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Description

Chase Software stands out as a leader in advertising management, offering a unique range of agency management solutions that equip agencies worldwide with advanced tools and industry best practices. From small startups to large enterprises, organizations rely on Chase to effectively oversee projects, track time, manage media purchases, issue bills, collect payments, and enhance their overall profitability. Teams can collaborate efficiently from remote locations using Chase's innovative tools, which ensure real-time management of jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs with minimal input required and maximum efficiency achieved. The largest agencies globally trust Chase to handle their comprehensive operations seamlessly. Corporate departments benefit immensely from Chase’s capabilities, ensuring they optimize their advertising expenditures. In addition, numerous smaller agencies are on the rise, leveraging Chase’s essential features to establish themselves as prominent players in the industry. Through its exceptional software and dedicated support services, Chase Software not only provides cutting-edge tools but also shares invaluable expertise, empowering agencies to thrive in a competitive landscape. This commitment to excellence makes Chase a vital partner for organizations seeking growth and efficiency in their advertising efforts.

Description

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
Authorize.Net No 
Blue Onion Yes 
Braintree No 
Cashflow.io Yes 
Instamojo No 
Learnsoft Yes 
PayPal No 
Portside Yes 
Smart Clerk Yes 
Stackreaction No 
Stripe No 
Stuut Yes 
Uptix Yes 
Wufoo No 
Zapier No 
onePOS Yes 

Integrations

Akoya No 
Authorize.Net Yes 
Blue Onion No 
Braintree Yes 
Cashflow.io No 
Instamojo Yes 
Learnsoft No 
PayPal Yes 
Portside No 
Smart Clerk No 
Stackreaction Yes 
Stripe Yes 
Stuut No 
Uptix No 
Wufoo Yes 
Zapier Yes 
onePOS No 

Pricing Details

$17.50 per user, per month
Free Trial No 
Free Version No 

Pricing Details

$149 one-time fee
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Chase Software

Founded

1999

Country

South Africa

Website

www.chasesoftware.biz

Vendor Details

Company Name

Clientjoy

Founded

2019

Country

India

Website

www.clientjoy.io

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking Yes 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View Yes 

Alternatives

Alternatives

Scope Reviews

Scope

The Virtu Group