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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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Carrie B.

Le-Vel Thrive Promoter

Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

3/16/2016

"Paperless is a handily tool that I use on every opportunity to track the status of my proposals. "

3.5/5

What do you like best about ClientPoint?

I like how user friendly the paperless proposal is. Tracking capabilities are wonderful you can see when someone looks at it; so it they are client that always is a rush but never looks at it now I know. Helps to pioritize my clients needs. If they person never looks at it for a couple of days I can send them the rough draft by their deadline and it looks finished and polished. I know that my custom drawings are not in but at least it has all the other information. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Customers sometimes have problems downloading. Review collected by and hosted on G2.com.

Carol S.

Vice President

Small-Business (50 or fewer emp.)

9/23/2015

"Paperless Proposal is an Awesome Tool"

5/5

What do you like best about ClientPoint?

This is the best proposal system I have ever found. It is easy to use. It is entirely customizable to almost any industry. It is easy to add or delete documents. The technical support is awesome. They respond immediately. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

So far there is nothing to dislike. The program is very intuitive and ease for new people to grasp almost immediately. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Paperless Proposal offers a great green initiative to our customers. We are saving printing costs, paper, and a full time position has been eliminated since each rep can prepare their own proposals with minimal downtime. Review collected by and hosted on G2.com.

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

This takes several metric reports off of my to do list. I no longer have to track outstanding proposals or closing metrics, it's right there in Paperless Proposal. Review collected by and hosted on G2.com.

Response from Rahat Ahmed of ClientPoint

edit

Hi,

Thanks for taking the time out to write this review. Happy to know that you like our analytics and reports.

Not sure why you're having to write cover letters in your pc first and then upload when we have the feature to type it directly in Paperless Proposal. Can you please email me over at our support email. I'd like to take a look on your cover letter and get it working right for you.

Thanks,

Rahat Ahmed

Director of Operations

www.paperlessproposal.com

Verified User in Executive Office

Small-Business (50 or fewer emp.)

6/26/2017

"Paperless Proposal - Great Review"

5/5

What do you like best about ClientPoint?

How it captures all of our client information and can put it into report format we need. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

To many steps to put a proposal together Review collected by and hosted on G2.com.

Timothy Y.

Regional Account Manager

Enterprise (> 1000 emp.)

6/26/2017

"very good"

4/5

What do you like best about ClientPoint?

that it functioned properly. it did what I asked it to do Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

nothing, it worked seamlessly for my compnay Review collected by and hosted on G2.com.

Jaclyn P.

Training & Marketing Specialist

Marketing and Advertising

Mid-Market (51-1000 emp.)

10/16/2015

"Proposals made easy"

3.5/5

What do you like best about ClientPoint?

I like the efficiency Paperless affords. The shell can easily be manipulated for different clients. While allowing our employees to present the same information in different formats. It gives the company control over branding and messaging, but gives each individual control over presentation and wording. We have many different vertical markets and we like to give examples and share case studies with our clients. We have uploaded case studies for all verticals and our users can choose which ones fit with the client.

Support calls you within the hour to trouble shoot and show you how to solve problems yourself. Thanks! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sometimes the Paperless Proposal website times out, but everything auto-saves so it's not a huge problem. An FAQ page would be great for little things in Navigation or assigning/transferring to other users. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Gives all users level playing field whether experienced or not. Using templates with customizable fields based on client name/vertical market etc creates flawless presentations every time. The final products are very similar if not the same across the company. We are all presenting the same message, using the same language, which is very important for branding. Review collected by and hosted on G2.com.

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

More organized, efficient, & uniform way of sending proposals.

We're able to track where proposals are going, who is getting them out there and what the end result is.

Controlling the formatting, font, color schemes is really important. Our proposals should have a uniform look and represent our brand. Review collected by and hosted on G2.com.

Response from Rahat Ahmed of ClientPoint

edit

Hi,

Thanks for taking the time out to write this review. We are happy to hear that you like our product. We're working on to optimize system performance even more.

Please do contact our support if you ever need any assistance.

Thanks,

Rahat Ahmed

Director of Operations

www.paperlessproposal.com

Verified User in Hospitality

Mid-Market (51-1000 emp.)

6/23/2017

"Convenient accessablilty"

3.5/5

What do you like best about ClientPoint?

The program is easily accessible from any point and carries companies collective leads, that is easily visible Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

would like to be able to archive data from previous financial years more easily. it can be slow to save. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Small-Business (50 or fewer emp.)

9/20/2016

"Great service and Great product"

5/5

What do you like best about ClientPoint?

