually already created a proposal for SANZA and so I can just go ahead and quickly duplicate that for Lindsay.
So let me just click away here and duplicated. So when I click on Duplicate, it basically takes the proposal that was previously sent to someone else, and then it allows me to make small little edits in those proposals. So I just make a quick edit here. So this is going to be a proposal for Lindsey. And the recipient is also going to change. So so I can choose the recipient from over here, so my recipient is going to be Lynsay and the due date is going to be twenty third of October.
So this new that I can select from my from settings, which is something that will cover in a bit. I can choose the layout of the pages and the documents and so on and so forth, right. What I can also do is, is I can start editing this proposal, right. So this is a proposal, as you can see, you just created previously for signs up. So we help you stand out a bit of text over your small table about the company.
You know, what’s what’s it going to cost and so on and so forth. So let me also show you some ad hoc functionalities for creation as well.
So you can you can essentially you can essentially create text images, tables,dividers, and you can add them over here. So I can add a text that says, you know, having one for now and then just change its size to 48. I added a divider below it. And then I’ll add an image here, which I just quickly uploaded. So this is the image that I want to share, scientist, open the door. Now, when I when I put an image over here, I also have a lot of settings that are related to the image edge so I can choose this as a small, medium or large.
So I want it to be medium and I want it to be center aligned. And I don’t want to give it any bother. I can also, instead of just going ahead with small, medium and larger local, I can actually give it custom dimensions as well. So let’s say I want it to be 500 pixels across 500 or whatever the case may be. So let’s say keep it as 350 because it’ll blow out the candles and we don’t want that.
And and so then you’re able to also add other sections. You can add, let’s say, another table if you want. You can add another bit of text when you just wait. This is random text to show how.
dynamic, the. The creator is alright, and so on and so forth. Now, once I once I created this proposal, I can send it out for her signature as well. I think I’m I’m done in terms of creating the proposal. I just come over here and I’ll check in with all the details are correct or not, and then I can directly send across the proposal to her very quickly. So for that, let me create another very quick proposal for her.
So. So to just be a very, very simple proposal. So let me open up. Mm, which is when I received the proposal. Let me quickly check the e-mail address that was created. If I don’t want to duplicate a proposal, I can just click over here and then I just title it as, let’s say, rebranding for Lindsy and.
This is the receiver. So for this version of the proposal, I just create a test version of the proposal, so I just put in Dastagir and they just put in random text over here so that we know how it is going to look when it goes out to people. Wait, let me just check whether every detail is correct or not. OK, yeah, so all of these are they look fine, so we just send it out. So when you send out a proposal, it shows you that this is the primary.
You see this is the primary same dough. You can choose to seek it to anyone in your organization. So let’s say I want to see, you know, let’s say contact that client for IO for whatever reason. I can edit the email subject and I can also edit the email copy that goes out everything. I can also choose to attach PDF and whatever changes that I can make, I can make those default rate. So which means that every time a proposal goes out to the next customer, or lead of yours.
This is the text that will go out for now. Let me just send it out. So when you click on Send, it sends out an email to Lindsey, and so the e-mail comes much like this, it says ClientJoy here. This is something that you can change from settings so it can save your workspace name. So you can say ACMC were here. In this case, she can open the proposal.
And this is the text that we that we had written and approved, this is the link had we clicked on attach a PDF, then it would also go in the PDF as well. And she can open the link in the in the new tab.
She can check out the proposal I told her, which was the test proposal that we sent out to her. And so the reason why it’s a link in an e-mail is that is that we’re able to track the e-mails and the links that also go out. Now, she can choose to accept it, but let’s see if she chooses to declaim. So when she clicks on the claim, she she is prompted to give in a reason why she’s declining. So you as an agency are able to evaluate the reasons whether the cost is too high, whether the service has not been disclosed properly, whatever the reason might be.
But for now, let’s let’s click on accept the proposal. Now, there are two options that she has. She can type her signature or draw her signature. So drawing works something like this, which is as simple as it works with the trackpad anywhere, but let’s say for now will type it out. So she accepts and signs the proposal, so as soon as the proposal is accepted and signed, it changes the status of it here. And then when we go out and check our proposal, it will update our code as well.
So so you know that the proposal, this proposal has been accepted by Lindsey. We are also coming up with proposal templates. And again, over here, you’ve got quick photos. You can click on open and show you just are open proposals that you have right now. And similarly for draft S. declined and so on and so forth. You can also choose which are the items that you want to see on your table. You can also filter all of your proposals, visas, these tags and these filters as well.
Right. So that’s basically how how proposals work.
So once you have someone which is either an individual or an organization that has been added as a lead, you can choose to send no proposals to them and they can sign it. Essentially reducing your turnaround times will also, once we go into settings, will also see how the proposal reminders work and how you are also able to track opens of the proposal email and open up the links of the proposals as well. So, you know whether the proposal has been seen or not and you can plan your follow up supporting it.
