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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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Profile Name

Star Rating

137
52
7
1
1

ClientPoint Reviews

Review Filters
Profile Name
Star Rating
137
52
7
1
1
Verified User in Security and Investigations
US
Verified User in Security and Investigations
10/16/2018
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent software

Very easy to use - straightforward...…..
Verified User in Facilities Services
AF
Verified User in Facilities Services
07/30/2018
Validated Reviewer
Verified Current User
Review source: Organic

Outstanding Customer Support

I'm a marketing coordinator for a large company and we use ClientPoint on a daily bases for proposals. The ability to gain analytics is crucial to understanding what our clients want most. The most outstanding part of ClientPoint would have to be their customer support. They have been there every step of the way answering questions and troubleshooting any issues we had. "My" is an outstanding customer service agent and has help us use ClientPoint more efficiently.
Verified User in Events Services
AE
Verified User in Events Services
02/21/2018
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

The easiest way to send business proposals

Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space

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