# Clientjoy Reviews **Vendor:** Clientjoy **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 56 ## About Clientjoy Clientjoy is an All in One CRM helping 13000 Agencies & Freelancers across 90 Countries to manage their Sales Pipeline, Contracts, Proposals/Quotes/Estimates, Clients, Payments, Invoices, Mailbox, Appointments, Calendar & run Cold Email Sequences Clientjoy is popularly known as a Productivity OS for Agencies & Freelancers. Clientjoy is majorly popular amongst the following Industries:- 1: Marketing & Advertisement Agencies 2: Digital Freelancers 3: Consultants 4: Coaches 5: Any Services ## Clientjoy Pros & Cons **What users like:** - Users appreciate the **ease of use** of Clientjoy, highlighting its user-friendly interface and simple setup process. (1 reviews) - Users appreciate the **easy setup** of Clientjoy, finding it effortless and user-friendly for a smooth experience. (1 reviews) - Users love the **intuitive interface** of Clientjoy, making tasks simple and the setup process effortless. (1 reviews) - Users appreciate the **simple lead management** feature of Clientjoy, which makes the process straightforward and efficient. (1 reviews) - Users appreciate the **simplicity** of Clientjoy, enjoying its user-friendly interface and easy lead management. (1 reviews) - Templates Availability (1 reviews) - User-Friendly (1 reviews) **What users dislike:** - Users face significant **connectivity issues** with Clientjoy, hampering document creation and experiencing poor support post-acquisition. (1 reviews) - Users express frustration with the **document builder's usability** in Clientjoy, negatively impacting their document creation process. (1 reviews) - Users express frustration with the **incomplete information** and lack of support from Clientjoy, hindering their document creation process. (1 reviews) - Users express frustration with the **time-consuming document builder** in Clientjoy, hindering efficient document creation and workflow. (1 reviews) ## Clientjoy Reviews ### 1. Easy to Use but Lacks Support **Rating:** 2.0/5.0 stars **Reviewed by:** Nena H. **Reviewed Date:** December 02, 2025 **What do you like best about Clientjoy?** I really enjoy using Clientjoy because it's simple to use and its user-friendly interface ensures that everything functions smoothly. The lead pipeline feature stands out for me due to its simplicity and ease of use, making the whole process of managing leads visible and straightforward. The initial setup of Clientjoy was very easy, requiring almost no effort on my part, except for modifying templates, which I loved. **What do you dislike about Clientjoy?** I am extremely frustrated with the almost unusable document builder in Clientjoy. This issue severely impacts my ability to create necessary documents efficiently, resulting in excessive work and rework. Additionally, the lack of support since it became Synup is a major concern. Since they've been bought out, the support has become virtually non-existent. They don't respond to tickets, don't attempt to assist, and simply close tickets without any communication. **What problems is Clientjoy solving and how is that benefiting you?** I use Clientjoy for creating proposals and tracking leads, simplifying documentation and follow-ups. ### 2. Streamline Your Agency's Lead Management with ClientJoy **Rating:** 4.5/5.0 stars **Reviewed by:** Jason P. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2023 **What do you like best about Clientjoy?** As the owner of a web design agency in New Zealand, I have been using ClientJoy to improve my client management and enhance the overall experience for both myself and my clients. With its array of features and user-friendly interface, ClientJoy has become an indispensable tool for my business. **What do you dislike about Clientjoy?** 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. **What problems is Clientjoy solving and how is that benefiting you?** ClientJoy has become an essential part of my web design agency. Its lead tracking capabilities, built-in scheduler, and client management tools have simplified my processes and elevated my client interactions. I highly recommend ClientJoy to fellow agency owners who seek to enhance their client management and deliver exceptional service. ### 3. Clientjoy is one of a kind **Rating:** 5.0/5.0 stars **Reviewed by:** Ashia M. | Professional Freelancer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Clientjoy?** I really enjoy using clienjoy. it has made my life significantly easier. You can do so much with the website. For instance i am able to take payments, build leads, send email marketing to clients, create invoices, and so much more. It even offers app integration with zapier and other similar apps. i use clientjoy pretty much every day since ive found out about it. the customer support has been really good to me. the implementation makes it super easy to complete any task. **What do you dislike about Clientjoy?** I dislike the fact that the contracts dont seem to be law binding. also when making a template from scratch you have to use this annoying drap and drop interface. it is not fun **What problems is Clientjoy solving and how is that benefiting you?** clientjoy is solving the problem of having to use multiple interfaces to accomplish the same thing you can do in just one device. Clientjoy offers tools and functionality that most other businesses would rather pick and choose one fuctionality and thats it. Clientjoy has compacted all types of integrations that can be used together or separetly. ### 4. The best client management platform for agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Clientjoy?** It's a very versatile platform that covers a lot of needs. You can add custom fields to pretty much anything, add branding with a custom domain, and set up document templates exactly how you want. It's super user-friendly and easy to set up, and customer support has been great at answering questions. I'm slowly shifting my billing and contracts over to Clientjoy and so far so good, been using it a lot the past few days. **What do you dislike about Clientjoy?