Add new staff members by filling in their details and setting their permissions.
Create roles to be assigned to staff members and set permissions for the same.
Set up an email to be used whenever you shoots emails to your customers.
Set your tax rates as per your location so that there are never any miscalculations.
Pre-define the currencies that you will accept in your system.
Set your own custom fields as sometimes what we give might not be enough for you.
Easily find whatever you are looking for by just typing the relevant terms in the search bar
Log all the activities that you do in Clientjoy so that you can refer them back.
Get to know the real-time stats of every property you have.
Easily define the source from where you acquired you lead.
Set the status of your leads to know on what stage of the buyer’s journey they are on.
View your leads in Kanban to easily drag and drop as per the changing status.
If Kanban doesn’t suit you, view your leads in the list format.
Assigning leads to your team members has never been easy.
Create new customers with all the relevant customers data.
You can easily create new contact by adding information like name, email, phone, etc
View all your customers with their associated information in one place.
View all the contacts related to your customers in one single list.
Write notes to remember things associated to a customer.
Directly create proposals for your customer from within the same module.
Set reminders to get notified about tasks related to customers.
Upload necessary files required for a customer.
Directly delete the complete customer profile from your database.
Create new proposals using a pre-defined form for your leads/customers.
View all your proposals in a list with their specific tags.
Drag and drop your proposals from drafts to sent or from open to accepted.
View the status of all the proposals in one place.
Use the various filters to sort your proposals as per your convenience.
Email the proposals to your clients directly from the software.
Attach relevant files with your proposals in one place.
Add comments to a proposal to guide other collorators.
Set reminders to remind yourself about upcoming proposals.
Add notes to remember the necessary things related to the proposal
Track the emails of your proposals to know if they have been opened by the recipient
Customize the proposal as per your requirements.
Use a number of merge fields to easily edit your proposal.
Add all the items you want to include in your proposal.
Preview your proposal to see how it would lock when it is sent to the client.
Track if the proposal has been viewed by the customer.
Create new invoice for your customers by using a pre-defined invoice form
Set your invoices to recurring while creating them and view them under recurring invoices.
Filter invoices by payment status, payment modes, sale agent, etc
Export your invoice data to excel, csv or pdf file or print it directly from the software
Directly email the invoices to your customers from within the software
Recording your payments with all the relevant payment details has never been easier
Easily merge duplicate invoices to avoid multiple records
Set reminders of your invoices to never miss a deadline and get paid on time.
Add relevant notes to remind you of certain important things related to an invoice.
Track if your customer opened the invoice email sent to him
Create task for any of your invoice with the start and due dates
Get to know if your customer viewed the invoice emailed to him
Setup credit notes for all your eligible and loyal customers
Set discounts for your customers and make them stick for long
Add new item by filling in details like name, description, group, tax rate and unit.
Import a csv file of your items directly to the software
Create groups to group and sort your items accordingly
Search an item by their name, description, rate, tax, unit and group name
Add different modes for your invoices and expenses
Setup different payment gateways from a number of options like Paypal, PayUMoney etc.
Smoothly search payments data by entering relevant terms in the search bar.
Export your payment data in excel csv or a pdf file or print them directly for ready reference
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