ClientPoint Reviews (198)

Reviews

ClientPoint Reviews (198)

4.5
198 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and time-saving features of this software, highlighting its ability to streamline the proposal process and enhance organization. Many appreciate the tracking capabilities that provide insights into client engagement, making it easier to follow up effectively. However, some users note that loading times can be slow, which may hinder the overall experience.

Pros & Cons

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JW
Juliet W.
Small-Business (50 or fewer emp.)
"We love paperless!"
5/5
What do you like best about ClientPoint?

Their customer service and proposal presentation Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I don't dislike anything about the product Review collected by and hosted on G2.com.

Steve C.
SC
Steve C.
Director of Operations
Facilities Services
Small-Business (50 or fewer emp.)
"Great interface, easy to use"
5/5
What do you like best about ClientPoint?

It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Certain modifications to files, need to be handled by their staff, however they do respond very quickly, sometimes within 10-15 minutes and things are complete. Review collected by and hosted on G2.com.

Response from Rahat Ahmed of ClientPoint

Steve,

Thanks for all the positive inputs! Please drop in some thoughts about how you would imagine the file modification to be on our support email. We'd love to hear from you about that and implement on our current development roadmap.

Thanks,

Rahat Ahmed

Director of Operations

www.paperlessproposal.com

Verified User in Security and Investigations
CS
Verified User in Security and Investigations
Mid-Market (51-1000 emp.)
"Paperless is awesome for sending proposals and very simple to use"
3/5
What do you like best about ClientPoint?

I like that its easy to keep track of what emails and proposals are sent. It lets you save company information so when you create a proposal you just have to add it into email. very user friendly and easy to input details and create important proposals for clients Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I dislike that it does not come with note reminders that will automatically remind you what dates to follow up with people on or when to call clients back Review collected by and hosted on G2.com.

KK
Kelly K.
Mid-Market (51-1000 emp.)
"I love paperless proposal!"
5/5
What do you like best about ClientPoint?

Easy to use, best customer service, they will customize to your needs, and the best software available! Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I like everything about the program, I can't think of anything. Review collected by and hosted on G2.com.

Verified User in Facilities Services
UF
Verified User in Facilities Services
Mid-Market (51-1000 emp.)
"Saves tons of time and very organized"
4/5
What do you like best about ClientPoint?

The organized format that proposal is presented, The quickness in compiling all information Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Items need Updating and taking months to update, changes take too long, takes too long going from one location to the next Review collected by and hosted on G2.com.

SD
Sarah D.
Enterprise (> 1000 emp.)
"Great tool"
3.5/5
What do you like best about ClientPoint?

Paperless Proposal customer support is very helpful and easy to work with. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Local edits can be tricky and require saving to computer, which might lead to mistakes. Review collected by and hosted on G2.com.

Verified User in Security and Investigations
AS
Verified User in Security and Investigations
Enterprise (> 1000 emp.)
"Proposal writer"
5/5
What do you like best about ClientPoint?

Having the ability to create a library of frequently used documents and templates with the ability of the Paperless team to customize them with client name merge fields is really handy. It helps to create custom proposals swiftly in a clean/presentable fashion. Additionally, I like having the ability to view all projects under one manage screen helps to keep track of pending projects. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some of the finalizing stages could be better modified for our specific usage. Sometimes customers want a specific format that will create additional editing in PDF after it has been downloaded from Paperless when it seems like maybe it could be an added feature to Paperless to assist in the completion stage. Review collected by and hosted on G2.com.

Zack M.
ZM
Zack M.
Director of Inside Sales
Executive Office
Small-Business (50 or fewer emp.)
"Simple and Easy"
5/5
What do you like best about ClientPoint?

Putting together a proposal has never been easier, we rely on Paperless Proposal for a very quick response turn around for our customers. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Only thing I can think of would be a mobile app for phones and tablets. Quicker turn around by inputting the information on site vs. waiting to return to the office. Review collected by and hosted on G2.com.

Verified User in Facilities Services
UF
Verified User in Facilities Services
Small-Business (50 or fewer emp.)
"Positive experience "
5/5
What do you like best about ClientPoint?

What I like best is the capability to share video. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There isn’t much I dislike. Perhaps the ability to organize my library would be helpful. Review collected by and hosted on G2.com.

Danielle V.
DV
Danielle V.
Project Sales Engineer
Enterprise (> 1000 emp.)
"Feature Heavy and Easy way to crank out proposals"
4.5/5
What do you like best about ClientPoint?

New to the software from a non-software based proposal editor and loved this. I found the back end to be slick and easy to jump into. The push to MS Word editing was easy and tracking features post send were powerful. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The back end had trouble retaining my password Review collected by and hosted on G2.com.