Sales Reports
Sales Reports
Not just Client Portal.
It is Prospect-to-Payment in One Place
Revenue Chart
Get complete overview of your growing revenue recorded against invoices raised for your services. The revenue chart provides you with all the necessary information like revenue generated from recurring clients, total revenue etc to help you plan the next year with relevant information.
Focus on What's hot!
Get notifications when your emails are read, proposals & documents are accessed so that you can follow up in timely manner and convert those prospects into business.
Stuck Opportunities
No one likes deals that go into a limbo or get stuck indefinitely. With visual representation of deals stuck in on hold stage of leads pipeline, you always know where to focus & how to keep the needle moving in the right direction.
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!
Clientjoy dashboard shows you an overview of your business in terms of status of your proposal, invoices etc. It helps you gauge how your business is progress and growing sustainably.
The revenue chart shows you the revenue realised across the last 12 months in the form of bar charts.
Yes, you can see the status of deal across the stages of the lead cycle to ensure that you focus on the deals that convert faster.
The sales pipeline is completely customisable to adapt to your current sales processes and help you make the best and informed decisions for your business.
While we are constantly working towards adding more integrations to help you facilitate payments in all geographies. Any manual payment recorded against an invoice will add to the revenue chart in the dashboard. The revenue chart is your single source of truth.
Explore Other Features
You don't need Dozens of Apps to work. See what else Clientjoy offers to manage every
aspect of your Business