** Only major limitation I've run into is not being able to connect multiple mailboxes, which would be particularly helpful for email sequences, and they only support Google & Outlook for their calendar integration. **What problems is Clientjoy solving and how is that benefiting you?** It combines functionality that I previously needed a bunch of different software for (invoicing, contract signing, CRM, etc) into one platform and subscription. ### 5. This CRM is the greatest **Rating:** 5.0/5.0 stars **Reviewed by:** Ashia M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Clientjoy?** I absolutely love clientjoy. Its super easy to use and well integrated. You have so many options to choose from. Whether youre just getting started or youve been in the game a while, clientjoy has everything you need to be successful. Theres contracts and proposals, invoices, and crms. Plus its all FREE. I am so happy that i found clientjoy. Its seriously the best one stop shop tool. **What do you dislike about Clientjoy?** Theres not much that i can say that i dislike about clientjoy so far. its been really useful for me **What problems is Clientjoy solving and how is that benefiting you?** Clientjoy is solving the problem of tool integration. you have access to all of the tools you would need ontop of the crm services all on one website. ### 6. Client joy is fantastic for my creative agency **Rating:** 5.0/5.0 stars **Reviewed by:** Long N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Clientjoy?** Wonderful UX and clean UI. Invoicing is effortless and super professional. Client management is easy and intuitive. White labelling offers beautiful finish. Perfect for my creative agency at www.zenfluex.com. Clean and professional. Customer support is very fast, I got plenty of help from Nirav who has been very kind and informative about the product. I like the roadmap of clientjoy, the emails and video tutorials from Yash. ClientJoy team are a great culture and I am happy to invest in them. I am confident using ClientJoy my creative agency will be doing better sales, quicker payments and have happier clients overall. This is a product I am likely to use for many years so I hope clientjoy can continue to serve for decades to come! **What do you dislike about Clientjoy?** More integrations with other apps like zoom or Google meet to setup my meetings. **What problems is Clientjoy solving and how is that benefiting you?** Easy Invoicing and sending proposals/contracts. Client lead and sales tools are a joy to use. ### 7. Loyalize and manage your clients with ClientJoy **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas G. | Productor multimedia, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Clientjoy?** ClientJoy simplifies the management of clients and prospects by providing a centralized and easy-to-use database. You can organize contacts, follow up on interactions, and record important data for more efficient management of your business relationships. **What do you dislike about Clientjoy?** The customization of email templates and workflows is limited compared to other more advanced marketing automation solutions. **What problems is Clientjoy solving and how is that benefiting you?** The platform provides detailed reports and analysis on the performance of your marketing campaigns and customer satisfaction. This allows you to make informed decisions and adjust your strategies to achieve better results. ### 8. ClientJoy.io is a Zenful and joyous experience **Rating:** 5.0/5.0 stars **Reviewed by:** Long N. | Founder/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Clientjoy?** I recently started using Clientjoy.io and I am very happy with my experience so far. The user experience is clean and easy to navigate, which makes invoicing and managing my clients a breeze. I was also very impressed with the exceptional customer service provided by Nirav - they were quick to respond to my queries and very helpful throughout the setup process. The invoicing feature is superb and the clean white label adds a professional touch to my coaching business. It makes it easier for my clients to keep track of invoices and payments as well. Overall, I highly recommend Clientjoy.io to anyone looking for an easy and efficient invoicing and client management solution. **What do you dislike about Clientjoy?** There are certain areas where mobile view is not 100%, although I expect this to be polished over time. They have a great product and team. **What problems is Clientjoy solving and how is that benefiting you?** Quick invoicing that is professional. Scheduling. Client data management. Email sequencing and live checks on opened invoices and emails. ### 9. Revolutionizing Client Management with Clientjoy **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian U. | Stress & Emotional Management Coach, Energy Psychology, Therapeutic Breath and Meditation Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Clientjoy?** I've been using Clientjoy for several months now, and it's been a game-changer in terms of how I handle client management. The platform is intuitive and easy to navigate, making it a breeze to keep track of my clients, leads, proposals, and invoices all in one place. One of the standout features for me has been the proposal and invoicing system. It allows me to seamlessly transition from proposal to project commencement without switching platforms. The templates provided are professional and customizable, which helps in maintaining a consistent brand image. The client portal is another impressive feature, providing a personalized experience for each of my clients. It's a great way to keep all relevant information and communication in one place, visible to both me and my clients. Clientjoy's integration capabilities have also made my work easier, as I've been able to connect it with my other frequently used tools. This has streamlined my workflow and increased my productivity. **What do you dislike about Clientjoy?** However, like any other platform, there's always room for improvement. 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 more advanced calendar. **What problems is Clientjoy solving and how is that benefiting you?