This is exactly what I had been looking for. I've had this for a couple years now, I was back and forth between this and other CRM programs and kept coming back to Clientjoy.
It is so easy to use and has all the things I need for my clients: - client portal - email function - invoicing - proposals and there's more coming!
Thank you for giving me an easy way to connect with my clients. Giving them an easy way to connect with my business. And all the things in between!
I am using this software since around 2 weeks, this works perfectly for me as CRM, to manage clients with synchronized emails is a plus, I can find my clients email very easily. The integrated client portal is also a highlight, this makes sharing files with client so simple. The proposal and invoice integration is another plus. The team is adding more functions now, meeting schedule is comming at the end of 2021, I am excited about that. I'm so happy that I purchased this early in 2021. Highly recommended for anyone is looking for a CRM.
Like many people in Australia I was looking to replace WAVE apps as they now only service North America. Clientjoy looked like a great replacement and it has a nifty sales tracking CRM too!
Alas not so.
I found that when I created a recurring invoice and set it to go out at some point in the future that it was sent straight away regardless. The start date meant nothing.
The "solution" I was given by support was to keep it as a draft until the day it is due to send it. Then send it. Thus starting the cycle at the correct time.
Having invested so much time in setting it up I resigned myself to doing this.
Then one of my customers said she couldn't access the invoices via the link because of her browser ad blocker. I said why didn't she just open the PDF that was attached - and she told me she never ever got a PDF. After chatting with support I find out I cant do that either!!
It's an invoicing program that can't be scheduled properly and doesn't allow you to attach PDFs of the invoice. I could just as easily hand generate them and email them!!
I gave the program 2 tacos overall because I have yet to use the other (non invoice) functions so can't say if they are working correctly or not. Sadly I am well outside my refund period. For SIMPLE invoicing it would probably be fine. For anything more complex - forget it.
Verified purchaser
AMAZING! Wow, just wow!
This is exactly what I had been looking for. I've had this for a couple years now, I was back and forth between this and other CRM programs and kept coming back to Clientjoy.
It is so easy to use and has all the things I need for my clients:
- client portal
- email function
- invoicing
- proposals
and there's more coming!
Thank you for giving me an easy way to connect with my clients. Giving them an easy way to connect with my business. And all the things in between!
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Verified purchaser
Wonderful! Highly recommended!
I am using this software since around 2 weeks, this works perfectly for me as CRM, to manage clients with synchronized emails is a plus, I can find my clients email very easily. The integrated client portal is also a highlight, this makes sharing files with client so simple. The proposal and invoice integration is another plus.
The team is adding more functions now, meeting schedule is comming at the end of 2021, I am excited about that.
I'm so happy that I purchased this early in 2021. Highly recommended for anyone is looking for a CRM.
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Verified purchaser
Invoicing is very buggy
Like many people in Australia I was looking to replace WAVE apps as they now only service North America. Clientjoy looked like a great replacement and it has a nifty sales tracking CRM too!
Alas not so.
I found that when I created a recurring invoice and set it to go out at some point in the future that it was sent straight away regardless. The start date meant nothing.
The "solution" I was given by support was to keep it as a draft until the day it is due to send it. Then send it. Thus starting the cycle at the correct time.
Having invested so much time in setting it up I resigned myself to doing this.
Then one of my customers said she couldn't access the invoices via the link because of her browser ad blocker. I said why didn't she just open the PDF that was attached - and she told me she never ever got a PDF.
After chatting with support I find out I cant do that either!!
It's an invoicing program that can't be scheduled properly and doesn't allow you to attach PDFs of the invoice. I could just as easily hand generate them and email them!!
I gave the program 2 tacos overall because I have yet to use the other (non invoice) functions so can't say if they are working correctly or not.
Sadly I am well outside my refund period.
For SIMPLE invoicing it would probably be fine. For anything more complex - forget it.
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Verified purchaser
Highly Impressed
Wow!!!! I just want to say I am incredibly impressed with Client Joy. I was able to jump right in and figure things out:
Create recurring invoicing
Update email templates
create a whitelabel cname
This tool is amazing. I love it and can't wait to use the CRM functionality moving forward and zapier integrations.
Thank you Client Joy!!!
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Verified purchaser
WOW Feeling
Thanks Clientjoy.
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