---
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
**Vendor:** ClientPoint  
**Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 198
## About ClientPoint
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



## ClientPoint Pros & Cons
**What users like:**

- Users appreciate the **insights and ease of use** of ClientPoint, enhancing their sales process and organization. (1 reviews)
- Users appreciate the **efficient client management** capabilities of ClientPoint, streamlining the sales process and document transition. (1 reviews)
- Users appreciate the **Customer Success** features of ClientPoint, enhancing document management and transitioning smoothly post-signing. (1 reviews)
- Users appreciate the **ease of document management** with ClientPoint, enhancing organization and tracking during the sales process. (1 reviews)
- Users find **ClientPoint easy to use** , streamlining document sharing and organization throughout the sales process. (1 reviews)
- E-Signatures (1 reviews)
- Organized Design (1 reviews)
- Seamless Transitions (1 reviews)
- Sharing (1 reviews)
- Tracking (1 reviews)

**What users dislike:**

- Users experience **performance issues** with slow page loading and delays in document uploads and saving. (1 reviews)
- Users experience **saving issues** , as loading pages and uploading documents can be frustratingly slow. (1 reviews)
- Users experience **slow loading times** , often facing delays of several seconds to a minute for uploads and saves. (1 reviews)
- Users experience **slow performance** , with delays in loading pages and uploading documents affecting their efficiency. (1 reviews)
- Users often face **upload issues** with ClientPoint, leading to frustrating delays when loading and saving documents. (1 reviews)

## ClientPoint Reviews
  ### 1. Slow adopter of Paperless

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Publishing | Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2018

**What do you like best about ClientPoint?**

I appreciate the ability to standardize proposal templates within our company as well as the ability to track when clients open and view the aspects of the proposal document. 

**What do you dislike about ClientPoint?**

I dislike the fact that salesforce integration is lagging. 

**Recommendations to others considering ClientPoint:**

Integrate it paperless with your CRM and business solutions systems in order to reap the greatest benefits. 

**What problems is ClientPoint solving and how is that benefiting you?**

We've been unsure as to whether prospects open our emails, view proposals and which aspects they view. 


## ClientPoint Discussions
  - [Client Point pricing](https://www.g2.com/discussions/32696-client-point-pricing) - 1 comment, 1 upvote

- [View ClientPoint pricing details and edition comparison](https://www.g2.com/products/clientpoint/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-10+23%3A21%3A00+-0500&secure%5Bsession_id%5D=f41b6750-0a0d-4a9a-9a0d-e23fb3b9da14&secure%5Btoken%5D=cb9746e683f42204b4841a020e9a002cffd23f165a52cea9adabff59a3661df8&format=llm_user)

## ClientPoint Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Data Sources**
- Software
- Spreadsheets
- Documents

**Generation**
- Templates
- Automation
- Branding
- Email Templates
- Alerts/Notifications
- Document Templates
- Customizable Templates

**Deal Analytics**
- Engagement Tracking
- Reporting and Dashboards
- Proposal Effectiveness Reporting

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Content Library
- Access Controls/Permissions
- AI Copilot
- Information Governance
- Drag & Drop
- Collaboration Tools
- Reporting/Analytics
- Data Capture and Transfer
- Indexing
- Filtering
- Electronic Signature
- Version Control
- Mobile Access
- Document Storage
- Generative AI
- Approval Process Control
- Single Sign On
- Image Editing
- Customizable Branding
- Search/Filter
- Tagging
- Audit Trail
- Document Review
- Activity Tracking
- Activity Dashboard
- Archiving & Retention
- Secure Data Storage
- Configurable Workflow
- SSL Security
- Alerts/Notifications
- Data Synchronization
- Secure Login
- Content Delivery
- Two-Factor Authentication
- Customizable Templates
- Mobile Capture
- Offline Access
- Templates
- File Sharing

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Administration and Security**
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Delivery**
- Workflow
- Schedule
- Batch
- Compliance Management
- Workflow Management

**Platform**
- E-Signature
- Proposals
- CPQ
- Video Proposals
- Content Sharing
- Content Management
- Video Conferencing
- Chat

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Integrations**
- CRM Integration
- Internal Messaging Systems Integration
- Video Conferencing Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Image-to-Text
- Generative AI
- Document Generation

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Digital Sales Room**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Audience Targeting
- UTM Parameters Integration
- Third-Party Integrations

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Customizable Forms
- Multiple Format Support
- Activity Dashboard
- Activity Tracking
- Drag & Drop
- Digital Signature
- Collaboration Tools
- API
- Search/Filter
- Third-Party Integrations
- Text Editing
- Audit Trail
- Approval Process Control
- Content Management
- Multiple Output Formats
- Offline Access
- Data Import/Export
- Access Controls/Permissions
- Forms Management
- Data Synchronization
- Content Library
- Customizable Fields
- Multi-Language
- Data Storage Management
- Contract Drafting
- Archiving & Retention
- Full Text Search
- Interaction Tracking
- Contract/License Management
- Document Review
- Batch Processing
- Conditional Logic
- Document Management
- Document Storage
- Template Management
- Electronic Signature
- Reporting & Statistics
- Version Control
- AI Copilot
- Workflow Automation

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management
- Template Management
- Document Management
- Metadata Management
- Content Management
- Workflow Management
- Compliance Management
- Digital Asset Management
- Task Management
- File Management
- Forms Management
- SEO Management
- Audit Management
- Website Management
- User Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

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