So now that Lindsay’s accepted our proposal, let me quickly go back to the leads page. And I marked her as as close to one sale mark to market as closed one. And then what I’ll also do is I’ll convert her to a customer. Now, she is a customer of this of Acme Corp., which is which is our organization. And I have to add some mandatory other details as well. So let’s say you want to add to that number.
OK, this one is the mandatory one, so so don’t get confused. These are these are custom fields that we’ve created so that you are able to know and which is something that will also see a bit. I can add billing address, I can add shipping address and so on and so forth. And as you can see over here, it says you can send custom fields from here, which we’ll see in a bit when we go into settings page as well.
So let me see. Now, when a person becomes an organization, becomes your customer, it becomes a lot richer. So there’s a difference between the amount of things that you have for them when they were in need versus the things that, you know, now they’ve accepted your proposal and now they become your customer as well. So now you’re able to manage all the notes. You’re you’re able to manage files, contact proposals that were spent in previously invoices, payment receipts, activity, login and so on and so forth.
Right. So so let me let me go ahead and raise an invoice now so I can just go here. So so when they come to my invoice tab, I see all the invoices that I’ve created for all the customers that they have. I can go ahead and click on creating a new invoice. And so Lindsay’s going to be receiving the invoice from us. So once you created a new in ways it’s a very simple creator, it shows, you know, about your company or your if you added all the details.
So if you added the billing address for Lindsay, they would show up over here on the left. This is my company logo, which I and this is the brand, the color of my company. And this is my company logo, which again, will be seeing in settings these the due dates. And then they have also been configured in the settings.
And these are my predefined climbed node and and the item. So let me go ahead and add a couple of items to Lindsey. Let’s apologised. You know, the item off of how design, which was which is priced at fifteen hundred dollars. She also watches from his personal branding toolkit, which was branded to the 800 dollars. And so to put together that comes to about six thousand two hundred fifty four. So I just I didn’t see it here.
So it’s fairly simple to add items on the invoices and all the things that you create and enjoy the autosave. So so the invoices, the proposals, each and everything that you create here in auto sealed. And so so you’ve got nothing to worry about in the sense of, you know, after creating or spending, let’s say, one out of one and a half hours and proposal, what if it all goes away because of this connection? Now, one interesting thing that we have is all of this so that you can send across you can send across recurring invoices so you can click away here and you can say, hey, you know, she’s butches the digital design, personal branding tool kit on a recurring basis.
So when I click on recording it says, but it has to be sent out every three months. It could be weekly, yearly and nearly daily would say in this case it’s supposed to go to her every three months and it says send forever. I can say, OK, no, but it has to be same. Let’s say she’s putting that for quarter plans and so it has to be sent out to her every three months for for the next four days.
Right now, another cool thing is that you can we also have payment methods that are integrated with your. So I can say, OK, you know, Lindsay’s going to pay me through wire transfer or she can choose to pay me through as well. So these are the two options that are available to her for making the payment to us. These is the predefined claim, not that we’ve added that can be changed right over here as well. So let’s say you want to change the claim.
They can make the change over here and that it will reflect away your invoice color. This is seen as the brand color. However, for this particular invoicing going change, you can change that over here as well.
So so it’s fairly simple, quick and easy. You can also change some amount of default if you want. So if I if I add the address over here of the customer, then it will start reflecting over here as well. So so these are the defaults and they get updated in the customer base as well, right at that point of time. Then again, when we have more and more templates, we’ll be adding those templates right over here.
So now now that we’ve done with the creation of the invoice, let me just click and send across the invoice again. So in the same, I can again choose to edit all of my default emails right away here in case if I want to say something else, then what goes out from from our company. So let’s say I want to say new invoice from scratch. I want toay new invoice from from Acme Corp. So I can make all of these changes.
And I can also click on making it a default rate, so so then this will become our default in ways to customize the template and I can click on saying no once they click on Same again. She received an email or you’re saying that he received you received an invoice. So firstly, she has received thank you for accepting the proposal, which is again an e-mail that goes out automatically. And then she can also receive the invoice right over here.
So this is the email that came to her. She can click on the invoice link to open up, as well as a preview before and since we’ve got, you know, the stripe integration and will be integrating with many more payment gateways, by the way, going forward since we’ve got stripe integration. She can just click over here and make the payment rate. So, so, so it’s fairly simple and easy. That way she can click over here and download the videos of the ways and she can just go to stream.
So this should take her to the stripe. Check out. This is, by the way, our test account. So this is as you can see, it is the test mode account. But when you integrate it with the actual stripe account that you have, this will actually take them to your stripe and they can make the payment and check out at date. So and when they make the payment, it will obviously reflect into your payments tab in plain well, which is what we are going to see now in this case.
Let’s say as an example, as an example, she made the payment through wire transfer date so she did not make the payment through straight, but she made the payment through a wire transfer and she did not pay the full amount. So what you can do is you can go away here and you can click on record payment. And so the amount that was paid was, let’s say, three thousand dollars. And the payment method was wire transfer in her case.
