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)

Solution Type

All-in-One

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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User Insights

Average based on 198 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

Verified User in Food & Beverages

Small-Business (50 or fewer emp.)

2/15/2018

"National sales"

5/5

What do you like best about ClientPoint?

it's fast and easy to use and have a professional look Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Nothing special, it does what we expect Review collected by and hosted on G2.com.

Mike R.

Vice President Administration

Facilities Services

Mid-Market (51-1000 emp.)

3/23/2017

"Excellent product, excellent experience"

5/5

What do you like best about ClientPoint?

While we are a new customer, to date I'm impressed with the simplicity of the system. It's user-friendly and is highly customizable. We have been able to take our existing processes and make them electronic, In cases of other software systems, it's common to have to modify your business to fit within the features and limitations of the software, and this has not been our experience thus far with Paperless Proposal. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

While I wouldn't necessarily classify this as a "dislike", I would recommend that in considering this (or any other) software, you really analyze your existing business processes and workflow in great detail. This includes paper forms, approval processes, etc. Investing some time and effort on the front-end of the implementation will make for a smoother, faster launch AND you'll recognize the benefits much quicker. The Paperless Proposal development team was very supportive and cooperative with us, but I think WE (as a customer) could have done a better job had we been more proactive in analyzing our workflow. Review collected by and hosted on G2.com.

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

While we have just recently launched, some immediate results have been the benefit of delivering a professional, consistent proposal to each customer. No more "I do it this way, she does it that way" when it comes to our brand. We expect that our sales reps will spend a fraction of the time generating proposals as they have in the past and will be able to focus on more high-leverage activities: selling! Review collected by and hosted on G2.com.

Jamie K.

Lead Graphic Designer

Facilities Services

Mid-Market (51-1000 emp.)

3/16/2016

"Great Site for Creating Professional Proposals"

3.5/5

What do you like best about ClientPoint?

I like how easy it is to use and navigate. I had a very brief overview of the site from a co-worker then I started using it on my own. Simple enough to figure out but the instruction videos also helped if I had questions.

I like how easy it is to upload pages and information.

It's nice to be able to see what co-workers are working on different projects. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I'd like to be able to duplicate a proposal to use for a new client but be aware of what to double check and change for the new client. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

I would recommend Paperless Proposal to anybody who uses proposals in the business world, from lawyers to salesman, it's a great product that allows you to be versatile and detailed. It's perfect for small proposals to large ones that have 100's of pages to them. Review collected by and hosted on G2.com.

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

It's fairly efficient and a time saver. It's nice to be able to send proposals electronically or create a PDF to print them if I need to.

It's easy to make changes and edits to tailor proposals to certain companies.

It's great to be able to share my progress with my other co-workers so we can work together on projects.

It's easy to get a proposals together that are small, like 1-20 pages but also it's great for proposals that are larger, pass 100 pages. The organization is great to make sure we don't have anything missing. Review collected by and hosted on G2.com.

Alana S.

Business Development Officer

Mid-Market (51-1000 emp.)

6/27/2017

"Excellent system"

4/5

What do you like best about ClientPoint?

This system if very easy to use. Additionally, the tracking feature gives you a better idea of your win/loss rate Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

If I opt to use my own proposal ID number, every time you reopen the document, you must reenter the number Review collected by and hosted on G2.com.

Brian M.

Business Development/Sales

Computer Software

Small-Business (50 or fewer emp.)

12/14/2016

"It's idea to get a message or marketing campaign to a few or the masses"

4.5/5

What do you like best about ClientPoint?

The tracking mechanism to see who's viewed the proposal and who they shared with. Easy to use dashboard. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Initial setup can be daunting especially loading videos, brochures and spreadsheets. Also, local editing/merging documents within the proposal can be troublesome. In all fairness, their Support team was able to address every issue we've come across, and in a quick manner. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Just know that there is a learning curve to uploading documents to the system, but the Support and Executive team is there to help you every step of the way. They offered meetings until we were ready to go live. After using the proposal for a few months, it's everything we knew it would be. Definitely would recommend if any group wants to track their proposal life cycle from beginning to end. Review collected by and hosted on G2.com.

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

Different templates for our different partners and direct clients. With Paperless Proposal, after the templates are completed, now we have one container in which to send documents out, have them reviewed and sign off.

The benefits is we can adjust any template at any time for any of our clients. Some don't need all the products we offer, so in the proposal, it's very easy to remove anything a potential client doesn't need. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

12/26/2017

"Simple to use, great quality "

4.5/5

What do you like best about ClientPoint?

It is quick and easy to create professional proposals Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There is not much that I don't like about paperless proposal. Review collected by and hosted on G2.com.

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

6/22/2017

"Easily create professional-looking proposals"

4/5

What do you like best about ClientPoint?

Easy navigation through our marketing collateral

Allowed me to control the timing of how a customer would see information

Ability to include video to increase impact

Ability to include links to our website when needed Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Proposal management was not intuitive. Found it hard to find proposals I'd already made Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Make sure your entire team understands the need to use the software and take the time to train them how to use it to the best effect. Review collected by and hosted on G2.com.

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

We don't have an in-house graphics design team, so a lot of our marketing collateral is done piece meal. Paperless Proposal allowed us to group those pieces together with the quote and present customers with a cohesive story about our company, the product we were recommending, and our value proposition. Review collected by and hosted on G2.com.

Verified User in Facilities Services

Enterprise (> 1000 emp.)

6/23/2017

"Paperless proposal has been great for the growth of our business."

4/5

What do you like best about ClientPoint?

What I love best about paperless proposal is ability for the customer to open the proposal instantly and I get a notification. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sometimes it can take a while to put a proposal together. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Using paperless proposal with my staff allows me the opportunity to view all their proposals of when they go out immediately. This helps us hold accountability for our employees. I would recommend using paper this proposal to anybody looking to drive sales. Review collected by and hosted on G2.com.

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

The biggest issue for us was the tracking of the proposals. With paperless proposal you always have your pass production. We have been able to close deals that have been on the table for over six months. I believe this is directly related to using paper this proposal. Review collected by and hosted on G2.com.

Verified User in Facilities Services

Mid-Market (51-1000 emp.)

5/25/2016

"Excellent Product with Exceptional Customer Service"

5/5

What do you like best about ClientPoint?

The workflow and notification features. It enables us to take immediate action when our clients are viewing the proposal, makes a comment and accepts the contract. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Doesn't provide automated "Status" change based on actions taken in Work Flow. Ie. changing to "Won" once client signs contract. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

I strongly recommend it! Their team is wonderful to work with and they are extremely responsive and are fantastic with their follow-up process. I Love the customized features that were developed specifically for us. It is flexible and addresses our needs. Review collected by and hosted on G2.com.

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

Tracking and client followups. Great repository and Centralization of our contracts and history. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Enterprise (> 1000 emp.)

6/26/2017

"Great communication and organization for projects"

3/5

What do you like best about ClientPoint?

The team assigned to my project was very good at emailing and calling often to communicate. They were also very organized and kept the project moving when we weren't sure of next steps. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The only concern was understanding the limitations of the tool fully before getting started. Review collected by and hosted on G2.com.