What is Clientjoy?
Clientjoy delivers a unified platform designed to help agencies manage their end-to-end operations, putting a special focus on client relationships and business automation. With AI-driven features like Joy Assist, which generates cold emails and replies, the solution automates repetitive tasks, organizes communications, and simplifies document management through e-signatures and custom proposals. Integrated invoicing, payments, and automated reminders ensure timely transactions and financial clarity.
The customizable client portal centralizes updates, files, meetings, and ongoing activities, enhancing collaboration and transparency for both agencies and clients. Deep integrations with email, calendars, popular payment gateways, and cloud storage, combined with white-labeling options, enable agencies to offer personalized, branded experiences while optimizing internal processes for scalable growth.
Features
- Joy Assist AI Writer: Generates cold emails and automated replies to streamline communications.
- Custom Client Portal: Centralizes updates, files, and activities with full white-label branding options.
- Sales Pipeline Management: Tracks leads, opportunities, and sales activities with automated reminders.
- Automated Invoicing & Payments: Facilitates recurring, split, and one-time invoices with payment gateway integrations and auto-reminders.
- E-Sign Documents: Supports online execution of contracts, proposals, and quotes.
- Email Sequences Automation: Warms up leads and manages campaigns with smart personalization.
- Meeting Scheduler & 2-Way Calendar Sync: Books and manages appointments while syncing with Google and Microsoft calendars.
- Integration with 3K+ Apps: Connects with tools like Stripe, PayPal, GDrive, OneDrive, Figma, and more.
- Reporting & Analytics: Visual dashboards for sales, revenue, client activity, and document status.
- Custom Embeds & Advanced Security: Allows embedding projects, custom scripts, and provides SSO & 2FA for security.
Use Cases
- Automating client onboarding and communications for marketing agencies.
- Managing project workflows and documents for design agencies.
- Scheduling appointments, sending reminders, and invoicing for coaching businesses.
- Centralizing client information, proposals, and approvals for consultants.
- Tracking payments, contracts, and e-sign documents for IT and tech firms.
- Streamlining sales pipeline management and follow-ups for sales teams.
- Improving communication transparency and project updates for freelance professionals.
FAQs
-
Is whitelabeling included in all plans?
Whitelabeling is only available in the Premium plan and is not included in the Life Time Deal. -
Are future updates included in the subscription price?
All future updates are included in the Premium plan, except features requiring third-party credits, such as WhatsApp messages or international phone calls. -
Are there discounts for annual plans?
Yes, users can avail a flat 20% discount by choosing the annual plan.
Related Queries
Helpful for people in the following professions
Clientjoy Uptime Monitor
Average Uptime
100%
Average Response Time
203.24 ms
Featured Tools
Join Our Newsletter
Stay updated with the latest AI tools, news, and offers by subscribing to our weekly newsletter.