If you’re running a business, managing clients, invoicing, and staying on top of leads can quickly become overwhelming. What if there was a tool that brought everything together, streamlining your day-to-day tasks?
That’s where Clientjoy comes in—a platform designed to simplify client interactions, invoicing, and lead management all in one place.
But is it the right fit for your business?
In this guide, we’ll explore the features, benefits, and limitations of Clientjoy, and help you decide if it’s the right solution for you. Let’s get started.
What is Clientjoy?
Clientjoy is a client portal that brings everything you need into one place—client management, invoicing, payments, and more. Whether you run an agency or freelancing, it offers a smooth way to handle all your client interactions.
With Clientjoy, you can design a custom client portal including logo, colors, and domain—so your clients feel connected with your business at every step. They’ll have easy access to all their documents, updates, and files, all in one organized space.
One of the best parts? You can simplify your payments. With Clientjoy, invoicing is straightforward. You can send one-time or recurring invoices, accept payments in multiple currencies, and set up reminders so you never have to chase clients for payments again.
Clientjoy also integrates with popular payment gateways, including PayPal, Stripe, Razorpay, Instamojo, and Payoneer, making it easy to manage payments efficiently.
However, with Clientjoy, you don’t get features like a service catalog, task management, or an in-built client feedback system. Also, you might face some glitches here and there.
Clientjoy Review: The Key Features
Here are some standout features of Clientjoy:
Joy Assist
Clientjoy’s Joy Assist feature includes an AI email writer that helps you draft emails faster and with more consistency. So it is ideal for keeping up with client communications efficiently.
Client Management
Manage all your clients and companies in one organized space. With Clientjoy, you can easily share files, documents, and updates with your clients in a centralized platform. It eliminates the need for scattered email threads and ensures that clients can find everything they need in one place.
Client Portal
Clientjoy offers a fully customizable, white-labeled client portal. You can personalize it with your logo, colors, and domain. This gives your clients a seamless experience, allowing them to access all important documents, updates, and files in one place.
Sales Pipeline
With Clientjoy’s Sales Pipeline, you can customize each stage to track your leads’ progress in a way that suits your business. Easily manage leads by moving them across stages, filtering data, and taking bulk actions, all from a single dashboard.
Web Forms
Clientjoy’s Web Forms feature helps you capture leads directly from your website. You can customize these forms to gather the specific information you need, making it easier to qualify leads right from the start.
Once submitted, these leads automatically flow into your sales pipeline, keeping everything organized.
Proposals
With Clientjoy, creating proposals is streamlined and professional. The platform provides templates that you can customize for each client, allowing you to clearly outline your services, pricing, and project timelines.
Proposals come with built-in e-signature support, making it simple for clients to approve projects digitally.
Integrations
Clientjoy integrates with Google Drive, OneDrive, and essential tools like Zapier, providing flexibility for various workflows. It also supports payment gateways such as Stripe, PayPal, and Payoneer, making invoicing and payment collection smoother and more efficient.
Email and Calendar Integration
Stay on top of communications with Clientjoy’s two-way integration with your email and calendar. You can send and receive emails, schedule meetings, and synchronize your tasks without leaving the platform. This helps you save time and stay organized by centralizing your communications.
Public Scheduler
Clientjoy’s public scheduler makes it easy for clients and prospects to book meetings with you. It eliminates the back-and-forth of scheduling by allowing them to select available time slots directly from your calendar. It’s an efficient way to streamline your appointments.
Document Templates
Clientjoy offers ready-to-use templates for contracts, proposals, and onboarding documents. You can easily customize these templates for each client, saving time on repetitive tasks and ensuring document consistency.
Invoicing and Payments
With Clientjoy, you can create one-time, split, or recurring invoices, making it easier to handle different types of client arrangements.
It supports multiple currencies and integrates with popular payment gateways like Stripe, PayPal, and Payoneer. You can also automate payment reminders, reducing the hassle of chasing clients for payments.
Reporting and Analytics
Clientjoy provides built-in reporting and analytics to help you track payments, expenses, and overall business performance.
With these insights, you can better manage your finances, plan for future expenses, and identify key trends in your business activities.
How to Sign Up and Use Clientjoy
Setting up Clientjoy for your business can streamline how you handle client relationships, invoicing, and sales. Here’s a step-by-step guide to help you get started and leverage its features effectively.
Step 1: Create Your Account and Onboard
Start by creating an account on the Clientjoy platform.
- Sign Up: Visit the Clientjoy website and enter your email address.
- Confirm Email: Click the confirmation link sent to your email.
- Set Up Your Profile: Complete your profile by entering your name, email, and password.
- Access Your Dashboard: Once the setup is complete, you’ll land on your dashboard.
