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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

Discussions

ClientPoint Community

Languages Supported

German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Chinese (Simplified)

Overview by

Kent Martin

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

13 months

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Top-Rated Alternatives

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ClientPoint Media

ClientPoint Demo - Make it Easy for People to do Business with You

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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Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

12/17/2016

"New User. Seems logical."

3.5/5

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.

Recommendations to others considering ClientPoint:

This 'feels' like it makes sense. Make sure you know your current proposal process well before you start a new process. Review collected by and hosted on G2.com.

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

Our proposals are for Engineered-to-order equipment. It's a complicated proposal build process. The benefits are TBD as I'm a new User. Review collected by and hosted on G2.com.

Verified User in Machinery

Enterprise (> 1000 emp.)

6/26/2017

"Ease of Use"

4.5/5

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

Enterprise (> 1000 emp.)

3/15/2016

"Productivity without all of the paperwork"

4.5/5

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.

Sales Executive

Recreational Facilities and Services

Mid-Market (51-1000 emp.)

9/20/2016

"Useful But Needs a Few Improvements"

4/5

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.

Recommendations to others considering ClientPoint:

If duplicating a proposal, remember to change the cover page. Review collected by and hosted on G2.com.

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

Reaching out to the client at the right time. Being notified when your proposal was viewed is critical in timing for your follow up email or phone call. Review collected by and hosted on G2.com.

Michael P.

Business Development Manager

Security and Investigations

Enterprise (> 1000 emp.)

3/11/2016

"Business Development Manager"

4/5

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.

Recommendations to others considering ClientPoint:

If you can create base templates then you will like paperless. It is not cookie cutter but it does allow you to streamline your efforts versus a complete start over each proposal. Review collected by and hosted on G2.com.

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

I find that the system is much easier to use than having to start fresh on type up for each proposal. Review collected by and hosted on G2.com.

Rebecca T.

Director of Marketing and Communications

Enterprise (> 1000 emp.)

9/20/2016

"Time-Saving, Thorough Proposal Development Platform"

5/5

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.

Recommendations to others considering ClientPoint:

Review the analytics feature. If you're providing your own proposals and not completing proposals primarily on bid platforms the information provided is essential to understanding your clients needs. Review collected by and hosted on G2.com.

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

We able to see which aspects of our proposals potential clients are really reading thus directing content redevelopment and ideas for additional content development. In addition, using paperless has enhanced our ability to provide cohesive proposals across our company with truly standardized content format, layout, aesthetics', etc. Review collected by and hosted on G2.com.

Ron L.

President & CEO

Security and Investigations

Mid-Market (51-1000 emp.)

6/28/2016

"Game changer"

5/5

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.

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

This allows us to bring a personal touch to clients that are normally only reached by phone/email. Based on the analytics we get back after a proposal is viewed, we can gauge which aspects are most important to them (for example they skip through all pages about service details and spend 5 minutes viewing pricing - we know they care mostly about cost not other areas of the value proposition). Some insight into customers' most important needs helps us to tailor our approach and services to serve them better than our competition Review collected by and hosted on G2.com.

Adam J.

Executive Vice President

Small-Business (50 or fewer emp.)

9/20/2016

"Great Business Development Software from Paperless Proposal"

5/5

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

Small-Business (50 or fewer emp.)

9/20/2016

"Very effective and user friendly"

4.5/5

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.