An all-in-one tool to manage the entire customer journey

To manage one or more customers on a daily basis, you need to go through a whole host of tools to manage invoicing, commercial tracking, or even the different stages of the sales funnel. To be more productive and save time, using an all-in-one tool is a great solution to manage all stages from lead to payment.

ClientJoy is a customer management platform that summarizes all phases of the customer journey, from the simple lead to the offer, the contract, the invoices and the payment! A handy tool for agencies and freelancers who want to easily manage their clients.

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Simplified lead tracking via Clientjoy

ClientJoy offers a full dashboard on the home page that allows you to view statistics on offers, leads, invoices and their phases. On the left, a menu provides access to the 7 modules offered by the tool: Dashboard, Leads, Customers, Quotes, Invoices and Items (which correspond to the missions invoiced).

With the Leads part you can manage the entire sales pipeline. The latter can be organized in a list or with a Kanban view with personalized steps. Leads can be added via a .CVS file or by hand. All information about a lead / customer is saved with notes, files or reminders. Everything you need to have important information with one click.

Fast processes and everything online!

Clientjoy also offers a portal for customers. You can connect and follow the progress, receive invoices or send documents. Payments can also be made via this portal.

The platform provides a simple tool to easily create an offer. To do this, you have to select a client and Clientjoy offers an offer to customize with various templates. The offer can be sent by e-mail, the customer will be notified directly and can accept or reject it directly online and sign it. The quotes are displayed with a Kanba view and are organized by status.

With Clientjoy you can also easily create one-time or recurring invoices. ClientJoy is a customizable platform where you can add a logo, choose the currency, add roles to the tool, etc.

Clientjoy is a paid tool that is offered for life and in advertising. With the single offer for $ 49 instead of $ 660, you can get 5 user accounts and white label 3 workspaces with 5 users each. There’s also one for $ 98 and another for $ 147 that offers more user accounts and white label workspaces.

The Si├Ęcle Digital editorial team presents the most interesting free, freemium or paid tools for professionals every day. Certain web products sometimes benefit from large discounts related to temporary deals that we choose when the software seems interesting to us. As in this case, some content is not sponsored but includes an affiliate link.

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