Step 2: Customize Your Branding
Personalizing Clientjoy allows you to present a professional image to your clients.
- Company Details: Under “Settings,” upload your business logo and other important details.
- Email Templates: Personalize your email templates with shortcodes and ensure they are tailored to your communication style.
- Custom Fields: Add any custom fields that are unique to your business. These fields can be applied across your sales pipeline or client profiles.
- Client Portal URL: Set up a custom URL for your client portal, giving your business a professional and consistent online presence.
Step 3: Manage Your Sales Funnel
Clientjoy excels in managing leads and sales processes.
- Leads Dashboard: Track potential clients through different stages of the sales funnel.
- Drag-and-Drop Feature: Easily move leads between stages by dragging and dropping them across the funnel.
- Import Leads: If you have leads in another system, you can import them using a CSV file.
Step 4: Set Up Your Invoices and Proposals
Clientjoy makes creating invoices and proposals simple.
- Create Items: Before invoicing, create the items or services you offer by navigating to the “Items” section.
- Generate Invoices: Head to the “Invoices” tab to generate detailed invoices. You can customize line items, add taxes, and send them directly to clients.
- Create Proposals: Use the “Proposals” feature to outline your services in a professional format. Choose from templates or design your own.
Step 5: Integrate Payment Gateways
Clientjoy supports various payment gateways to simplify transactions.
- Payment Setup: Connect platforms like PayPal, Stripe, and Razorpay to streamline payments.
- Recurring Payments: Set up recurring invoices for clients with ongoing services.
Step 6: Integrate External Tools
If you’re already using other tools, you can integrate them seamlessly with Clientjoy.
- API Keys: Get your API keys from Clientjoy to connect with other software.
- Integrations: Use platforms like Zapier or Integromat to connect Clientjoy with 3,000+ apps.
Clientjoy Pricing
To help you choose the best plan for your agency, here’s a breakdown of Clientjoy’s pricing, which offers various features to support your business at different stages.
Clientjoy Starter Plan
Designed to give businesses essential tools for managing clients and workflows, the Starter Plan covers the core needs without overwhelming them with excess features.
- Monthly cost: $49 per user, billed monthly
- Annual cost: $44 per user/month (with 10% off)
- Suitable for: Independent businesses
- User: 1
This plan includes all Free Plan features, plus e-sign documents, proposal templates, subscription management, and Joy Assist (AI email writer). Additionally, it supports multiple payment integrations and includes 1 user license.
Clientjoy Premium Plan
The Premium Plan is ideal for agencies that need full customization and advanced client management features.
- Monthly cost: $99, billed monthly
- Annual cost: $89 per month/user (with 10% off)
- Suitable for: Agencies managing multiple clients
- User: 3
This plan includes everything in the Starter Plan, along with 3 user licenses, access to white-labeled instances, custom CSS and scripts, and premium support. You also get advanced features like SSO, API access, and monthly sales mastermind sessions.
Why Should You Get Clientjoy?
Running an agency involves juggling multiple tasks like managing clients, tracking leads, and handling payments. Clientjoy simplifies these processes, giving you everything you need in one easy-to-use platform.
Optimizes Business Management
Clientjoy brings together all the tools you need—client management, invoicing, and contracts—into one platform. You no longer need to juggle multiple tools, saving time and reducing complexity.
Smooth Sales Management
Clientjoy’s customizable Sales Pipeline lets you track every lead’s progress across the sales journey.
With drag-and-drop functionality, you can seamlessly move leads between stages, helping you stay organized and identify priority prospects. Plus, real-time insights and sales reporting make it easy to optimize your work.
Automates Repetitive Tasks
Clientjoy helps you automate time-consuming tasks like sending follow-up emails and payment reminders. This automation saves you time and effort, allowing you to focus on growing your business rather than handling admin work.
E-Signatures and Document Management
The platform allows you to send and receive e-signatures for proposals, contracts, and invoices, streamlining the entire process from prospect to payment. This reduces turnaround times and ensures everything is handled quickly and professionally.
Drawbacks of Clientjoy
While Clientjoy offers many great features, there are a few drawbacks to consider:
Missing Service Catalog Feature
Clientjoy currently lacks a built-in service catalog, which would allow businesses to showcase their available services to clients. This feature could improve the client experience by allowing them to easily browse through services and packages.
Advanced Project Management Tools
Clientjoy doesn’t include advanced project management features like Kanban boards, task dependencies, or Gantt charts. For teams needing detailed task management and workflow visualization, this can be a drawback.
Built-in Client Feedback System
There’s no dedicated client feedback system integrated into Clientjoy. A built-in feature that allows clients to leave feedback directly within the platform would be helpful for businesses to gather insights and improve client relationships.
