Clientjoy Review: CRM and Invoicing for Freelancers
Clientjoy helps freelancers and small agency owners manage the client lifecycle from lead capture to payment. It is designed for teams that need to combine CRM tools with invoicing and client portals.
At a glance
- Category
- Sales
- Best for
- Freelancers, Solopreneurs, Marketing agencies, Design agencies, Consultants
- Pricing
- The Starter Plan is $44/month (billed annually) or $49/month (billed monthly). The Premium Plan is $89/month (annual) or $99/month (monthly). The Enterprise Plan is $49 per member, per month. A free trial is available and does not require a credit card.
- Key use cases
- Lead and Pipeline Management, Client Onboarding and Collaboration, Proposal and Contract Execution, Billing and Revenue Collection
- Integrations
- Stripe, PayPal, Payoneer, Razorpay, Instamojo
- Official website
- clientjoy.com
Clientjoy is a CRM and business management tool built for solopreneurs, consultants, and small agency teams. It centralizes administrative tasks, allowing users to track their sales pipeline and manage client interactions within a single platform.
The software supports service-based businesses such as marketing, design, and IT agencies. It provides a workflow that begins with lead capture via web forms and extends through proposal creation, electronic signatures, and payment collection.
Users can utilize the client portal to share files and updates, while the invoicing system supports multi-currency billing and automated reminders. The platform also includes an AI assistant to help generate cold emails and replies.
Buyers should confirm that the plan limits for team members and client accounts meet their operational needs, as these vary between the Starter and Premium tiers.
Key Features
Visualizes opportunities using Kanban or list views to track leads from prospect to customer.
A dedicated space for clients to access shared files, invoices, and project updates, with white-labeling available on specific plans.
Supports the creation of proposals from templates and the collection of electronic signatures.
Supports one-time, split, and recurring invoices with automated payment reminders.
Provides a personalized booking URL with two-way calendar synchronization.
An AI content writer designed to help generate cold emails and replies.
Use Cases
Capturing prospects through web forms and moving them through a custom sales pipeline.
Using a portal to share onboarding templates, data rooms, and project files.
Creating proposals and contracts that clients can sign electronically.
Sending recurring or milestone-based invoices and collecting payments via native integrations.
Best For
Integrations
Pricing
The Starter Plan is $44/month (billed annually) or $49/month (billed monthly). The Premium Plan is $89/month (annual) or $99/month (monthly). The Enterprise Plan is $49 per member, per month. A free trial is available and does not require a credit card.
FAQ
It is designed for freelancers, consultants, solopreneurs, and small agencies such as marketing, design, and IT firms.
Yes, white-labeling for the client portal is available as a feature of the Premium plan.
The platform has native integrations with Stripe, PayPal, Payoneer, Razorpay, and Instamojo.
Yes, a free trial is available and does not require a credit card to start.
Source category: Sales
Source subcategory: CRM
