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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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137
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ClientPoint Reviews

Review Filters
Profile Name
Star Rating
137
52
7
1
1
Verified User in Facilities Services
UF
Verified User in Facilities Services
02/20/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Paperless is an easy to use one source system for tracking leads and deals.

Knowing how long a client reviews the proposal; if the proposal was downloaded and any comments they share
MH
Michael H.
02/20/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

The software is user friendly & allows us to provide meaningful Group Health quotes to our Co-ops.

We are able to attach large quote documents, provider directories, etc. to our Group Health quotes which allows us to deliver a much more meaningful quote.
Verified User in Publishing
UP
Verified User in Publishing
02/20/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Slow adopter of Paperless

I appreciate the ability to standardize proposal templates within our company as well as the ability to track when clients open and view the aspects of the proposal document.

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