** Clientjoy has been invaluable in centralizing and streamlining my client management processes. It has made creating, sending, and tracking proposals and invoices more efficient, saving me both time and reducing errors. The client portal has improved communication with my clients, keeping all pertinent information and discussions in one accessible location. Furthermore, the platform's integration capabilities with other tools have significantly enhanced my workflow, eliminating the need to switch between different platforms constantly. ### 10. Clientjoy CRM system is a must-have for any business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Clientjoy?** In conclusion, Clientjoy CRM system is a must-have for any business looking to streamline its operations, enhance client relationships, and boost overall efficiency. Its user-friendly interface, customization options, powerful features, and exceptional customer support make it the best CRM solution in the market. I am genuinely grateful for the positive impact it has had on my business, and I wholeheartedly recommend Clientjoy to anyone seeking a top-notch CRM system. Five stars are simply not enough to express my satisfaction! ⭐⭐⭐⭐⭐ **What do you dislike about Clientjoy?** None so far, but maybe I will find some along the way. **What problems is Clientjoy solving and how is that benefiting you?** Customer Relations and communication. ### 11. Clientjoy.io: A Comprehensive Solution for Small Agency Management **Rating:** 4.5/5.0 stars **Reviewed by:** Saptarshi M. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Clientjoy?** As a small agency owner, I have found Clientjoy.io to be an indispensable tool for managing my business. The platform offers a comprehensive solution for managing clients, projects, and finances, all in one intuitive interface. One of the standout features of Clientjoy.io is its ability to streamline the invoicing process. With just a few clicks, I can create and send professional invoices to my clients, saving me time and effort. The platform also offers detailed financial reporting, allowing me to keep track of my earnings and expenses with ease. Another feature that I appreciate is the project management functionality. With Clientjoy.io, I can easily create and assign tasks to my team members, set deadlines, and track progress. This has helped me to keep my projects on track and deliver high-quality work to my clients. Overall, I highly recommend Clientjoy.io to any small agency owner looking to streamline their workflow and increase their earnings. The platform has helped me to save time and effort while delivering top-notch service to my clients. **What do you dislike about Clientjoy?** Nothing as of now. it might sound too good to be accurate, but they are trying to help SMBs like us to a bigger stage. **What problems is Clientjoy solving and how is that benefiting you?** As a small agency owner, I have faced numerous challenges in managing my business. From keeping track of clients and projects to managing finances and invoicing, there are many moving parts that require constant attention. That’s where Clientjoy.io comes in. Clientjoy.io is a comprehensive platform that addresses many of the common challenges faced by small agency owners. One of the key problems it solves is streamlining the invoicing process. With Clientjoy.io, I can easily create and send professional invoices to my clients, saving me time and effort. The platform also offers detailed financial reporting, allowing me to keep track of my earnings and expenses with ease. Overall, Clientjoy.io has been a game-changer for my small agency. By solving many of the common challenges faced by small agency owners, it has helped me to streamline my workflow and increase my earnings while saving time and effort. I highly recommend Clientjoy.io to any small agency owner looking to take their business to the next level. ### 12. We Love Client Joy **Rating:** 5.0/5.0 stars **Reviewed by:** Luxe C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Clientjoy?** We love Client Joy for our business. The ease of use and quality of performance is outstanding. **What do you dislike about Clientjoy?** Billing can be weird sometimes. We have had instances where we don't have access until we reach out to them even though nothing was wrong. **What problems is Clientjoy solving and how is that benefiting you?** Client Joy allows us to keep all of our business activities amongst our sales teams and interactions with leads and prospects all in one place. Makes knowing what phase each prospect and client is in at any given time. ### 13. Clientjoy CRM is the game-changer you've been waiting for! **Rating:** 5.0/5.0 stars **Reviewed by:** Miranda B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2023 **What do you like best about Clientjoy?** Customer Service on Fleek: Their team is like your BFF who always texts back—prompt, helpful, and always there when you need them. User-Friendly Layout: Navigating the platform is as easy as scrolling through your Insta feed. No tech degree required! Brilliant Client Portal: Your clients will feel like VIPs with a portal that's intuitive and ability to customize needed features. **What do you dislike about Clientjoy?** It doesn't have a complete accounting setup, only invoices. **What problems is Clientjoy solving and how is that benefiting you?** I feel like the user interface is much easier that some similar CRMs but also the ability to add tabs in the client portal to customize it for the clients. ### 14. User friendly and good support **Rating:** 4.0/5.0 stars **Reviewed by:** Georgie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Clientjoy?** The support with tech issues, userbility **What do you dislike about Clientjoy?** It is new, so still needs some development **What problems is Clientjoy solving and how is that benefiting you?** They have a roadmap of new features and are flexible in addig what users need ### 15. Very Easy to use complete CRM for small agencies and individuals. **Rating:** 4.5/5.0 stars **Reviewed by:** Vivek G. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2023 **What do you like best about Clientjoy?** The best thing about Clientjoy is how simple it is to use. When I tried Clientjoy a couple of years back, it was not that mature. Recently I decided to give it a go with a trial once again. I was pleased with its progress. I bought it instantly, and I am now in the process of transferring my business to Clientjoy. Here are the key things I liked the most: 1: The dashboard is designed brilliantly, and it is easy to monitor your overall business health. 