Templates

Templates

Use our standardised templates to adapt as per your need.

OR

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

Proposal Templates

Create your own proposal templates or bring your own from photoshop, illustrator or canva and get them e-signed. No need to create everything from scratch.

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Invoice Templates

With compliant and industry standard based templates, there is nothing stopping you from being the best professional service provider out there.

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Email Templates

Automate your mundane emails by creating templates so that your team can use it again and again without needing to type it from scratch.

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Proposal Templates

Create your own proposal templates or bring your own from photoshop, illustrator or canva and get them e-signed. No need to create everything from scratch.

Book a Demo

Invoice Templates

With compliant and industry standard based templates, there is nothing stopping you from being the best professional service provider out there.

Book a Demo

Email Templates

Automate your mundane emails by creating templates so that your team can use it again and again without needing to type it from scratch.

Book a Demo

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.

No Patchwork
of Apps

Complete
Visibility

Happy
Clients

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.

You Didn't Go Solo to Do Paperwork.

Most solopreneurs and freelancers spend sleepless nights just keeping the lights on - scaling the business never ends up becoming a priority between delivering services and sales calls.

Clientjoy changes that.

For Freelancers & Creatives

For Busy Solopreneurs

For Smaller 0-1 Teams

For Coaches & Consultants

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

OR

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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!

Are there any readymade templates to use for Proposals & Invoicing?

We have over 25+ Proposal and 10+ Invoice templates already configured in your system for your use.

Can I bring my own proposal template in Clientjoy?

You sure can. Just bring any PDF from Canva, Photoshop, Illustrator and save it as template for future use.

Are there any email templates available for guidance?

At the moment, you have 5 templates for guidance and we aim to increase it for different use case and need soon. With this being said, if you need any specific template then do not hesitate to let us know via chat.

Is there a place that I could access free resources?

You can access curated resources for free by clicking here.

If I need a template recreated, can the Clientjoy team help me with the same?

We sure can recreate the proposal that you share. Generally our proposal experts achieve an accuracy of 70% for the exact representation of your original proposal.