Seriously, Which Client Management Tool Won’t Make You Want to Throw Your Laptop Out the Window? (Taskip vs Clientjoy)

Look, we’ve all been there, right? Drowning in a sea of emails, missed deadlines, and chasing invoices like it’s an Olympic sport. Effective client management? Sounds great in theory, but sometimes the tools that are supposed to help just add another layer of complexity. It’s enough to make you want to go back to sticky notes (don’t!).

Taskip is your all-around problem-solver, keeping projects on track and making invoicing less of a headache. Meanwhile, Clientjoy focuses on building killer sales pipelines and making your clients feel like royalty.

But the real question is, which one solves your pain points? In this blog, we’ll break it all down so you can choose the best client management tool that saves your sanity and gets you back to what you do best.

Taskip vs. Clientjoy: At-a-Glance Comparison

Picking the right client management tool can feel like you’re trying to find the perfect pizza topping for a crowd – everyone has different needs, and the options are endless. But don’t worry, we’ve done the homework so you don’t have to! Taskip and Clientjoy are two heavy hitters in the client management world, both bringing some serious strengths to the table (but in totally different ways).

To save you the headache of endless Googling, we’ve laid out a side-by-side comparison that makes your decision easy-peasy. 

Feature	Taskip	Clientjoy
Client Management	Manage clients, proposals, quotations, and follow-ups.	Lead generation forms, email sequences, and e-sign documents.
Project Management	Task creation, progress tracking, and real-time collaboration.	Limited project management features.
Invoicing & Payments	Generate invoices, track payments, integrates with PayPal and Stripe.	Invoices, payment gateway integrations (Stripe, PayPal), subscription management.
Team Collaboration	Real-time collaboration with team and clients.	White-labeled instances, client portal, team collaboration features.
Meeting Management	Schedule and manage meetings with customizable time slots.	Appointment scheduler with email sync.
Document Management	Document collaboration with team and clients.	Integration with Google Drive & OneDrive.
Sales Pipeline	Visualize and manage sales funnel.	Sales pipeline management and CRM features.
Automated Workflows	Automate task assignments, emails, and invoicing.	IFTTT integration, custom workflow options.
Customizable Workflows	Custom columns, statuses, and forms for workflow customization.	Custom fields and proposal templates.
Reporting & Analytics	Project progress, client satisfaction, team performance reports.	Custom reports, Joy Assist (AI email writer).
Integrations	Google Calendar, PayPal, Stripe, and more.	Stripe, PayPal, Google Drive, OneDrive, APIs, and more.
Mobile Access	Access from any device with an internet connection.	Mobile-friendly access.
Customer Support	Taskip support team available.	Premium support, dedicated account manager (Enterprise plan).
Pricing (Monthly)	Starter: $0, Professional: $19, Team: $39, Agency: $59	Starter: $44-$49/user, Premium: $89-$99/user, Enterprise: $49/user
Free Plan	Yes (limited features).	Yes (14-day free trial).
Lifetime Deals	Yes, via platforms like Earlybird and Lifetimo.	Past deals through AppSumo (check availability).
Annual Discount	Available for annual billing.	Available for annual billing.
Custom Plans	Yes, for larger teams or businesses.	Yes, for specific needs.

Why settle for chaos when you can have clarity? Taskip makes managing projects a breeze and keeps your goals within reach. Get started with ease!

Taskip vs Clientjoy: Features Comparison

Finding the right tool for your business can feel like a tough decision, right? On one side, you’ve got Clientjoy, a platform that’s all about building stronger client relationships. From keeping track of leads to sending out polished proposals, it’s like having an extra set of hands when it comes to staying connected with clients. On the other side, there’s Taskip, the ultimate workflow buddy for agencies. It’s built to simplify the chaos, helping you manage projects, teams, and tasks all in one place without feeling overwhelmed. Both sound pretty great, but which one’s the better fit for you? Stick with me as we unpack what each has to offer and help you figure out your perfect match.

Taskip Features Breakdown: The All-in-One Tool Your Agency Needs

Managing an agency or service-based business means balancing many moving parts—client communications, project deadlines, invoices, team collaboration, and more. It’s easy to feel overwhelmed, especially when using multiple apps to handle these tasks. That’s where Taskip comes in.

Taskip is designed to simplify your workflow by combining all the tools you need into a single, easy-to-use platform. Whether you run a small creative agency, a consultancy, or a large team delivering complex projects, Taskip ensures you can tackle everything efficiently.

This detailed feature breakdown highlights how Taskip eliminates inefficiencies while supercharging team productivity and client satisfaction.