2: The proposal and invoicing features are reliable. 3: All client communication is entirely customizable. 4: It includes a ready-to-use client portal. **What do you dislike about Clientjoy?** There is nothing that I dislike at the moment. The only thing I miss is the ability to fully customize the invoice templates. Currently, there are just 4-5 templates for invoices. For example in case of proposals, they have 25 templates, and we can even upload our own designs. **What problems is Clientjoy solving and how is that benefiting you?** I needed a full fledge solution to manage my freelancing work. Clientjoy covers almost every part of my business. From sending proposals to leads to sending invoices to customers. ### 16. Robust and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Christian C. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Clientjoy?** ClientJoy allows me to work fast and without a big learning curve... not only for myself but for anybody working with me... they can be up and running in no time. I love the ease of use, and is not bloated with features I don't need. The best features for a CRM all in one place. And I love the customer service... second to none! **What do you dislike about Clientjoy?** It is not a super popular app since they are fairly new but would love to see them grow to be a leading name in the industry. **What problems is Clientjoy solving and how is that benefiting you?** It allows me to easily keep track of my leads and where they are in the conversion funnel. It is not complex to set up and it runs with all of the apps that I use via webhooks - it wasn't so bad setting it up afterall! ### 17. The software I've been searching / hoping for! **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsten L. | Owner / Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2023 **What do you like best about Clientjoy?** Such a great all-in-one business / CRM solution! Can manage client proposals, contracts, invoices and other documents all from this one app. Great UI experience and dashboard. Was easy to import contacts and get the program up and running with my own branding and cname setup. Highly recommend! **What do you dislike about Clientjoy?** There are a few features I would like to see such as ability to set and see goals in the dashboard and bookkeeping/accounting. Other than that very impressed and pleased with the product! **What problems is Clientjoy solving and how is that benefiting you?** Before ClientJoy I was using 3-5 tools to manage my business but can see how ClientJoy will easily replace the need for other tools and be my all-in-one solution - exactly what I've been searching for in a business / CRM solution! ### 18. The best CRM I have used - so easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Luke H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Clientjoy?** I love how easy it is to use. The CRM is simplified compared to others like Hubspot. It's easy to navigate and to add data. It seamlessly turns leads into customers and the automatic invoicing has been a time saver. **What do you dislike about Clientjoy?** No downsides yet, but I'd love it if I was able to add a new customer from a task I had setup. Also automatic reminders would be great for leads so that I can follow up. **What problems is Clientjoy solving and how is that benefiting you?** I am keeping my business far more organised which is helping me save time and money. I can also keep track of leads in my pipeline and then manage customers. I love how I can set reminders to get in touch with my clients once I've worked with them. ### 19. They do business management right! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Clientjoy?** I've tried many all in one business management platforms and I end up not really using them due to them being not intuitive or missing some thing I need. Clientjoy checks all the boxes for me! Especially because it has a clean CRM, custom fields, email, automation, and white label. **What do you dislike about Clientjoy?** I wish you could arrange the dashboard but I think it's on the roadmap. **What problems is Clientjoy solving and how is that benefiting you?** I'm very picky with CRMs and email automation and I am happy with both. It has just the right amount of features with an intuitive interface. ### 20. The CRM that does a lot, and does it VERY well. **Rating:** 5.0/5.0 stars **Reviewed by:** Alex P. | Chief Information Officer (CIO), Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Clientjoy?** The versatility and options available in Client Joy continues to impress me, even after 2 years of regular usage. They are continuously striving to improve, offer more, and to be the best CRM available..and succeeding. **What do you dislike about Clientjoy?** They really are the diamond in the rough. The only negative I can think of is that they have been keeping a low profile, so are still yet undiscovered by many users who do not know what they are missing out on, **What problems is Clientjoy solving and how is that benefiting you?** Client Joy brings together what was once done but multiple software, into one, affordable package. It saves both time and money, which is the perfect duo for any small agency or soloprenuer. ### 21. Streamlined software that's perfect for a small agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Steven B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Clientjoy?** Clientjoy has made running my agency so much easier. Everything is all in one place, invoices and proposals all have templates ready to go. Great deal, happy I found this software! **What do you dislike about Clientjoy?** Some of the email templates need to be reworded. The grammar was a bit off, and I didn't realize it until after a few invoices were sent to my clients. Looked a bit unprofessional. **What problems is Clientjoy solving and how is that benefiting you?** It's helped my small agency become much more organized and streamlined. Saves me time. ### 22. Excellent tool for Agencies **Rating:** 4.5/5.0 stars **Reviewed by:** Klaas M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Clientjoy?