FAQs

Anupama Panchal avatar Emma Williams avatar
58 articles in this collection
Written by Anupama Panchal and Emma Williams

I am unable to access my Clientjoy application

Updating I am unable to access my Clientjoy application. in English
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Written by Emma Williams
Updated over a week ago

What changes for Clientjoy 1.0 users?

Updating What changes for Clientjoy 1.0 users? in English
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Written by Anupama Panchal
Updated over a week ago

Understanding Your Workspace and Users

Updating Understanding Your Workspace and Users in English
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Written by Emma Williams
Updated over a week ago

Can I transfer ownership of my workspace?

Updating Can I transfer ownership of my workspace? in English
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Written by Emma Williams
Updated over a week ago

How can I do Branding?

Updating How can I do Branding? in English
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Written by Emma Williams
Updated over a week ago

Is the proposal signing ESIGN/UETA compliant?

Updating Is the proposal signing ESIGN/UETA compliant? in English
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Written by Emma Williams
Updated over a week ago

Can we save products/services with description and prices?

Updating Can we save products/services with description and prices? in English
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Written by Emma Williams
Updated over a week ago

Which features are available in Clientjoy?

Updating Which features are available in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Which payment gateways are integrated in Clientjoy?

Updating Which payment gateways are integrated in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Is Clientjoy integrated with accounting software?

Updating Is Clientjoy integrated with accounting software? in English
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Written by Emma Williams
Updated over a week ago

Can I accept payment from my clients through Clientjoy??

Updating Can I accept payment from my clients through Clientjoy?? in English
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Written by Emma Williams
Updated over a week ago

Can I integrate the form on my website with Clientjoy?

Updating Can I integrate the form on my website with Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

What are categories?

Updating What are categories? in English
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Written by Emma Williams
Updated over a week ago

Do you have mobile application?

Updating Do you have mobile application? in English
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Written by Emma Williams
Updated over a week ago

Can I apply appsumo codes to sub workspace?

Updating Can I apply appsumo codes to sub workspace? in English
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Written by Emma Williams
Updated over a week ago

In Appsumo plan how much storage do we get in a workspace?

Updating In Appsumo plan how much storage do we get in a workspace? in English
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Written by Emma Williams
Updated over a week ago

Can recurring invoices be sent automatically through Clientjoy?

Updating Can recurring invoices be sent automatically through Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Once we are above 100 workspaces, can we add more?

Updating Once we are above 100 workspaces, can we add more? in English
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Written by Emma Williams
Updated over a week ago

Can we send SMS through Clientjoy?

Updating Can we send SMS through Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Do members of a workspace have access to all other workspaces?

Updating Do members of a workspace have access to all other workspaces? in English
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Written by Emma Williams
Updated over a week ago

Can we track expenses in Clientjoy?

Updating Can we track expenses in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Is Clientjoy a full-fledged CRM?

Updating Is Clientjoy a full-fledged CRM? in English
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Written by Emma Williams
Updated over a week ago

All future addon will be available to sumolings in the AppSumo deal itself?

Updating All future addon will be available to sumolings in the AppSumo deal itself? in English
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Written by Emma Williams
Updated over a week ago

After the Life Time Deal is over, how can we upgrade?

Updating After the Life Time Deal is over, how can we upgrade? in English
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Written by Emma Williams
Updated over a week ago

Is my data secure in Clientjoy?

Updating Is my data secure in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

How to get PayPal Secret ID?

Updating How to get PayPal Secret ID? in English
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Written by Emma Williams
Updated over a week ago

How can I white label my workspace?

Updating How can I white label my workspace? in English
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Written by Emma Williams
Updated over a week ago

What do you mean by a user account?

Updating What do you mean by a user account? in English
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Written by Emma Williams
Updated over a week ago

Do you have any program for affiliates?

Updating Do you have any program for affiliates? in English
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Written by Emma Williams
Updated over a week ago

Can I manage my sales pipeline with Clientjoy?

Updating Can I manage my sales pipeline with Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

How do I create a new workspace?

