Getting a new lead all the way through your sales pipeline usually means switching tools like you’re the agency version of Inspector Gadget. (“Go-go gadget itemized invoice!”)
You’ve got one platform for proposals, another for invoices, and a couple more to handle new leads and client info.
Wish you could pack all of that functionality into one tool and call it a day?
Time to unwrap Clientjoy.
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Clientjoy is a platform that combines leads, proposals, contracts, invoicing, and payments for a streamlined client lifecycle.
Controlling your leads just got way simpler.
Manage your contacts from either a list or Kanban view to suit your preferences, with available stages to mark all stages of your sales funnel.
You can also filter, sort, and search through all of your collected data to find what you’re looking for in no time.
Use the Kanban view to get easy insight into where leads are in your pipeline!
Clientjoy’s proposals function lets users send documents to both their leads and current clients.
Meanwhile, the rich HTML editor offers super useful features like online signing, comments, and merge fields to make creating and completing proposals as painless as possible.
You can also track the status of each proposal, so you’re never in the dark about how far along things are (words like “soon” and “this week” only increase stress levels).
Easily create and customize proposals using Clientjoy’s rich HTML editor!
Clientjoy also makes sure your money is in order.
Quickly create invoices that have embedded payment links for easy processing, plus view payment statuses and automate recurring invoices to save time.
You can also manage which services you’re selling, segment them into groups, and control the pricing right in Clientjoy.
Quickly make and send invoices with embedded payment links to get paid faster!
The dashboard is where you’ll find analytics across all of your modules.
You’ll have a breakdown of leads and conversions, as well as their sources, so you can make informed decisions about next company steps.
Clientjoy also lets you manage all of your client data from past deals to outstanding invoices.
No more digging through endless email strings just to find out who to email about that “lost” payment.
See your big-picture analytics across all your clients on the dashboard!
When it comes to sales funnels, we’re all starving for simplicity (same goes for those elaborate cake recipes on Pinterest).
Clientjoy combines the entire client journey from lead to invoicing in one platform, saving you both time and stress.
So don’t wait!
P.S. Learn how to use Clientjoy like a pro by catching our training webinar replay here: Webinar Replay!