Clientjoy Reviews : Is It The Best CRM For Freelancers and Agencies In 2024

In today’s digital world, freelancers and agencies face a lot of challenges while managing their clients and projects. With the increasing number of clients, it becomes challenging to keep track of their data, communication, and projects. This is where a Customer Relationship Management (CRM) tool can be of great help. One such CRM that stands out from the crowd is Clientjoy CRM.

In this blog post, we will discuss the features of Clientjoy CRM and how it helps freelancers and agencies manage their clients and projects efficiently.

Clientjoy is an all-in-one CRM Solution and Growth Engine for Freelancers & Businesses to manage Leads, Proposals, Clients, Invoicing & Revenues in one place.

TL;DR:

• Acquire Leads & Manage your Sales Pipeline
• Send out Quotes, Proposals & Contracts for E-Signing
• Invite them to your Client Portal and On-board them
• Collaborate and Deliver work from one single place
• Raise Professional Invoices and set Automated Reminders
• Improve your Business Process with Analytics
• Similar to: Pipedrive, Proposify, Invoicely, Nussi, Better Proposals, Pandadoc, Hubspot, Close
• Intuitive UI and UX, easy-to-use platform, very stable. 
• Integration with Paypal, Payoneer, Stripe, Instamojo, and Razorpay
• Best for Small Businesses, Freelancers and Agencies.

What is Clientjoy CRM?

Clientjoy CRM is a cloud-based software designed to help freelancers and agencies manage their clients, projects, and invoices. It provides a complete solution for managing all aspects of the client and project management process, including project management, client management, invoicing, and automation features.

Clientjoy CRM has a user-friendly interface that makes it easy to use and navigate. It also provides detailed reports and insights on project progress, payment history, and pending payments.

Clientjoy CRM can integrate with other tools such as Google Calendar, Slack, Pabbly, Zapier, Integrately and Trello, making it easy to manage projects and communication from a single platform.

Features of Clientjoy CRM

Clientjoy CRM is a cloud-based CRM software that provides a complete solution for managing clients, projects, and invoices. It has a user-friendly interface that is easy to use and navigate. Here are some of the features of Clientjoy CRM:

1. Project Management

Clientjoy CRM is a powerful tool that can help freelancers, small businesses, and agencies to manage their sales pipeline in a more effective and efficient way. With this tool, you will be able to keep track of all your leads, prospects, and customers, and monitor their progress through your sales funnel. You will have access to transparent data that will help you make informed decisions about your business.

Furthermore, Clientjoy CRM allows you to automate many of the tasks involved in managing your sales pipeline, such as sending follow-up emails and reminders, so that you can focus on what really matters – building relationships with your customers and growing your business.

By using Clientjoy CRM, you can streamline your sales process and improve your overall productivity, giving you a competitive edge in your industry.

Clientjoy CRM allows freelancers and agencies to manage their projects efficiently. They can create, assign, and track tasks, set deadlines, and collaborate with team members. The software provides a centralized platform where all project-related information is stored, making it easy to access and track progress.

2. Client Management

Clientjoy CRM helps freelancers and agencies manage their clients effectively. They can store client information, including contact details, communication history, and project details, in one place. The software also allows users to send personalized emails and invoices to clients, making communication more manageable.

Clientjoy CRM is a powerful tool that helps freelancers and agencies manage their clients in a more effective and streamlined way. It not only stores client information such as contact details, communication history, and project details, but also allows users to create custom fields to better organize their data. This makes it easier for freelancers and agencies to keep track of their clients’ needs and preferences, and to provide a more personalized service.

In addition to its data management features, Clientjoy CRM also includes advanced communication tools. Users can send personalized emails directly from the platform, without having to switch to another application. This not only saves time, but also ensures that all communication is logged in the system, making it easier to track and follow up on client interactions.

3. Invoicing

Clientjoy CRM has an invoicing feature that allows freelancers and agencies to create and send invoices to clients quickly. They can customize the invoices and set up payment reminders. The software also provides detailed reports on payment history and pending payments.

This feature not only saves time, but also ensures that invoices are accurate, professional-looking, and tailored to each client’s specific needs. This makes it easier for freelancers and agencies to get paid on time and to keep track of their finances.

4. Customizable Workflow

Clientjoy CRM allows freelancers and agencies to customize their workflow according to their needs. They can create custom stages for their projects and move them through the stages as they progress.

With Clientjoy CRM, you can create custom stages for your projects and easily move them along as you make progress. Whether you’re working on a big project or a small one, you’ll be able to manage your workflow in a way that makes sense for you. This helps you stay organized and on top of things, which can be a real game-changer when it comes to productivity.

5. Automation

The software also provides automation features that can automate repetitive tasks, saving time and increasing productivity. These can take care of repetitive tasks for you, such as sending follow-up emails or reminders, which saves you time and hassle.