And the transaction, Amy, was absolutely. This is an example. This is whatever appears in the bank receipt for you. And so when you click on record, it changes the status status from this invoice being paid to this invoice being partially paid. So you always know that, you know, whatever the invoice amount may be, even though the invoice amount may not be fully paid, you are aware of the record as to what the status of the invoices.
And of course, when you go into your customers tab and when you click on AppSumo or Lindsay, then you’ll be able to see all of those invoices right over here.
So you’ll see that this was the invoice has been partially paid in order to be able to see the payments that have been made along with the transaction ID over here. So this makes things fairly simple. So what if there’s one thing that I want you to take away from this webinar is that the problem that are not solving is not that of, you know, you not being able to raise the invoices right now or you’re not being able to send the proposals or you’re not being able to manage your needs.
I’m sure you have a system in place or you have some problems of software in place or some invoicing software, some payments, software or something to that effect in place. However, when all of these things are happening in one place, you’ll be able to see the beauty of the of the connection that it brings along. Right. Because now that she’s made this payment, it will also start reflecting on my dashboard. So since you’re using just one software, the journey of you going from Lindsay, being the lead to receiving a proposal, to accepting the proposal, to receiving the invoices and partially being the invoice, all of that happens in just one place.
And it just makes things very simple for everyone who’s involved in that whole process and in that whole lifecycle. And so, so. So this is so what I’d like you to also think about is that is that ClientJoy is not a not a collection of features. When when when the complete lifecycle of the client is happening in one place, the sum of parts actually happens to be greater than parts of the sum. And that’s basically what we are going forward here.
Right. And then the next thing that we want to see is, is items. So when you go into items, these are the items that you repeatedly sell. And so you can go into and you can also add categories to your items. And these items are used differently in different parts of the world. So where we’re from, we typically end up calling in items with you from your main products or services or whatever the case may be. But these are the things that you typically sell.
And so when you click on on a new item as an example, let’s say the item is. Letter head design, right? And then and then I can. So this is my USD price USD pricing for later business A. Three hundred dollars. I can I know results on other currency that I work in. And so let’s say the iron, which is typically for the Indian customers. Fifteen thousand nine. I can add taxes, I can add it to a particular category.
So this is going to be a part of branding category that we have and so on and so forth. I can click on See and it will start appearing over here in the branded category. So and then these are the items that they can actually pick when I’m creating my proposals and when I’m creating my invoices as well. And so it makes things very, very simple going forward. Right now, let me let me dive into into savings. I have said multiple times that there are a lot of things that they didn’t say things.
And so let me drive straight in. So so firstly, when you go into your settings, you see your own profile photo and your own quick details that you can add to what you’re billing is is basically the plan that you have with us. So this is the plan that you have with us where you can apply your personal code and get the account upgraded and then let’s get into the workspace settings. So Workspace Settings is basically the name of the organization.
What’s the brand color? What’s the logo? So these are the colors that typically kind of shows up in your client. The it’s going to be used by your clients.
There’s a logo that appears on the invoice, it appears on proposals and so on and so forth. We also want to set our own time zone so that so that all the emails that are being sent out, which are automatic and transactional e-mails, they go out according to that time zone. We also got custom domain coming in Sunday. So what custom domain will do for you is that you can run claim joy on your own domain, which means that when you have access to the client, to your clients of the client portal, they’ll actually not even know that this is some other SaaS product that you’re using.
You can basically it could be called Acme Corp dot com. And so the client that is is using the client portal on Amazon.com is on your Eurail and with your login, with your brand guidelines or you. Let me also explain let me explain what is what is a workspace? Workspace workspaces typically is typically an organization.
So so workspace is a collection of all of your leads, all of your customers, all of your invoices, all of your all of your proposals, each and every all of your customers and your team members. So all of those things sit within one workspace. And when we say users in the plans that you see on apps among the users are your staff members. So there’s no limit on the number of contacts that you can have with the number of clients that you can have the plans on, have some more defined, you know, per the number of staff members that you have, the size of the agency that you are it and then you also need to be you.
If you’re a legal entity, you want to add all of your relevant details. All these are the things that will appear on all of your invoices and things like that.
You can also create and add your team members in this organisation. It’s just me is a change.
And I’m the role that I have is owner. But I can just very easily click away here, you know, and I can you can add a particular email and I can configure permissions so I can say that here, you know, I want to I want to make this wasn’t an admin that I just want to show them leaves or just customers or proposals or just invoices. So. So as an example, the accountant that we have in our organization just has access to this is access to the invoices that they don’t need to model needs in the proposals.
They just have access to invoices and customers and items and so on and so forth. So you can manage all of your staffing and permissions from of it. And then and then these are settings related to those modules. So, so so you can click away here and say, hey, you know, automatically the remainder should go every two days, three days, five days. You can of course, choose to manually remind people as well. You can say, you know, same old proposal reminders at this particular time.