** Excellent User Interface, Great Feature set. Proposals, Appointment booking and invoicing all in one platform. Great User Experience and web forms **What do you dislike about Clientjoy?** No supported Payment Gateways in South Africa **What problems is Clientjoy solving and how is that benefiting you?** Seamless leads to client processes for my business, from meetings to proposals and an invoice. yes, all web forms go to crm ### 23. Best CRM for Agencies & Freelancers **Rating:** 4.5/5.0 stars **Reviewed by:** Sudhakar K. | CEO at MODWEBS DIGITAL, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2022 **What do you like best about Clientjoy?** I am using Clientjoy for almost 1 year, and the most I like customer support and the Client portal's new feature that we can add tabs that can show any web pages and apps and I like the follow-up emails. Clientjoy will replace sales CRM, proposal/contract, client emails, and Invoicing tools. and custom branded client portal. In 1 year, they improve a lot. and more features coming soon. **What do you dislike about Clientjoy?** The mobile app, sometimes cannot log in need to be re-installed, and its basic feature, of not adding clients, I believe that'll improve soon because in 1 year time they improve a lot. **Recommendations to others considering Clientjoy:** Best customer service and simple and easy-to-use platform that works and does for your project. **What problems is Clientjoy solving and how is that benefiting you?** Creating invoicing and follow-up emails. Client portal- Embed Dashboards, Pages, Forms, and websites so that clients can see theier design. ### 24. Perfect and complete tool for agency management **Rating:** 5.0/5.0 stars **Reviewed by:** oussama azzeddine m. | founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Clientjoy?** the simplicity of use, the tool is very comprehensive, the customer service is always there when needed, it's really great. **What do you dislike about Clientjoy?** The user interface can be improved, the black and white can be depressing, but we have the possibility to do white labeling, so no problem on the client side. **What problems is Clientjoy solving and how is that benefiting you?** the management of my clients, the tracking of all the clients and their invoices was really catastrophic before using clientjoy. ### 25. Easy way to focus on grow your clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Mariela C. | Nursing Assistant at Poole Hospital (Children Unit), Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2022 **What do you like best about Clientjoy?** I found that the software was easy to use, focused on client management, and provided clear measures to manage your leads and clients, rather than the usual project management that is not focused on CRM. Clientjoy lets you do Invoices and quotes and soon automate emails, for which many templates save a lot of time. I also found the customer service reliable and noticed that they release updates regularly. **What do you dislike about Clientjoy?** Although clientjoy includes integrations with major apps like Zapier, Pabbly, etc. I will love to have a direct integration with Quickbooks. I still can work around it. **What problems is Clientjoy solving and how is that benefiting you?** Focus in my clients and the process of nurturing from Lead to repeat client. It is a great way to get the most out of your existing customers. Something everyone needs, especially for small businesses trying to grow. ### 26. Really good so far **Rating:** 4.5/5.0 stars **Reviewed by:** Hannes D. | Agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Clientjoy?** The kanban view of leads and stages and being able to create nice proposal PDFs and docs. **What do you dislike about Clientjoy?** Sometimes it can be a bit slow in terms of loading speed. **What problems is Clientjoy solving and how is that benefiting you?** Keeping track of prospects, leads, helping me close deals and keeping notes of what was discussed in proposal discussions etc. ### 27. My Favorite CRM ever **Rating:** 5.0/5.0 stars **Reviewed by:** Nuno P. | Entrepreneur, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about Clientjoy?** Here´s why i love most: - Beautiful UI/UX - Simple to use. Very intuitive yet very powerful and complete (most crms are too complicated and with a messy UI/UX) **What do you dislike about Clientjoy?** There is nothing that i miss. But i could use TAGS or custom fields in the proposal section. I use that to send proposals and contracts, so i need to know which is which and order accordingly. **What problems is Clientjoy solving and how is that benefiting you?** - Custom Client portal - Sales pipeline - Quotes, Proposal & Contracts for E-Signing - Payments with Stripe, Paypal and also custom payment like bank transfer. - Automatic emails, reminders and notifications Basically i run all my businesses here. I have several brands and workflows, but Clientjoy allows me to run everything in 1 dashboard, without overcomplicating things. ### 28. Excellent and budget friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sinisa S. | Web designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Clientjoy?** I start using Clientjoy recently, and honestly, I thought I don't need such a piece of software. However, it's full of interesting features and quite simple at the same time. **What do you dislike about Clientjoy?** Nothing for now. Still too early to point to any negative aspects. I enjoy learning about it and finding useful things. **What problems is Clientjoy solving and how is that benefiting you?** Clientjoy has many features, such as Lead funneling, creating proposals, invoices, etc... It has even a Client portal, where your clients could see all their materials for particular projects, all their proposals, invoices, etc. Overall, you could save a lot of time with Cientjoy. ### 29. Great CRM for Freelancers and Developers **Rating:** 4.5/5.0 stars **Reviewed by:** Rehan K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Clientjoy?** It's a free platform to use and has all the basic features needed for the beginners. I like the easy integration with other platform google drive, gmail, google sheets and other bunch of options. **What do you dislike about Clientjoy?