Imagine juggling client prospects, contracts, payments, and follow-ups all while trying to grow your agency. Clientjoy, now known as Synup OS, promises to simplify this chaos by offering a unified platform built specifically for agencies. This review dives into how its features—from custom sales pipelines to AI-powered email writing—can transform agency workflows.
The Problem: Chaos in Agency Operations
Running a digital agency is a balancing act. Every day, teams juggle a growing list of prospects, ongoing client communications, and the never-ending cycle of payments and invoices. For many agencies, this means hopping between multiple tools—one for sales, another for project management, a third for invoicing, and yet another for client engagement. This patchwork approach leads to scattered client information, missed follow-ups, and a constant struggle to manage client tasks efficiently.
At the heart of the problem is the lack of a unified system. Agencies often find themselves:
Chasing down client details across emails, spreadsheets, and chat threads
Manually tracking sales opportunities, which increases the risk of letting leads slip through the cracks
Spending hours on repetitive administrative work instead of focusing on growth and creative projects
Struggling to maintain client engagement after a deal is closed, as traditional CRMs typically lose their usefulness post-sale
Managing complex sales cycles and follow-ups without a streamlined, centralized tool
This operational chaos isn’t just inconvenient—it’s costly. Agencies waste valuable time and energy on manual processes, which can lead to lost revenue and frustrated clients. The absence of a single platform to manage client information centralized and oversee sales pipeline management features means that important tasks and opportunities are easily overlooked. As a result, agency founders and their teams are often bogged down by routine administration, leaving little room for innovation or scaling the business.
One of the most common pain points is the disconnect that happens after a deal is marked as ‘Closed Won.’ Many CRMs are designed to manage the sales process up to this point, but they fall short when it comes to sustaining client engagement and managing ongoing relationships. This creates a gap where agencies lose momentum, miss out on upsell opportunities, and struggle to deliver a consistent client experience. As Lazlo L, Founder & UI/UX Designer, puts it:
"Clientjoy’s simplicity helps me keep track of every opportunity and follow-up, which was lacking before."
Without a robust system to manage client tasks and nurture relationships beyond the initial sale, agencies risk losing clients to competitors who offer a more seamless and engaging experience. The challenge intensifies as agencies grow, with more clients, more projects, and more transactions to handle. Manual processes and scattered tools simply can’t keep up with the demands of a scaling operation.
Moreover, the lack of integrated payment workflows adds another layer of complexity. Agencies must manually send invoices, chase payments, and reconcile transactions—often across different currencies and payment gateways. This not only slows down cash flow but also increases the administrative burden on already stretched teams.
In summary, the chaos of agency operations stems from fragmented tools, manual processes, and the inability to manage the entire client journey—from prospecting to payment—in one place. Agencies need a solution that brings together client information centralized, sales pipeline management features, and tools to manage client tasks, all within a single, easy-to-use platform. This is where Clientjoy positions itself as a game-changer, aiming to reduce operational friction and empower agencies to focus on what matters most: growth and client satisfaction.
Custom Sales Pipelines & Prospect Engagement
One of the standout strengths of Clientjoy (now Synup OS) is its robust approach to sales pipeline management features and prospect engagement. Designed specifically for agencies, the platform allows users to create fully custom sales pipelines that match their unique sales processes. This flexibility is a game-changer for digital marketing, design, and IT agencies, as well as consultants, who often juggle multiple deals at various stages. By visualizing each opportunity, agencies can prioritize leads, track progress, and ensure that no prospect slips through the cracks.
Tailored Pipelines for Clear Sales Visibility
Custom pipelines in Clientjoy provide a clear, drag-and-drop interface for managing opportunities. Agencies can define their own stages—such as “Qualified,” “Proposal Sent,” or “Negotiation”—and move deals through the funnel with ease. This visual clarity helps teams focus on high-priority prospects and allocate resources more effectively. According to Lux Lungo, CEO & Project Lead:
“Clientjoy’s sales pipeline and engagement tools significantly accelerated our deal closures.”
This testimonial highlights how custom pipelines not only organize sales activities but also speed up the path from lead to client.
Integrated Activity Tracking & Communication
Clientjoy’s two-way email and calendar integrations are central to its prospect lead identification and engagement strategy. Agencies can connect popular platforms like Google and Microsoft, making it easy to schedule meetings, set follow-up tasks, and track every client interaction—all from within the same dashboard. This integration ensures that no meeting or follow-up is missed, and all communication is logged for future reference.
Set reminders for follow-ups and meetings
Sync appointments directly with your calendar
Track all emails and responses in one place
Email Marketing Automation & Engagement Insights
Clientjoy excels at email marketing automation, providing tools to nurture leads and optimize outreach. Agencies can automate warm-up sequences for cold leads, ensuring consistent engagement without manual effort. The platform tracks email open rates and responses, giving users actionable insights to refine their campaigns and improve conversion rates. This data-driven approach helps agencies identify which prospects are most engaged, allowing for smarter follow-ups and better resource allocation.