Limited Mobile App Functionality
The mobile version of Clientjoy could use enhancements to match the functionality of the desktop platform. Users have noted that the mobile app is limited in terms of features, making it less efficient for managing tasks on the go.
From Jason, Managing Director of a small business,
“At the time of writing, ClientJoy does not offer a dedicated mobile app. While the web interface is responsive and accessible from mobile devices, having a dedicated app can provide users with more convenience and on-the-go access to their client management tasks.”
Advanced Reporting and Analytics
While Clientjoy offers basic reporting, it lacks more sophisticated reporting and analytics options. Users seeking in-depth insights into sales performance, client interactions, or project metrics may find this insufficient for tracking and optimizing their business processes.
As Sebastian, Stress & Emotional Management Coach, shared,
“I would love to see more advanced reporting features in the future, as that would make it easier for me to analyze my business performance at a glance. And a more advanced calendar.”
User Experience of Clientjoy
ClientJoy offers a user-friendly experience, praised for its simple setup and efficient client management features. While the customizable portal adds a professional touch, some users note minor bugs and a desire for more advanced tools and integrations.
Here’s how users feel about using Clientjoy.
Excellent User Experience
The user experience of Clientjoy is generally praised for its simplicity and efficiency, but there are areas for improvement. Most users found the platform intuitive and easy to navigate, especially when it comes to managing clients, leads, and invoicing.
The clean user interface allows users to get started quickly, even with minimal technical knowledge. This ease of use makes it a favorite among freelancers, small businesses, and agencies.
Customization and Branding
The custom client portal stands out for many users. Being able to add your logo and colors gives it a polished, professional look, which helps build strong client relationships. However, some users feel that more customization options and greater layout flexibility would make the portal even better.
Comprehensive Automation Features
Users also appreciate the automation features, such as sending follow-up emails and payment reminders, which help streamline workflows and save time.
The platform’s all-in-one approach to handling proposals, contracts, and invoicing in one place is especially valued by small business owners.
Bugs and Glitches
Some users have encountered minor bugs or glitches, particularly with email sequences and templates, though these issues are typically resolved quickly by Clientjoy’s responsive customer support team.
Requires More Advanced Tools
Users looking for advanced project management tools or more detailed analytics may feel limited by what Clientjoy offers, and there have been suggestions to enhance the mobile app’s functionality.
Some also feel that more integration options with other popular tools like Zoom or Slack would improve the overall experience.
Clientjoy Reviews on Reddit: What Do Redditors Say About It?
Reddit users have shared a range of experiences about using Clientjoy. Here are some key takeaways:
Positive Feedback
Many Redditors appreciate Clientjoy’s all-in-one functionality, which combines CRM, invoicing, and client management in one platform. Users found it helpful for managing leads, tracking proposals, and handling payments.
One user highlighted how easy it is to send invoices and manage client interactions, all in one place, which saves time and simplifies business operations. They also appreciate the platform’s affordability compared to other tools like HoneyBook or 17hats.
Negative Feedback
On the downside, some users mentioned that Clientjoy lacks basic project management features. They would like to see more task management tools to track project progress, even if they’re simple.
Additionally, a few Redditors reported occasional technical glitches, such as issues with email synchronization or setting up client portals.
Room for Improvement
Some users suggest that Clientjoy could benefit from advanced features like a built-in client feedback system and enhanced tool integrations.
While small agencies and freelancers appreciate its simplicity and affordability, there’s interest in more robust project management and workflow automation options.
Our Review: What Do We Think About Clientjoy?
We’ve worked with Clientjoy, and it’s easy to see how it can simplify managing your business.
If you’re running a small agency or working as a freelancer, it brings everything—client management, invoicing, payments, and more—into one place.
One thing we really liked is how Clientjoy automates everyday tasks. It reminds your clients to make payments, sends follow-up emails, and helps you manage leads. The custom client portal gives your business a professional edge that clients will appreciate.
But, it has its fair share of drawbacks, too. Clientjoy doesn’t have the kind of advanced project or task management tools that most agencies need.
It’s also missing a built-in client feedback system, which would help you gather input and improve your services.
We did encounter a few minor issues with email synchronization, and they could upgrade their UI as it’s a bit dull, like SuiteDash, compared to modern days.
Overall, Clientjoy is a good fit if you’re looking for a simple, organized way to manage clients and payments.
However, if your business grows or needs more advanced project management tools, you might want to look at other options down the line.
