Clientjoy | CRM for Agencies & Freelancers Reviews 138

The entire team behind Client Joy are personable, professional and offer great support

I signed up for a free account with Clientjoy and had a question about the customer activities tab. The chat feature they have asked me to leave my email and message and someone would get back to me within 30 minutes. Now normally, if I can't get someone live at that moment, I don't bother because I usually never get a response. But to my surprise, Tanmay responded with minutes. Tanmay answered every question I had plus shared with me some of the upcoming updates they had planned for the client portals. I got on tonight after watching a YouTube review just to have a look around but ended up purchasing within 30 minutes.

The first reason is because of how simple and easy everything easy. It is all straight forward and to the point and just simple to set up! The UI is clean and I love the fact that you dont have to have a client sign up for an account in order for them to access their client portal. I can activate it just from a toggle and creating a password and then Clientjoy sends them an email with the client portal link and their login credentials and its done! I love that part.

The second reason, honestly is the customer service. My conversation with Tanmay was easy going and not salesy at all. I told him some things I was interested in that they didnt offer, and he actually took the time to submit a feature reques as I recevied an email to confirm it. I dont know what the future customer support will be like but so far its definitely 5 stars and I am definitely looking forward to using Clientjoy to manage my clients!

I've been searching for a CRM system for my web development business for many years, and I think I might have just found the holy grail.

Clientjoy seems to do all I need, and the roadmap for future development looks great!

So far I'm really impressed with Clientjoy. It seems they've really thought this through for use by those with an agency business model. I'm a professional speaker and pretty much everything about CJ well supports the kind of tasks and engagement I need to cover with my customers. Their customer portal is a great way to centralize my customer communications, and the email tracking feature is super helpful when it comes to managing digital messaging. The only issue I am running into is the platform running very slow at times trying to complete tasks. I find myself sitting and waiting for the platform to respond to new updates I've made and generating or creating proposals and invoices. There's enough great things about CJ that I'll stick with it even with the slowdowns, but I'd be thrilled if the site speed came up to par. One staff member explained this can happen when they're pushing updates and will not be a regular issue, but they must be doing a lot of updating right now...

Very complete CRM workflow. It has everything I need. From sales pipelines, contacts, email inbox, mobile apps, client portal, Pabbly Connect integration, calendar bookings and more. Couldn't recommend anything else.

Clientjoy is truly a joy to work with. The product is fantastic and the team is very supportive. If in doubt, book a demo with their team and I assure you that you will leave impressed.

My favorite feature of ClientJoy is the scheduled/split payments.

I'm a mix engineer that requires a deposit to schedule and start any work for a client.

With the scheduled payments, I simply break it down into how many chunks I'll need and send over to the client.

Staying busy with work has me forgetting sometimes who has pay their balance, so also having the auto email reminders helps a lot as well.

Clientjoy has made managing my clients headache-free for me. I have tried many similar tools to manage proposals and invoices but I like how Clientjoy has implemented things. I can Share proposals, convert them to invoices and ask my clients for payment with my own personal branding URL.

Overview Dashboard is very handy too.

I have been happy with Clientjoy. It is simple, customer support does listen when you find a bug and does listen to your needs.

Awesome experience with clientjoy till now. Its make my client management easy, sending proposal, invoice and most important having a client dashboard helps alot.

I am looking for mobile version of clientjoy to give 5 star.

Clientjoy has made my life and business so much easier. From proposals to digital signature to lead management, it made that process less cumbersome and costly since I used quite a few apps separately to do such.

Also their workspaces feature is phenomenal. Previously, with other solutions they don't give you the option of having separate brands and with Clientjoy now that's possible streamlining our workflow since I have 2 businesses and it was a challenge doing such admin tasks manually.

Their app is quite good enabling me to be notified when one signs / accepts my proposal, makes a payment or even the status of a lead / customer.

For a small team i'm quite impressed with how quickly the ship features and also how they listen to their customers...to actually give them what they need

It's honestly quite an enjoyable experiencing using their platform and also communicating with the team

Their support has even jumped on the google meet with me outside of their normal hours to ensure I actually got my problem resolved.

Lastly for what they're offering it's very reasonably priced...and one gets an excellent deal that they can grow with

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I initially bought Clientjoy many months ago as a replacement for WAVE accounting app. (In Australia WAVE had decided to limit their services making it of no use to me at all.) Anyway although Clientjoy was good I had an issue with recurring invoices which was a dealbreaker. Specifically problems with scheduling future recurring invoices and problem with attaching a PDF copy of the invoice.

BUT I still really like the lead tracking function

Fast forward to now and I have recently put on a Sales Manager. Whilst looking in to CRMs I remembered Clientjoy and decided to have a new look. I am glad I did!!

The invoicing problem is fixed. The lead pipeline process is now even better with direct integration to my outlook mailbox. And it is so simple to use! I tried (and abandoned) three other CRMs because they took me days to set up and demanded weeks of training to use.

So now I will use Clientjoy for both sales tracking and invoicing

Despite a few short hick-ups this is a fantastic tool that helps me saving a lot of time. As a small business owner that is exactly the thing that you're trying to save. Great support and a tool that keeps evolving into better versions of itself all the time.
Love it!
Jasper Bruienne

clientjoy is a great and game changing service! in all means! I had an email sync setup problem and they fixed it in less than 24h. they provided me a zoom meeting link and we did fix it hands in hands. they even gave me a tour on the interface and showed me new features .. awesome

Great CRM with Proposal and ESignature feature.
Fast and Helpful Support (Near Instant)
The founder is very approachable and active in the FB community.

Booking (Beta) + Email inbox etc..are coming.
Hope can integrate with zoom etc.

Clientjoy is simply one of the best softwares I have ever used for automating process of invoicing & as well as it has helped me a lot in recovering revenue faster with timely notifications & scheduled reminders.

Overall, I have been using it for over 3 years now & it has been one of my best investments till date on any invoicing softwares.

Where else do you get the best features of Calendly, Invoicely, Docusign, Proposify, Lead management, Mail box integration and so much more all in one place.

I run a medium-size agency of 20, and I find Clientjoy CRM to be completely apt for my use cases.

Their development team has also been proactive enough to launch updates & new features every quarter.

The cost is also quite reasonable as compared to the other alternatives.

Highly Recommended

We absolutely love what clientjoy is doing. The UI is very claes, their support is top notch, and they continue to push useful updates. We are still waiting on a few.new features to be able to use Clientjoy as out primary CRM - but from what we've seen to our previous feedback, we expect these to be in place soon.

I am finally able to track everything that is clientrelated. I especially struggled to keep up with following up with emails. This issue is now resolved as every Client or Lead has their own email section. I am in awe with the clean and easy to use interface. Keeping all client info in one spot is a game changer. Creating Invoices and Proposals are a cherry on the top. The team is working hard to make those 2 as customizable as possible.