Project Management: Organize Work, Simplify Chaos

Keeping track of projects can be overwhelming, especially if you’re dealing with tight deadlines and multiple clients. Taskip simplifies this with its project management tools that provide structure and clarity.

Key Features:

• Create project folders to separate work by client or campaign.
• Assign tasks to team members, ensuring clear ownership and accountability.
• Track deadlines and manage timelines using Kanban boards.

How It Works:

Rather than dumping every task into one massive list, Taskip lets you segment work in a way that mirrors your organization’s actual operations. Have three clients with overlapping deadlines? No problem. Create individual project folders for each, customize task workflows as needed, and track everything visually in Taskip’s straightforward interface.

Real-World Scenario:

Imagine running a design agency where your team is managing three branding projects simultaneously. You can create a folder for “Client A – Branding Package,” another for “Client B – Website Redesign,” and so on. Under each, neatly organize tasks like creating logos, finalizing color palettes, and gathering client approvals. With the Kanban board in view, you’ll know exactly where each project stands, who’s assigned to specific tasks, and what’s coming up next.

Task Management: Prioritize and Execute

Tasks are the building blocks of successful projects, and Taskip gives you the tools to plan, prioritize, and stay on top of them all.

Key Features:

• Add custom task statuses such as “Needs Review” or “Waiting for Client Feedback.”
• Set priorities for critical work and deadlines to avoid unnecessary stress.
• Configure automatic reminders to keep everything moving forward.

Benefits:

For teams working remotely or across time zones, Taskip creates a clear roadmap of what everyone is working on and where things could bottleneck. Team members know their responsibilities, while managers can step in proactively to address issues causing delays.

Practical Example:

A marketing team is working on a campaign launch. They’ve set a deadline for scheduling Instagram posts, but the deliverable is marked as “Needs Approval.” Taskip sends a reminder to the account manager to get the client’s sign-off before it becomes a roadblock. Once approved, the status instantly shifts to “Scheduled,” so the rest of the team knows it’s ready for execution.

Integrated Invoicing and Payments

Billing clients shouldn’t be a separate, time-consuming task. Taskip’s invoicing system integrates with its project management tools, making it easy for you to manage payments without switching platforms.

Features:

• Generate and customize invoices and quotes directly from the system.
• Automate recurring invoices for retainer clients.
• Track which invoices are paid, overdue, or awaiting approval.
• Accept payments using integrations like PayPal and Stripe.

Efficiency Gains:

This seamless integration bridges the gap between work delivered and payments received. By tying invoices to specific projects, Taskip ensures transparency while saving you hours on administrative follow-ups.

Real-World Scenario:

Upon completing a wedding photography project, you generate an invoice through Taskip and attach the edited photographs as deliverables. The client receives a fully branded invoice via email, complete with payment options. Your dashboard updates automatically to reflect pending payments, so you stay on top of revenue without hassle.

Unified Inbox for Communication

Juggling client communications across various platforms (email, chat apps, etc.) wastes valuable time and risks losing important messages. Taskip solves this with its Unified Inbox feature.

Key Features:

• Centralize all client communication in one place.
• Tag and organize threads by client, project, or team.
• Search full communication histories for quick reference.

The Big Picture:

Taskip’s inbox isn’t just a time-saver; it’s a safeguard against miscommunication. By tying conversations to relevant tasks or projects, everyone stays informed about updates, requests, or approvals.

Example in Action:

A client sends last-minute feedback on a project via email, requesting that a color scheme be adjusted. Instead of combing through different tools, you access the Unified Inbox, tag the conversation as “High Priority,” and relay it directly to your design team, ensuring the change is captured without delay.

Meeting Scheduler for Hassle-Free Appointments

Scheduling client or team meetings often involves tedious back-and-forth emails. Taskip eliminates this headache with its Meeting Scheduler.

Features:

• Provide clients with a custom booking link to choose meeting times.
• Automatically email attendees with meeting confirmations.
• Avoid double bookings with integrated calendar sync.

Why This Matters:

Everyone’s schedules are busy, but Taskip ensures that finding common meeting times is effortless. Clients appreciate the simplicity, and teams avoid last-minute scheduling conflicts.

Practical Example:

After onboarding a new client, you send them a scheduler link, allowing them to book strategy calls at their convenience. With all attendees automatically notified, you save email hours while focusing on what really matters.

Document Management Keeps Everything Organized

Lost files can derail productivity faster than you realize. Taskip’s document management system prevents this by centralizing storage and making sharing easy.

Features:

• Organize files by project or client.
• Maintain version control to keep changes transparent.
• Offer secure access for both team members and clients.

