--- title: ClientPoint Reviews meta\_title: 'ClientPoint Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 198 reviews by the users' company size, role or industry to find out how ClientPoint works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 198 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # ClientPoint Reviews & Product Details Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify * * * Seller [ClientPoint](https://www.g2.com/sellers/clientpoint) Discussions [ClientPoint Community](https://www.g2.com/products/clientpoint/discuss) Languages Supported German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Chinese (Simplified) Solution Type All-in-One Overview by Kent Martin Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ## Top-Rated Alternatives [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(915) ](https://www.g2.com/products/qwilr/reviews) [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,655) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ View All Alternatives ](https://www.g2.com/products/clientpoint/competitors/alternatives) ## User Insights Average based on 198 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 9/22/2015 "It is very cumbersome and clumsy to use." 0/5 What do you like best about ClientPoint? I don't like anything about it. Paperless Proposals is very cumbersome. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? A simple change is several clicks, saves and downloads. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: Be sure to try it to see of it is right fore you first. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? It takes too long to use Paperless Proposals and the benefit is not worth the aggravation. Review collected by and hosted on G2.com. Show More 3/8/2016 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about ClientPoint? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ClientPoint ](https://www.g2.com/products/clientpoint/discussions/new) GU Guest User What is ClientPoint used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-clientpoint-used-for) ![Yasir A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yasir A.") YA Yasir Ansari • Last activity over 4 years ago Client Point pricing 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/32696-client-point-pricing) [ View all Discussions ](https://www.g2.com/products/clientpoint/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 9% [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ClientPoint Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,655) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,143) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image") ConnectWise CPQ 4/5(142) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-connectwise-cpq) ##### ##### ClientPoint Features Workflow Document Builder Interface Assembly and Approval Workflows Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications CRM Integration [ View More Features ](https://www.g2.com/products/clientpoint/features) ##### Categories on G2 [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm) [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Digital Sales Room](https://www.g2.com/categories/digital-sales-room) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Is a paid WYSIWYG website builder worth it for a small business?](https://www.g2.com/discussions/is-a-paid-wysiwyg-website-builder-worth-it-for-a-small-business)[What cloud workload protection platforms provide a security posture that holds up under third-party audits and compliance reviews without needing extra documentation work?](https://www.g2.com/discussions/what-cloud-workload-protection-platforms-provide-a-security-posture-that-holds-up-under-third-party-audits-and-compliance-reviews-without-needing-extra-documentation-work%20)[Which field sales software hiring tools have responsive customer support that actively works with teams on feature improvements?](https://www.g2.com/discussions/which-field-sales-software-hiring-tools-have-responsive-customer-support-that-actively-works-with-teams-on-feature-improvements) [What are the best practices for UKG configuration and payroll setup for growing organizations with complex needs?](https://www.g2.com/discussions/what-are-the-best-practices-for-ukg-configuration-and-payroll-setup-for-growing-organizations-with-complex-needs)[Is a dedicated lifestyle spending account platform worth it for a company with under 200 employees?](https://www.g2.com/discussions/is-a-dedicated-lifestyle-spending-account-platform-worth-it-for-a-company-with-under-200-employees)[Pros and Cons Details](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)