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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 Construction
AC
Verified User in Construction
02/20/2018
Validated Reviewer
Verified Current User
Review source: Seller invite

More professional estimates = more sales

The estimate format is very clean and easy to navigate for customers.
Verified User in Security and Investigations
AS
Verified User in Security and Investigations
02/19/2018
Validated Reviewer
Verified Current User
Review source: Organic

Paperless Proposal just makes it fun to make proposals.

The flexibility to delegate the creation of a proposal to anyone in my office, and be able to deliver it in a very expeditious timing.
Ryan L.
RL
Ryan L.
Field Sales Consultant at Henry Schein Dental
02/16/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Very satisfied and impressed

the alerts when customers view the proposal and how much time they spend on each page

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