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.
Clientjoy’s proposals function lets users send documents to both their leads and current clients. Meanwhile, the rich HTML editor offers super useful features like online signing, comments, and merge fields to make creating and completing proposals as painless as possible.
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. You can also manage which services you’re selling, segment them into groups, and control the pricing right in Clientjoy.
The dashboard is where you’ll find analytics across all of your modules. You’ll have a breakdown of leads and conversions, as well as their sources, so you can make informed decisions about the next company steps.
Clientjoy also lets you manage all of your client data from past deals to outstanding invoices. No more digging through endless email strings just to find out who to email about that “lost” payment.
