--- title: ClientPoint Reviews meta\_title: 'ClientPoint Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 198 reviews by the users' company size, role or industry to find out how ClientPoint works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 198 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # 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](https://www.g2.com/sellers/clientpoint) Discussions [ClientPoint Community](https://www.g2.com/products/clientpoint/discuss) Languages Supported German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Chinese (Simplified) Solution Type All-in-One Overview by Kent Martin Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ## Top-Rated Alternatives [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(914) ](https://www.g2.com/products/qwilr/reviews) [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,647) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,142) ](https://www.g2.com/products/proposify/reviews) [ View All Alternatives ](https://www.g2.com/products/clientpoint/competitors/alternatives) ## User Insights Average based on 198 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Sue F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sue F.") SF Sue F. Founder and Chief Executive Officer Small-Business (50 or fewer emp.) 10/15/2024 "Great Product - Helped Close Business" 4.5/5 What do you like best about ClientPoint? Digital sales rooms are not new, but we love Clientpoint. The insights and ease of using Clientpoint to make it easy to replicate libraries for a large amount of prospects. I highly recommend if you have a longer sales cycle, more complex sale, enterprise sale or just need to share documents with clients during the sales process. It helps track and organize what you share during the sales process. Once a client signs it makes it easy to transition the documents and materials to the CS or Account Management Team. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? It was slow to load pages. You have to wait a few seconds to a minute to upload new documents and save. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Reduce the number of emails to clients where proposals and documents get lost. It makes it easier to track what we have shared as well as easier for prospects to share sales documents. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![gasiram a.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "gasiram a.") GA gasiram a. Sr Analyst Enterprise (\> 1000 emp.) 11/2/2023 "Products review" 4/5 What do you like best about ClientPoint? Client point it's was good and cooperative Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Nothing to say dislike .it was good thing Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Client to assigned to deliverable task Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") UL Verified User in Logistics and Supply Chain Mid-Market (51-1000 emp.) 9/13/2022 "wonderful to work with" 5/5 What do you like best about ClientPoint? Great at helping to get proposals done quickly and to our specifications and our new customers Review collected by and hosted on G2.com. What do you dislike about ClientPoint? It can be a bit confusing when first starting but the videos and demos are very helpful Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Over all, they are great, and there were just a few little bugs that they got fixed very quickly. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CS Carol S. Vice President Sales Mid-Market (51-1000 emp.) 2/14/2018 "I Love ClientPoint" 5/5 What do you like best about ClientPoint? I like how the program allows me to create ebrochures and proposals that look very professional. I can also tailor my submissions to the exact problem the clients are having. I like how flexible the development team is. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? There is not too much to dislike however, I would like to see the cover page before I move on in the proposal instead of waiting for the completed proposal to be reviewed. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: You will find the program very ease to use. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? It makes our proposals more professional than other companies. Also I use it for monitoring business closed for my reps. Review collected by and hosted on G2.com. Show More 10/19/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Small-Business (50 or fewer emp.) 9/5/2021 "ClientPoint" 3.5/5 What do you like best about ClientPoint? Easy to use and set up. Saves templates and customer info Review collected by and hosted on G2.com. What do you dislike about ClientPoint? When looking at samples it doesn’t show the document info Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Sending customers information quickly Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Justin P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin P.") JP Justin P. Marketing and Communications Manager Small-Business (50 or fewer emp.) 9/28/2020 "ClientPoint Revolutionized our process" 5/5 What do you like best about ClientPoint? I love how flexible the developers are in customizing the specfic tools we need. I never heard "we can't do that" or "that's not possible. " Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Nothing. We've been 100% satisfied with the ClientPoint experience. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: ClientPoint was able to do everything we knew we needed and was able to more than what we needed by providing tools and resources in areas we never expected ClientPoint to assist us with. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? We have streamlined how we construct and present our products to your clients. We've saved a ton of time and made it easer for more members of our team to be involved in more of our processes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Bill C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bill C.") BC Bill C. Principal Partner Small-Business (50 or fewer emp.) 5/22/2020 "Exactly the solution we were looking for to organize our proposals and improve our sales process" 5/5 What do you like best about ClientPoint? I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well. The onboarding process and training we received were very helpful. Often we have to use products are not as user friendly out of the box. The learning curve is short and the ClientPoint implementation staff were proactive and very supportive. From our customers perspective it is easier for them to research us and make a decision in less time as everything they need is in the package we set up in ClientPoint. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? There isn't much of anything that I dislike about ClientPoint. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: ClientPoint is well worth it. I recommend it highly. It has been the missing link in our process and I wish I had it sooner. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? I feel that we have improved our sales process. The proposal process is more efficient, more uniform and more consistent, and very professional - something that we have been lacking until now. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JM Jen M. Small-Business (50 or fewer emp.) 9/28/2020 "A seamless sales experience" 5/5 What do you like best about ClientPoint? These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? At this point, we have experienced no downside! Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Developing visually appealing and persuasive sales presentations is easy. And it is simple to track performance and understand where we are in our sales cycle with each client. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 10/16/2018 "Cut time in half for preparing proposals" 5/5 What do you like best about ClientPoint? Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales process so much easier. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? This survey is the WORST site I've had to fill anything out in since dial-up days! Whoa is this slow and frustating because half the buttons don't even work! Client Point, I would run, not walk from this platform if you want to get your reviews. I almost quit several times. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? This saves time and helps know who is opening the proposal and when. This is useful so we can know when to follow-up. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ZM Zack M. Small-Business (50 or fewer emp.) 10/16/2018 "Simple, Easy and Effective " 5/5 What do you like best about ClientPoint? While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Sometimes the GUI still feels kluncky and not as smooth as I want it to be. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: Worth a try. Support team is always available. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Entire Sales Team is able to communicate about individual projects utilizing the Client Point interface from anywhere. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about ClientPoint? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ClientPoint ](https://www.g2.com/products/clientpoint/discussions/new) GU Guest User What is ClientPoint used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-clientpoint-used-for) ![Yasir A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yasir A.") YA Yasir Ansari • Last activity over 4 years ago Client Point pricing 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/32696-client-point-pricing) [ View all Discussions ](https://www.g2.com/products/clientpoint/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 9% [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ClientPoint Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,647) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,142) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image") ConnectWise CPQ 4/5(142) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-connectwise-cpq) ##### ##### ClientPoint Features Workflow Document Builder Interface Assembly and Approval Workflows Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications CRM Integration [ View More Features ](https://www.g2.com/products/clientpoint/features) ##### Categories on G2 [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm) [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Digital Sales Room](https://www.g2.com/categories/digital-sales-room) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best tools for integrating client portals into websites](https://www.g2.com/discussions/what-are-the-best-tools-for-integrating-client-portals-on-websites)[Which pharmacy management systems have strong customer support for pharmacy companies under 50 people?](https://www.g2.com/discussions/which-pharmacy-management-systems-have-strong-customer-support-for-pharmacy-companies-under-50-people)[What investor portal features best support annual reports and earnings presentations for public company IR teams?](https://www.g2.com/discussions/what-investor-portal-features-best-support-annual-reports-and-earnings-presentations-for-public-company-ir-teams) [Which low-code development platform is the best for enterprise solutions](https://www.g2.com/discussions/which-low-code-development-platform-is-the-best-for-enterprise-solutions)[Which cloud migration assessment vendors deliver executive-ready cost-benefit analyses without requiring manual spreadsheet work?](https://www.g2.com/discussions/which-cloud-migration-assessment-vendors-deliver-executive-ready-cost-benefit-analyses-without-requiring-manual-spreadsheet-work)[Pros and Cons Details](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)