--- 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(914) ](https://www.g2.com/products/qwilr/reviews) [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,645) ](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 Publishing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Publishing") UP Verified User in Publishing Enterprise (\> 1000 emp.) 2/20/2018 "Slow adopter of Paperless" 2/5 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. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? I dislike the fact that salesforce integration is lagging. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: Integrate it paperless with your CRM and business solutions systems in order to reap the greatest benefits. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated 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(3,645) [ 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 [Best tools for integrating client portals into websites](https://www.g2.com/discussions/what-are-the-best-tools-for-integrating-client-portals-on-websites)[Which pharmacy management systems have strong customer support for pharmacy companies under 50 people?](https://www.g2.com/discussions/which-pharmacy-management-systems-have-strong-customer-support-for-pharmacy-companies-under-50-people)[What investor portal features best support annual reports and earnings presentations for public company IR teams?](https://www.g2.com/discussions/what-investor-portal-features-best-support-annual-reports-and-earnings-presentations-for-public-company-ir-teams) [Which low-code development platform is the best for enterprise solutions](https://www.g2.com/discussions/which-low-code-development-platform-is-the-best-for-enterprise-solutions)[Which cloud migration assessment vendors deliver executive-ready cost-benefit analyses without requiring manual spreadsheet work?](https://www.g2.com/discussions/which-cloud-migration-assessment-vendors-deliver-executive-ready-cost-benefit-analyses-without-requiring-manual-spreadsheet-work)[Pros and Cons Details](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)