AI-Powered Prospect Communication
A unique feature is JoyAssist, Clientjoy’s built-in AI writer. JoyAssist helps users quickly compose cold emails, follow-ups, and replies, dramatically reducing the time spent on manual outreach. This AI tool is especially valuable for agencies managing large volumes of prospects, as it ensures timely, personalized communication at scale.
Streamlined Scheduling and E-Signatures
Clientjoy’s public scheduler simplifies the process of booking meetings, letting prospects pick available slots without the back-and-forth of email coordination. For closing deals, the platform supports electronic signatures on contracts, proposals, and estimates—speeding up turnaround times and reducing friction in the sales process.
Custom sales pipelines enhance opportunity visibility and prioritization
Integrated calendars and emails improve internal and client communication
AI tools and automation speed up lead nurturing
Public schedulers and e-signatures make client engagement seamless
With over 13,000 agencies across 90 countries relying on Clientjoy, these sales pipeline management features and prospect engagement tools are proven to simplify complex workflows and drive agency growth.
Payment Processing and Financial Automation
One of the standout strengths of Clientjoy (now Synup OS) is its robust payment processing integration and financial automation features, which are specifically designed to meet the needs of modern agencies working with clients around the globe. By centralizing billing, invoicing, and payment management, Clientjoy helps agencies maintain healthy cash flow, reduce administrative overhead, and deliver a seamless client experience.
Flexible Invoicing with Multiple Currency Billing
Clientjoy supports a wide range of invoicing options, including one-time, split, and recurring invoices. This flexibility is essential for agencies that handle diverse project types and payment structures. The platform’s multiple currency billing capability stands out as a critical asset for agencies serving international clients. With just a few clicks, users can issue invoices in the currency of their client’s choice, eliminating confusion and streamlining cross-border transactions.
One-time invoices for single projects or deliverables
Split invoices for milestone-based payments
Recurring invoices for retainer or subscription-based services
Multi-currency support for global billing needs
This comprehensive approach to invoicing ensures agencies can adapt to any client arrangement, while the multi-currency feature removes barriers to international growth.
Seamless Payment Gateway Integration
Clientjoy’s payment processing integration is both simple and powerful. Agencies can connect popular payment gateways—including Stripe, PayPal, and Payoneer—directly to their account. This allows clients to pay invoices quickly and securely, reducing friction and improving the overall payment experience.
Stripe: Ideal for credit card and ACH payments
PayPal: Widely trusted for global transactions
Payoneer: Perfect for agencies with international clientele
By supporting these major gateways, Clientjoy ensures agencies can accept payments from virtually anywhere, in any currency, making it a top choice for scaling operations worldwide.
Automated Invoicing and Payment Reminders
A major pain point for agencies is chasing overdue payments. Clientjoy addresses this with automated invoicing and payment reminders. Once an invoice is sent, the system automatically follows up with clients who haven’t paid, reducing the time spent on manual reminders and dramatically lowering the risk of overdue invoices.
Julie K., Founder & Marketer: "Clientjoy streamlined our payments—reminders and invoicing have never been easier."
Research shows that automated reminders can significantly reduce overdue payments, helping agencies maintain steady cash flow and focus on growth rather than collections.
Financial Analytics and Reporting
Clientjoy provides agencies with detailed finance reports and analytics, giving them a clear picture of revenue, outstanding invoices, and payment trends. These insights are invaluable for planning, forecasting, and making strategic financial decisions. Agencies can easily track which clients are up to date, identify bottlenecks, and optimize their billing processes.
Revenue tracking by client, project, or time period
Expense planning and forecasting tools
Customizable financial dashboards
With pricing plans starting at $49/month for the Starter Plan (one user) and $99/month for the Premium Plan (three users), Clientjoy offers accessible, scalable financial automation for agencies of all sizes.
White Label Client Portals: Branding and Transparency
A standout feature of Clientjoy (now Synup OS) is its white label CRM tools, which empower agencies to deliver a fully branded client portal experience. Agencies can easily customize the portal with their own domain, logo, and color schemes, ensuring every client interaction reinforces their unique brand identity. This level of personalization not only projects professionalism but also builds trust and loyalty among clients—key drivers of long-term retention.
Client Portal Branded for Professionalism
With Clientjoy, agencies can create a seamless branded journey for clients from the very first touchpoint. The ability to use a custom domain and agency branding means clients never see third-party logos or generic interfaces. Instead, every login and interaction feels like an extension of the agency’s own website. As Lux Lungo, CEO & Project Lead, shares:
"The branded client portal elevated our professionalism and client satisfaction."