This is what the prefix should be. This is the new date typically from the day that is send the coastal proposal. This is the day when it should be new. So since we’re creating all the proposals on 16th of October, although all of them are really tired of it, we can similarly go into invoices and have small settings related to them as well. So the first reminder goes every after the second day of the invoice and then the recurring reminder repeats every seven days after the beep.
So you can change all of these things. But I way work your way here, you can add access. So in our case, it’s just right. But very well, it’s if you have GSD, if you have any negative tags that you are that you are supposed to charge from the customer, you can just click on add new tags, tax rate and just apply. They started playing during races, and you can add and remove them as well.
Well, you can set your default time. Not so typically our customers use it for for just giving all of their bank information.
So in case of if the payment is going to come as a wire transfer, then they’re just giving their bank information so that all the invoices carry that. You can add DOMS ordure as well. And it’s the same, Richard, that we used for the proposal as well. So you can add small images if you want and stuff like that. And then we’ve got payment methods. So currently we integrate with these three payment gateways. So we’ve got Paypal, temodar doing something to do with an Indian payment.
Yet we will only be buying Staples office globally. PayPal works globally, they’ve got Braintree to check out our trade unit and actually go cardless as well on our pipeline. If there’s there are other ways in which you collect payments and you can add them Woodhill as well. So as you can see, we should have added wire transfer as one of the payment methods that people can be a and you can add other payment methods so so that all of the invoices carry how you’re expecting to be paid on that invoice also.
Now, I know a lot of agencies typically work with global customers and so they can they can add multiple currencies. So when I’m working with a company or a customer in India, I obviously send them an invoice. And I know you can add more currencies just by clicking away here and then selecting the currency from the list of currencies that we have. And then whenever you create a customer, you’d be able to assign the currency. So if you remember when we created Linzey, since she lives in the United States.
So the default currency that I applied was U.S. dollars. So she’ll see everything that goes to her, including the proposals, including the invoices, everything that goes to her. Only in us, my name customers will see you divide up. My European customers will see you in Iowa. Right. And so it’s local in that sense. This is another feature that I’m very excited to share with you. So you can now you may want to capture certain fields that may not have been offered by default rate.
And so as an example, you know, one of the fields that I I’d love to capture, let’s say, on the on the customer. So when someone becomes our customer, one of the features that I want to capture for them. OK, and the fee is that I want to capture from them and they become our customer is the size of the organization.
That’s something that I want to know and I can make it as let’s say, I want to make it a select and so I want to know, OK, how many are from one to five? How many are from six to 20? How many are from 21 to 50? And yeah, I think that’s that’s pretty much and I want to make it mandatory, so every time that any lead is converted to a customer, I want my salesperson to enter this data into the software.
And so when I see it, the next time that I create a customer or convert the lead into a customer, it’ll ask me to choose from the options that I create. And similarly, with leads in leads, you may want to capture the, you know what geography and the from items you may want to capture as an example. What category does this item belong to in company, which is for yourself? You may want to capture whatever fields that you may want to create and capture.
This will actually also come in handy when we are creating forms. So forms is another thing which are lead forms is another thing that we’ve got on our road map. And so all the fields that you create with you are essentially the ones that you can populate on your forms, which you can then publish wherever you want and capture data through that as well. And so this will come in a lot handy at that point of time as well.
And then what we’ve got is, is email templates. So so these are all the emails that go out automatically from the system. And we want you to be totally and completely in control so that you can you can choose what text goes out and which email goes out. And you can actually stop those emails or you can click on them and just make a list of the text that goes out in all of those emails as well. And so so we want you to make claims completely your own so that this is the text that we’ve written for you.
But obviously, you understand your agency business and you understand your customers really, really well. And so you can make those changes for yourself.
So so that’s the same thing. However, a quick a very, very quick overview, the first thing. So a couple of things that we saw today.
So the first thing that we saw was was a dashboard dashboard and how you get a quick summary of how your company or your agency is performing.
We also saw the quick photo that we have on their dashboard, which actually are different ways in which we can stay in touch with each other and we can actually end up making a better product. The next thing that we saw was leads and how the first thing that it shows you is is a complete since we went and pipeline. So you are you able to make better decisions and change statuses of your leads, add more data to the software and generally make your sales a lot faster.
You can, as you also saw, you can go into any particular lead and check out all the details that have been captured by having conversation with that lead across different statuses. It’s very, very rich in that sense. You can click or you’re converting them to a customer. We also saw proposals and how the first proposal that we had, you can just end up duplicating that and send it out to as many people as you want.
We saw how it can be signed and accepted and we can change the product industry. Does this automatically sends out the emails of the relevant point that it is supposed to.
And then we also saw creation of invoices, recurring invoices, the number of times that the invoice is supposed to reoccur. We added a couple of items. We went back to customers to see how the customer view is and what are the details that we capture whenever we are actually storing a particular customer. And then the next thing that we saw was, was say things that you said, you know, once probably. And he was added every quarter to just make sure that software is performing well.
But again, as I said earlier, the one thing if you take away one thing from this webinar, it is the fact that how beautifully can you run your agency when you have your leads, customers, proposers, contracts, invoices, items, anything and everything, all those major norms of your client communication in one place.
