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How to Setup Clientjoy with Microsoft Excel (2026 Guide)

Clientjoy

Clientjoy

★★★★ 4.1
Crm Small Business Crm

A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients.

Full Review

Microsoft Excel

Spreadsheet application for data analysis, reporting, and automation.

All Microsoft Excel Tools

About Clientjoy

A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients.

Key Features

  • Lead management
  • Proposals
  • Contracts
  • Invoicing
  • Client portal
  • Email sequences
  • Pipeline management
  • Document management

Pricing

Freemium Free-$18/user/month

Detailed setup guide coming soon. We're researching the specific steps to connect Clientjoy with Microsoft Excel — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

Clientjoy Full Review » | All Microsoft Excel Tools »