Tracking & Reporting
Tracking & Reporting
Not just Client Portal.
It is Prospect-to-Payment in One Place
Cashflow Tracking
The revenue chart in the dashboard provides you with a complete overview of your revenue corresponding to invoices for both one time payment and recurring payment.
Invoice tracking
Right from the moment, you send the invoice to the invoice being opened and paid for. You have the complete visibility to make sure all invoice activity is recorded.
Outstanding |Overdue | Collected
Create and Send beautiful one-time, split or recurring invoices along with pay-now buttons. Set automated reminders, add multiple currencies and tax rates to stay compliant. Clientjoy makes sure you get paid on time.
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.
Integrates with 5K+ Applications
Frequently Asked Questions
If you are hesitating, do not worry - we are here to explain
everything you might want to know. Let us help!
As they say, strike the iron when it’s hot. With Clientjoy real time notification of proposal being viewed, email opened or invoice paid, you will always be in the know when to touch base with the client
You will get notification on mobile phone and also on the top left in the bell icon. Apart from this, you will also be all the recent activity by your leads on the dashboard itself.
Yes, we do every Monday, we share the information of how your leads have been managed, what your team mates have been up to and how much potential revenue you have coming.
We would love to know what exactly you want tracked in detail and would request you to submit it as a request via here.
You sure can! Clientjoy tracks the IP and the location from which the invoice or documents are accessed and viewed from.