Clientjoy is a platform that mixes leads, proposals, contracts, invoicing, and funds for a streamlined shopper lifecycle.
Controlling your leads simply obtained means easier.
Manage your contacts from both a listing or Kanban view to fit your preferences, with obtainable levels to mark all levels of your gross sales funnel.
You also can filter, kind, and search by your entire collected information to search out what you’re searching for very quickly.
Use the Kanban view to get simple perception into the place leads are in your pipeline!
Clientjoy’s proposals perform lets customers ship paperwork to each their leads and present purchasers.
Meanwhile, the wealthy HTML editor gives tremendous helpful options like on-line signing, feedback, and merge fields to make creating and finishing proposals as painless as attainable.
You also can monitor the standing of every proposal, so that you’re by no means at the hours of darkness about how far alongside issues are (phrases like “soon” and “this week” solely improve stress ranges).
Easily create and customise proposals utilizing Clientjoy’s wealthy HTML editor!
Clientjoy additionally makes positive your cash is so as.
Quickly create invoices which have embedded cost hyperlinks for straightforward processing, plus view cost statuses and automate recurring invoices to avoid wasting time.
You also can handle which companies you’re promoting, section them into teams, and management the pricing proper in Clientjoy.
Quickly make and ship invoices with embedded cost hyperlinks to receives a commission quicker!
The dashboard is the place you’ll discover analytics throughout your entire modules.
You’ll have a breakdown of leads and conversions, in addition to their sources, so you may make knowledgeable choices about subsequent firm steps.
Clientjoy additionally enables you to handle your entire shopper information from previous offers to excellent invoices.
No extra digging by countless email strings simply to search out out who to email about that “lost” cost.
See your big-picture analytics throughout all of your purchasers on the dashboard!
When it involves gross sales funnels, we’re all ravenous for simplicity (identical goes for these elaborate cake recipes on Pinterest).
Clientjoy combines your entire shopper journey from result in invoicing in a single platform, saving you each time and stress.
So don’t wait!
Get one yr of entry to Clientjoy immediately!
P.S. Learn find out how to use Clientjoy like a professional by catching our coaching webinar replay right here: Webinar Replay!
