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

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Security and Investigations
AS
Verified User in Security and Investigations
Small-Business (50 or fewer emp.)
"Proposal Software Done Right"
4.5/5
What do you like best about ClientPoint?

The analytics are easily the best and most important aspect of the software program.

The people are responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It is very slow to open up and to load each page.

The process of entering the program may dissuade customers from using it.

The setup process took much longer than anticipated. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Professional Proposals - Minimal effort"
4.5/5
What do you like best about ClientPoint?

This system makes it easy to generate a proposal for a candidates in our recruiting process in a matter of minutes. It also allows us to continuously engage throughout the hiring and onboarding process.

It also allows different managers to have different templates, or different templates based on client/candidate type. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It is too easy to give candidates too much information. We need to work on limiting what we send and honing in our templates. Review collected by and hosted on G2.com.

Andrew Y.
AY
Andrew Y.
Owner
Commercial Real Estate
Small-Business (50 or fewer emp.)
"AWESOME!"
5/5
What do you like best about ClientPoint?

It tracks all the proposal and allows us to have more control over the proposal process. A must have for any cleaning contractor. We know when prospects open the proposal and who they send it too. This really helps us gauge how interested they are in our company. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There's not too much I dislike about the program. I did not like that we could not update our credit card information but we can do that now. If they could make it more user friendly when editing templates and adding files etc. would be nice but I'm sure that will come in time. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
UL
Verified User in Logistics and Supply Chain
Enterprise (> 1000 emp.)
"Well integrated proposal solution"
4.5/5
What do you like best about ClientPoint?

The iProposal tool in a web based integrated proposal tool. The tool is easy to use, allows for fast proposal creation and allows event tracking through out the life cycle of the proposal. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some of the application's navigation is klutzy.

We can only use the Chrome browser. Please build to operate in all browsers. Review collected by and hosted on G2.com.

Jonathan A.
JA
Jonathan A.
Director, Proposals and New Business
Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Has Changed the Way We Do Proposals"
5/5
What do you like best about ClientPoint?

The Paperless Proposal software is a user-friendly, Intuitive tool. We put it to work immediately with very little training. It made a dramatic and immediate improvement to our look and our mode of delivering proposals. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There are some hard coded fields that are not relevant to our business and an inability to add fields that we need. Review collected by and hosted on G2.com.

Alex F.
AF
Alex F.
Director of Quality Assurance
Facilities Services
Mid-Market (51-1000 emp.)
"Fun, user friendly, and professional!"
5/5
What do you like best about ClientPoint?

Proposals used to be boring to me. Everytime I create one now I am able to be creative and custom to what our customers want to see. It is also a great tool to show us who we really want to work with. The ones that take some time to get to know what we are about are the people we want to work with. Paperless proposal does a great job of aligning us with the best partners. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I have not yet started uploading or doing any data entry so I probably would not enjoy that part of it. Review collected by and hosted on G2.com.

Tim V.
TV
Tim V.
Director of Technology
Enterprise (> 1000 emp.)
"Great product!"
5/5
What do you like best about ClientPoint?

I love that this product allows us to see how much time a proposal is viewed. I love how easy it is to create proposals with the template files. Support of the product is wonderful. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It's a little hard to configure the templates on one's own. Review collected by and hosted on G2.com.

Craig A.
CA
Craig A.
President
Construction
Small-Business (50 or fewer emp.)
"You don't know until you know..."
5/5
What do you like best about ClientPoint?

*Makes our proposals look amazing and clients hall all possible info at the tip of their finger.

*Learn what our clients find most important during viewing proposals.

*Insure our clients receive and review proposals.

*No Paperwork acceptance of proposals.

*Unique fields to track info that is important to us.

*Great customer service if there is a concern. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

*We did not start using this program sooner to learn more about our clients and streamline our proposal acceptance system. Review collected by and hosted on G2.com.

Verified User in Security and Investigations
US
Verified User in Security and Investigations
Enterprise (> 1000 emp.)
"Good tool for standard proposals"
3.5/5
What do you like best about ClientPoint?

It is quick and easy to produce standard proposals since all of your standard files are already pre loaded. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It is sometimes cumbersome to produce non standard proposals (i.e., where you need to do a deep dive customization). Review collected by and hosted on G2.com.

Joseph H.
JH
Joseph H.
VP Client Services
Marketing and Advertising
Mid-Market (51-1000 emp.)
"We use paperless to handle almost allow of our client interaction/paperwork. "
3.5/5
What do you like best about ClientPoint?

The ability to collaborate on pricing and proposal documents with colleagues who are overseas. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Not a dislike, but would love to be able to pull working/editable Google Docs created outside of paperless into our individual jobs. Review collected by and hosted on G2.com.

Response from Rahat Ahmed of ClientPoint

Hi,

Thanks for taking the time out to write this review. Glad to hear you like our product. Well on the google doc issue, due to our integration with Google docs we can't really use any outside google docs into Paperless Proposal. You have to have the google doc inside our database. But there is a very simple workaround for that. You can just create a new google doc in our system and do a copy-paste from your doc to ours. Please contact support and ask for me if you want me to explain this more to you over a webinar.

Thanks,

Rahat Ahmed

Director of Operations

www.paperlessproposal.com