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Review · Collaboration

Clientjoy review

An agency CRM with proposals, invoices and a white-label client portal in one plan.

By the TopToolAdvisor research desk · Updated November 12, 2026

Features (35%)
7.8
Ease of use (35%)
8.2
Value (30%)
8.2

Clientjoy is a CRM for agencies that covers client work from first lead to final invoice. It runs on one plan with no feature gates: $199 per user per year, which works out to $16.58 a month per user, with monthly billing also available. Every workspace gets unlimited leads, contacts and companies, a deal pipeline in kanban or list view, unlimited proposals with e-signatures, unlimited invoices, booking pages, unlimited email sequences, web forms and reusable templates. The branded client portal and white labeling are included, and clients get portal access free. The limits are in storage and email: 5 GB of file storage and 1,000 emails a month per workspace. That makes Clientjoy a sound pick for a sales-minded agency that wants proposals and invoices in front of clients, but a weaker one for firms that exchange large files, where Clinked or SuiteDash offer far more storage.

Who it is for

Small agencies that want CRM, proposals and a portal on one simple plan

Price

One plan at $199 per user per year ($16.58 per user per month); 14-day free trial.

That’s $16.58 a month per user, billed yearly.
Quoted from the vendor pricing page on November 12, 2026.

Key features

  • Branded client portal with free portal access for clients
  • White labeling included
  • Unlimited proposals with e-signatures and unlimited invoices
  • Deal pipeline in kanban or list view with web forms
  • Booking pages and unlimited email sequences

Strengths and weaknesses

  • Strength: One plan with every feature, no tiers
  • Strength: Clients do not need a paid seat to use the portal
  • Strength: Switch between monthly and yearly billing any time
  • Weakness: 5 GB file storage per workspace
  • Weakness: 1,000 emails a month per workspace
  • Weakness: Fewer file management features than portal-first tools

Key facts

  • Price: $199 per user per year
  • Free trial: 14 days
  • Storage: 5 GB per workspace
  • Plans: One plan with all features

Where it ranks

Clientjoy is No. 7 in our Best Client Portal Software verdict.

Alternatives we scored

Visit clientjoy.io · Questions or corrections: editorial@toptooladvisor.com