Clientjoy vs CREST SFA in March 2026

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clientjoy

CRM Software

4.9 181 user ratings

View Details

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CREST SFA

CRM Software

View Details

Overview

Description	Clientjoy is an integrated client lifecycle management platform specially made for agencies and freelancers. Users can leverage the software to manage individual clients, leads, proposals, revenues and invoicing under a single roof. Moreover, agencies also get to organize their contacts and check for any incomplete or duplicate entries. Active Sales Pipeline view offered by ClientJoy, helps users identify bottlenecks and remove them in real-time. They can even generate custom statuses depending on the business sales processes. Customized client management portal within the software helps with client-related proposals and contacts management. Agencies can generate impactful proposals for their clients based on the pre-defined templates and forward the particulars in no time. They can also create professional invoices and get paid fast through multiple payment methods. Users can improve their sales productivity levels by tracking, analyzing, and enhancing overall sales performances with Clientjoy. Moreover, the platform allows easy integration with other useful applications enhancing effectiveness and flexibility. Read more	As a business owner, managing sales operations can be challenging and time-consuming. However, with the use of CREST SFA (Sales Force Automation) mobile app, one can maximize productivity and streamline the outdoor sales process. CREST SFA is an integrated solution that works in tandem with CREST ERP (Enterprise Resource Planning) software. One of the key features of CREST SFA is its ability to integrate with CREST ERP. This means that enquiries and orders taken through the mobile app are automatically booked in the ERP system, eliminating the need for double data entry. The CREST SFA mobile app also empowers the inside sales team with intelligent reports, real-time lead status updates, and enhanced productivity tools. This enables them to make informed decisions and stay on top of their sales targets. Moreover, Sales Managers can access the app to get a complete overview of their team's performance and make better decisions when they have the right information at the right moment. This promotes accountability and ensures that Sales Executives stick to their assigned sales territories. Read more
Pricing Options	Free Trial Available Starts at $149.00.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 77% Momentum 64% Popularity 81%	79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 88% Reviews 60% Momentum 60% Popularity 60%
SaaSworthy Awards	# 19 Fastest Growing	Not Available

Features

Total Features	26 Features	16 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 10 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.9/5 181 user ratings	Not Available
Rating Distribution	Excellent 88.4% Very Good 10.5% Average 1.1% Poor 0% Terrible 0%	Not Available
User Sentiments	User-friendly Interface, Comprehensive CRM Features, Excellent Customer Support, Customizable Proposals & Invoicing Mobile App Functionality, Limited Invoice Template Customization, Lack of Advanced Reporting, Slow Loading Speed	Not Available
Review Summary	Clientjoy users generally praise its user-friendly interface, comprehensive features, and excellent customer support. They find it easy to set up and use, even for those with limited technical expertise. The platform's automation capabilities, such as automated follow-ups and reminders, are highly valued for streamlining workflows and saving time. However, some users have reported occasional glitches and bugs, and a few have expressed concerns about the pricing structure. Overall, Clientjoy is considered a reliable and effective tool for managing client relationships and projects.	Not Available
	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $149.00.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Clientjoy $149.00 $149.00 One-Time Payment	CREST SFA Custom
	View Detailed Pricing	View Detailed Pricing

Have Questions? We can help!

Get personalized recommendations from our experts on call

✔ Trusted by more than 5 Million users across the globe.

Alternatives

	Agencyjoy C2CRM 4.7 67 ratings Clientjoy Vs C2CRM oClient Applicative CRM AllClients 4.6 30 ratings Clientjoy Vs AllClients	ManageMart 4.9 27 ratings CRM.io by 500apps 5 2 ratings SalesNOW 4.6 84 ratings Salesforce Sales Cloud 4.6 281 ratings eOrder Sales App 5 1 ratings
	View All Clientjoy Alternatives	View All CREST SFA Alternatives