Client Management
Client Management
Not just Client Portal.
It is Prospect-to-Payment in One Place
Contacts
Manage all your customers and companies in one place and share your files, documents for your clients to access from one place rather than a string of emails.
Client Portal
Set it and forget it. Give access to your Clients of a Portal thats hosted on your domain, carries your logo and is always upto date with the work that you are doing. Embed over 1000 apps - videos, reports, presentations - what have you!
Dashboard
Get notified of all the activities done by your clients like email opens, invoice viewed, proposal accepted or payment done so that you can touch base at the right 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!
Client Management does not need to come at the cost of your mind. With Clientjoy, manage your Clients like a breeze with dedicated space for appointments and discussions, and exclusive portal for file management and much more.
With Clientjoy, you can manage the ownership of leads between all your team members and have dedicated tags to ensure that your high value clients are paid special attention to.
Clientjoy not only segregates your emails for each Clients but lets you track email opens and let’s you manage your entire activity log for each client.
Yes, within Client Portal, embed chat bots, forms, analytics and everything in between with custom scripts and CSS to give a wholesome experience to your client.
With Clientjoy’s Scheduler, you can create your own meeting link and set availability to let your leads or clients schedule meetings as per your convenience.
Explore Other Features
You don't need Dozens of Apps to work. See what else Clientjoy offers to manage every
aspect of your Business