ClientPoint Reviews & Product Details

Digital sales rooms are not new, but we love Clientpoint. The insights and ease of using Clientpoint to make it easy to replicate libraries for a large amount of prospects.

I highly recommend if you have a longer sales cycle, more complex sale, enterprise sale or just need to share documents with clients during the sales process. It helps track and organize what you share during the sales process. Once a client signs it makes it easy to transition the documents and materials to the CS or Account Management Team. Review collected by and hosted on G2.com.

It was slow to load pages. You have to wait a few seconds to a minute to upload new documents and save. Review collected by and hosted on G2.com.

Client point it's was good and cooperative Review collected by and hosted on G2.com.

Nothing to say dislike .it was good thing Review collected by and hosted on G2.com.

Great at helping to get proposals done quickly and to our specifications and our new customers Review collected by and hosted on G2.com.

It can be a bit confusing when first starting but the videos and demos are very helpful Review collected by and hosted on G2.com.

I like how the program allows me to create ebrochures and proposals that look very professional. I can also tailor my submissions to the exact problem the clients are having. I like how flexible the development team is. Review collected by and hosted on G2.com.

There is not too much to dislike however, I would like to see the cover page before I move on in the proposal instead of waiting for the completed proposal to be reviewed. Review collected by and hosted on G2.com.

Easy to use and set up. Saves templates and customer info Review collected by and hosted on G2.com.

When looking at samples it doesn’t show the document info Review collected by and hosted on G2.com.

I love how flexible the developers are in customizing the specfic tools we need. I never heard "we can't do that" or "that's not possible. " Review collected by and hosted on G2.com.

Nothing. We've been 100% satisfied with the ClientPoint experience. Review collected by and hosted on G2.com.

I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.

The onboarding process and training we received were very helpful. Often we have to use products are not as user friendly out of the box. The learning curve is short and the ClientPoint implementation staff were proactive and very supportive.

From our customers perspective it is easier for them to research us and make a decision in less time as everything they need is in the package we set up in ClientPoint. Review collected by and hosted on G2.com.

There isn't much of anything that I dislike about ClientPoint. Review collected by and hosted on G2.com.

These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster. Review collected by and hosted on G2.com.

At this point, we have experienced no downside! Review collected by and hosted on G2.com.

Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales process so much easier. Review collected by and hosted on G2.com.

This survey is the WORST site I've had to fill anything out in since dial-up days! Whoa is this slow and frustating because half the buttons don't even work! Client Point, I would run, not walk from this platform if you want to get your reviews. I almost quit several times. Review collected by and hosted on G2.com.

While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site. Review collected by and hosted on G2.com.

Sometimes the GUI still feels kluncky and not as smooth as I want it to be. Review collected by and hosted on G2.com.