** The basic feature lacks on some features like sending email to multiple clients at once. Customer support is good but it could be bit quicker to response to the email. **What problems is Clientjoy solving and how is that benefiting you?** CRM is one of my basic requirement to deal with all my clients. Clientjoy seems to be the company which I was looking for so long. It has most of the features which I am looking for and that makes it to be my first choice ### 30. The most complete CRM I've ever used. **Rating:** 4.5/5.0 stars **Reviewed by:** Henry H. | Digital Marketing & eCommerce Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Clientjoy?** It has everything you need. Mobile app, booking calendars, mailbox, email sequences, sales pipeline, invoicing, client portal and webhooks. **What do you dislike about Clientjoy?** They need to update their mobile app and API to the new features they added. **What problems is Clientjoy solving and how is that benefiting you?** Helps you to stay focus and have a good overview and automate of your entire sales pipeline. ### 31. Must have app for agency owners **Rating:** 5.0/5.0 stars **Reviewed by:** Ambesh T. | Founder and Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2022 **What do you like best about Clientjoy?** Although clientjoy have everything you need to run your agency. Invoice, proposal, client portal and crm etc. I love the client portal most. The customization is mind blowing. **What do you dislike about Clientjoy?** I am not sure If I dislike anything in clientjoy. I am not going to say it is perfect but it has more features than you expect. The best part is they are continuously upgrading it. **What problems is Clientjoy solving and how is that benefiting you?** It solve all the agency issue from lead management (CRM) to sending proposal to sending invoice to client portal. Just love using one platform all the usage. ### 32. Awesome software for freelancers, agencies and service providers **Rating:** 4.5/5.0 stars **Reviewed by:** Craige H. | Mindset & Accountability Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Clientjoy?** Simple interface with all the features you need...they also have the option of multiple workspaces so you don't have to put all your data in one dashboard like other apps They also have apps for all platforms which it quite convenient to use **What do you dislike about Clientjoy?** The android app doesn't have the ability to manage leads. However, I believe that'll come and improve with time. Also, their support hours aren't always in est. Since most of their agents are in IST. However, they do respond throughout the day - even if not immediately and go out of their way to make sure your issue is resolved). **What problems is Clientjoy solving and how is that benefiting you?** Invoicing - having to manaually prepare and send out invoices to customers / prospective clients Proposals - all mine templated and managed in one place. Digital contracts - a easy way for them to sign without expensive software ### 33. Applying Clientjoy to Business **Rating:** 4.0/5.0 stars **Reviewed by:** Fodunrin O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2022 **What do you like best about Clientjoy?** Preparing a proposal and the custom feat **What do you dislike about Clientjoy?** Nothing for now. I just started using the app. **What problems is Clientjoy solving and how is that benefiting you?** Easy preparation of proposal templates and setting time limit ### 34. One of the best tool **Rating:** 5.0/5.0 stars **Reviewed by:** Divyanshu P. | Growth Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Clientjoy?** Clientjoy is good for both sales tracking and getting the contract signed and getting paid for the same **What do you dislike about Clientjoy?** I have personally now faced any downside of the tool till now. I have been using this tool for more than an year. **What problems is Clientjoy solving and how is that benefiting you?** 1. Sales Tracking 2. Sending and Tracking Customer Emails 3. Centralize Client Communications 4. Creating beautiful proposals ### 35. A fabulous CRM experience with Clientjoy for agencies **Rating:** 5.0/5.0 stars **Reviewed by:** HM S. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Clientjoy?** First of all, I like its very simple but functional user interface. Clientjoy requires a very low learning curve. So, anyone can use this application easily. I mostly like the nice in-app proposal section and the workflow among invoicing to the customers, product or items management. Besides these features, Clientjoy offers templates of email and social media post ideas which are very helpful for marketers like me. **What do you dislike about Clientjoy?** Templates of the proposal are pretty basic in design and business functionality. **Recommendations to others considering Clientjoy:** I must recommend Clientjoy to the agencies or marketers who want a very simple but functional CRM for their sales management. It is very fantastic for the small and medium businesses that have comparatively fewer workforces. Even the free resources from Clientjoy are very helpful for the amateur and the experienced level marketers. **What problems is Clientjoy solving and how is that benefiting you?** Clientjoy helps me to manage my sales process and lead management. It is really simple to execute the workflow of the proposal to lead or customer, products, invoicing to customers, and follow-up. ### 36. Best team productivity and collaboration tool **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammad Rashid R. | Technical Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2022 **What do you like best about Clientjoy?** I like the easy UI and features like video conferencing, chat or instant messaging, and file sharing. **What do you dislike about Clientjoy?** Not anything as of now, everything works well for me. **What problems is Clientjoy solving and how is that benefiting you?** Its helps us to build the team and remove the gaps in the team. Easy communication and group messaging help us to track and communicate with team members. ### 37. Yay for Clientjoy! Best CRM for Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Grant B. | director, business dev, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Clientjoy?