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ClientPoint

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198 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
2009
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Star Rating

137
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ClientPoint Reviews

Review Filters
Profile Name
Star Rating
137
52
7
1
1
Sue F.
SF
Sue F.
CEO • Founder • Entrepreneur • Start-Up • GTM Strategy • Business Builder • Digital Marketer • Mentor • Speaker • Guest Lecturer • Podcast Host • Passionate About All Things Community
10/15/2024
Validated Reviewer
Review source: Organic

Great Product - Helped Close Business

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.
gasiram a.
GA
gasiram a.
Sr Analyst
11/02/2023
Validated Reviewer
Review source: Organic

Products review

Client point it's was good and cooperative
Verified User in Logistics and Supply Chain
UL
Verified User in Logistics and Supply Chain
09/13/2022
Validated Reviewer
Review source: Organic

wonderful to work with

Great at helping to get proposals done quickly and to our specifications and our new customers

About

Contact

Phone:
-9234
HQ Location:
Carlsbad, CA

Social

@ClientPoint

What is ClientPoint?

ClientPoint offers a sophisticated software solution designed to streamline the proposal and sales management process for businesses of various sizes and industries. The platform facilitates the creation, delivery, and tracking of business proposals, ensuring an enhanced user experience with professional, branded documentation that can significantly improve conversion rates. ClientPoint’s features include an intuitive proposal builder, a comprehensive content library, integrated e-signature capabilities, and valuable insights through detailed tracking and analytics. This enables sales teams to manage their pipelines effectively and close deals more efficiently. Learn more at https://www.clientpoint.net.

Details

Year Founded
2009