Updating How do I create a new workspace? in English
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Written by Emma Williams
Updated over a week ago

Can we create contracts in Clientjoy?

Updating Can we create contracts in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Does your app sync with Microsoft Outlook?

Updating Does your app sync with Microsoft Outlook? in English
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Written by Emma Williams
Updated over a week ago

How does Clientjoy records the offline payments made by clients?

Updating How does Clientjoy records the offline payments made by clients? in English
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Written by Emma Williams
Updated over a week ago

Can I add my bank account details in the invoice for direct bank transfer?

Updating Can I add my bank account details in the invoice for direct bank transfer? in English
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Written by Emma Williams
Updated over a week ago

How do the Cname work?

Updating How do the Cname work? in English
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Written by Emma Williams
Updated over a week ago

Can you create a Proposal template in Clientjoy?

Updating Can you create a Proposal template in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

How can I view my signed proposals?

Updating How can I view my signed proposals? in English
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Written by Emma Williams
Updated over a week ago

Can I import bulk leads in Clientjoy?

Updating Can I import bulk leads in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago

Can we charge our customers automatically for recurring invoices?

Updating Can we charge our customers automatically for recurring invoices? in English
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Written by Emma Williams
Updated over a week ago

Can we add multiple contact numbers?

Updating Can we add multiple contact numbers? in English
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Written by Emma Williams
Updated over a week ago

How can I send email to Leads and Customers for follow up?

Updating How can I send email to Leads and Customers for follow up? in English
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Written by Emma Williams
Updated over a week ago

Can we select the existing company while creating a new lead?

Updating Can we select the existing company while creating a new lead? in English
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Written by Emma Williams
Updated over a week ago

Does Clientjoy accept multiple currencies?

Updating Does Clientjoy accept multiple currencies? in English
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Written by Emma Williams
Updated over a week ago

Can we add multiple contacts added for the same company??

Updating Can we add multiple contacts added for the same company?? in English
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Written by Emma Williams
Updated over a week ago

Is Clientjoy multilingual?

Updating Is Clientjoy multilingual? in English
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Written by Emma Williams
Updated over a week ago

Can I update next follow up date for my leads?

Updating Can I update next follow up date for my leads? in English
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Written by Emma Williams
Updated over a week ago

Is Clientjoy GDPR compliant?

Updating Is Clientjoy GDPR compliant? in English
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Written by Emma Williams
Updated over a week ago

Is it possible to send communication mails to the customer?

Updating Is it possible to send communication mails to the customer? in English
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Written by Emma Williams
Updated over a week ago

Can I add multiple clients to one workspace?

Updating Can I add multiple clients to one workspace? in English
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Written by Emma Williams
Updated over a week ago

What all is included in Client portal?

Updating What all is included in Client portal? in English
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Written by Emma Williams
Updated over a week ago

What is the file size limit which can be shared with the client??

Updating What is the file size limit which can be shared with the client?? in English
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Written by Emma Williams
Updated over a week ago

How many User can I invite in an account at no extra cost?

Updating How many User can I invite in an account at no extra cost? in English
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Written by Emma Williams
Updated over a week ago

Do I need to use a personal or business account to connect my PayPal?

Updating Do I need to use a personal or business account to connect my PayPal? in English
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Written by Emma Williams
Updated over a week ago

Is it possible to mark an invoice as paid if the customer pays directly?

Updating Is it possible to mark an invoice as paid if the customer pays directly? in English
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Written by Emma Williams
Updated over a week ago

What will change in White-label accounts of Clientjoy 1.0 in Clientjoy 2.0?

Updating What will change in White-label accounts of Clientjoy 1.0 in Clientjoy 2.0? in English
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Written by Emma Williams
Updated over a week ago

Is Clientjoy available in dark mode?

Updating Is Clientjoy available in dark mode? in English
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Written by Emma Williams
Updated over a week ago

Which payment gateways are available in Clientjoy?

Updating Which payment gateways are available in Clientjoy? in English
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Written by Emma Williams
Updated over a week ago