Clientjoy Features
What are the features of Clientjoy?
Platform
- Customization
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
Top Rated Clientjoy Alternatives
Clientjoy Categories on G2
Filter for Features
Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 15 Clientjoy reviews. | 93% (Based on 15 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 15 reviewers of Clientjoy have provided feedback on this feature. | 92% (Based on 15 reviews) | |
User, Role, and Access Management | As reported in 14 Clientjoy reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 88% (Based on 14 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 12 Clientjoy reviews. | 79% (Based on 12 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 13 Clientjoy reviews. | 87% (Based on 13 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 13 reviewers of Clientjoy have provided feedback on this feature. | 91% (Based on 13 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 13 Clientjoy reviews. | 88% (Based on 13 reviews) |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 19 Clientjoy reviews. | 95% (Based on 19 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 16 Clientjoy reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 86% (Based on 16 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 19 reviewers of Clientjoy have provided feedback on this feature. | 93% (Based on 19 reviews) | |
Task / Activity Management | As reported in 19 Clientjoy reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 88% (Based on 19 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 18 Clientjoy reviews. | 87% (Based on 18 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 14 Clientjoy reviews. | 87% (Based on 14 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 19 Clientjoy reviews. | 90% (Based on 19 reviews) | |
Quote & Order Management | As reported in 18 Clientjoy reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 94% (Based on 18 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 19 reviewers of Clientjoy have provided feedback on this feature. | 92% (Based on 19 reviews) |
Marketing Automation
Email Marketing | As reported in 15 Clientjoy reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 81% (Based on 15 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 15 Clientjoy reviews. | 83% (Based on 15 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 21 Clientjoy reviews. | 91% (Based on 21 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 13 Clientjoy reviews. | 88% (Based on 13 reviews) |
Customer Support
Customer Support Portal | Based on 15 Clientjoy reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 91% (Based on 15 reviews) | |
Call Center Features | As reported in 12 Clientjoy reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 85% (Based on 12 reviews) |
Integration
Data Import & Export Tools | Based on 14 Clientjoy reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 90% (Based on 14 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | As reported in 10 Clientjoy reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 77% (Based on 10 reviews) |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 14 reviewers of Clientjoy have provided feedback on this feature. | 69% (Based on 14 reviews) | |
Social Network Integration | As reported in 14 Clientjoy reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 64% (Based on 14 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 15 Clientjoy reviews. | 71% (Based on 15 reviews) |
Reporting & Analytics
Reporting | As reported in 17 Clientjoy reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 90% (Based on 17 reviews) | |
Dashboards | Based on 19 Clientjoy reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 94% (Based on 19 reviews) | |
Forecasting | Based on 14 Clientjoy reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 81% (Based on 14 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
