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ClientPoint

By ClientPoint

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4.5 out of 5 stars

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ClientPoint Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

13 months

ClientPoint Media

ClientPoint Demo - Make it Easy for People to do Business with You
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...
ClientPoint Demo - Schedule, meet and share materials all in one place
Schedule, meet and share materials all in one place. From Marketing to Sales to Client Care, to Expansion, ClientPoint helps you build stronger, more valuable business relationships.
ClientPoint Demo - ClientPoint For Marketing
ClientPoint sets your marketing team up for success by creating powerful experiences that combine your best content and engagement tools all in one place (video conferencing, chat, meeting scheduling, etc.).
ClientPoint Demo - ClientPoint For Sales
ClientPoint sets your sales team up for success by getting your precise message across to your most important relationships without having to send multiple links or attachments.
ClientPoint Demo - ClientPoint For Client Care
ClientPoint sets your Client Care team up for success by integrating with your CRM, invoicing tools and other customer databases and systems for a true enterprise implementation.
ClientPoint Demo - Close Deals With eSign
eSign keeps your proposal process completely online and paperless from banner to buyer. With eSign directly within your ClientPoint, your marketing materials, customer specifications, contract, and signature pages remain all in one place and easy to find. With eSignature, there’s no need to fax b...
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ClientPoint Reviews (198)

Reviews

ClientPoint Reviews (198)

4.5
198 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and time-saving features of this software, highlighting its ability to streamline the proposal process and enhance organization. Many appreciate the tracking capabilities that provide insights into client engagement, making it easier to follow up effectively. However, some users note that loading times can be slow, which may hinder the overall experience.

Pros & Cons

Generated from real user reviews
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Verified User in Logistics and Supply Chain
UL
Enterprise (> 1000 emp.)
"New User. Seems logical."
What do you like best about ClientPoint?

I am a new User so I don't have too much to offer. It does feel logical and intuitive. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There seems to be too many options that I don't know the impact. There needs to be more explanation of the options. Review collected by and hosted on G2.com.

Verified User in Machinery
UM
Enterprise (> 1000 emp.)
"Ease of Use"
What do you like best about ClientPoint?

Fairly user friendly and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

unsure at this time, overall has been good experience. Review collected by and hosted on G2.com.

Verified User in Facilities Services
UF
Enterprise (> 1000 emp.)
"Productivity without all of the paperwork"
What do you like best about ClientPoint?

It is an easy to learn process. Fairly self explanatory. You can even add a personalized video. No paper Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I am not sure of anything that I particularly dislike at the moment... Review collected by and hosted on G2.com.

Michael M.
MM
Sales Executive
Recreational Facilities and Services
Mid-Market (51-1000 emp.)
"Useful But Needs a Few Improvements"
What do you like best about ClientPoint?

Being able to track what your customer spent the most time looking at. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Upload document process. If you're uploading more than one file and the document isn't in the same folder you have to upload each file one at a time. It's time consuming. Review collected by and hosted on G2.com.

Michael P.
MP
Business Development Manager
Security and Investigations
Enterprise (> 1000 emp.)
"Business Development Manager"
What do you like best about ClientPoint?

I like the ease of use and plug and play style format. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I wish I was able to edit text of the pages easier without upload/download times. Review collected by and hosted on G2.com.

Rebecca T.
RT
Director of Marketing and Communications
Enterprise (> 1000 emp.)
"Time-Saving, Thorough Proposal Development Platform"
What do you like best about ClientPoint?

The simplicity of reorganizing content and editing current stock content is a true timesaver. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

From an administrator point of view I wish organizing the library and managing some library content was a little bit easier. Review collected by and hosted on G2.com.

Ron L.
RL
President & CEO
Security and Investigations
Mid-Market (51-1000 emp.)
"Game changer"
What do you like best about ClientPoint?

This is an excellent sales tool especially when working with potential clients outside your region. Being able to combine video, visual tools and personalized content in a proposal for clients really sets us apart from the competition in an otherwise tired industry. Love it. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Only challenge is building out a library of content but that is an internal challenge, not a fault of the software :) Review collected by and hosted on G2.com.

Adam J.
AJ
Executive Vice President
Small-Business (50 or fewer emp.)
"Great Business Development Software from Paperless Proposal"
What do you like best about ClientPoint?

I like the template functions and the ability to track proposal delivery. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I wish it was a little easier to modify merge fields. Their support team is helpful, but it would be nicer if the user could do it more fluidly. Review collected by and hosted on G2.com.

Verified User in Outsourcing/Offshoring
UO
Small-Business (50 or fewer emp.)
"Very effective and user friendly"
What do you like best about ClientPoint?

Very straight forward and very effective if you're in sales and you ca really utilize the functions which are suitable with your business. Very easy to learn and I can even go back just in case there things that needs to amend with your proposal. Very satisfied so far. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

What I don't like is that the way it looks and it seems that there aren't any updates or add on's like grabbing file from your desktop instead of just using what you have saved in the program. Review collected by and hosted on G2.com.

Robert S.
RS
President
International Trade and Development
Mid-Market (51-1000 emp.)
"Stratus Building Solutions - Kansas City"
What do you like best about ClientPoint?

Ease, professionalism and proposal management tool Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Video quality not good. Cover generator somewhat limited Review collected by and hosted on G2.com.

Trending Discussions related to ClientPoint

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

13 months

Average Discount

9%

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ClientPoint Features
Document Builder Interface
Assembly and Approval Workflows
Customizability: Variables and Fields
Template Creation and Flexibility
Rich Media
Engagement Tracking
Proposal Effectiveness Reporting
Reporting and Dashboards
User, Role, and Access Management
Alerts and Notifications
CRM Integration