--- 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?open_modal_url=%2Fproducts%2Fchartbeat-adpoint%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fchartbeat-adpoint%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+18%3A09%3A16+-0500&secure%5Bsession_id%5D=7ff68f07-4000-416f-93bc-ec9c3682f092&secure%5Btoken%5D=5c13aa96e9a10947efd75c42837d515db12aa77494270915abd6962fb794756b&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Order Entry** - Entry - Register - Notifications - Order Entry - Remote Order Entry **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 - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Order Tracking** - Shipping - Tracking - Backorder - Discount Management - Order Tracking - Purchase Order Management **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 - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Customer Management** - Order Status - Information Access - Email Notifications - Mobile Access - Activity Dashboard - Recurring Orders **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 - Mobile Access - Lead Generation **Subscription Management** - Payment Data - Payment Gateway - Billing - Automatic Payments - Real-Time Data **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 - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - Order Management** - Adaptive Learning - Natural Language Interaction **Additional Functionality** - Multi-Location - Barcode/Ticket Scanning - Customer Database - Product Configurator - Data Import/Export - AI Copilot - Inventory Auditing - Reporting & Statistics - Quotes/Estimates - Customer History - Invoice Creation - Order Fulfillment - Client Portal - Shipping Management - Assignment Management - Workflow Management - Warehouse Management - Multi-Channel Management - Contact Database - Generative AI - Billing & Invoicing - eCommerce Management - Delivery Management - Real-Time Updates - Returns Management - Label Printing - Reporting/Analytics - Search/Filter - Order Management - Catalog Management - Inventory Management - Third-Party Integrations - For eCommerce - Backorder Management - Supplier Management - Batch Processing - Order Routing - Promotion Optimization - API - Multi-Currency - Shipping Labels - Customer Management - Order Processing - Exchange Management - Customizable Branding - Special Order Management - Forecasting - Vendor Management **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,683 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 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