--- title: Adpoint Reviews meta_title: 'Adpoint Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Adpoint works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 3 scale: '5' date_modified: '2026-04-30' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Adpoint Reviews **Vendor:** Chartbeat **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 3 ## About Adpoint Adpoint is a cloud-based media sales solution that doesn’t require a complex IT infrastructure to deploy and maintain. Adpoint’s agile, web-based infrastructure enables our customers to adopt new functionality as it’s released (every six weeks), ensuring a future-proofed solution that keeps our customers ahead of the ever-evolving modern media market. Adpoint's core functionality covers media sales from lead to cash, with four core systems in one: CRM, order management, finance, and analytics. Use all four or integrate seamlessly with your existing systems. ## Adpoint Reviews ### 1. Adpoint is an Excellent Sales Generator **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Adpoint?** Adpoint is a great CRM that allows Account Executives a way to manage their territories so that they can manage all the contacts they make, move chevron stages, track dollars sold, look at previous years spend levels at a glance, place contacts and roles, find billing invoices, and so much more. It's designed to help an AE sell more while being able to manage quickly and efficiently. **What do you dislike about Adpoint?** It takes some training to know how to manage the sales reports. There is a workflow segment that can bog you down when you need to get approvals from a manager or you need to collect prepayment. Other than that it's pretty straightforward. **Recommendations to others considering Adpoint:** The CRM tool is solid in tracking sales activity. It helps to be mobile and enter information immediately. No need to have lots of paper notes from meetings as you can simply enter all the information to refer back at your fingertips. **What problems is Adpoint solving and how is that benefiting you?** I am able to keep a fast pace in my work to close more sales and go back in to see exactly where I left off. It allows my leaders to see what I'm doing at a glance through a dashboard. Makes 1:1's easier to discuss about what I've done lately for the company. ### 2. Adpoint has a long learning process, but fairly easy to use after using for a few months. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Adpoint?** Being a large advertising company, we have a lot of options. Adpoint has the ability to showcase those options and is fairly easy to use. **What do you dislike about Adpoint?** I dislike the amount of steps that it takes sometimes to even place the smallest order. **What problems is Adpoint solving and how is that benefiting you?** I think it does help with organization ### 3. Adpoint is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Lexi T. | Client Success Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Adpoint?** I like Adpoint because it combines most things my team uses, including account management, order management, tasks/activities, and we can work with multiple teams! **What do you dislike about Adpoint?** There are many features within the Adpoint dashboard, and it's hard to learn them all! **What problems is Adpoint solving and how is that benefiting you?** Adpoint has definitely helped with contract management and having an overall view of each account. - [View Adpoint pricing details and edition comparison](https://www.g2.com/products/chartbeat-adpoint/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+17%3A13%3A34+-0500&secure%5Bsession_id%5D=fbc05b1f-a8d4-47bf-9b92-9360916ffe2f&secure%5Btoken%5D=87953d4117cb7aa26fc9f7bb146dc01565ee3c2532b5bd8abbc01eb7ca864b2e&format=llm_user) ## Adpoint Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Order Entry** - Entry - Register - Notifications **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Sales Workflow Management - Media Sales Software** - Contract & Deal Management - Workflow Automation & Approvals - Order & Booking Management - Proposal & Quote Creation - Rate Card Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Order Tracking** - Shipping - Tracking - Backorder **Inventory & Forecasting - Media Sales Software** - Multi-Channel Inventory Management - Inventory Forecasting - Audience & Targeting Integration - Yield & Revenue Optimization - Inventory & Availability Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Inventory Management** - Stock Levels - Flow Of Goods - Reserving Goods **Campaign Execution & Trafficking - Media Sales Software** - Ad Server Integration - Campaign Booking & Scheduling - Campaign Performance Tracking - DSP & Programmatic Integration - Trafficking & Delivery Management **Mobile & Social** - Mobile User Support **Customer Management** - Order Status - Information Access - Email Notifications **Billing & Revenue Management - Media Sales Software** - Payments & Collections - Revenue Recognition & Tracking - Billing & Invoicing - Financial Reconciliation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Subscription Management** - Payment Data - Payment Gateway - Billing - Automatic Payments **Reporting & Integrations - Media Sales Software** - CRM Integration - Revenue & Sales Reporting - Inventory Utilization Reporting - Custom Dashboards & Analytics - Data Export & API Access **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - Order Management** - Adaptive Learning - Natural Language Interaction **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Adpoint Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,647 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,166 reviews)