Clientjoy :Clientjoy’s proposals function lets users send documents to both their leads and current clients.Meanwhile, the rich HTML editor offers super useful features like online signing, comments, and merge fields to make creating and completing proposals as painless as possible.You can also track the status of each proposal, so you’re never in the dark about how far along things
Clientjoy also makes sure your money is in order.Quickly create invoices that have embedded payment links for easy processing, plus view payment statuses and automate recurring invoices to save time.You can also manage which services you’re selling, segment them into groups, and control the pricing right in Clientjoy
The dashboard is where you’ll find analytics across all of your modules.You’ll have a breakdown of leads and conversions, as well as their sources, so you can make informed decisions about next company steps.Clientjoy also lets you manage all of your client data from past deals to outstanding invoices.
When it comes to sales funnels, we’re all starving for simplicity (same goes for those elaborate cake recipes on Pinterest).Clientjoy combines the entire client journey from lead to invoicing in one platform, saving you both time and stress.
Last month, I started a new service in my company that requires about 4 production stages ending with a Stripe invoice to the client. We started slow with 4 new clients this month to practice. We successfully closed 2 but as I expected, my assistant was struggling and losing track each client’s progress and stages.