Example:

You’re preparing a proposal for a potential client and need to reference previous contracts, mood boards, and templates. Taskip has everything neatly stored under the “Proposals” folder, so you’re never scrambling to locate key documents.

Custom Forms to Simplify Data Collection

Taskip’s Form Builder streamlines onboarding and data collection by creating customizable forms that reflect your desired input fields.

Benefits:

• Brand your forms for a professional look.
• Use conditional logic to guide client responses.
• Integrate form responses directly into your Taskip workspace.

Real-World Use:

Need a client’s social media logins and content briefs for their campaign? Create and share a branded form, ensuring all necessary data is collected upfront with minimal back-and-forth emails.

Sales Pipeline for Simpler Lead Tracking

Taskip includes a dedicated Sales Pipeline to help businesses track their prospects all the way to conversion.

Features:

• Customize deal stages (e.g., “Initial Proposal Sent” or “Final Negotiation”).
• Assign leads to team members and track conversion progress.
• Add comments or deadlines at any deal stage.

Why It Works:

Whether you’re processing new business inquiries or following up with lukewarm leads, Taskip ensures continuity and accountability, so no deal falls through the cracks.

Integrations That Keep Your Workflow Connected

Instead of bombarding you with unnecessary connections, Taskip focuses on essential integrations like Stripe, PayPal, Google Calendar, Google Meet, and WhatsApp.

Why Taskip Stands Out

Taskip isn’t just a tool; it’s a comprehensive system for simplifying workflows, reducing management chaos, and fostering seamless collaboration. It’s designed with agencies and service businesses in mind, packing all the features you need without over-complicating things.

Manage Your Business Like a Pro with Clientjoy

Running a business often feels like you’re doing everything at once—managing clients, chasing leads, drafting proposals, and hoping invoices get paid. It’s tough to keep everything balanced! That’s where Clientjoy comes in. It’s a tool designed to simplify all that chaos by helping you manage your clients, projects, payments, and everything in between, all in one place. Whether you’re a freelancer, small business, or agency, Clientjoy helps you build better relationships, organize your work, and save time for the things that matter. Ready to make your business run smoother? Let’s take a closer look at how Clientjoy can help you do that!

Centralized Client Management for 360° Organization

Tired of jumping between spreadsheets, emails, and random notes to stay on top of client details? Clientjoy dumps all of that chaos in the past by giving you a centralized hub for every relationship you’re managing.

Here’s what you can do right from the dashboard:

• Store and organize client contact details.
• Track communication history to stay on the same page.
• Attach contracts, proposals, or documents for seamless access.
• Add personalized notes or reminders for each client.

By keeping everything in one place, Clientjoy makes it easy to prep for meetings, follow up with clients, and deliver a personal touch that sets you apart.

Customizable Sales Pipelines to Close More Deals

Every business works a little differently, so why use rigid tools? Clientjoy’s sales pipelines adapt to your unique processes, showing you exactly where every deal stands and what’s next.

Key features of the pipelines include:

• Customizable stages to reflect your exact workflow.
• Lead scoring to prioritize the right opportunities.
• Automated follow-up reminders so no lead slips through the cracks.

Whether you’re turning cold leads into loyal clients or upselling to your existing customers, this visual tool ensures you stay focused, organized, and proactive.

Professional Proposals and Contracts Made Easy

Making that first impression counts, and Clientjoy arms you with customizable templates for creating professional proposals and contracts. Highlight your services, set pricing, and showcase timelines in sleek, branded documents that win clients over.

Some standout features include:

• Built-in templates for quick creation.
• Seamless e-signature functionality to confirm deals faster.
• Notifications that tell you the moment a proposal is viewed or signed.

Whether you’re onboarding a new client or finalizing their scope of work, Clientjoy keeps the process easy, efficient, and stress-free.

Simplified Invoicing and Payment Collection

Getting paid should be the easiest part of your day, not something that eats up your valuable time. Clientjoy lets you generate polished invoices in just a few clicks.

Here’s why this feature is a lifesaver:

• Create branded invoices without breaking a sweat.
• Set up recurring invoices for subscription-based services.
• Integrate with gateways lik, fore example, PayPal or Razorpay ,for fast online payments.
• Automate payment reminders so you don’t have to chase overdue amounts.

Gone are the days of manual billing and awkward “Hey, can you pay me?” emails.

Branded Client Portals for Transparency and Trust

Clientjoy takes client satisfaction to the next level with its custom-branded portals, offering your clients direct access to everything they need.

