Clientjoy launched around the same time as Ahsuite, and I still remember having some really thoughtful conversations with its founder, Yash Shah. He’s an inspiring guy and built Clientjoy into a solid, well-loved tool for agencies and service professionals. As a fellow founder, I’ve followed their journey with admiration and have drawn inspiration from how they’ve evolved the product and stayed close to their users.
If you’re considering Clientjoy for your agency or freelance business—or just curious how it compares to other client-focused platforms—this guide will walk you through what it is, what it does, who it’s for, and what alternatives you might want to explore.
What is Clientjoy
Clientjoy is a cloud-based CRM and client portal solution designed for agencies, freelancers, and consultants. It aims to unify the entire client lifecycle—from lead capture and proposals to onboarding, communication, and payment—within a single platform.
Now part of Synup, Clientjoy positions itself as an “operating system for agencies,” offering tools to manage clients, automate workflows, and deliver a professional experience.
What is Clientjoy Used For?
Client Portal
Clientjoy offers a customizable, client portal where clients can access updates, documents, proposals, invoices, and shared files—all in one place. You can even embed apps or live links, so clients don’t have to dig through email threads.
Managing Leads and Prospects
At its core, Clientjoy includes a visual CRM with Kanban and list views to track your sales pipeline. It supports unlimited leads, smart custom fields, and tools to convert leads to clients with just one click.
Onboarding
You can create onboarding templates, e-sign documents, and send proposals and contracts using built-in tools. This reduces back-and-forth and speeds up the start of the client relationship.
Communication
Clientjoy integrates with your email and calendar, allowing for two-way sync, automated email sequences, open tracking, and meeting scheduling. Their JoyAssist AI even helps write cold emails or responses.
Who Uses Clientjoy?
Agencies
Clientjoy is especially popular with marketing, design, and IT agencies that need both client management and workflow automation.
Freelancers
Freelancers benefit from the all-in-one nature of the platform—especially the built-in proposals, invoicing, and communication features.
Consultants
Consultants use Clientjoy to organize onboarding, track project milestones, and give clients a centralized portal for collaboration and documentation.
What are the Main Features of Clientjoy?
Lead, Client, and Deal Management
Visual pipelines, lead scoring, task reminders, activity tracking, and notes for each client or prospect.
Proposal and Invoice Generation
Create, send, and e-sign proposals and contracts. Generate invoices with support for subscriptions, one-time, split, and recurring payments.
Email Sync and Tracking
Two-way email sync, sequences, open tracking, and AI-assisted content creation for outreach and follow-ups.
Customizable Client Portals
White-labeled portals with your branding, your domain, and optional embedded apps, files, and update feeds.
Integrations
Clientjoy connects with Stripe, PayPal, Razorpay, Google Drive, OneDrive, and offers public APIs and IFTTT support.
What are the Pros & Cons of Clientjoy?
Pros:
- All-in-one tool for agencies
- CRM, portal, invoicing, and email automation in one platform
- Custom client portal with white labeling
- Built-in proposal and e-sign tools
- Fair, transparent pricing
- Now backed by Synup, expanding its ecosystem
Cons:
- Can feel overwhelming for users who don’t need a CRM
- Pricing may be high for solo users compared to simpler tools
- Less suited for teams focused only on client delivery rather than sales
How Much Does Clientjoy Cost?
Clientjoy offers two core pricing tiers:
- Starter Plan – $49/month for 1 user
Includes lead capture, pipeline management, email sync, proposals, invoicing, scheduling, and integrations. - Premium Plan – $99/month
Includes everything in Starter plus 3 user licenses, full white labeling, custom scripts, API access, dedicated support, and sales mastermind sessions.
Clientjoy also occasionally offers a lifetime access deal for early-stage agencies to avoid recurring fees.
How to Get Started with Clientjoy
You can sign up for a 14-day free trial here without entering a credit card. The platform includes built-in onboarding templates, and you can book a live demo to walk through setup and best practices.
What are the Best Alternatives to Clientjoy?
Ahsuite
Ahsuite focuses on simplicity and client experience. It’s ideal for securely sharing files, tasks, links, and embedded content—all within a beautifully clean, password-protected portal. It’s free for up to ten client portals, making it great for freelancers and agencies who want to look professional without the CRM complexity.
SuiteDash
SuiteDash, a similarly full-featured tool that combines CRM, client portals, task management, and automations. Best for teams who want deep control and don’t mind a steeper learning curve.
Hubspot
A heavyweight CRM with marketing automation, sales pipelines, and customer service tools. Powerful but may be overkill unless you need the full suite.
Pipedrive
A sales-focused CRM with simple lead tracking and visual pipelines. Offers fewer client portal features but excels at deal management.
HighLevel
Built for marketers and agencies, HighLevel offers CRM, funnels, SMS/email automation, and white-labeled portals. Very powerful but complex.
Zoho CRM
A customizable CRM for businesses of all sizes. Includes email, invoicing, automation, and integrations, but limited client-facing portal tools.
Insightly CRM
Geared toward project-based businesses. Combines CRM and project management with integrations to tools like Google Workspace and Outlook.
Check out Ahsuite
Clientjoy has carved out a niche as an all-in-one platform for agencies and service providers looking to manage clients, automate workflows, and get paid faster. It includes everything from proposals and e-signatures to invoice tracking, email sequences, and a customizable white-labeled client portal. Now part of Synup—a company with its own track record of smart, agency-focused tools—Clientjoy continues to evolve as a comprehensive operating system for growing agencies.
But while Clientjoy excels at bringing the CRM and client portal worlds together, it may feel like too much for freelancers or teams who just want a simple, intuitive way to interact with clients. If you don’t need sales automation or marketing features, and your focus is on presenting deliverables in a clean, secure interface, Ahsuite might be the better fit.
Ahsuite is built to simplify the client experience. You can securely share files, tasks, and links—plus embed dashboards, documents, and even videos—all inside a password-protected portal. It’s free for up to ten portals, with optional white labeling when you’re ready to grow.
Try Ahsuite today and see how simple client collaboration can be—without the clutter or complexity of a full CRM.