Track your Leads across Stages with Custom Sales Pipeline
Track your Leads across Stages with Custom Sales Pipeline
Not just Client Portal.
It is Prospect-to-Payment in One Place
Create your own Stages
Some folks want to track each and every movement of their leads. Others just want a simple, minimal Stages for their Pipeline. You can easily Customise Clientjoy's sales Pipeline to fit your needs. Also, you can use these stages to filter leads and get reports, enrol in sequences and all other sorts of bulk actions.
Measure Opportunities across Stages
If you've also captured Deal Size, Clientjoy will show you how much capital is stuck across each stages of your Sales Pipeline so you can make an informed decision regarding your outreach initiatives that motivates a specific set of leads to move forward.
Collect Custom Data of your Leads
Want to capture specific data about your leads that Clientjoy does not offer by default? You can create custom fields that can be then later used to search, sort, filter - made parts of your reports and more importantly, take bulk actions or use as merge fields. Sky is the limit!
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!
Yes, just click on the three dots beside the stage name and you will be able to rename it and colour code it as per your wish.
You can add a follow up activity, send emails. add tags and update details of a specific lead from the sales pipeline.
With Clientjoy, you can filter and show data as per your need and requirement. You can filter out based on lead owner, tags, custom fields and much more.
Yes, you can drag and drop them across different stages.
Sales pipeline helps you keep overall track of the deals across different stages. This helps you focus on converting deals faster and making sure that your time is well spent on the leads that will convert.
Explore Other Features
You don't need Dozens of Apps to work. See what else Clientjoy offers to manage every
aspect of your Business