So so when you can see all the payments that you received from a client or the invoices that you send, all of those summaries essentially help you identify what your bottlenecks are, identify help you identify what your growth enablers are, and generally help you offer a much better experience to your clients and make better decisions for your agency. So that’s that’s it. That’s it for that demo that they had for the product. That’s for the product walkthrough. And so I think what we can do is we can dive deep into the any I see there are a lot of questions that have been asked and so we can talk about those.
[00:42:46.430] – Lindsay: AppSumo
Yeah. Let’s go ahead and answer some of these questions. Sumolings.
If you have any more questions that you would like answered, go ahead and send those to the Q&A box. Right now. That’s what we’re going to be working in. All right. So this first question with one code, we get five user accounts and five users in each workspace. What’s the difference between user accounts and user? In a workspace.
[00:43:11.190] – ClientJoy
So there’s there’s no difference between user accounts and users, actually, so so basically with the one code that you get, you get one main workspace, which is where you apply your code and then you get three other workspaces.
All of them have the limit of five user accounts for workspace. And so when we say user accounts, we actually mean staff members. The people who are working in your organization, they’re not your they’re not your number of leads, a number of customers, a number of contacts of those customers. You can have unlimited of those.
This is so so if you have five people, agency serving 10 customers a quarter versus a thousand customers a quarter, that’s that’s the limit is on the five people agency and not on the customers of the.
[00:43:58.880] – Lindsay: AppSumo
All right, in the proposal, tables and their optional product price items that a customer can choose or choose should.
[00:44:07.500] – ClientJoy
So you can. So so we’re implementing the proposal pricing table, which will pick out items from the proposal, from the items table that you’ve created of previously. You can what you can do is you can create two deals for now. So so you can say, hey, you know, if you are giving if you are engaging in any way, shape or form, these are the three items that you definitely need to purchase. And then these are the list of seven other items and you may or may not purchase.
However, the question that that is in this way is typically I think what they are looking for is a cataloging system where what they can do is they can give a list of items and the customer can choose three items and then just make the payment for those three and then generate invoices automatically, which is which is a great use case for itemized services.
That’s not something that we have as of now. We may have that in the future, but as of now, it is the client is much more for services than you for which are more like designed to do a little marketing agency related services, I.T. services and so on and so forth.
[00:45:13.420] – Lindsay: AppSumo
All right, thank you, can we charge late payments automatically as a percentage of the outstanding amount for unpaid invoices and four invoices paid after the due date?
[00:45:24.410] – ClientJoy
That’s an amazing question. This is a great feature tradition as well. We will add that to our this is something that we definitely need. So so why you cannot do it right now. But we will add this to our road map and we’ll get this done.
[00:45:39.470] – Lindsay: AppSumo
Fantastic. All right. This question comes up in every webinar API Web hook or Zapara or Instagram integration available. What you got? Tell me about Integration’s.
[00:45:51.980] – ClientJoy
And so in the V one, we already had all the API and all of those integrations we already had, which is something that we reporting to the new version of client.
And so essentially with the zip code, people know it’s a simple HDD protocol. And so, you know, you can take it out of Glandore, you can send data to clients. And similarly with the API also and so with products like Parmly or Integrated, you’ll also be able to integrate. It’s on a short term roadmap and it’ll be out there this. So on this subject of road maps, I’m curious, what are you most excited about on the road map?
[00:46:30.950] – Lindsay: AppSumo
What can we expect to come out of y’all?
[00:46:34.530] – ClientJoy
So there are there are two key things that we are super excited about. So the first one is, is and this is something that we’ve also seen on the Q&A page of the first one is regarding invoices. So so so you as Lindsay will receive recutting invoices once every quarter for four quarters, but you still have to manually be paid.
So currently, what we are working on, which is something that’s super exciting, is, is that we allow the boat agency and claim to enter into a contract with both of them. Agree and say that, you know, this recurring invoice, when it is being generated, it should also be paid electronically.
So you don’t have to follow up with the client and ask them for the payment or the claim does not have to make the payment when the invoice is received. So that is something that we are working on. So we have been exploring Cardless and strive for those kind of integrations, talking to us for better rates for those kind of integration. So that’s the first thing that we are super excited about. The second thing that we are super excited about is the is the possibilities that arise through integrations, because one of the things that we realized, you know, having been in the market for for more than a year, is is that a product in and of itself is a far lesser value than just by opening up with the opposite integrations.
Right. And you essentially are doing nothing by opening up the Airbus. It’s not a big feature of the module that you’re building. But but it it is perceived and it genuinely delivers a disproportionate amount of value to your customers. And so that’s the other thing that we are super excited about.
[00:48:15.400] – Lindsay: AppSumo
Definitely love that answer. All right, can we migrate workspaces to different accounts?
[00:48:25.040] – ClientJoy
As of now, no, you cannot migrate workspaces to different accounts because the way and I think you will in the future, I don’t think that would be possible. You’d obviously be able to export your data for sure and then import all the data in different modules. As an example, you can export all of it leads and then import all the leaves back into a new account.
