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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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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 Food & Beverages
AF
Verified User in Food & Beverages
02/15/2018
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

National sales

it's fast and easy to use and have a professional look
Verified User in Facilities Services
UF
Verified User in Facilities Services
02/14/2018
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easily send and connect files

Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document. Also, getting an alert telling me my customer has viewed our documents tells me their looking at what I sent.
Verified User in Construction
CC
Verified User in Construction
02/13/2018
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Paperless Proposal Review

The appearance of the proposal is extremely professional and offers robust analytics.

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