It's been two months since this profile received a new review

Raisa (Rya) M.

Sr. Region Marketing Specialist

Marketing and Advertising

Enterprise (> 1000 emp.)

9/22/2015

"I love Paperless Proposal!"

5/5

What do you like best about ClientPoint?

I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal. The support team at Paperless is extremely helpful and attentive to any and all of our needs. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

the library doesn't show you when docs were uploaded last and also would be great if there was a search button to search thru the docs. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

If you are looking for a system to organize all your files and keep track of all your progress, this is your system. Paperless allows you to stay consistent amongst all your documents by allowing you to have a library which holds all of your company's files. Review collected by and hosted on G2.com.

What problems is ClientPoint solving and how is that benefiting you?

We are able to keep all our files and past proposals organized in one place. This helps us save time because we can just duplicate past proposals and customize as needed. Review collected by and hosted on G2.com.

Response from Glen Cohen of ClientPoint

edit

We would be happy to turn off the Print Receipt for you. Thnaks

ClientPoint Reviews & Product Details

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Seller

ClientPoint

Languages Supported

German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Chinese (Simplified)

Product Description

Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

Overview by

Kent Martin

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

13 months

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

ClientPoint Media

ClientPoint Demo - Make it Easy for People to do Business with You

ClientPoint Demo - Schedule, meet and share materials all in one place

Schedule, meet and share materials all in one place. From Marketing to Sales to Client Care, to Expansion, ClientPoint helps you build stronger, more valuable business relationships.

ClientPoint Demo - ClientPoint For Marketing

ClientPoint sets your marketing team up for success by creating powerful experiences that combine your best content and engagement tools all in one place (video conferencing, chat, meeting scheduling, etc.).

ClientPoint Demo - ClientPoint For Sales

ClientPoint sets your sales team up for success by getting your precise message across to your most important relationships without having to send multiple links or attachments.

ClientPoint Demo - ClientPoint For Client Care

ClientPoint sets your Client Care team up for success by integrating with your CRM, invoicing tools and other customer databases and systems for a true enterprise implementation.

ClientPoint Demo - Close Deals With eSign

eSign keeps your proposal process completely online and paperless from banner to buyer. With eSign directly within your ClientPoint, your marketing materials, customer specifications, contract, and signature pages remain all in one place and easy to find. With eSignature, there’s no need to fax b...

ClientPoint Reviews (197)

G2 reviews are authentic and verified.

Here's how.

Sue F.

Founder and Chief Executive Officer

Small-Business (50 or fewer emp.)

10/15/2024

"Great Product - Helped Close Business"

4.5/5

What do you like best about ClientPoint?

Digital sales rooms are not new, but we love Clientpoint. The insights and ease of using Clientpoint to make it easy to replicate libraries for a large amount of prospects.

I highly recommend if you have a longer sales cycle, more complex sale, enterprise sale or just need to share documents with clients during the sales process. It helps track and organize what you share during the sales process. Once a client signs it makes it easy to transition the documents and materials to the CS or Account Management Team. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It was slow to load pages. You have to wait a few seconds to a minute to upload new documents and save. Review collected by and hosted on G2.com.

gasiram a.

Sr Analyst

Enterprise (> 1000 emp.)

11/2/2023

"Products review"

4/5

What do you like best about ClientPoint?

Client point it's was good and cooperative Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Nothing to say dislike .it was good thing Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain

Mid-Market (51-1000 emp.)

9/13/2022

"wonderful to work with"

5/5

What do you like best about ClientPoint?

Great at helping to get proposals done quickly and to our specifications and our new customers Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It can be a bit confusing when first starting but the videos and demos are very helpful Review collected by and hosted on G2.com.

Carol S.

Vice President Sales

Mid-Market (51-1000 emp.)

2/14/2018

"I Love ClientPoint"

5/5

What do you like best about ClientPoint?

I like how the program allows me to create ebrochures and proposals that look very professional. I can also tailor my submissions to the exact problem the clients are having. I like how flexible the development team is. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There is not too much to dislike however, I would like to see the cover page before I move on in the proposal instead of waiting for the completed proposal to be reviewed. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

9/5/2021

"ClientPoint"

3.5/5

What do you like best about ClientPoint?

Easy to use and set up. Saves templates and customer info Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

When looking at samples it doesn’t show the document info Review collected by and hosted on G2.com.

Justin P.

Marketing and Communications Manager

Small-Business (50 or fewer emp.)

9/28/2020

"ClientPoint Revolutionized our process"

5/5

What do you like best about ClientPoint?

I love how flexible the developers are in customizing the specfic tools we need. I never heard "we can't do that" or "that's not possible. " Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Nothing. We've been 100% satisfied with the ClientPoint experience. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

ClientPoint was able to do everything we knew we needed and was able to more than what we needed by providing tools and resources in areas we never expected ClientPoint to assist us with. Review collected by and hosted on G2.com.

What problems is ClientPoint solving and how is that benefiting you?

We have streamlined how we construct and present our products to your clients. We've saved a ton of time and made it easer for more members of our team to be involved in more of our processes. Review collected by and hosted on G2.com.

Bill C.

Principal Partner

Small-Business (50 or fewer emp.)

5/22/2020

"Exactly the solution we were looking for to organize our proposals and improve our sales process"

5/5

What do you like best about ClientPoint?

I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.

The onboarding process and training we received were very helpful. Often we have to use products are not as user friendly out of the box. The learning curve is short and the ClientPoint implementation staff were proactive and very supportive.

From our customers perspective it is easier for them to research us and make a decision in less time as everything they need is in the package we set up in ClientPoint. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

There isn't much of anything that I dislike about ClientPoint. Review collected by and hosted on G2.com.

Recommendations to others considering ClientPoint:

ClientPoint is well worth it. I recommend it highly. It has been the missing link in our process and I wish I had it sooner. Review collected by and hosted on G2.com.

What problems is ClientPoint solving and how is that benefiting you?

I feel that we have improved our sales process. The proposal process is more efficient, more uniform and more consistent, and very professional - something that we have been lacking until now. Review collected by and hosted on G2.com.

Jen M.

Small-Business (50 or fewer emp.)

9/28/2020

"A seamless sales experience"

5/5

What do you like best about ClientPoint?

These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

At this point, we have experienced no downside! Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

10/16/2018

"Cut time in half for preparing proposals"

5/5

What do you like best about ClientPoint?

Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales process so much easier. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

This survey is the WORST site I've had to fill anything out in since dial-up days! Whoa is this slow and frustating because half the buttons don't even work! Client Point, I would run, not walk from this platform if you want to get your reviews. I almost quit several times. Review collected by and hosted on G2.com.

Zack M.

Small-Business (50 or fewer emp.)

10/16/2018

"Simple, Easy and Effective "

5/5

What do you like best about ClientPoint?

While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Sometimes the GUI still feels kluncky and not as smooth as I want it to be. Review collected by and hosted on G2.com.