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Top 41 ClientPoint Alternatives
Better Proposals
Online Proposal Softwar
Better Proposals is an online proposal builder software that enables users to craft professional-looking proposals with ease and speed. This tool is built with user-friendly features to simplify and speed up the proposal creation process while ensuring high quality and high impact both users and prospects will appreciate. ...
Better Proposals offers a wide range of templates that can be customized to get started quickly. Or user can choose to build own template from scratch and still finish proposal in minutes. Insert logos, images, and videos to add more personality and make your proposals interesting and compelling. Each proposal sent is directed to the prospect’s inbox in a very uniquely designed email, complete with a personalized message, brand themes, and logo. Proposals are integrated with e-signature and payment tools so they can easily sign the documents and pay the fees without having to exit the system and open other applications.
Proposable Proposal Software
Proposable: Proposal Software for Business
Proposable is a Proposal software for team to streamline how to create, deliver, track and eSign sales material. It helps to acquire customers and increase sales & revenue. Proposable makes it ...
Quotient
Quoting Software
Quotient is an online quote creation and management application that enables to create quotes in a few simple steps. It provides solutions that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. ...
Quotient enables users to add images, website links and files to quotes. Users can mark items as optional or create multiple choice options for quotation forms. It converts quotes into templates and stores them in a content library.
Quotient features include auto-completion, image and file attachments and template saving make the quote creation process more efficient. Its central dashboard displays updated quotes, questions, notifications and other business activities. It supports integration with multiple third-party customer relationship management (CRM) systems such as Xero, QuickBooks, Zapier, MailChimp, Capsule and more.
Conga Composer
Customize, streamline and scale document generation and reporting for unlimited use cases
Conga Composer is an automated document generator software for creating documents ranging from proposals and quotes to contracts and renewals. The software enables error-free document generation with automatic population of data ensuring accuracy and timely response. The software can be used in industries ranging from Health & Life Sciences, Technology, Retail, Manufacturing and more. ...
Conga Composer features include templates that can be personalized with facility to include business branding. It enables Data merge and auto population of data from Salesforce or other business software directly into the document eliminating chances for errors in copy-pasting. The software also ensures consistency in the document presentation and usage of the correct brand versions.
Conga Composer integrates easily with the other Congo software such as Conga Sign, Conga Collaborate and more, in addition to integations with the other popular business software.
Loopio RFP
RFP Software | Respond to RFPs with Loopio
Loopia RFP is a Response Management Software that helps businesses grow and measure their response process for RFPs, RFIs, Security Questionnaires, and more. It is widely used by sales, proposal and security teams. It helps to improve ROI, sales and revenue. ...
The unique approach to content management provides the team on-demand access to the information required and keeps it up-to-date, organized, and built to scale with the business.
Loopia creates a centralized library with up to date and accurate contents that can be accessed, reviewed and updated effortlessly. It collaborates seamlessly by building projects, assigning questions, commenting and setting deadlines to make team aware about what needs to be done next. Its intelligent RFP response automation and workflow tools save team time to focus on what matters.
Bidsketch
Proposal Software
Bidsketch is a Proposal Management Software. It helps sales people to create professional proposals easily and faster. It helps sales team to close proposals faster thereby helping in growing revenue. Bidsketch offers the ability to set up an automated message that shows to clients once they have approved the proposal. ...
Bidsketch provides professional templates that can be exported to PDF for extra portability. Images and videos can be embedded for online viewing by clients. Content and design can be reused that saves time for sales team.
Bidsketch also lets users create a client landing page where they can view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organized. Proposals can be signed online using the electronic signature feature or downloaded and printed.
Nusii
Proposal Software for Creative Businesses. | Nusii
Nusii is a Proposal Software that helps to create deals. It is designed for creative agencies and online businesses. It offers professional proposal templates, open notifications, user own custom ...
The key features of Nusii include electronic signature, content repository, knowledge library, proposal notifications, branding, domain and email, reusable content, client report, and more.
Qwilr
Qwilr - Software for creating proposals, quotes and documents as ...
Qwilr is a software for creating sales and marketing documents such as proposals, quotes and other business documents and can be used by individuals or sales and marketing teams in large enterprises. ...
Qwilr comes with a Template library for creating the business documents. The Blocks feature enables reuse of the best document or template or mix and match and stay consistent with the brand. The Quote Block consists of a Quote package and line items with conditional pricing for the client to make choices and arrive at the optimal solution.
Qwilr integrates with the CRM and Accounting tools running in the system and provides features for capturing information on customer names and other client details for personalizing the business documents. It also comes equipped with e-signature features, and integration with Stripe for enabling payments on any device.
Proposify
Proposal Software - Proposify
Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. ...
Proposify delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom-designed, reusable templates so proposals can be quickly made with spending time discovering content. All proposals can be fully white-labeled, may include interactive elements and are compatible with mobile devices.