You’ll be able to do all of those things. However, migration of all the different workspaces to another workspace, the product is not built that relates to the product is built in a way that workspace essentially is is is a company and the company does not need a migration.
The companies here, then that’s what it is. All of its invoices, all of its proposals, all of its customers are with it.
And so that’s that’s why the. I think you’re on you’re not sorry about that. I thought my mike stopped. OK, can can I send an email and the CRM and automatically have the email added to the activity for that customer?
Yeah, you can I show in the demo as well and you can do that right now for sure.
[00:49:36.690] – Lindsay: AppSumo
And if the person who asked that question miss that during the demo, sorry, there will be a replay of this available so you can find out is there a way to show client GST number and other information on invoice?
[00:49:53.370] – ClientJoy
Yes, you can create a custom. Feel that. So so in certain countries, much like India will be as dismal showing the claim GST. No on your GST, no. Is a is a mandate on all the noises that go out so so you can create a custom feel and then put for the invoice module. And so that custom for you could say GST number and then put in the GST. And I appear on all the invoices to be attached to your claims and on all the invoices.
[00:50:23.120] – Lindsay: AppSumo
Good. All right, this next question is about the deal. Do we get 15 user accounts with one code?
It looks like one code gets you five user accounts at 15 user accounts is at least three code mark. So it increases, I’m guessing, by five for each card. Let’s double check that. Yeah, that right.
Yes. But let me let me quickly clarify that. So so what you get with the post code is one core workspace and three other workspaces. So all of them have a limit of five users per workspace for one group. So you get 20 user accounts, but you get four workspaces and each workspace can have only five users per workspace. When you buy the second code, one workspace gets 10 and the others get five each. And then with each and every code that you add, we add five more users to the code workspace that you have.
And then and then the number of workspaces also increased. But the final usable workspace limit kind of stays for the other workspace.
So. So as an example. Yeah. So so you can look at the deal and it becomes fairly simple for you to understand that for. So the idea is, is that for the core business that you may have if you’re a large organization.
So if you have let’s say and when they say I mean I mean a decent sized agency, let’s say if you have 30 members, then you buy the the four plan or the five core plan, whether you will be able to get to the user accounts in one key workspace. And then along with that, if you have a couple of other initiatives, then for those initiatives you can again add family members in two separate workspaces.
So that’s that’s the idea.
[00:52:07.930] – Lindsay: AppSumo
Wonderful. Thank you for that. Right, Clinton wants to know when do you anticipate having full email, client and calendar integrations with G Suite?
So so we sort of firstly, once the EPA integrations are done, you will still be able to do it. I understand that it won’t be to the level that you that would be super convenient. However, it already leads to and to an extent, the email integration for specifically for the leads module when it happens, will happen for the suite of offices, 64 of them get together and celebrate that is there on our medium term road map. So that would be anywhere between six, six months to nine months time range.
But that’s that’s basically where we’re looking at.
[00:52:55.170] – Lindsay: AppSumo
What payment platforms are gateways are currently enabled?
[00:52:59.840] – ClientJoy
So currently, currently, we have PayPal, Stripe, and.., and we will have to check out Braintree, GoCartless, and a couple more, the ones that were there on the plane and get repeats, they are coming out very soon. They don’t know short term roadmap. So it is just basically anything less than three months.
And then what we do is we build a framework that the framework is, is that as in when we need more and more payment gateways because it is a very, very geography centric.
So, you know, someone in Southeast Asia will need a different payment gateway. Someone will in Europe will opinion a different between Gilligan’s and so. And then when we are getting requirements, we are basically just adding and waiting on the payment gateways. And the framework that we built is, is that all the integrations will be the new payment. Gateway does not need to be built from scratch so we can integrate those fairly quickly. So if you if you see your payment already on Kleinrock coming soon, then then it’s coming in less than three months.
If you would, however, like to have a payment that’s not in the list, then just go to the dashboard. You’ll see, you know, request a feature. And this right. Then even the payment gateway and give us the euro. And we figured it out. OK, we have some follow up questions or a follow up question from what we were just talking about with how the workspaces are set up, specifically, what is the difference between a core workspace and other workspace?
[00:54:26.070] – Lindsay: AppSumo
What’s the benefit of having these separate workspaces? Yeah, what he’s trying to show.
[00:54:31.880] – ClientJoy
So so there’s no difference, essentially, apart from the limits that you have within the core workspace and the subdiscipline workspace, is that you have, in terms of features, all the features that are available on all the workspaces.
The only difference, maybe in terms of the number of staff members that you can have in different workspace. So that’s the first difference. The second difference, which is just a minor differences, essentially, you know, the absolute code that you have purchased applies to the core workspace. So let’s see if you have three codes right now. And then if you choose to stack up to by another five points tomorrow, then all of those codes have to be applied to the core workspace and not to the other workspace.
