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

View More Pricing Information

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 Environmental Services

Small-Business (50 or fewer emp.)

3/9/2016

"I love Paperless Proposal. From the ease of use to the tracking piece its a MUST HAVE! "

5/5

What do you like best about ClientPoint?

The ability to customize customer proposals with a few easy steps. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The new layout of the proposal log is a tad confusing. I would prefer to see only pending proposals on this page; however, the filter tool gives me the ability to access only what I want/need to see. Review collected by and hosted on G2.com.

Owen O M.

Vice President

Facilities Services

Small-Business (50 or fewer emp.)

6/26/2017

"Has been a major benefit to our sales & marketing team"

5/5

What do you like best about ClientPoint?

It's high tech & allows to get our proposal in front of all the right people faster & more efficiently Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Honestly there there is nothing negative I can save or anything that I dislike. Review collected by and hosted on G2.com.

Verified User in Publishing

Mid-Market (51-1000 emp.)

6/26/2017

"New to paperless proposal"

3.5/5

What do you like best about ClientPoint?

having all of the files likely to be used in the library without having to load them each time is very useful Review collected by and hosted on G2.com.

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

The consistency of presentations and branding of them Review collected by and hosted on G2.com.

Dylan A.

Outside Sales Representative

Facilities Services

Enterprise (> 1000 emp.)

6/26/2017

"Very user friendly with a massive number of features"

4.5/5

What do you like best about ClientPoint?

I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive. Review collected by and hosted on G2.com.

David P.

Business Development Manager

Facilities Services

Mid-Market (51-1000 emp.)

3/11/2016

"Our Paperless Partners"

3.5/5

What do you like best about ClientPoint?

Other than are bid work, where we have to use someone else's forms, all are work is done on Paperless proposal. They have done a lot of work to customize our options, which have made it a more useful tool. It is becoming more helpful now that we have additional sales persons. Less for them to learn about the proposals and Paperless Proposal gives us more control of the content going out.

Another positive is that Glen, Zach and the rest of their team are friendly, empathetic professionals. One never feels like they are getting are hard sell. They are there when you are ready to buy. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Making wholesale changes can take time. It always did before paperless too. Would like to find ways to improve this process, but it is mainly an internal challenge. Considering the frequency of updates, it appears that Paperless continues to chip away at this problem. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Give it a try so long as you are willing to do work to get it set up right. Good for salesforce users Review collected by and hosted on G2.com.

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

Love knowing the timing of when someone is looking at their proposal and what they spend time on. As with most organizations, left to their own recourse, many users would do their own thing and we would lose brand cohesion if it were not for this tool. Hope that we will see benefits from integrating the product with salesforce.com. Have not done this already, as we are in our first year of using salesforce, but expect to do this soon. Review collected by and hosted on G2.com.

Ximena G.

Lead Graphic Designer / Marketing Assistant

Small-Business (50 or fewer emp.)

9/20/2016

"Great "

5/5

What do you like best about ClientPoint?

It is easy to navigate and excellent to create paperless proposals. I love that you can go through the different tabs and everything is very organized. I also enjoy that you can have several admins and implement different proposals, while it showing you the status of your proposal, whether it won or lost. I also like how we can track whether the proposal was bad or good depending on who read it, how long they spent on the proposal itself. This helps the company figure out what we can change in the future in order for our paperless proposal to be successful. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There are too many steps for the paperless proposal, which could lead into confusion but when you get the hang of it, it is perfect. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Maybe add some more features, like including the arrows for the next slide on the power points within the proposal. User experience is important on this and people's instant reaction to the product is to click on the power point and it instantly going to the next slide through there if they click on the right or left side. Review collected by and hosted on G2.com.

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

We are creating an informational proposal for clients, about the efficient hire products we sell. We wanted to create a specific format for our clients to be able to understand in a easy and organized manner the way our products are and what they can offer to them. We have had several seen proposals which have been effective in the success of the understanding of the products. Review collected by and hosted on G2.com.

Edward K.

Chief Executive Officer

Facilities Services

Mid-Market (51-1000 emp.)

9/20/2016

"Excellent Tool"

4/5

What do you like best about ClientPoint?

Allows content to be used repeatedly by preloading it, but also allows for customizations to be made. The software also helps track proposals. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Can't think of anything specific at the moment. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Consider using this software if you are preparing complex proposals that require a large amount of repeated information but also requires some customization from proposal to proposal.

If you have multiple types of proposals, you can prepare folders in PP with stock information for each type of proposal or each product/service item or group of items. Letters and forms can be created as standard forms with editable sections to add details such as price etc. The software also provides the ability to upload files directly into a proposal. Can utilize all types of files, including video. Review collected by and hosted on G2.com.

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

We have reduced the amount of work required to produce proposals, significantly. We have improved the visual quality and consistency of proposals. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Enterprise (> 1000 emp.)

7/10/2017

"Satisfied user"

4.5/5

What do you like best about ClientPoint?

The analytics are invaluable. Able to see when you prospect receives the document, how long they spend on a particular page, and in all an engaging experience that simply allows one to take their efficiency to the next level. Top flight platform! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The fact this couldn't have come along sooner. Review collected by and hosted on G2.com.

Sean C.

Business Development Manager

Security and Investigations

Enterprise (> 1000 emp.)

9/25/2015

"Impressive to any client or prospect"

5/5

What do you like best about ClientPoint?

Can create a professional proposal in less than 10 minutes. I can see stats on what my prospects are looking at. Green option for proposal delivery. Can be viewed on any device. Perfect for teams that use the same basic content but still want the ability for full customization. My marketing team can update materials and have all of the reps using the updated info right away. Adding a clean and sharp cover page is very simple and quick. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The process of saving a document can be cumbersome but I believe that has more to do with a slow internet connection. The program can get hung up if you don't have a fast connection forcing you to reload the page or log back in. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

Save templates that you like and build off of them to perfect the product. You will be surprised how much you will learn making proposal with this system. I would encourage anyone using Paperless Proposal to spend the time to make at least 5 different proposals before deciding on which style you like best. You will likely find that you can tailor your final product based on the specific prospect you are presenting to. Review collected by and hosted on G2.com.

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

Quick turn around on proposals allows us to get back to prospects in a timely fashion. Prospects are impressed with the proposal and the online availability. Adds the WOW factor when a prospect opens the proposal and sees how simple our offering is. 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. Glad to hear you are creating proposals much faster with Paperless Proposal. We agree that internet speed can sometimes slow things down but thats just how internet as a whole works. We are optimizing Paperless Proposal constantly to work more efficiently with as little internet bandwidth possible.

Please contact our support if you need any assistance.

Thanks,

Rahat Ahmed

Director of Operations

www.paperlessproposal.com

Verified User in Real Estate

Mid-Market (51-1000 emp.)

7/18/2017

"Paperless Proposal Review"

3.5/5

What do you like best about ClientPoint?

I enjoy Paperless proposal for the convenience of access and the numerous features that allow pipeline management between multiple parties. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

When rearranging the order of uploaded files, you cannot see the entire list. You have to scroll to see them, which makes it difficult to put in order. Review collected by and hosted on G2.com.