Proposify features include Metrics and notification, Interactive quoting, Content library, Electronic signature, Custom fields and variables, Client input forms, Editors, Videos, Salesforce, Languages and more.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires. ...
Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.
Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.
Privia
Proposal Management Solutions | Privia
Privia is a Proposal Management Software. Privia is designed for the purpose of streamlining the process of bidding for all kinds of enterprises. Through Privia, companies can bid on state, commercial, or local contracts, and collaborate through the use of effectively designed proposals. So it’s a one-stop solution for the bid management, workflow management, contract management and integrated content management. ...
Privia has proven to be an efficient bid management system for all types of businesses through its seamless integration tools, and collaborative and lifecycle management assets. By being a central location for bid management, it allows businesses to focus on their goal of availing bidding opportunities and winning meaningful bids.
Privia also allows to create customized and secure workspaces with the workspace owner who can maintain control over the use, creation or removal of documents. This feature can come handy when dealing with confidential data such as financial data which needs to be protected from any forced disclosure.
Proposify
Proposal Software - Proposify
Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. ...
Proposify delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom-designed, reusable templates so proposals can be quickly made with spending time discovering content. All proposals can be fully white-labeled, may include interactive elements and are compatible with mobile devices.
Proposify features include Metrics and notification, Interactive quoting, Content library, Electronic signature, Custom fields and variables, Client input forms, Editors, Videos, Salesforce, Languages and more.
Showpad Content
Sales Enablement and Marketing Platform
Showpad Content is a content platform made available for the sales team to leverage visually engaging on-brand content developed by the marketing teams. It provides the sales team a centralized ...
The Sales content management centralizes asset management through automatic content sync with existing CMS or DAM systems. The platform is equipped with data access, security compliance, integration with CRM, Marketing Automation Systems or custom using APIs or SDKs ; Content Recommendation for sellers provides intelligent recommendations for Salesforce using AI and ML; Personalized or Visually engaging experiences delivered using Showpad Experiences; Collaborate with buyers through shared spaces helps all stakeholders get a holistic view of the buying process; Using Analytics and AI measure key metrics - content analytics (marketing), prospect insights (sales), user analytics (sales leadership). Using MeetingIQ understand how content is used in field, helping to optimize content strategy.
MarkLogic Data Hub Platform
MarkLogic | Data Integration and NoSQL Databases for Your Business
Marklogic Data Hub Platform is a Data Integration platform for Enterprises . It is used in the Financial Services, Healthcare, Insurance and other Manufacturing Industries and Media It integrates ...
It is powered by a NoSQL database which provides speed, flexibility and scalability and ensures security and data consistency.
Marklogic Data Hub Platform is built to work in any environment - hybrid, on-premises or cloud.
Prezi
Virtual presentations and interactive presentation software
Prezi is an interactive, cloud-based presentation software for sales, marketing, HR and educationists teams to create dynamic, engaging and relevant presentations. It is primarily used for ...
Prezi offers the capability to organize and view presentations. It also facilitates the organization of the content using the drag and drop functionality, without modifying the arrangement of the elements. It has a feature that lets users reveal important details as they develop their stories. It also helps in navigating intuitively during interactive presentations.
Blackboard Learn
delivers a simpler, more powerful teaching and learning experience that goes beyond the traditional learning management system
Blackboard Learn is a simpler, more powerful teaching and learning experience that goes beyond the traditional learning management system (LMS). It helps to scale best practices and improve internal communication. ...
Blackboard Learn supports learners and instructors to stay organized, easily take action, and engage with content and each other. It helps all learners regardless of age, ability, or situation succeed.
Some of its features include its mobility anytime, any device, supports critical workflows such as grading and collaboration, actionable insights, openness to integrate, extend and get data, and more.
Salesforce Anywhere
Real-time Team Collaboration App for Sales and Service teams
Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster. It reimagines sales and service with ...
It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.
Workplace from Meta
Workplace collaboration software enabling communication through Groups, Chat, Rooms and live Video broadcasting
Workplace from Meta is a communication tool that connects everyone in the company, even if working remotely. Its features like Groups, Chat, Rooms, and live video broadcasting help to get people talking and working together. Workplace helps to improve internal communication, digital and social presence and scale best practices. ...
Workplace makes it easy to speak to everybody in the company. It turns communication into a conversation by giving people a voice so they can ask questions and share ideas. Workplace uses simple integrations and mobile apps to connect everyone in the company. It also keeps people safe with industry-leading access controls and security measures.
Key Features are Workplace Chat, group video calls, file storage, auto-translate, live video streaming, access to directory integrations, admin controls to manage and monitor the Workplace, monitoring tools for IT teams and many more.
Populr
Populr.me - Create a Page for Anything in 5 Minutes
Populr is a communication tool that enables users to create and share one-page websites via a drag and drop interface. It builds engaging web content for sales and marketing teams. It helps businesses and their agents build intimate relationships with their clients and close deals faster. ...
