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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.

Description

Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
Zapier Yes 
2Checkout No 
AgencyAnalytics No 
Authorize.Net Yes 
Braintree Yes 
Coinbase Commerce No 
Google Drive No 
Google Tag Manager No 
Instamojo Yes 
Intercom No 
Looker No 
Mailchimp No 
PayPal Yes 
Paystack No 
Purchaser.ai No 
Razorpay No 
Stackreaction Yes 
WHMCS No 
Wufoo Yes 

Integrations

Stripe Yes 
Zapier Yes 
2Checkout Yes 
AgencyAnalytics Yes 
Authorize.Net No 
Braintree No 
Coinbase Commerce Yes 
Google Drive Yes 
Google Tag Manager Yes 
Instamojo No 
Intercom Yes 
Looker Yes 
Mailchimp Yes 
PayPal No 
Paystack Yes 
Purchaser.ai Yes 
Razorpay Yes 
Stackreaction No 
WHMCS Yes 
Wufoo No 

Pricing Details

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

Pricing Details

$49/month
Free Trial Yes 
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 No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Clientjoy

Founded

2019

Country

India

Website

www.clientjoy.io

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

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 

Product Features

Advertising Agency

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

Alternatives

Alternatives

Scope Reviews

Scope

The Virtu Group