Welcome to Clientjoy! We’re so excited to have you on board and grateful that you chose to explore Clientjoy! ❤️ Clientjoy will help you in managing your clients from when they are Prospects to the time when you collect payments.
Let's setup you up:
How to reach us for help? 🙋♀️
We are always available to help you out with your queries
Talk to our customer success team - Click the chat button on the right bottom of the app and let us know your questions or challenges.
Read our Help Articles - Learn everything about Clientjoy.
Join our Wednesday Webinars- Attend our Live webinars or watch previous ones to learn more and more use cases of Clientjoy
Recent Product updates -> Read about what's new in Clientjoy the and subscribe to get the emails.
Join our community - Learn from other agencies who are using Clientjoy
Basic Account Setup ⚙️
Things that seems boring but are necessary :)
Add your profile info - Upload your Photo
Add your Company or Organisation details - Your company name, address,
Add your Company's Localisation - Add your timezone, date and time formats and currency formats
Setup Currencies & Taxes - Add your Currency & Taxes
Setup your Branding 🎨
Showcase your brand in front of your Leads / Clients and Stand out from rest of agencies.
Add your Brand Identity - Add your brand Color, Upload your logo and favicon
Setup Custom domain (Customise the URLs) - Customise the URLs. Use your brand's domain on your workspace and your public pages which you send to your Leads/Clients.
Setup Custom email address for outgoing emails with SMTP Send Documents, Invoices and reminder with your own brand's email
Setup Custom scripts Add your chat widgets or other tools with adding custom scripts to the pages visible to your Leads/Clients.
Setup Custom styles Style the Documents, Invoices and Client Portal to match your brand styles with custom css.
Import your Data 🗄️
You can easily bring your Sales or Client Data. Reach out to us if you need help in Importing your existing data or setting up templates for our white glove migration services.
Setup Custom fields - You can add any type of custom information about your Leads / Client to run your Sales and Client processes.
Import your Leads - Bring your existing sales contacts or leads with the help of a CSV file.
Import your Clients - Bring your existing clients with the help of a CSV file.
Setup your Services as Items - Add the services and their standard rates to use in Sales Documents or to bill them in Invoices.
Setup your Templates 🗂️
Save time and mistakes with Clientjoy by setting up standard templates for your business.
Setup your Email templates - Customise the emails that are sent to your Leads/Clients.
Setup your Document templates - Setup templates for your Proposals, Agreements, Contracts, Quotes, etc.
Setup Client Portal templates - Setup common tabs for all clients in your Client Portal.
Setting up your Sales Pipeline & Process 📈
It's very simple to run your sales in Clientjoy that anyone can get onboarded within a day.
Setup stages of your Sales Pipeline - Setup your sales process
Sync your email and calendar - Connect your work email to send and receive communication from your Leads/Clients. Sync your meetings and sales activities with your work calendar.
Setup your meeting links - Share your availability with your Leads/Clients and get booked by them without hassle.
Import your Leads - Bring your existing sales contacts or leads with the help of a CSV file.
Automate your Lead collection - Get your leads automatically from your contact forms, campaigns or any other tools.
Setup email sequences - Send a series of personalised and scheduled emails to your Leads to nurture or convert them faster.
Setting up Clients & Client Portal 🤝
Bring transparency with your clients with a unique & personalised experience and let them love you more.
Import your Clients - Bring your existing clients with the help of a CSV file.
Setup your Client Portal- Instead of sharing multiple links and tools share only one link with your Clients for accessing everything like documents, files, videos, forms, reports, access to other tools, etc.
Integrate your Google Drive or One drive account - Bring and share files with your clients from your existing cloud storage.
Setting up Invoices & Payments 💎
You can collect one-time, recurring or automatic payments from your client using your existing payment solutions.
Setup Payment Gateways - Link your Stripe, Paypal, Payoneer, Razorpay, Instamojo accounts with Clientjoy Invoices to collect payments.
Setup Invoice Template- Set your default payment methods, bank info, default terms, template, etc. of your Invoice
Setup Invoice reminders - Define when you want the auto reminders to be sent for overdue Invoices.
Invite your Team members 🏀
Bring your Sales team, Account managers, Accounting team, etc to Clientjoy.
Invite your team - Add your team with required access and permissions.
Setup Automations or APIs for Advance 🤖
You can use your existing automation tools to automate your workflows in Clientjoy.
Setup Popular Automation tools - Use Zapier, Pabbly Connect, Make (Formerly Integromate), Integrately or Sync Spider to automate your workflows
Automation examples - Some Examples and use cases for you to setup automations.
Use Clientjoy's Public APIs - Create your custom integrations with Clientjoy's API's and webhooks.
Download the Desktop / Mobile application 📱
Desktop app - Be more productive with Clientjoy's Desktop application.
iOS app - Get instant notifications and manage your sales pipeline on the go.
Android app - Get instant notifications and manage your sales pipeline on the go.