Paperless proposal increased our productivity and the efficiency at which we created proposals for potential clients and completely revamped our process in writing proposals. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

As of now, there is not much that I can say we dislike. During the entire process, the Paperless Proposal team has been helpful in helping us set up a custom product that catered to our companies specific needs and desires.

Some clients may be turned off by the fact of having to click into a link to view a proposal or information, and may be hesitant to input their email address. Additionally, a few people have had difficulty accepting and using the esignature function. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

It may be an expensive switch to start using Paperless, but the benefits far exceed what you can expect. Review collected by and hosted on G2.com.

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

We have more time to do research, and put more thought into the proposals, and create custom recommendations and put more information into each proposal, rather than spending that time trying to create a generic proposal.

The design team did a great job making our proposals custom and professional.

The greatest benefit is the analytics of the product, and all the information that is at our team's fingertips. All the information that every person on our team needs, is in the pipeline, and it is easy to see what our team members are working on, and the progress that they have made.

We didn't know that we could be running at this high of an efficiency until we took the leap and tried it for ourselves. Review collected by and hosted on G2.com.

Verified User in Architecture & Planning

Mid-Market (51-1000 emp.)

3/11/2016

"Like using Paperless Proposal more every time I do! Easy!"

4.5/5

What do you like best about ClientPoint?

Product is really easy to use and the support staff has been wonderful to work with and very accommodating. Very happy with its ease and if you make a mistake...it is very easy to fix! Everything looks really professional and first time users really enjoy it. Makes my job a lot easier! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Not enough editing available and I would like our logo to appear on the link to click page.

Sometimes the Paperless goes into the customers SPAM folder.

Email page looks very generic and customers often question if it's really from me or not.

Customer service only takes advice from a select few in the office and won't listen to the masses that use it more than the supervisors.

Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Get lots of training and know the ins and outs of what is available. I didn't realize there were so many awesome things you could do until I used it more and more. Every time I use it I find that more quick fixes to use, try and may my proposal look like a million bucks!!!!!

The more I use it the more I like it. I find more things that work for me and can duplicate it for another customer too. We are using it more and more each week and re-using old ones by adding more feature cut sheets, videos and information.

I would highly recommend this to anyone that needs to send out a lot of information in a short period of time. Review collected by and hosted on G2.com.

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

Fast turn around with proposals

I can see what pages they are viewing the most and see what their budgets are more leaning towards.

Easy to send large files, photos, etc. Review collected by and hosted on G2.com.

Response from Rahat Ahmed of ClientPoint

edit

Dear Valued User,

We can certainly take care of your needs regarding email and the link that goes out. I would recommend that you please send out an email to our support. We can put logo/header and your branding into the email that goes from Paperless. Also regarding spam we can show you how you can send out the emails from your own email address that your prospect knows and trusts thus the emails will never end up in spam.

Please contact support and we would love to take care of your problems.

Thanks,

Rahat

Shannan H.

Marketing Manager, Channels

Accounting

Small-Business (50 or fewer emp.)

9/20/2016

"Paperless Proposal Unifies Messaging for Both Marketing and Proposals"

2.5/5

What do you like best about ClientPoint?

Relatively sleek user interface. Fair amount of user training. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

System is far more designed for proposals than for drip marketing. Doesn't interface with bare bones Salesforce.com. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Make sure you are clear on what your expectations of the system are - and that Paperless Proposal understands how to meet your needs. Review collected by and hosted on G2.com.

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

Three stage email marketing campaign was unified, and consolidated within the Paperless Proposal system. This makes for easier sending and far easier tracking of opens, reads, and forwards. However we thought we would be looking at more solid tracking than is available. However, it is much simpler than other products that interface with Salesforce but require outsourced help for implementation. Review collected by and hosted on G2.com.

Greg D.

Regional Director

Facilities Services

Small-Business (50 or fewer emp.)

6/28/2016

"Paperless Proposal is an Outstanding Tool!"

5/5

What do you like best about ClientPoint?

The ease in sending out relevant, customer specific proposals to market! We also like the amount of information you get regarding what customers are paying attention to inside the pages of the proposal, as well as who is looking at it. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There isn't anything we don't like about Paperless Proposal. The only thing that would make it better for me is if it had been available 25 years ago! Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

I would highly recommend this product to any company that utilizes proposals to acquire new business! It makes the process of assembling the pages of each individual proposal very simple and extremely quick. It also makes it easy to customize each proposal with specific information that is relevant to each individual potential customer. Review collected by and hosted on G2.com.

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

Paperless makes the proposals from each of our offices consistent with one another, so we are all sending out the same message. The ensures that we are sending out the same brand message when securing new business. Review collected by and hosted on G2.com.