** After being a clientjoy member for 3 months I've seamlessly been able to grow my pipeline with new leads and prospects as well as manage current ones. Big kudos! **What do you dislike about Clientjoy?** Initially a few bugs but they were quickly resolved! **Recommendations to others considering Clientjoy:** Get in before the price increases! **What problems is Clientjoy solving and how is that benefiting you?** Lead Gen and customer management ### 38. Fares Gridle **Rating:** 5.0/5.0 stars **Reviewed by:** Fares B. | anager Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Clientjoy?** the simpl moves to get a great task and big action, this is the best on Gridle when we were using it we don't have any problem to work on it by using this application, **What do you dislike about Clientjoy?** there is some feature need to be added to this application to make it better because as of the last end-user I need more tasks here also need to have more feature I use it on other applications. **What problems is Clientjoy solving and how is that benefiting you?** saving time and working on it by easy stuff, managing my team with takes and I can explain it to new friends to use it, the good thing also how can we install it and follow the steps. ### 39. Solid, developing CRM system - one to watch **Rating:** 3.0/5.0 stars **Reviewed by:** adam w. | chief engineer **Reviewed Date:** July 10, 2022 **What do you like best about Clientjoy?** It's going to be a very well rounded CRM when it is complete **What do you dislike about Clientjoy?** It's taken quite a while to get past the MVP phase and move into a mature product **What problems is Clientjoy solving and how is that benefiting you?** Enjoy the proposal system, which I use ### 40. Best Optimization tool a team can have! **Rating:** 4.0/5.0 stars **Reviewed by:** Sritam M. | Senior Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2021 **What do you like best about Clientjoy?** It offers all your communication need. A user does not need to switch between tools like slack, asana or basecamp. Everything is available on Gridle. Also., it's very much user-friendly. **What do you dislike about Clientjoy?** There's only one thing I'm not too fond of about this tool is, it gets stuck at points. And when it happens, you have no other option than to restart the whole system. Apart from this, there're a few other flaws that can be ignored considering the cost-effectiveness. **What problems is Clientjoy solving and how is that benefiting you?** I can name a list of problems that are being avoided by using Gridle as your daily driver. - It's extensively user-friendly. - even their customer care is one the best service providers in the market. -they show great flexibility in choosing the required extensions. ### 41. Great software and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Clientjoy?** Both the software and customer service is great. Very attentive and listens to your feedback. Love the feature that are being implemented **What do you dislike about Clientjoy?** Nothing so far. It's really great and intuitive and easy to use **What problems is Clientjoy solving and how is that benefiting you?** CRM, pipeline, client magenement, proposal, contracts, invoices, etc. ### 42. it is a single window solution for my all freelance work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2022 **What do you like best about Clientjoy?** It gives me a single-window space to work with multiple cliednts and manage my all clients easily. Sending quotations and managing accounts is so easy and reliable from client joy. **What do you dislike about Clientjoy?** Sometimes it takes more time to execute and some time sluggish. More templets need to be added with the software which can make it more diversified. little work towards its user-friendliness should have to be done **What problems is Clientjoy solving and how is that benefiting you?** Handling multiple clients with multiple products it is easy to generate and send quotes make my accounts statements I can figure out which products need improvement ### 43. Very smooth tool for all interaction **Rating:** 4.0/5.0 stars **Reviewed by:** Senthil kumar T. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Clientjoy?** When I was doing freelancing I used Gridle to manage my clients from Leads to Proposals and managing the respective projects (project management) and also Client Support, Invoicing, and Revenue realization. this tool helps to manage things with ease. **What do you dislike about Clientjoy?** Deployment is not available in mobile -android/IOS , no access to mobile is which I dislike and if they implement in the near feature it will be a great alternative product and a co-exist with their competitors **What problems is Clientjoy solving and how is that benefiting you?** Task managment, managing my quotes easily, and social media integration helps to accessible to more and explore more with other platforms, document storage helps me to easy access to my stored docs ### 44. Clientjoy truly brings joy to the user **Rating:** 4.5/5.0 stars **Reviewed by:** Hemant S. | Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2022 **What do you like best about Clientjoy?** Onboarding is very easy and everything is highly intuitive. A branded portal even for clients is just amazing. You can add custom fields which is a huge plus. Support is fantastic and helps you every step of the way. **What do you dislike about Clientjoy?** I would like to see the ability to do surveys and forms. **What problems is Clientjoy solving and how is that benefiting you?** A customised portal where users can log into and be kept updated about their progress whilst also sharing documents to be e-signed, invoiced to be paid and proposals. ### 45. Useful Saas multitool **Rating:** 5.0/5.0 stars **Reviewed by:** Nigel H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Clientjoy?** I bought clientjoy mainly for the proposals tool. **What do you dislike about Clientjoy?** The crm doesn't have GTD next action which I really like in my current crm which is OnePageCrm. **Recommendations to others considering Clientjoy:** I think that for me, clientjoy is worth the money for the proposals module alone. So you need to assess exactly what you want to achieve and maybe take a trial to ensure that it meets those expectations. **What problems is Clientjoy solving and how is that benefiting you?