It's been two months since this profile received a new review

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

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

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...

G2 reviews are authentic and verified.

Here's how.

Mike H.

Mid-Market (51-1000 emp.)

2/13/2018

"Great Tool for Proposal Organization"

3.5/5

What do you like best about ClientPoint?

Efficient proposal preparation and organization. Professional proposals on a paperless platform! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It's a little confusing for customers sometimes, especially non tech savvy ones. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

2/13/2018

"Paperless Proposal Review"

5/5

What do you like best about ClientPoint?

The appearance of the proposal is extremely professional and offers robust analytics. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The set-up of course. This is true with most software. Although, the team at Paperless Proposal is committed to making sure the end result is exactly what the customer needs. Review collected by and hosted on G2.com.

Verified User in Events Services

Small-Business (50 or fewer emp.)

2/21/2018

"The easiest way to send business proposals"

5/5

What do you like best about ClientPoint?

Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I don't dislike anything. Paperless proposal works efficiently Review collected by and hosted on G2.com.

Kshanti M.

Marketing Specialist

Facilities Services

Enterprise (> 1000 emp.)

7/19/2017

"A Business Solution for Producing Quality Proposals with Real Time Analytics"

5/5

What do you like best about ClientPoint?

How easy it is to build a library of documents, use to create custom templates, and know that you proposal is free of errors. We have a team of users and we can easily access each others work when needed - from anywhere. Its also awesome to know when your customer has read your proposal and where they spend the most time, as we use that as an indicator of what's most important to them. We can then be prepared to expand upon that interest during the presentation process. Also, the analytics tools and key in determining success factors. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sometimes takes too long to add page numbers, but not sure if that is system or network issues. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

If you want to control the contents that is being sent to your clients and prospects, protecting your branding, you will want to take a deeper look at the benefits this software. Additionally, with so much emphasis on sustainability, we find each year we are producing less paper and more e-proposals. Review collected by and hosted on G2.com.

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

Paperless Proposal has increased productivity and improved the quality of our proposals. We can create customized proposals within minutes using templates, or customize by adding additional information from our resource library. We also know when the client has read our proposal so we can follow-up interest on more timely basis. Review collected by and hosted on G2.com.

Mekenzie O.

Outside Sales Representative

Facilities Services

Small-Business (50 or fewer emp.)

2/13/2018

"Love Paperless!"

5/5

What do you like best about ClientPoint?

I really like the different features paperless proposal has to offer. Being able to see when a potential client views my proposal and to see how long they spend looking at certain parts of it as great. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sometimes I have to reenter information which can be a little frustrating. Review collected by and hosted on G2.com.

Ryan L.

Regional Director/Regional Sales Director

Mid-Market (51-1000 emp.)

3/11/2016

"Very satisfied and impressed"

5/5

What do you like best about ClientPoint?

the alerts when customers view the proposal and how much time they spend on each page Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

sometimes it can be a little slow in inputting client details Review collected by and hosted on G2.com.

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.

Verified User in Facilities Services

Small-Business (50 or fewer emp.)

2/20/2018

"Paperless is an easy to use one source system for tracking leads and deals."

5/5

What do you like best about ClientPoint?

Knowing how long a client reviews the proposal; if the proposal was downloaded and any comments they share Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sharing information from CRM to paperless Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Using Paperless offers a professional touch and shows your company's support in sustainability Review collected by and hosted on G2.com.

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

Convenience to the customer; convenience to the sales person - additional meetings are not necessary to submit, sign and secure deals freeing up both the receiver and senders time. Review collected by and hosted on G2.com.

Stephanie M.

Sales Administrator

Chemicals

Mid-Market (51-1000 emp.)

3/11/2016

"Paperless Proposal grew our customer base! "

4/5

What do you like best about ClientPoint?

I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes! Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

It's a truly valuable tool that will help your business flourish! Review collected by and hosted on G2.com.

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

We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age! Review collected by and hosted on G2.com.

Verified User in Retail

Small-Business (50 or fewer emp.)

1/16/2018

"The paperless expierence"

5/5

What do you like best about ClientPoint?

I like how it keeps track of sales, closes, sent , and revenue of all proposals sent out Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

that i have to keep clearing the filter and unselecting the unfiled box when i want to search for a specific client Review collected by and hosted on G2.com.