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8th October 2020 (Clientjoy 2.0)

▶️ New Releases

Clientjoy 2.0 🔥

Leads 2.0

  • The New Kanban is much more powerful and smooth. It allows you to add Leads in either top of a stage or bottom of a stage.

  • It's very easy to add new cards and drag and drop them in stages.

  • You can add new stages and re-order them directly from the Kanban view. No need to go to settings.

  • Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.

  • Now you don't need to go to settings for adding stages, lead sources, etc, everything possible from the kanban view.

Customer 2.0

  • New and intuitive UI

  • Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.

  • Now the company is no-more mandatory information while creating a customer. You can add your contacts as customers and then can send Invoices or Proposals to them.

Proposal 2.0

  • New and Intuitive UI

  • The new proposal engine is made from the latest technology, it's much more faster and robust.

  • Our merge field engine is much more advanced now. You can directly use it by pressing "[", it will show a list of all available merge fields.

  • Merge fields will be directly visible in the Proposal so you know how much exact space will the value take.

  • We've added exciting new capabilities in proposals like

    • Adding page background images and colors,

    • Set font for the whole proposal,

    • Dividers,

    • Make an image circular,

    • Set alternate colors of rows in the table, etc.

  • Our new PDF engine is much more closer looking to your Proposal.

  • The new Audit trails give you a full overview of the Proposal in a timeline format.

  • Now you can send one proposal reminder before the expiration date and set its template. You can even change the reminder configuration for a specific proposal.

Invoice 2.0

  • Now you can preview the Invoice while you are making it.

  • Other than setting default, you can also define a custom color for specific invoices.

  • Our new PDF engine is much more closer looking to your Invoice.

  • Now offline payment methods are visible in Invoice and the PDFs

  • Now you can send one invoice reminder before the due date and set its template. You can even change the reminder configuration for a specific Invoice.

  • The new Audit trails give you a full overview of the Invoice in a timeline format.

Additional improvements

  • Now you don't need to type the currency name and ISO code when adding a currency to your workspace. We've prepopulated the list with all available currencies which can be chosen easily.

  • All listing views come with some one-click quick filters to find records fast.

  • All listing view can be customized to choose the list of columns to show along with their order.

  • There is a quick add button available on the Dashboard which is a shortcut to adding a new item, invoice, proposal, lead, etc.