Product Avatar Image

ClientPoint

Show rating breakdown
198 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
2009
Profile Filters

All Products & Services

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 Facilities Services
UF
Verified User in Facilities Services
02/15/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Positive experience

What I like best is the capability to share video.
Sean J.
SJ
Sean J.
Business Development, Bill Howe Plumbing
02/15/2018
Validated Reviewer
Verified Current User
Review source: Organic

Business Development Officer

Good tool for a sales proposal system. Clean design
Robert H.
RH
Robert H.
Sales Executive at Vortex Aquatic Structures International
02/15/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great for repeat tasks

Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and not get in the car. The link is VERY important, as some of my proposals can be quite large, with high quality images, and be too large to send ans an attachment. Templates are where I like this product the most. I am able to utilize a few different templates, and get everything in order before I send them to the client, ensuring I miss nothing.

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