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ClientPoint description
ClientPoint is a cloud-based software that helps businesses create, manage, and track sales proposals and other important documents. It offers tools to streamline the sales process, from creating proposals to closing deals and onboarding clients. With features like document generation, e-signatures, and analytics, it aims to help you close deals faster and improve client relationships. ClientPoint integrates with popular CRM and marketing automation platforms. While suitable for various business sizes, its focus on sales and client management features might be particularly beneficial for mid-sized companies in the US.
Who is ClientPoint best for
ClientPoint is a cloud-based solution designed to streamline sales processes, from proposal creation to client onboarding. Users praise its ease of use and excellent customer support, particularly the responsiveness of named support reps. However, some users have noted slow loading times and limited dashboard customization. ClientPoint's features include CRM integrations, e-signatures, and robust analytics to track proposal engagement. This makes it ideal for sales and marketing professionals looking to enhance client relationships and close deals faster.
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Ideal for mid-sized businesses seeking enhanced client management and sales processes.
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A strong fit for Marketing & Advertising, Professional Services, and Finance, Banking & Insurance.
ClientPoint features
| Supported ClientPoint integrates with CRM systems like Pipedrive, enabling lead management and sales automation. |
| Supported ClientPoint allows creating and customizing professional sales proposals. |
| Supported ClientPoint supports e-signatures, expediting administrative tasks. |
| Supported ClientPoint supports storing and managing documents, including client-related files. |
| Supported ClientPoint supports storing, organizing, and managing sales and marketing materials in a centralized repository. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
ClientPoint reviews
We've summarised 356 ClientPoint reviews (ClientPoint GetApp reviews, ClientPoint Capterra reviews and ClientPoint G2 reviews) and summarised the main points below.
- Excellent and responsive customer support, especially from named individuals.
- Easy to use and create professional-looking proposals.
- Streamlines client communication and reporting.
- Valuable analytics for tracking proposal views and engagement.
- Effective automation of client reporting and follow-ups.
- Slow loading times and occasional freezing can be disruptive.
- Limited dashboard customization options restrict personalization.
- Convoluted process for sending simple videos.
- Lacks direct payment integration within proposals.
- No DocuSign integration for signatures.
ClientPoint pricing
The commentary is based on 8 reviews from ClientPoint Capterra reviews and ClientPoint G2 reviews.
ClientPoint users generally find its pricing to be valuable for the features and time savings it offers. While specific pricing details aren't available in reviews, the consensus is that ClientPoint is a worthwhile investment for streamlining proposals and improving sales processes.
See the ClientPoint pricing page.
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ClientPoint has a free plan.
Free
This is a FREE Business Relationship Enablement platform. This option is ideal for individuals seeking to streamline their business operations.
Sales Accelerator
All of the Free Features PLUS the ClientPoint Proposal Generator, Black Box Decoder, Marketing Asset Management Library, Business Relationship Enablement Tools, eSignature, Dashboards and Reports, Video Marketing & Sales Tool, Custom Unique Web-based Experiences, Fast Track Pass for small businesses and solopreneurs, Priority Support, PLUS CRM integration. This plan is ideal for solopreneurs and small teams.
Enterprise Essentials
All of the Sales Accelerator Features PLUS Unlimited Private & Secure Curated Relationship Experiences for Every Prospect, Customer, Partner, Employee and More, ClientPoint Document and Proposal Automation, Customer Portals, Master Content Library, Live Dashboard and Automated Notifications, ClientPoint Schedule, ClientPoint Meet, ClientPoint Sign, CustomerOS® for your website Free version PLUS, Unique Tradeshow Experiences with QR code for business card, booth and marekting materials, SOC 2 Type 2 & GDPR Compliant, Dedicated Support with a ClientPoint SME. This plan is perfect for small businesses, startups, and nonprofits looking to scale their business.
Enterprise Solutions
All of the Enterprise Essential Features PLUS CustomerOS for your website themed, Enterprise AI for Business Relationship Enablement, Comprehensive Engagement Analytics, Engagement Analytics, Enterprise integrations, Enterprise Document and Experience Automation, Digital Asset Management Library, Corporate Roles-Based Access, International Language Packages, Premium Enterprise SME support, at least 10 hours of Onboarding and Training support, Custom tools and automation available, ClientPoint API. This plan is designed for enterprise-level functionality, custom integrations, and exclusive support.
ClientPoint alternatives
Klyck.ioBetter for content management, sales playbooks, and knowledge sharing. More suitable for manufacturing, healthcare, life sciences, and technology. Geared towards mid-sized companies. Has slower momentum.Read more
ProposifyHas broader industry fit, particularly for e-commerce. It is growing faster than ClientPoint. A ClientPoint alternative and competitor.Read more
HubSpot Sales HubBetter for contact, deal, and task management. A more user-friendly interface and seamless integrations with other HubSpot tools are also advantages. More suitable for businesses focused on inbound marketing and sales automation.Read more
ConnectPointzBetter for retail and supply chain automation via EDI. A ClientPoint alternative focused on automating sales and supply chain processes, especially for e-commerce businesses. Excellent customer service is frequently praised.Read more
MediaflyBetter for enterprise businesses. More focus on sales enablement and revenue generation. Caters to finance, banking, insurance, software, IT, and telecommunications.Read more
ClientPoint FAQ
What is ClientPoint and what does ClientPoint do?
ClientPoint helps businesses create, manage, and track sales proposals and other key documents. It streamlines sales processes from proposal creation to deal closure and client onboarding, using tools like document generation, e-signatures, and analytics. This improves client relationships and accelerates closing deals.
How does ClientPoint integrate with other tools?
ClientPoint integrates with CRM systems like Pipedrive, enabling lead management and sales automation. It also supports e-signatures, streamlining administrative tasks and potentially expediting deal closures. There is no mention of integration with other tools.
What the main competitors of ClientPoint?
ClientPoint competes with proposal and sales management software like Proposify, PandaDoc, and Klyck.io. These alternatives offer similar features such as proposal creation, e-signatures, and content management, catering to mid-sized businesses seeking streamlined sales processes. Other competitors include Mediafly, RevOps, and Salesbricks.
Is ClientPoint legit?
Yes, ClientPoint is a legitimate software solution. It's known for its user-friendly interface and excellent customer support. ClientPoint helps streamline sales processes with features like proposal creation and e-signatures, improving client relationships. However, some users have reported slow loading times as a drawback.
How much does ClientPoint cost?
ClientPoint's pricing includes a Free plan, a Sales Accelerator plan at $83/month, and an Enterprise Essentials plan at $333/month. The Enterprise Solutions plan has custom pricing. They also offer add-ons like AI assistance and premium support.
Is ClientPoint customer service good?
ClientPoint's customer service receives overwhelmingly positive feedback. Users consistently praise the support team's responsiveness, helpfulness, and willingness to go the extra mile. Customers highlight the personalized assistance and quick turnaround times for modifications and support requests.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.