Migrate your Clientjoy data
All-in-one CRM for freelancers, consultants, and small agencies that bundles lead pipeline, proposals, e-sign documents, client portals, and invoicing under one roof.
In its favor
Why people choose Clientjoy
The signal that keeps Clientjoy on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Simple per-user pricing with a generous 14-day free trial lets small teams and solo operators validate fit before committing to a paid tier.
The platform bundles CRM, proposals, e-signing, client portals, and invoicing into one tool, reducing the need to stitch together multiple subscriptions.
Pipeline visualization is praised for its simplicity, making it easy for non-technical freelancers to manage lead stages without training.
White-labeling on the Agency plan appeals to agencies that want a fully branded client experience without building custom software.
Multi-currency support and recurring invoice automation help service businesses automate billing workflows without manual intervention.
Post-Synup acquisition, support has become nearly non-existent — tickets go unanswered and are closed without communication, according to multiple G2 reviewers.
The document builder is described as almost unusable by multiple reviewers, severely impacting workflows that rely on proposal and contract generation.
Connectivity issues plague the platform, affecting document creation and overall reliability for time-sensitive client work.
The platform's per-user pricing model does not scale favorably as agencies grow — adding multiple team members becomes cost-prohibitive compared to flat-rate alternatives.
Reasons to switch
Why people leave Clientjoy
The recurring reasons buyers give for replacing Clientjoy. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Clientjoy fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Clientjoy pricing overview
Clientjoy uses a per-user, per-month pricing model across three tiers. The Starter plan starts at $15/user/month, Agency at $25/user/month, and Enterprise at $49/user/month. A 14-day free trial is available with no credit card required. API access is gated behind the Agency plan.
Starter
Tier 1 of 3
$15/user/month
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Clientjoy's schedule — see our quote-based pricing →
What gets migrated
Clientjoy object support
Object-by-object support for Clientjoy migrations. Per-pair details surface during scoping.
Leads
Fully supportedLeads are the top of Clientjoy's funnel. We migrate all standard lead fields plus any custom fields defined on the Leads tab. Pipeline stage assignments are preserved as a Contact property in the destination.
Customers
Fully supportedCustomer records carry contact details, company info, and lifecycle status. We map these to the destination CRM's Contacts or Accounts object and preserve any associated tags or custom field data.
Pipelines
Mapping requiredPipeline definitions and stage names are exported via the API. Custom pipeline configurations may require manual review post-import, as stage ordering and naming conventions differ across CRMs.
Invoices
Mapping requiredClientjoy supports both one-time and recurring invoices. We map invoice headers, line items, tax rates, and payment status. Recurring invoice schedules are preserved as metadata. Currency information is retained when multi-currency is enabled on the Agency plan.
Documents and Templates
Mapping requiredDocument templates use merge fields tied to Lead, Customer, and Invoice objects. We extract templates and their field associations but note that e-sign audit trails and signed copies may require re-processing in the destination if the target does not natively support Clientjoy's e-sign flow.
Custom Fields
Mapping requiredCustom fields are available on Leads and Customers but are gated to the Agency plan and above. We export field definitions alongside data values. Field types (text, dropdown, date, etc.) are mapped to equivalent types in the destination CRM.
Email Sequences
Mapping requiredEmail sequences are stored as automation objects tied to specific trigger conditions. We export sequence steps and timing rules. Automated sends tied to pipeline stages require reconfiguration in the destination marketing automation system.
Client Portal
Mapping requiredClient Portal configurations including white-label settings, custom domain, CSS styling, and embedded widgets are exportable as configuration data. Portal content and uploaded files are migrated separately from configuration data.
Appointments and Scheduler
Mapping requiredAppointment records are migrated with date, time, invitee, and status. Booking page configurations are exportable but may require recreation in the destination calendar integration tool.
Web Forms
Mapping requiredWeb form definitions and field mappings are exported. Form-to-Lead field associations are preserved in our mapping table so leads submitted post-migration route correctly.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Leads are the top of Clientjoy's funnel. We migrate all standard lead fields plus any custom fields defined on the Leads tab. Pipeline stage assignments are preserved as a Contact property in the destination. |
| Customers | Fully supported | Customer records carry contact details, company info, and lifecycle status. We map these to the destination CRM's Contacts or Accounts object and preserve any associated tags or custom field data. |
| Pipelines | Mapping required | Pipeline definitions and stage names are exported via the API. Custom pipeline configurations may require manual review post-import, as stage ordering and naming conventions differ across CRMs. |
| Invoices | Mapping required | Clientjoy supports both one-time and recurring invoices. We map invoice headers, line items, tax rates, and payment status. Recurring invoice schedules are preserved as metadata. Currency information is retained when multi-currency is enabled on the Agency plan. |
| Documents and Templates | Mapping required | Document templates use merge fields tied to Lead, Customer, and Invoice objects. We extract templates and their field associations but note that e-sign audit trails and signed copies may require re-processing in the destination if the target does not natively support Clientjoy's e-sign flow. |
| Custom Fields | Mapping required | Custom fields are available on Leads and Customers but are gated to the Agency plan and above. We export field definitions alongside data values. Field types (text, dropdown, date, etc.) are mapped to equivalent types in the destination CRM. |
| Email Sequences | Mapping required | Email sequences are stored as automation objects tied to specific trigger conditions. We export sequence steps and timing rules. Automated sends tied to pipeline stages require reconfiguration in the destination marketing automation system. |
| Client Portal | Mapping required | Client Portal configurations including white-label settings, custom domain, CSS styling, and embedded widgets are exportable as configuration data. Portal content and uploaded files are migrated separately from configuration data. |
| Appointments and Scheduler | Mapping required | Appointment records are migrated with date, time, invitee, and status. Booking page configurations are exportable but may require recreation in the destination calendar integration tool. |
| Web Forms | Mapping required | Web form definitions and field mappings are exported. Form-to-Lead field associations are preserved in our mapping table so leads submitted post-migration route correctly. |
Gotchas
What to watch for in Clientjoy migrations
Issues we've hit on past Clientjoy migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
API access requires Agency plan or higher
Document builder reliability is poor
Post-Synup support degradation affects data hygiene
Custom fields require Agency plan
E-sign audit trails are platform-specific
| Severity | Issue |
|---|---|
| High | API access requires Agency plan or higher |
| Medium | Document builder reliability is poor |
| Medium | Post-Synup support degradation affects data hygiene |
| Low | Custom fields require Agency plan |
| Low | E-sign audit trails are platform-specific |
Leaving Clientjoy?
Where Clientjoy customers move next
12 destinations Clientjoy can migrate to.
How a Clientjoy migration works
Four steps, Clientjoy-specific
Connect
Public REST API with bearer-token authentication. Clientjoy publishes its API surface on a Stoplight portal (developers.clientjoy.io / clientjoy.stoplight.io) where tokens are issued against a registered user account. Per the vendor, 'open API documentation' is available and free to access. into Clientjoy. Scopes limited to read-only on the data we move.
Map
We translate Clientjoy-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Clientjoy quirks before production.
Migrate
Full migration with Clientjoy rate-limit handling. Rollback available throughout.
FAQ
Clientjoy migration FAQ
Answers to the questions buyers ask most during Clientjoy migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Clientjoy migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationReady when you are
Migrate Clientjoy.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Clientjoy setup and destination — written quote back within a business day.