Name: Clientjoy - Portal for your Clients
Rating: 5 (1 reviews)

Clientjoy - Portal for your Clients

by Clientjoy

5/5

In Manage contracts, Enable payments and tracking

Description How to set up Reviews (1)

Clientjoy helps your Business set up a white-labelled Portal for your Clients. It also helps you e-Sign your Documents and Get Paid with Invoicing.

In Manage contracts, Enable payments and tracking

Description

Clientjoy's Pipedrive App helps you to directly move your 'Closed Won' Deals in Pipedrive as 'Clients' into Clientjoy. Once a Client is created in Clientjoy, you can log in to Clientjoy and offer a Stellar Client Experience.

It includes:

Ability to build White-Labelled Client Portals that integrate with 1000+ Apps including Click up, Google Data Studio, Airtable, Figma, Canva etc. Ability to create and send One-Time, Split or Recurring Invoices with Auto-Reminders Native and Powerful integrations with Stripe, Paypal and Payoneer for Payment Collections Ability to create and send Documents like Contracts, Proposals, Quotes and Estimates to get them e-Signed

Clientjoy's integration with Pipedrive will help you reduce your Turn around Times across your Client Life-Cycle from Prospect to Payment.

Installation instructions

Click install now and connect your Pipedrive account with Clientjoy.
Choose the relevant 'Workspace' where your 'Closed Won' Deals should be added as 'Clients' in Clientjoy while connecting the account
Done, start offering a Stellar Experience to your Clients