Clientjoy Reviews & Ratings

Clientjoy

5.0 out of 5 stars
Birdview PSA Reviews & Ratings

Birdview PSA

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 3 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Clientjoy?

Clientjoy is a comprehensive CRM solution that allows users to efficiently handle their sales pipeline, client interactions, appointments, emails, proposals, contracts, invoices, payment collections, and email campaigns. It is acclaimed for combining the functionalities of eight powerful tools into one user-friendly platform, eliminating the feeling of being overwhelmed. Accelerate the growth of your agency by fostering enduring relationships with clients throughout every stage of their journey. Establish streamlined processes that ensure your sales team is always clear on their next steps, while the sales pipeline feature highlights crucial tasks that require your attention, ensuring no opportunity slips through the cracks. Gain insights and maintain control with real-time reports and updates on all sales activities conducted by your team. Effortlessly create proposals and contracts using pre-defined templates and items, saving valuable time. Moreover, manage client information and contacts securely on the platform, with customizable access permissions, allowing you to maintain privacy and control. Access a comprehensive history of interactions with each client in a centralized location, covering projects, proposals, and invoices. Designed specifically for small and medium-sized businesses, including agencies and freelancers, Clientjoy CRM offers a 14-day trial to explore its features. Currently, a limited-time lifetime deal is available for just $129 per user, providing excellent value for those seeking a long-term CRM solution.

What is Birdview PSA?

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Media

Media

Integrations Supported

Wufoo
Authorize.Net
Braintree
PayPal
Stripe
Zapier

Integrations Supported

Wufoo
Constant Contact Lead Gen & CRM
Dropbox
Gmail
Google Calendar
Jira
Jira Work Management
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Project
Salesforce
Slack
Workato
Zendesk

API Availability

API Availability

Pricing Information

$149 one-time fee

Pricing Information

$13.50/month/user
Lite - starts at $13.50 per user per month
Team - starts at $20.50 per user per month
Enterprise - price upon request
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clientjoy

Date Founded

2019

Company Location

India

Company Website

www.clientjoy.io

Company Facts

Organization Name

Logic Software

Date Founded

1999

Company Location

Canada

Company Website

birdviewpsa.com

Categories and Features

Advertising Agency

Not specified

CRM

Not specified

Proposal Management

Not specified

Sales Tracking

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Reporting/Analytics
Spreadsheet View
Task Board View
To-Do List View

Categories and Features

Advertising Agency

Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Collaboration

Calendar Management
Project Management
Task Management
Version Control

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Task Management
Time & Expense Tracking

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management

Collaboration
Milestone Tracking
Prioritization
Resource Management
Workflow Management

Professional Services Automation

Billing & Invoicing
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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