Clientjoy — CRM

What is Clientjoy?

Clientjoy is a CRM platform designed for freelancers, consultants, and solopreneurs. It unifies the entire client journey—from lead capture and proposals to invoicing and payments—in one white-labeled portal. The tool helps small teams and independent professionals streamline operations, reduce time spent switching between apps, and deliver a professional client experience.

Who is it for?

Clientjoy is built for independent service providers and small agencies managing a handful of clients. It works well for solo operators or teams of up to 10 people. The platform is not designed for large enterprises with complex sales teams or hundreds of users; its simplicity and pricing favor businesses that need a straightforward, all-in-one client management solution.

Key Problems Solved

Clientjoy solves the common pain point of juggling multiple tools for CRM, proposals, e-signature, invoicing, and payment collection. It eliminates the need for separate subscriptions to services like Pipedrive, PandaDoc, and Calendly by combining sales pipeline, document sending, e-sign, invoicing, and scheduling into one platform. Automated invoice reminders and a public scheduler reduce manual follow-ups, while data rooms and a client portal improve transparency.

Real Use Cases

A freelance designer uses Clientjoy to send proposals with e-sign, onboard clients via a branded portal, and collect payments through recurring invoices. A consultant tracks leads through a custom sales pipeline, sends automated email sequences, and closes deals faster. A small agency manages multiple client accounts, shares files securely in data rooms, and gets paid on time using multi-currency invoice reminders integrated with Stripe, PayPal, and Payoneer.

• Sales Pipeline with Kanban View — Track opportunities from lead to closed deal with custom stages and visual drag-and-drop.
• Proposals & Contracts with E-Sign — Create, send, and e-sign documents; one-click convert to invoice.
• Customer Portal — White-labeled client dashboard for proposals, invoices, files, and communication.
• Invoicing & Payments — One-time, split, and recurring invoices with Stripe, PayPal, and Payoneer integration.
• Email Sequences & AI Writer — Drip campaigns with open tracking and JoyAssist AI for cold emails and replies.
• Web Forms & Public Scheduler — Capture leads from website forms and let prospects book meetings directly.
• Data Rooms — Centralized file sharing between you and clients for secure collaboration.

Clientjoy pricing: from $44/mo. Billing model: Free.

For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →

Starter Plan

$44/month billed annually ($49 monthly). Includes up to 5 team members, 25 client accounts, 50 client users, and basic listings management for 25 locations.

Premium Plan

$89/month billed annually ($99 monthly). Includes up to 10 team members, 100 client accounts, unlimited client users, listings management for 100 locations, and review management.

Enterprise Plan

$49 per member per month billed monthly. Includes everything in Premium plus a dedicated account manager, priority support, custom reports, 2FA, EMM, and SAML-based SSO.

All plans offer a free trial with no credit card required. Cancel anytime.

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