Clientjoy
Manage your clients, from leads to payments, in one place.
Overview
Clientjoy is a client lifecycle management software designed for agencies and freelancers. It aims to consolidate the entire client workflow into a single platform, covering everything from lead management and sales pipeline to proposals, project management, invoicing, and a dedicated client portal. The goal is to help service businesses grow by streamlining their operations and improving client relationships.
✨ Key Features
- Sales CRM & Pipeline Management
- Proposals with e-Sign
- Project & Task Management
- Invoicing & Expense Tracking
- Client Portal
- Appointment Scheduling
- Email Integration
🎯 Key Differentiators
- Integrated lead management (CRM) functionality
- Focus on the entire client lifecycle from lead to payment
- Affordable pricing structure
Unique Value: Provides a single platform to manage clients from the very first interaction as a lead through to invoicing and payment, streamlining the entire sales and client management process.
🎯 Use Cases (4)
✅ Best For
- Small agency operations
- End-to-end freelancer workflow
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large teams with complex internal project needs
- Businesses that don't manage a sales pipeline
🏆 Alternatives
Integrates CRM functionality more deeply than many freelance-focused tools, making it suitable for those with a more structured sales process.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: 1 user, basic features for managing clients.
🔄 Similar Tools in Client Communication Tools
Monday.com
A visual and customizable Work OS for project management, CRM, and client collaboration....
ClickUp
A highly customizable productivity platform for task management, docs, chat, and goals....
Asana
A project management tool to help teams organize, track, and manage their work....
Wrike
An enterprise-grade collaborative work management platform for large teams and complex projects....
Teamwork.com
A project management platform built specifically for agencies and client-service businesses....
Basecamp
A project management and team communication tool that organizes all work and client communication in...