So that’s that’s a small difference. But but not in terms of limits on anything like that.
[00:55:20.020] – Lindsay: AppSumo
Great, thank you. And Sumolings, we only have a few more questions here to get through. So if you have any that you still haven’t had answered and you really want an answer, go ahead and send those to us. Now in the Q&A box. That’s where I’m grabbing me from. All right.
Next question is whether we win or lose a customer. Will they all be saved somewhere so we can email them in the future? So about whether we are one of them or lost?
[00:55:46.370] – ClientJoy
Yeah, absolutely. So so so in the U.S. gives the nation a a one lindsy as a customer. However, had I lost them, should still be there on my on my needs page under the lost needs. So as you saw on on, on a sales pipeline page and there’s a separate status for that. So the status is lost. So so they will be available over there. Now there are two ways. So one is you can add a note yourself as to why did you lose?
And second is that when they rejecting your proposal, if they choose to, they can they can write the reason why they write it. They choose to reject the proposal. And that also is appended with. All right, in sending proposals, there was a dropdown to select the recipient, can we also search by recipient name instead of scrolling down the new leads?
Oh, yeah, yeah, so so when you start typing, so so you’ve got to type three letters, so once you once you take the first three letters of either the mean of any contact of a customer or the company name of the customer, it start showing up. I mean, it’s so easy to make such that we have.
So I chose to do the old school way. But let’s say if you’re in a hurry, you can you can disable the first three characters of either the name of the organization or meme of the individual, and it’ll show up. All right, thank you. We’re getting some more questions about the workspaces, is there an additional cost for workspaces and users? That depends on the on the plan that you have, so I’m serious. Sorry, I I’m curious if they want to add more than five users to one of their second, third, fourth accounts.
[00:57:38.540] – Lindsay: AppSumo
Is there a cost cutting that
[00:57:41.120] – ClientJoy
so, so once the…
Yeah. So so what what we’re doing is, is we are building add ons. So the idea is, is that, you know, if you want to add, let’s say, 10 users in the second workspace, which is your subcu space, then you can buy an island from us, which is priced at nine dollars for five users, put together eight. And that is the list price. Right. And you get a 60 percent off on that, given that you are an absolute customer.
So so you pay us nine dollars for five cars to four, five users additional per month, and then a 60 percent off on that charge, essentially three point six dollars.
So it comes out to be less than a dollar a month for any additional user that you want. Great, thank you for your clarifications. All right, will there be an option in the future where a payment can pay immediately after accepting the proposal on the platform? Specifically, they want to know about a via a go cardless link. What what can you speak to with that?
So I think I think what the person is asking for, the Sumoling is asking for is, you know, an automatic conversion of a proposal to an invoice date along with the payment link and everything. So that’s something that we haven’t begun. And it is being portrayed right now to the new version that they just showed you in the mood of a deal. And so by the end of this month or the first week of November, you’ll be able to do that.
So you’ll be able to convert the proposal to invoice. What this means is, is that when I send out a proposal to Lindsay, I send it out in a way that as soon as she accepts the proposal, she will receive another e-mail with the invoice of that proposal and she can click on pay and the payment will go through. So so that’s the opportunity that we already have.
[00:59:34.610] – Lindsay: AppSumo
Awesome. Can we void an invoice and also refund an invoice directly from the portal?
[00:59:42.770] – ClientJoy
No. So so the voiding so you can voiding for sure, refunding is is something that is done through the main gate. So so the the payment is not coming to us in any way, shape or form where we only get to know whether the payment was mean. Right. So, so, so if the cuts are so flimsy, get me through straight stripey.
Just telling me that this payment has gone to a disagreement is not, however, the payment actually sits in your account and then it moves to your bank account. So the activity of refunding will have to be banned from stripe. And so that’s that’s where we’re. Can we send an invoice without having sent a proposal? Oh, yeah, yeah, for sure. So it’s very normal that a lot of times, you know, you go in for a meeting, you’ve not even entered them as a lead.
And by the end of the meeting, you close the client. So. So why would you. And there is a lead and then a proposal and then so you can just you can just create a customer and then just say no. Then what is it?
[01:00:47.180] – Lindsay: AppSumo
OK, we got some more roadmap questions. Surprise, surprise. I’m going to summarize them all in one. Right now.
They’re curious about direct email sequencing. They are interested in more invoice templates and project management regarding so subject emails.
[01:01:09.950] – ClientJoy
And so let me let me define deliberate. So so drip is is the way that the drip is normally used in software industries and it seems out automatic emails, business behavior of users on the software is something that we’ve got set up in plain as well. Now, since this is not set up anywhere, we don’t know the behavior of the user or your clients.
So so creating a campaign where it automatically sends out Baz’s the behavior is not something that is that is feasible itself.
Not forget the question of whether it is on the road map or not.
However, the ability to send across a sequence which is not based on the behavior, so so let’s say of seeing the first e-mail goes out to Lindsay today and then the next, if she does not reply, the next one goes out a week later, the third one goes out two days later. That is possible. So that will come along with the email integration that we have with the lead model going forward.