You can set up the software to do these tasks automatically, so you don’t have to worry about them. This can be a big help when you’re juggling multiple projects or clients.

6. Integration with Other Tools

Clientjoy CRM can integrate with other tools such as Google Calendar, Slack, Zapier, and Trello, making it easy to manage projects and communication from a single platform.

Clientjoy CRM is an excellent tool that can help you manage your projects and communication from a single platform with great ease. Moreover, it can be easily integrated with other tools such as Google Calendar, Slack, Zapier, and Trello, which will not only help you manage your projects more effectively but also streamline your communication channels.

By integrating these tools, you can ensure that all aspects of your project are managed seamlessly, from scheduling meetings to assigning tasks and tracking progress.

With Clientjoy CRM, you will be able to improve your productivity and ensure that you never miss a deadline again.

7. Email sequence

Clientjoy CRM offers email sequence features that can help freelancers and agencies streamline their communication with clients. With this feature, users can create a series of automated emails that are sent to clients at predetermined intervals. These emails can be customized to include personalized messages and relevant information, such as project updates, invoices, and payment reminders.

By using email sequences, freelancers and agencies can ensure that clients are kept informed and up-to-date on project progress, without having to spend time sending individual emails. This not only saves time, but also ensures that communication is consistent and professional. Furthermore, email sequences can be used to nurture leads and build relationships with potential clients, increasing the chances of closing a sale.

Clientjoy CRM’s email sequence feature is easy to use and can be customized according to the user’s needs. It can be integrated with other tools such as Zapier and Trello, making it easy to manage communication and projects from a single platform. Overall, the email sequence feature is a powerful tool that can help freelancers and agencies improve their communication, save time, and increase productivity.

8. Document tracking

Clientjoy CRM also offers a document tracking feature that allows users to track their documents and get real-time notifications when a lead interacts with them.

With this feature, users can stay on top of their documents and strike when the lead is most likely to reply. The audit trail provides detailed information on when the document was opened, read, and forwarded, giving users insights into their leads’ behavior.

This feature can be particularly useful for freelancers and agencies who need to send proposals, contracts, and other documents to their clients. By using document tracking, users can improve their chances of closing a deal and growing their business.

9. Other Features

With Clientjoy CRM freelancers, small businesses & agencies can:

• Create and send Documents like Proposals, contracts, estimates, contracts, agreements your Prospects & Clients

• Send one time, split or recurring invoice to your Clients

• Connect your email account to Clientjoy’s Smart Mailbox.
• Make it easier for your Client to clear your invoice by letting them Pay directly from the invoice

• Send a professional appointment booking link to your prospects & clients.

• Monitor all your activity across Clientjoy’s Intelligent Dashboard
• Share all communication & documents with a dedicated Client Portal for all of your Clients.

You can also read this article:

Best CRM Software For Businesses, Startups And Agencies In 2023

Why do users love Clientjoy?

Users love Clientjoy CRM for several reasons:

• It provides a complete solution for managing clients, projects, and invoices. This means that users no longer have to juggle multiple tools to manage their workflow. By using Clientjoy CRM, they can streamline their client and project management process, saving time and increasing efficiency.
• The user interface of Clientjoy CRM is designed to be user-friendly and easy to navigate. This makes it accessible to freelancers and agencies of all levels of technical expertise. The software is also customizable, allowing users to adapt it to their unique needs and preferences.
• Clientjoy CRM offers advanced automation features that can help freelancers and agencies save time and increase productivity. Users can set up the software to automate repetitive tasks such as sending follow-up emails and reminders, which frees up time for more important tasks.
• Clientjoy CRM provides detailed reports and insights on project progress, payment history, and pending payments. This helps users make informed decisions and plan their work accordingly.
• Clientjoy CRM allows freelancers and agencies to customize their workflow according to their needs. They can create custom stages for their projects and move them through the stages as they progress. This helps them stay organized and on top of things, which can be a real game-changer when it comes to productivity.
• Clientjoy CRM can be easily integrated with other tools such as Google Calendar, Slack, Zapier, and Trello, making it easy to manage projects and communication from a single platform. This integration ensures that all aspects of the project are managed seamlessly, from scheduling meetings to assigning tasks and tracking progress.

Overall, users love Clientjoy CRM for its powerful features, user-friendly interface, customization options, automation features, detailed reports and insights, and integration with other tools.

By using Clientjoy CRM, freelancers and agencies can improve their communication, increase productivity, get insights and reports, and scale their business, making it a must-have for any freelancer or agency.

Who use Clientjoy?

Due to Clientjoy’s ease of use and simple yet powerful features that too at competitive pricing, Clientjoy is a good match for people looking to manage and grow their business. Over 4000+ agencies and 9000+ freelancers use Clientjoy CRM from over 90+ countries.

