How to Migrate from ClientJoy to Agiled (2026 Step-by-Step Guide)

ClientJoy was acquired by Synup in January 2024 and is now widely listed as discontinued (TrustRadius labels it that way; support has moved to support.synup.com). The clientjoy.io site still accepts sign-ups, but the standalone product roadmap is unclear and users report support tickets going unanswered. If you are still on ClientJoy, the priority is different from a normal migration: get your data out first, then rebuild in Agiled. This guide is export-first for that reason.

ClientJoy was a client-lifecycle tool for freelancers and small agencies (leads, proposals, contracts, invoicing, a basic portal). After Synup acquired it in January 2024, active development and support visibly slowed. When a platform you depend on is winding down, the risk is not features, it is losing access to your client data. Moving to an actively developed platform like Agiled protects your business continuity.

Comparing options first? See Agiled vs ClientJoy and the best ClientJoy alternatives.

Why ClientJoy users are leaving

• Acquired and effectively in maintenance. Synup acquired ClientJoy in January 2024. TrustRadius lists the product as "discontinued," and the help center now lives at support.synup.com.
• Support has degraded. Multiple users report tickets closed without response and an unclear roadmap for the standalone ClientJoy brand.
• Business-continuity risk. A platform that is no longer actively invested in is a risk to host your contracts, invoices, and client records on. The safe move is to migrate while you still have full access.

This makes ClientJoy migration urgent in a way most are not: prioritize the export.

Step 0 (do this first): export everything you can

Before anything else, pull your data out while access is reliable.

Data in ClientJoy	Export it by
Clients / leads	Exporting your contact list to CSV
Signed contracts	Downloading each signed PDF
Invoices & payment history	Downloading invoice PDFs and any reports
Proposals	Downloading proposal PDFs / copying content
Files / attachments	Downloading from each client record

Store these somewhere you control (your drive or Agiled's file storage) immediately. Do not wait until you have Agiled fully configured, get the data to safety first.

How ClientJoy features map to Agiled

ClientJoy	Agiled equivalent	Notes
Leads / clients	CRM	Visual pipeline, actively developed
Proposals	Documents	Package selection, sign + pay
Contracts & e-sign	Documents	Reusable templates, e-sign
Invoicing	Finance	Recurring billing, estimates, expenses
Client portal	Client portal	Branded
(none) Project management	Projects	Kanban, Gantt, tasks, milestones
(none) Time tracking	Time tracking	Timer to invoice
(none) HR	HR	Staff, roles, leave

The migration plan

Phase 1 - Get your data to safety (Day 1)

1. Export contacts to CSV and download all signed contracts, invoices, proposals, and files.
2. Store everything in a location you control.

Phase 2 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 3 - Rebuild and import (Day 2-4)

1. Import your contacts CSV into Agiled's CRM.
2. Recreate your top proposal, contract, and invoice in Documents and Finance.
3. Rebuild your intake form in CRM/forms.

Phase 4 - Move active clients (Day 4-7)

1. Swap your website/proposal links to Agiled.
2. Invite active clients to the Agiled client portal.
3. Run a full end-to-end test before a real client uses it.

Phase 5 - Close ClientJoy

1. Confirm no payments still route through ClientJoy.
2. Re-confirm you have downloaded every record you need.
3. Close the account.

What it costs after you switch

ClientJoy's published pricing has varied since the acquisition, so verify it directly if you are still billed. The more important point is continuity: Agiled is actively developed, with a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, plus project management, time tracking, and HR that ClientJoy never had.

Mistakes to avoid

• Delaying the export. This is the big one. On a winding-down platform, get your data out first, before you do anything else.
• Assuming the data will always be there. Discontinued products can change access or shut down with little notice.
• Recreating unused templates. Rebuild your core few.
• Leaving website links pointed at ClientJoy.
• Skipping the end-to-end test.

When you should stay on ClientJoy

Honestly, there is little reason to stay long-term on a platform listed as discontinued. If you are mid-contract on an annual plan, you can keep using it until renewal, but you should still export your data now and have Agiled ready, so a sudden change does not catch you out.

Frequently Asked Questions

Is ClientJoy still operating in 2026?

The clientjoy.io website is still live and accepting sign-ups, but Synup acquired ClientJoy in January 2024, TrustRadius lists the product as "discontinued," and support has moved to support.synup.com. Users report unanswered tickets and an unclear roadmap for the standalone brand. Treat it as a platform to migrate off of, and verify its current status directly before relying on it.

What is the most important thing to do before leaving ClientJoy?

Export your data first. Download your contacts (CSV), signed contracts, invoices, proposals, and files, and store them somewhere you control before you do anything else. On a winding-down platform, business continuity depends on having your records safely out.

Can I import ClientJoy data into Agiled automatically?

You can import your contact list via CSV into Agiled's CRM. Contracts, invoices, and proposals are downloaded as PDFs for your records, and templates are recreated in Agiled. There is no full automatic account migration, but the steps are straightforward and quick.

Will I lose my contracts and invoices if ClientJoy shuts down?

Only if you have not downloaded them. Signed contracts remain valid as PDFs once saved. Download every contract, invoice, and proposal now, while access is reliable, so you are protected regardless of what happens to the platform.

Why move to Agiled specifically?

Agiled is actively developed and covers everything ClientJoy did (leads, proposals, contracts, invoicing, client portal) plus project management, time tracking, and HR. For a business leaving a discontinued tool, moving to an actively maintained all-in-one reduces the chance of having to migrate again.

Related:

• Agiled vs ClientJoy: full comparison
• Best ClientJoy alternatives
• ClientJoy vs HoneyBook
• Migrate from HoneyBook to Agiled
• Migrate from Dubsado to Agiled

Ready to protect your data? Create your free Agiled account and import your contacts today.