This branded approach is more than just aesthetics—it signals reliability and attention to detail, which can set agencies apart in a crowded market.
Unified Access: Files, Invoices, Proposals, and Payments
Clientjoy’s client portal brings together all essential client-facing documents and updates in one place. Clients can securely access:
Proposals and contracts for review and e-signature
Invoices (one-time, split, or recurring) and payment statuses
Shared files and data rooms for ongoing projects
Meeting schedules and activity timelines
This unified access eliminates the confusion of scattered emails and attachments, streamlining the client experience. Agencies can also embed apps or live links directly within the portal, ensuring all communications and updates are centralized and easy to find.
Secure Document Sharing and Collaboration
Security and efficiency are at the core of Clientjoy’s document sharing payments system. The platform offers bank-grade 256-bit encryption and is fully GDPR compliant, giving both agencies and clients peace of mind when sharing sensitive files. Data rooms within the portal allow for secure, organized file sharing, reducing the risks associated with traditional email attachments and ensuring only authorized users have access.
This secure approach not only protects client data but also enhances communication efficiency. By keeping all project files, contracts, and payment documents in a single, protected location, agencies and clients can collaborate more effectively, avoid miscommunication, and accelerate project timelines.
Centralized Communication and Transparency
Clientjoy’s white-labeled portals are designed to keep all stakeholders on the same page. Agencies can embed live links, integrate third-party apps, and provide real-time updates within the portal. This centralization reduces the back-and-forth of email threads and ensures that clients always have the latest information at their fingertips.
Transparent access to project documents, payment statuses, and communication logs not only improves the client experience but also builds trust. Clients appreciate the clarity and ease of use, while agencies benefit from reduced administrative overhead and fewer client queries.
In summary, Clientjoy’s white label CRM tools and branded client portal capabilities offer agencies a powerful way to enhance professionalism, streamline collaboration, and foster lasting client relationships—all while maintaining the highest standards of security and transparency.
Why Clientjoy Stands Out: Testimonials and Unique Features
Clientjoy, now known as Synup OS, has quickly become a favorite among agencies seeking to reduce churn forecasting, know client activities, and grow sales—all within a single, scalable platform. What truly sets Clientjoy apart is its commitment to ongoing client engagement, robust automation, and a user-friendly experience that extends far beyond the traditional CRM model.
Unlike many CRMs that lose their value after a deal is marked as ‘Closed Won,’ Clientjoy continues to deliver with a suite of engagement tools designed to nurture client relationships throughout the entire lifecycle. According to Julie K., Founder & Marketer,
"This platform keeps us connected with clients long after the sale, which really grew our business."
This sentiment is echoed by many users who appreciate the platform’s ability to maintain and deepen client engagement, directly contributing to agency growth and retention.
A major reason agencies choose Clientjoy is its AI-powered features, particularly the JoyAssist AI writer. This tool accelerates communication by helping users quickly compose cold emails and replies, ensuring outreach is both timely and effective. The platform’s AI automations don’t just save time—they also help agencies reduce churn forecasting by up to 15%. With advanced churn forecasting and risk parameters, agencies can proactively identify at-risk clients and take action before issues escalate, resulting in stronger client retention and more predictable revenue streams.
Clientjoy’s integration capabilities are another highlight. The platform supports seamless two-way integration with major email and calendar providers, allowing agencies to know client activities in real time and streamline appointment scheduling. Its customizable web forms convert website visitors into prospects, while the custom sales pipeline makes it easy to track opportunities, schedule follow-ups, and monitor engagement metrics such as email open rates. These features empower agencies to manage everything needed to grow sales within a unified operating system.
Financial management is also a core strength. Clientjoy’s invoicing system supports one-time, split, and recurring payments, with integration for Stripe, PayPal, and Payoneer. Agencies can bill clients in multiple currencies and automate reminders for outstanding invoices, improving cash flow and reducing administrative overhead. Detailed analytics and reporting tools provide actionable insights, helping agencies plan expenses and make informed financial decisions.
Security and compliance are top priorities for Clientjoy. The platform is GDPR-compliant and offers a white-labeled portal, enabling agencies to deliver a branded, secure experience for their clients. Shared access to files, invoices, and payment statuses ensures transparency, while embedded apps and live links keep all communications and updates centralized.
Client testimonials consistently praise Clientjoy’s ease of use, flexibility, and the tangible impact it has on agency operations. With support for over 40 million contacts and AI-driven lead insights, Clientjoy stands out as a reliable, future-ready solution. Its unique blend of automation, integration, and ongoing engagement tools makes it an essential operating system for agencies determined to reduce churn, know client activities, and grow sales efficiently and securely.
