Receipts, quotations, paid-up letters, and message PDFs use the selected company profile.
Premium SaaS CRM
JoyceLink CRM
A business command center for onboarding, receipts, paid-up letters, worker tracking, audit trails, and AI staff support.
Download, email, or WhatsApp client-ready documents with activity tracking.
Track assigned clients, completed work, receipts, letters, follow-ups, notes, and dates.
Draft follow-ups, receipt notes, client summaries, emails, WhatsApp messages, and next actions.
Command center
Dashboard
Onboarding flow
Client pipeline
Attention needed
Priority clients
Client operations
Clients
| Client | ID Number | Service | Status | Worker |
|---|
Document studio
Receipts, letters, quotations, and PDFs
Worker tracking
Workers & Performance
Personal worker panel
My Workspace & Spreadsheet
Live worker spreadsheet
Assigned files and client progress
Edit client details, status, payments, follow-up dates and notes, then save the row.
| ID Number | Client | Phone | Service | Status | Amount | Paid | Outstanding | Files | Next follow-up | Worker note | Additional details | Share note | Save |
|---|
My activity
Recent actions
Audit trail
Activity logs
| Time | Action | Worker | Client | Notes |
|---|
Alerts
Notifications
Staff support
JoyceLink AI Assistant
Admin settings
Company branding and permissions
Subscription
Plan page
Includes onboarding, receipts, paid-up letters, quotations, worker tracking, audit trail, notifications, PWA, and AI support. Call logging and SMS are locked.
Includes everything in Basic plus calls, SMS sharing, call follow-up logging, WhatsApp/call history, and deeper worker activity monitoring.