Getting a new lead all the way through your sales pipeline usually means switching tools like you’re the agency version of Inspector Gadget. (“Go-go gadget itemized invoice!”)
You’ve got one platform for proposals, another for invoices, and a couple more to handle new leads and client info.
Wish you could pack all of that functionality into one tool and call it a day?
Control your entire sales pipeline from leads to clients to invoices. Import client offers, sign contracts, and see detailed analytics.
Controlling your leads just got way simpler
Manage your contacts from either a list or Kanban view to suit your preferences, with available stages to mark all stages of your sales funnel.
You can also filter, sort, and search through all of your collected data to find what you’re looking for in no time.
Prospect, warm up your leads by running an Email Sequence
Use email sequences to automate reaching out to your leads. Don’t ever miss out on an opportunity just because you forgot to follow up!
Schedule meetings with Clientjoy
Send meeting links to your prospects and your clients with seamless sync with your calendar, so as to not double book any time slot.
Manage your clients with Client Portal
Manage all the interactions with your clients with a dedicated client portal for every single one of your client. Organise all your sent files, proposals, invoices within the client portal.
Clientjoy also makes sure your money is in order
Quickly create invoices that have embedded payment links for easy processing, plus view payment statuses and automate recurring invoices to save time.
See your big-picture analytics across all your clients on the dashboard!
Clientjoy combines the entire client journey from lead to invoicing in one platform, saving you both time and stress.