Agencyjoy
Starts from $49 for Lifetime
Pros
- Very good form builder with customization
- Built-in email sequences
- Built exclusively for agencies in mind
- Availability of Meeting scheduler
Cons
- No native integrations with other tools
Running an agency of any type can be tough and extremely grinding. You need to manage existing clients on one side, look out for new clients, and keep your team engaged and happy too.
It is a lot for an agency owner to handle, particularly if you do not have proper systems in place. There are a ton of software tools that are designed specifically with agencies in mind that can help you with the whole process of obtaining new clients and maintaining existing clients.
Agencyjoy is one such tool that promises to offer a CRM and a booking system built exclusively with agencies in mind. Is it as good as it promises to be? Well, let's find out in this review.
Dashboard, User Interface, and Features
After you had signed up to the Agencyjoy, you are welcomed to a short onboarding consisting of a few steps.
First up, you have to provide the name of your business and in the next step, the type of business you run where you can select it from a drop-down of available options.
In the next step, you need to select which of the features of Agencyjoy you are most likely to use the most.
Once you have completed the onboarding, the main dashboard welcomes you which is quite minimalistic and clean.
The first thing to do is to start collecting Leads for your agency and for this, you need to set up a form.
Agencyjoy has a pretty nice, intuitive, and feature-rich form builder with a very good level of customization.
You can first give a title to the form and a brief description of it. Next up, the form submission button can be customized as well according to the specifics of your agency.
You can do an extensive level of design customization as well whereby you can change the colors, font style & size, alignment, and borders of each field.
Once you have finished customizing your form, you can either embed it on your website or use the URL to share and get prospects for your agency.
You can get details on how many times the form gets viewed and the times the details are submitted to have a track of the conversion rate.
Alternatively, you can also add a lead manually with details on the source of the lead (Social media, search result, website, etc.), company name, contact information, deal information, amount, conversion probability, billing details, and any custom field if applicable.
The Sales tab of the dashboard gives you a Kanban-style overview of all the leads, the stages they are in, and the combined value of the deals at each stage.
The Activities section under the Sales tab will have all the pending tasks assigned to each one of your team members which will help to keep everyone on their toes and never miss a task, meeting, follow-up, etc.
Under the Customers tab, you get to see a list of all the existing customers. You can assign tags to each customer, and provide the relevant contact information and their website link for easy organization.
Under Automation, you can build your outbound email sequences and save them as templates for future usage depending on which stage the lead is currently on.
It is possible to edit the sequences whenever needed and add new emails to the sequence.
You can also add your meeting links to the email to make it easy for prospects to reach you and automate the appointment booking process for your agency.
When it comes to the main settings for your agency and team members, you can customize the branding with the addition of a logo and favicon. It is also possible to customize the URL to match your brand name.
You can have a default currency set up for the agency and add more currencies based on which country your clients are based on.
When it comes to integration, Zapier is the only option and you have to rely on building zaps to connect with other tools of your choice.
This is definitely a minus as it will be much better to have native integration with the most widely used tools at least.
Overall, Agencyjoy has a lot of useful features to run both outbound and inbound sales campaigns for your agency and manage your existing clients as well.
The lack of native integrations is something to be worked on and it is primarily a tool to obtain and manage clients for your agency and not to run campaigns on behalf of your clients and manage their customers.
Therefore, it is important to understand what you are getting exactly before diving into the tool and using it for your agency.
Pricing
There are three paid plans in total namely Starter, Growth, and Enterprise costing $9, $19, and $49 per month respectively.
Although all the main features are available even in the Starter plan, custom branding, custom fields, and multiple currency support are available only in the Growth plan and above.
Conclusion
Overall, Agencyjoy is a good enough tool to take care of the outbound lead generation and client management of your agency.
Grab the Lifetime Deal of Agencyjoy Now
Yes, there are some key features missing like native integrations and it is mostly a tool for internal use for your agency that you won't be able to run campaigns for your client's businesses with it, but overall it is definitely a useful tool to have in your stack for a marketing agency.