Clientjoy’s customers come from a range of industries and niches, including:

• agencies
• designers,
• website developers,
• marketers,
• writers,
• bloggers,
• videographers,
• photographers,
• event planners,
• architects

Clientjoy Pricing Plans

Clientjoy CRM offers two types of pricing plans: Yearly plans and monthly pricing plans. The yearly plans start at $1070 for one user and go up to $10700 for ten users. The yearly plans come with all the features of the software, including project management, client management, invoicing, and automation features.

In addition to yearly plans, Clientjoy CRM also offers monthly pricing plans. The monthly plans start at $49 per user per month and go up to $99 per user per month. The monthly plans also come with all the features of the software, but you have to pay on a monthly basis.

Overall, Clientjoy CRM’s pricing plans are flexible and affordable, making it accessible to freelancers and agencies of all sizes. Whether you prefer yearly plans or monthly pricing plans, you can choose the one that best suits your needs and budget.

Clientjoy Yearly Pricing Plans

For 1 User – $1070/yearly

• Unlimited Leads & Clients
• Unlimited Proposals & Contracts
• Unlimited Invoices & Payments
• Unlimited Cloud Storage
• Unlimited Email Sequences
• End to End White-labeling

For 2 User – $60

For 10 User – $10700/yearly

• Unlimited Leads & Clients
• Unlimited Proposals & Contracts
• Unlimited Invoices & Payments
• Unlimited Cloud Storage
• Unlimited Email Sequences
• End to End White-labeling

Clientjoy Monthly Pricing Plans

Clientjoy CRM also offers monthly pricing plans. The monthly plans start at $49 per user per month and go up to $89 per user per month. The monthly plans also come with all the features of the software, but you have to pay on a monthly basis.

Starter Plan (Best for Independent Businesses)

Price: $49/ Per member per month

Plan Includes

• Sales Pipeline Management
• Create & E-Sign Documents
• Appointment Scheduler
• Recurring Invoices & Payments
• Web Form & Email Sequences

Agency Plan (Best for Managing your Agency & Clients)

Price: $99/ Per member per month

Plan Includes

• Sales Pipeline Management
• Create & E-Sign Documents
• Appointment Scheduler
• Recurring Invoices & Payments
• Web Form & Email Sequences
• Custom Fields
• Multi-Currency Support
• IFTTT & Public APIs Access
• White-labeling
• Client Portal
• Remove “Powered by Clientjoy”

How Clientjoy Helps Freelancers and Agencies

Clientjoy CRM helps freelancers and agencies in several ways. Here are a few:

1. Saves Time and Increases Efficiency

Clientjoy CRM streamlines the client and project management process, saving time and increasing efficiency. Freelancers and agencies can focus on their work rather than spending time managing clients and projects manually.

2. Improves Communication

Effective communication is crucial for freelancers and agencies. Clientjoy CRM makes communication more manageable by providing a centralized platform where all client-related information is stored. Users can send personalized emails and invoices to clients, improving communication and building better relationships.

3. Increases Productivity

By providing a complete solution for managing clients, projects, and invoices, Clientjoy CRM helps freelancers and agencies increase their productivity. The software provides a centralized platform where all project-related information is stored, making it easy to access and track progress. This helps users stay organized, focused, and productive.

4. Provides Insights and Reports

Clientjoy CRM provides detailed reports and insights on project progress, payment history, and pending payments. This helps freelancers and agencies make informed decisions and plan their work accordingly.

5. Helps in Scaling Business

By providing a complete solution for managing clients, projects, and invoices, Clientjoy CRM helps freelancers and agencies scale their business. The software’s user-friendly interface, project management, client management, invoicing, and automation features make it easier to manage a large number of clients and projects.

How to Get Started with Clientjoy

If you are a freelancer or agency looking to manage your clients and projects efficiently, here are the steps to get started with Clientjoy CRM:

1. Sign up for Clientjoy CRM

To sign up for Clientjoy CRM, visit their website and click on the “Get Started” button. You will be asked to provide your name, email address, and create a password.

2. Set up your Account

Once you have signed up, you need to set up your account. You can create your profile, add your company logo, and customize your email signature.

3. Add Clients

The next step is to add your clients. You can add their contact details, communication history, and project details in one place.

4. Create Projects

After adding clients, you can create projects for them. You can assign tasks, set deadlines, and collaborate with team members.

5. Send Invoices

Clientjoy CRM allows you to create and send invoices to clients quickly. You can customize the invoices and set up payment reminders.

6. Integrate with Other Tools

You can integrate Clientjoy CRM with other tools such as Google Calendar, Slack, Zapier, and Trello, making it easy to manage projects and communication from a single platform.

Conclusion

Clientjoy CRM is a powerful tool that helps freelancers and agencies manage their clients and projects efficiently. With its user-friendly interface, project management, client management, invoicing, automation features, and integration with other tools, it is a must-have for freelancers and agencies.

By using Clientjoy CRM, you can improve your communication, increase productivity, get insights and reports, and scale your business. Sign up for Clientjoy CRM today and take your business to the next level!