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ease
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design
support

Average Ratings 0 Ratings

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ease
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design
support

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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

Achieve greater success no matter where you are: PROAD serves as your digital memory! Streamline all your business operations through one comprehensive solution, allowing you to focus more on your core activities. It's important to note that our agency software is not limited to agencies alone; various sectors and organizations face similar hurdles in acquisition, planning, and project oversight. With a growing number of consulting and IT firms utilizing our tools, we have developed a strong understanding of this domain as well. As companies grow larger, their structures, organization, and management inevitably become more intricate. Drawing from 30 years of experience and a client base exceeding 1,000, we have the insights needed to identify effective solutions tailored to diverse needs. The primary consideration is the size of your company. Simply select the package that suits you and customize the specifics as needed for your unique requirements. Additionally, our flexible approach ensures that we can adapt to future changes in your business landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Authorize.Net
Braintree
Instamojo
Memtime
PayPal
Stackreaction
Stripe
Wufoo
Zapier

Integrations

Authorize.Net
Braintree
Instamojo
Memtime
PayPal
Stackreaction
Stripe
Wufoo
Zapier

Pricing Details

$149 one-time fee
Free Trial
Free Version

Pricing Details

$25 per user per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clientjoy

Founded

2019

Country

India

Website

www.clientjoy.io

Vendor Details

Company Name

J+D Software

Founded

1989

Country

United Kingdom

Website

www.proadsoftware.com/en/

Product Features

Advertising Agency

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Product Features

Advertising Agency

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

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Alternatives

Alternatives

Scope Reviews

Scope

The Virtu Group