Top 3 Alternatives to Clientjoy You Should Look At
If you are looking for something different, here are the best alternatives to Clientjoy, based on our extensive research. We’ll begin with a quick comparison table before diving into the details of each option.
| Feature | Clientjoy | AgencyHandy | SuiteDash | Service Provider Pro (SPP) |
| Starter Price | $44/month | $49/month | $19/month | $129/month |
| Client Onboarding | Web forms | Customizable intake and order forms | Kickoff forms, automation | Intake forms |
| Client Portal | Yes | Yes | Yes | Yes |
| Task Management | No | Kanban boards, task tracking, workflow visualization | Kanban Boards, Task dependencies | List view |
| Payment Gateway | Stripe, PayPal, RazorPay, Instamojo, Payoneer | PayPal, Stripe, Wise | Stripe, PayPal, Authorize.Net, Braintree | PayPal, Stripe |
Agency Handy vs Clientjoy
Agency Handy is a digital agency management platform that focuses more on providing a complete white-label client portal. It offers tools for client onboarding, order management, and real time collaboration with teams and clients.
The major benefit of Agency Handy is the service catalog, which Clientjoy doesn’t offer.
You’ll get a dedicated messaging system that allows teams and clients to collaborate in real time. So, they can share feedback and approve tasks as well without any future misunderstandings.
Clientjoy stands out for its customizable client portals. And it’s totally about managing clients and getting invoices. Not focused on task or resource management.
However, Clientjoy takes a different approach by focusing on email integration rather than real-time communication. While it offers an integrated inbox for client emails within the platform, it lacks a built-in, real-time messaging system.
In terms of task onboarding, Clientjoy mostly focuses on the lead collection process via web forms, whereas Agency Handy follows a project-focus approach in its customized forms – both intake and order.
Once clients are on board, you can move forward to task management and invoices. There’s an in-built system to manage the orders, and via kanban board, you’ll get a complete overview of what’s happening in the orders.
But Clientjoy totally relies on third party tools for that. So, that’s either more cost or more integration hassle.
Further Read: Agency Handy vs Clientjoy
SuiteDash vs Clientjoy
SuiteDash and Clientjoy offer client management and CRM tools, but their focus varies, suiting different business needs.
Clientjoy provides a user-friendly platform for client management, invoicing, and sales tracking, making it ideal for agencies or freelancers looking to streamline client communication and billing in one place.
Its straightforward client portal allows for branding and document sharing, keeping interactions organized and accessible.
On the other hand, SuiteDash expands beyond CRM functions by including project management, file sharing, and time tracking, catering to businesses needing more comprehensive internal workflow tools.
SuiteDash’s deeper white-labeling features allow for extensive customization of client portals, while Clientjoy focuses on simplicity and usability.
Both platforms offer valuable tools, but SuiteDash appeals to those seeking an all-in-one solution. In contrast, Clientjoy is a practical choice for agencies prioritizing client relationships and billing.
Further Read: SuiteDash Alternatives
Service Provider Pro vs Clientjoy
Both SPP and Clientjoy offer useful tools, but they fit different needs. Clientjoy focuses on CRM, invoicing, and managing client relationships, which is helpful for agencies and freelancers wanting an all-in-one client management tool.
SPP, however, is designed for service-based businesses with more advanced needs, especially in order management and client onboarding. It allows for deeper customization, letting you fully tailor client portals with white-label options.
While both integrate with Zapier, SPP connects to additional tools like Google Analytics and Slack, which can support multi-platform workflows. If you need a simpler CRM and invoicing setup, Clientjoy is a solid choice.
If your business relies on detailed order handling and customization, SPP may offer more value.
Further Read: Service Provider Pro Alternatives
Final Words
Clientjoy is a great tool for managing clients, invoicing, and payments, ideal for freelancers and small agencies. It simplifies your workflow by combining everything in one place, with customizable client portals that enhance professionalism.
However, it lacks advanced project management features and a built-in feedback system, which could be a drawback for some.
If you’re looking for more robust tools, Agency Handy could be a better fit. Unlike Clientjoy, Agency Handy includes a service catalog, order management, and client approval features.
Overall, Clientjoy is perfect for those looking for simplicity and efficiency in client and payment management.
FAQs
What types of businesses benefit most from using Clientjoy?
Clientjoy is ideal for freelancers, small agencies, and service-based businesses that need to streamline client management, invoicing, and lead tracking. It’s especially useful for businesses looking for a simple, all-in-one solution to manage client interactions efficiently.
Is Clientjoy good for marketing agencies?
No, Clientjoy may not be the best fit for marketing agencies needing more advanced project management and communication tools. Agency Handy is a better option as it offers a shareable service catalog, integrated messaging, order management, and more robust client communication features tailored for agency workflows.
Does Clientjoy support multi-user access for teams?
Yes, Clientjoy offers multi-user support, but you may need to upgrade to a higher plan for more team members.