** I use it for client proposals in the main. ### 46. Every managers accompaniment! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessa A. | Customer Service Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2021 **What do you like best about Clientjoy?** What I like most about Gridle is its ability to combine all necessary task management. Its features provide a uniform and organized location for all the materials and information needed in managing a client or a business. **What do you dislike about Clientjoy?** There is nothing to dislike about this tool. I don't experience any difficulty while using this product. **Recommendations to others considering Clientjoy:** When you're an agency or a freelancer that needs a tool when it comes to management, this is the best tool for you. It's worth trying! **What problems is Clientjoy solving and how is that benefiting you?** With the help of this software, I can track the entire history and interaction of a specific client. I can also check the status of leads, proposals, invoice and even the revenue that is very beneficial not only for me but also for the client. ### 47. Almost everything a small digital marketing agency needs to grow **Rating:** 4.0/5.0 stars **Reviewed by:** Barry R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2021 **What do you like best about Clientjoy?** Overall, the interface is simple to use and intuitive. I like the clean look and feel and the ability to have workspaces to segregate teams and sub-companies or brands within the main organizations. I also like the role-based access that it provides to different members of the team. Finally, based on the features, it looks like a tool that has been developed by former agency people for agency people - much like one of their taglines which is great! An additional benefit is the marketing content that they provide in terms of free guides and resources which is priceless. **What do you dislike about Clientjoy?** The Android app needs work, especially on the UI and the workflows. For now, compared to the website or web application, it looks like the Android app was put together in a hurry and so it needs a lot of work. Also, the read-made proposal templates need work as they are not as customizable and not that attractive, to begin with. It would be nice to preview each template before applying it. **Recommendations to others considering Clientjoy:** If you're a fledgling agency or solopreneur in the digital marketing space, this will be one of the best investments you will make. Agreed, there are probably a few similar products out there that might offer you a bit more but not for the same price. Also, the fact that the people behind ClientJoy are people that have had experience in the marketing and digital agency space should prove to be beneficial. It is definitely a product that has a lot of potential in the long run but it is also one that can be used to harness a better sales pipeline and account management right away. **What problems is Clientjoy solving and how is that benefiting you?** It makes follow-up and keeping up with the sales pipeline a lot easier. Moving clients across various sections of the sales funnel are easy. ### 48. Great CRM tool with great features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Clientjoy?** I started using ClientJoy to help manage my prospects. The CRM is perfect for that but I soon discovered I could also send invoices and manage my proposals. ClienJoy is really a tool that manages all your client needs in one place. It's a great client management tool. **What do you dislike about Clientjoy?** I haven't found anything that I dislike about ClientJoy. It is a great one-in-all tool. **What problems is Clientjoy solving and how is that benefiting you?** i was looking for a CRM to help manage my prospects. ClientJoy provides that feature and more. ### 49. A reason for Joy! Client Joy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Clientjoy?** > Well polished > Very responsive > Whitelabeling > Client Management > Pipeline > Support via Chat > Extensive live demo **What do you dislike about Clientjoy?** Still growing and needs some minor bug fixes. But its understandable and the support and dev team has been on it fixing and adding new features from the list. **Recommendations to others considering Clientjoy:** I would recommend this if you want a basic but functional system to keep track of your day-to-day client and prospect interactions, although advanced features of a CRM are missing. For that price, what do you expect, plus the team will constantly continue to build this up. **What problems is Clientjoy solving and how is that benefiting you?** Have most of the needs met in same place. Invoice, Proposal, Client management, Follow ups, pipeline, Tracking and a lot! ### 50. Great Product and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2021 **What do you like best about Clientjoy?** Clientjoy helped with proposals, invoicing, and payments with a user-friendly system. **What do you dislike about Clientjoy?** I do not have any compliants. The software is easy, and the service was helpful. **What problems is Clientjoy solving and how is that benefiting you?** Help with deals, prospects, proposals, tracking, invoicing, and payment logs. ## Clientjoy Discussions - [What is Clientjoy used for?](https://www.g2.com/discussions/what-is-clientjoy-used-for) - [View Clientjoy pricing details and edition comparison](https://www.g2.com/products/clientjoy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+05%3A19%3A22+-0500&secure%5Bsession_id%5D=6a75bc8e-c40e-411d-a253-dcae3f9ae188&secure%5Btoken%5D=6c4d35e56af06d8fc91ca9ade544cb577b4482e3adefc7219ab4d5efb2b27a22&format=llm_user) ## Clientjoy Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Customer Support Portal - Call Center Features **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Clientjoy Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (605 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,983 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,160 reviews)