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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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Rya I.

Enterprise (> 1000 emp.)

2/13/2018

"Paperless Proposal makes organizing and creating so much more effective."

5/5

What do you like best about ClientPoint?

I like that I get to maintain my library of documents and use them as I need them. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I wish there was an option to search for information within a document. Review collected by and hosted on G2.com.

Raisa (Rya) M.

Sr. Region Marketing Specialist

Marketing and Advertising

Enterprise (> 1000 emp.)

9/22/2015

"I love Paperless Proposal!"

5/5

What do you like best about ClientPoint?

I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal. The support team at Paperless is extremely helpful and attentive to any and all of our needs. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

the library doesn't show you when docs were uploaded last and also would be great if there was a search button to search thru the docs. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

If you are looking for a system to organize all your files and keep track of all your progress, this is your system. Paperless allows you to stay consistent amongst all your documents by allowing you to have a library which holds all of your company's files. Review collected by and hosted on G2.com.

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

We are able to keep all our files and past proposals organized in one place. This helps us save time because we can just duplicate past proposals and customize as needed. Review collected by and hosted on G2.com.

Response from Glen Cohen of ClientPoint

edit

We would be happy to turn off the Print Receipt for you. Thnaks

Makayla K.

Small-Business (50 or fewer emp.)

2/13/2018

"Good program, easy to yuse"

4/5

What do you like best about ClientPoint?

The program itself is pretty user friendly. It has everything you need and also a good customer support line. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I think that the program could run a little faster. Seems like run times are slow. Review collected by and hosted on G2.com.

Sean J.

Business Development Executive

Consumer Services

Mid-Market (51-1000 emp.)

12/24/2017

"Business Development Officer"

3.5/5

What do you like best about ClientPoint?

Good tool for a sales proposal system. Clean design Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It does not seem to play well with other software programs. A simple software collaboration service would help a bunch. Review collected by and hosted on G2.com.

Verified User in Facilities Services

Mid-Market (51-1000 emp.)

2/14/2018

"Easily send and connect files"

5/5

What do you like best about ClientPoint?

Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document.

Also, getting an alert telling me my customer has viewed our documents tells me their looking at what I sent. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

This one is a bit not difficult to describe. There really is nothing I don’t like about paperless. It’s easy to use, quick and helps me to my job more efficiently. Review collected by and hosted on G2.com.

Michael H.

Enterprise (> 1000 emp.)

2/20/2018

"The software is user friendly & allows us to provide meaningful Group Health quotes to our Co-ops."

4.5/5

What do you like best about ClientPoint?

We are able to attach large quote documents, provider directories, etc. to our Group Health quotes which allows us to deliver a much more meaningful quote. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It usually takes some time to get around the system Upgrades without any training documents provided. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism

Mid-Market (51-1000 emp.)

2/13/2018

"Quick and Convenient"

4.5/5

What do you like best about ClientPoint?

The simplicity of the process. It is easy to create and distribute quality documents. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some interface issues. I have had some small issues with file saving but I believe new releases have solved those issues. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Looking for something easy and quick to implement? This is a great solution. The process is simple and the results are fantastic. Very adaptable to your needs. Review collected by and hosted on G2.com.

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

Much easier to compose proposals and keep track of what is "out there". Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

2/20/2018

"More professional estimates = more sales"

3/5

What do you like best about ClientPoint?

The estimate format is very clean and easy to navigate for customers. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The setup period took quite a bit of time, however, since then it has been operating well and doesn't need much maintenance. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

If you regularly do quotes, it is a time saver and worth the money. Review collected by and hosted on G2.com.

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

We were previously using paper estimates and had a hard time tracking the sales and having the entire office informed when customer called. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Mid-Market (51-1000 emp.)

6/22/2017

"Paperless Proposal just makes it fun to make proposals."

5/5

What do you like best about ClientPoint?

The flexibility to delegate the creation of a proposal to anyone in my office, and be able to deliver it in a very expeditious timing. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some recipients do not receive in their inbox. It ends up in the spam folder. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Enterprise (> 1000 emp.)

2/13/2018

"VP, Business Development"

3/5

What do you like best about ClientPoint?

The result. The bid proposals look fantastic. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline. Review collected by and hosted on G2.com.