The second point that you mentioned was I think around project management, it’s a project management is something that we have in the roadmap.
So if you see all of it on all of the videos that we’re doing are positioning and positioning or a mission essentially is that we are looking to help one hundred thousand agencies over the next three years to grow, fulfill and update so that the group that is the sales pipeline proposals and contracts the fulfilled part. This project management, ticketing and the unpartisan is invoicing in revenues and so on. And so invoicing and payments and and all of the finances.
So, so, so, so we’ve got some parts of Grall already implemented, some parts of an already implemented and fulfilled. Is what we going to attack next as as a major module. And so that is something that we have on a roadmap and will be building soon.
I think there was a third question, invoice templates, more tablets.
And so I’m surprised that people are not asking for it for proposal templates and invoice templates. But we will have invoice templates as well. And proposer templates also are coming are coming soon. So what the invoice, what the invoice as well as proposed templates would be, will be coming soon.
[01:03:27.450] – Lindsay: AppSumo
What about contracts, somebody says, is it possible to create signed and signed contracts to prospects?
[01:03:33.390] – ClientJoy
So currently you can you can use the proposal model that we have to do sign contracts. So so it’s as flexible as you need it to be in terms of creation of contracts. So instead of making it beautiful and impactful, you can you can just put in terms and conditions in the same way that I put they created a duplicate in a proposal that I did earlier today. So you can you can use the same thing as of now to sign contracts.
You can add to the contract value. You can say up until what is this contract valued? Who was the signing for this contract and so on and so forth. Then it will signed up showing in your brand.
However, going forward.
And what we’re also looking to offer is, is is is is a separate module for contract signing because there are some other things apart from proposal. And so the key difference between the thought process of, you know, sending a proposal and signing a contract is that more often than not, there’s a there’s a lot of back and forth on a contract. So this is not just altering an execution. This is a crucial step of reclaiming a contract as well, which is where you’re negotiating on key terms and so does so with those modules, which we are currently working on.
We will be bringing in contracts to the to the platform as well. But as of now, you can you can use proposes to sign contracts as well.
[01:04:53.270] – Lindsay: AppSumo
And then once the AppSumo deal is over, sad, what will it cost to get additional workspaces
[01:05:03.120] – ClientJoy
Me too. So, so, so.
So if so, what what is then the so in the AppSumo deal we’re offering, multiple works, but it is a part of good. However, when we convert to a monthly recurring price point, all the plans will assign will be will be available only part workspace. So whatever plan that you want, so, so absolute kneelers is linked with the problem that we have, which is the highest plan that we have, which is available for one hundred and forty nine dollars per workspace.
And so even when you choose to buy any particular workspace after the Appsumo deal, you essentially get a 60 percent off on the list place. So what I would recommend is, is that so? So think of it this way. An eight to 10 code on AppSumo will get you 50 users in one workspace and then a hundred other workspaces. And that is for four hundred and ninety dollars. The reason why it is available and the reason why we did not.
I’ll be very honest with you. So the reason why we did not even talk about the pricing with some of these initially was because the goal of doing a deal on some of us is not to generate revenues.
We’re fairly well funded organization. We’ve got a great team with us.
The goal of of doing the AppSumo deal for us was was to get a lot of users from diverse backgrounds that belong to our target market and then come on the platform and do constructive criticism. Tell us what we’re doing wrong, what we’re doing right. The fact that the questions that you guys are asking, essentially, this is my product discovery and this is this is not just fun for our users to see later. It is also for our team to see later.
And a large part of our team is also joined right now. And so that’s the reason for the apps.
So so after the launch, after the deal is over, it’s going to it’s going to be fairly expensive to get to get workspaces. So so that’s that is the point that I was trying to write.
[01:07:11.790] – Lindsay: AppSumo
And thank you for clarifying all that similar things. We are out of time for today. I apologize. There will be a replay of this available. I didn’t see that question come in. Yes. Watch this. As you fall asleep at night, every night, as many times as you want, nobody will judge you. That’s yeah. That’s all the time we’ve got for today. I’m going to go ahead and close about deviling. If you haven’t already, you can go to APSA Joy to redeem your codes.
It is starting at forty nine dollars. We just went over is a steal. It’s a lifetime deal starting at forty nine dollars and of course is backed by a 60 day guarantee. So you can go ahead, get set up, play around with it, see how it works for you. We’re looking at a five tako rating and thirty two reviews. That’s pretty stellar. So congratulations to you and your team. If y’all want to continue adding your reviews to the deal page, go ahead and do that.
We love to hear from you. And of course, if you have any more questions and I’m sorry we didn’t get to your questions today, have any more questions, y’all can leave those on the deal page. I’m sure somebody will be more than happy to answer them. Thank you so much for hanging out with us today. It’s walking us through all of this. This is great. Thank you, Lindsey.
[01:08:24.710] – ClientJoy
Thank you. And speak to you soon. Yeah. Yeah. Have a good one.