Here’s what they get:

• A secure space to view proposals, contracts, invoices, and updates.
• Real-time tracking of project milestones.
• Direct communication with your team via the portal.

This not only makes your clients feel more in the loop but also strengthens relationships by showing you value transparency and collaboration.

Automation to Save Time and Reduce Headaches

Repetitive admin tasks are nobody’s favorite thing to do, which is why Clientjoy’s automation features are such a dream. The platform handles a variety of small but essential tasks for you, such as:

• Sending automated invoice reminders.
• Following up with leads at exactly the right time.
• Notifying you of important updates or overdue tasks.

By automating these time-consuming jobs, you can keep the wheels turning without even lifting a finger.

Integration with Your Favorite Tools

Clientjoy doesn’t exist in a bubble; it plays nicely with the software you already use. From syncing with your calendar to integrating with email marketing platforms or project management apps, you can design a workflow that brings out the best in every tool.

Some key integration options include:

• Email platforms for seamless client communication.
• Zapier for custom automation workflows.
• Accounting software to align financial data across platforms.

This level of flexibility means there’s no need to completely overhaul your processes just to find your groove.

Powerful Analytics for Smarter Decisions

Good business decisions come from having the right data at your fingertips, and Clientjoy provides all the insights you need. Track essential metrics like:

• Sales pipeline progress.
• Invoice and payment statuses.
• Client engagement trends.

Armed with these analytics, you’ll be able to uncover what’s working (and fix what’s not) to continuously improve your service and results.

Why Clientjoy is the Ideal Choice

At its core, Clientjoy is more than just a CRM; it’s a smart, intuitive platform that helps businesses simplify client management, win more deals, and create lasting relationships. Whether you’re a solo freelancer or part of a growing agency, Clientjoy’s all-in-one solution makes it easy to manage clients, organize workflows, and achieve success.

Are you ready to take your business to the next level? With Clientjoy on your side, you’ll spend less time juggling tools and more time building something amazing.

Taskip vs Clientjoy: Pricing Plans That Deliver

Pricing isn’t just a number; it’s about what you’re really getting in return. Taskip and Clientjoy each offer great value, but their approaches set them apart. Taskip focuses on providing clear, efficient plans designed to keep things streamlined and effective. Clientjoy positions itself as a comprehensive solution, packing its pricing tiers with a range of tools to help manage clients and workflows seamlessly. Each platform stands out in its own way, so it’s all about finding the one that best aligns with your needs, your goals, and your budget.

Feature	Taskip	Clientjoy
Free Plan	Available (Starter)	No
Professional Plan	$19/month	$49/month (per member)
Team Plan	$39/month	N/A
Agency Plan	$59/month	$99/month (per member)
Users	1-25 (depending on plan)	1 user (Starter), 3 users (Premium)
Contacts	1000-5000 (depending on plan)	N/A
Unlimited Projects/Tasks	Yes (All Plans)	Yes (All Plans)
Storage	5GB to 30GB (depending on plan)	N/A
Team Collaboration	Available (Team and above)	Available (All Plans)
Client Portal	Not Available	Available (Premium Plan)
Custom Branding	Available (Agency Plan)	Available (Premium Plan)
White-label Options	Not Available	Available (Premium Plan)
Integrations	Google Calendar, PayPal, Stripe, etc.	Stripe, PayPal, Razorpay, Instamojo, etc.
Email Templates	Available (All Plans)	Available (Starter and above)
Proposals & Contracts	Available (All Plans)	Available (Starter and above)
Dedicated Support	Available (Agency Plan)	Available (Premium Plan)
Automated Workflows	Available (All Plans)	Available (Premium Plan)
AI Assistance (Joy Assist)	N/A	Available (Premium Plan)

Final Verdict: Taskip vs Clientjoy

When it comes to Taskip and Clientjoy, it’s not about which one is better, but which one is better for you. These two tools excel in their own way, and the best pick depends on your priorities. Taskip is all about keeping things lean and effective. If you thrive in structured workflows and want a tool that helps you focus on getting things done without unnecessary distractions, Taskip deserves your attention.

Clientjoy, though, plays the long game. Built for freelancers, agencies, and client-focused pros, it’s packed with features to help you not just manage clients but impress them. It’s your go-to if you’re juggling multiple projects and clients and need everything tied up with a neat little bow in one platform.

The choice is yours. Taskip is your no-frills, efficiency-first companion, while Clientjoy brings versatility and power to those who need an all-in-one solution. Either way, you’re equipping yourself with a tool designed to supercharge your success. What’s your style? That’s the question that’ll lead you to your perfect match.

FAQs for Taskip vs. Clientjoy