ClientPoint Overview

ClientPoint simplifies business interactions by providing a unified workspace for scheduling, meetings, chats, sharing materials, and signing. Business relationships with prospects, customers, and partners are easily managed.

Use Cases

Customers recommend Sales Document Management, Engagement Management, Collaboration, as the business use cases that they have been most satisfied with while using ClientPoint.

Other use cases:

  • Communication Management
  • Content Management
  • Training & Onboarding
  • Helpdesk Management
  • Rating And Review Management
  • Meeting Management
  • Trade Show Marketing
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ClientPoint.

Other priorities:

  • Enhance Customer Relationships
  • Grow Market Share
  • Build Brand Awareness
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Shorten Ramp Up Time
See all business priorities See less business priorities

ClientPoint Use-Cases and Business Priorities: Customer Satisfaction Data

ClientPoint works with different mediums / channels such as Offline. Video. Point Of Sale etc.

ClientPoint's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and ClientPoint support capabilities include 24/7 Support, Phone Support, AI Powered, etc. also ClientPoint analytics capabilities include Analytics, and Custom Reports.

Reviews

"Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients." - Marsden

ClientPoint, Better Proposals, Proposable Proposal Software, Quotient, Conga Composer, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ClientPoint

Top Industries

  • Computer & Network Security
  • Marketing and Advertising
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ClientPoint is popular in Computer & Network Security, Marketing And Advertising, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on ClientPoint Use Cases

Why is ClientPoint the best choice for Sales Document Management?

What Are the key features of ClientPoint for Engagement Management?

How can ClientPoint optimize your Collaboration Workflow?

How efficiently Does ClientPoint manage your Communication Management?

Why is ClientPoint the best choice for Content Management?

39+ more Business Use Cases

29 buyers and buying teams have used Cuspera to assess how well ClientPoint solved their Proposal Management needs. Cuspera uses 3006 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
ClientPoint testimonial

Marsden
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients. Testimonial By Marsden
ClientPoint testimonial

John Leiferman

CEO, TEAM Software

Accel-KKR Company
I believe in the ClientPoint solution, the delivery methodology, and the management team. Testimonial By John Leiferman
CUSTOMERS TESTIMONIALS
ClientPoint testimonial

Marsden
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients. Testimonial By Marsden
ClientPoint testimonial

John Leiferman

CEO, TEAM Software

Accel-KKR Company
I believe in the ClientPoint solution, the delivery methodology, and the management team. Testimonial By John Leiferman

Case Studies

COMPANY INDUSTRY CASE STUDIES
ClientPoint case study

Securitas
Computer & Network Security
Computer & Network Security
Case Study Securitas

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Read More
ClientPoint case study

Securitas
Computer & Network Security
Computer & Network Security
Case Study Securitas

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Read More
ClientPoint case study

Securitas
Computer & Network Security
Computer & Network Security
Case Study Securitas

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Read More

Video

ClientPoint Mission Statement

Video Thumbnail

Frequently Asked Questions(FAQ)

for ClientPoint

What is ClientPoint?

ClientPoint is a cloud-based proposal presentation and tracking software for sales, management and marketing. ClientPoint allows your business to produce a high volume of personalized sales proposals quickly and efficiently. The solution helps to generate proposals, send them to clients and optimize the proposal management lifecycle.

ClientPoint proposal generation software supports office files, video, templates, pricing tools, CRM integration and eSignature approval. With ClientPoint's tracking and analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or sections, among others.

ClientPoint’s intuitive selling and closing platform powerfully drives higher close rates and shorter sales cycles. ClientPoint experiences help you land more meetings, facilitate better virtual presentations, follow up more powerfully, and close more deals. Know where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals updated automatically based on prospect actions. ClientPoint updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.

What is ClientPoint used for?

ClientPoint is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Engagement Management and Collaboration .

What are the top features of ClientPoint?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of ClientPoint.

Who uses ClientPoint?

ClientPoint is used by Computer & Network Security, Marketing And Advertising and Computer Software among other industries.

What are ClientPoint alternatives?

Better Proposals, Proposable Proposal Software, Quotient and Conga Composer are popular alternatives for ClientPoint.

Where is ClientPoint located?

ClientPoint is headquartered at 6800 Embarcadero Lane Carlsbad, CA 92011.
lightning

Peers used ClientPoint for sales document management and engagement management

ClientPoint Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.09/5 ★

Read Reviews (8)
Analytics

4.92/5 ★

Read Reviews (83)
Custom Reports

4.65/5 ★

Read Reviews (252)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.09/5 ★

Read Reviews (8)
Analytics

4.92/5 ★

Read Reviews (83)
Custom Reports

4.65/5 ★

Read Reviews (252)

ClientPoint Integrations

ClientPoint integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.75/5 ★

Read Reviews (180)
Data Export

3.47/5 ★

Read Reviews (124)

Pipedrive

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Sertifi

4.71 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OKTA

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for ClientPoint

Overall Risk Meter

Low Medium High

Top Failure Risks for ClientPoint

Clientpoint Profile

Company Name

Clientpoint

Company Website

https://www.clientpoint.net/

HQ Location

6800 Embarcadero Lane Carlsbad, CA 92011

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SEED