It creates and tracks online pages to share information, grab attention, and get results. It enables business users to create one-page websites that cater to a single client or to a segment of their audience. It has a drag and drop interface where users can create one-pagers with media such as text, images, video recordings, files, embeddable services with YouTube, JotForm and SlideShare.
Key features include professional themes, mobile-optimized, sharing and analytics, privacy and security, drag and drop editing, customized branding, library archive, duplication, and collaboration.
Slack
Where work happens
Slack is the collaboration hub that brings the right people, information and tools together to get work done. It helps to align their teams, unify their systems, and drive their businesses forward. ...
Slack offers a secure, enterprise-grade environment that can scale with the largest companies in the world. It is a stack where people can work together more effectively, connect all their other software tools and services, and find the information they need to do their best work. It offers real-time messaging, file sharing, archiving, and search. It has several internal and external sharing options to receive and share files with anyone. It offers advanced search, filters and sorting that make it easy to get the right files.
Some of its features include conversation channels, private groups, messaging, message history, search, snippets, webhooks, collaboration, fFile sharing, file browsing, voice/video calls, feedback, progress archive, notifications, integrations, synchronization, open API and more.
RingCentral Video
Free and unlimited online video meetings
RingCentral Video is a Video Conferencing and Team messaging platform to book meetings, chat with teammates, and experience the platform in action. This seamless video meetings helps to build, grow, and connect the teams from anywhere. ...
It provides advanced meeting inights which includes meeting summaries, topics, video highlight reels, keywords, and video transcription with speaker identification. It supports presentation modes following every movement of presentation and keeping everyone on the same page with screen sharing along with the features like whiteboard, breakout rooms, team huddle and dynamic end-to-end encryption.
Some of its features include free online video meetings, secure, high-quality HD video and audio, group chats with teammates and clients, file sharing and task management tools, boosting team collaboration and productivity, secure conversation and more.
Salesforce Chatter
The Enterprise Social Network & Collaboration Software
Salesforce Chatter is an Enterprise Social Network that helps the employees connect, collaborate, share files, data, and expertise, all in real-time. It eliminates communication barriers and thus drives productivity and increases efficiency and innovation across departments. ...
The primary features of this platform includes chatter groups, email digest, forums to share ideas, create and share polls, file sharing, recommendations, mobile engagements and to garner rich feeds.
The platform allows collaboration on sales opportunities, campaigns, service cases, and projects through their inbuilt apps and custom actions. It connects data and records with the internal systems, maximising efficiency and eliminating errors. To improve engagement, the tool has contribution scores metric, badges and endorsement highlights for the key contributors.
Qwilr
Qwilr - Software for creating proposals, quotes and documents as ...
Qwilr is a software for creating sales and marketing documents such as proposals, quotes and other business documents and can be used by individuals or sales and marketing teams in large enterprises. ...
Qwilr comes with a Template library for creating the business documents. The Blocks feature enables reuse of the best document or template or mix and match and stay consistent with the brand. The Quote Block consists of a Quote package and line items with conditional pricing for the client to make choices and arrive at the optimal solution.
Qwilr integrates with the CRM and Accounting tools running in the system and provides features for capturing information on customer names and other client details for personalizing the business documents. It also comes equipped with e-signature features, and integration with Stripe for enabling payments on any device.
Verishow
Sales Enablement tool to engage with customers remotely
Verishow is a video call center solution. VeriShow provides customized Video-Chat solutions so businesses can engage with their customers remotely and personally. VeriShow’s customer communication and engagement suite that includes applications for live chat, video chat, VoIP calls and content sharing. ...
VeriShow also offers sales enablement platform that assists sales personnel to manage customer interactions and offers document sharing as well as form filling capabilities. VeriShow supports newer engagement technologies based on the HTML5 protocol.
Verishow is used by businesses seeking to track their online conversions and monitor sales. It is designed for a range of online businesses looking to manage two-way communication with their customers. VeriShow offers patented co-browsing capabilities, screen sharing, document sharing, certified signature and it is highly secured.
Docsend
DocSend - Share business-critical documents with confidence
DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants. ...
DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.
DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.
ClearSlide Platform
The Sales Engagement Platform that Closes Deals
ClearSlide is a Sales Enablement and Engagement platform designed for the operations, services, sales and marketing team to help enhance sales process and customer journey. The tool provides content, communication, and insights, all in one tool to help deliver quantifiable impact and maximize content ROI. ...
The tool offers features like cloud content management, integrated communications, real-time engagement analytics, coaching and best practices, and guided selling. The engagement dashboard help centralize interactions across multiple communications channels including email, online presentations, and in-person meeting.
The platform offers rules-based recommendations to ensure right content is published at the right CRM stage. It increases the overall productivity and data quality by providing product integration capability and APIs to connect with Salesforce and Microsoft Dynamics CRM.
Zinc Real-Time Communication
makes it simple to communicate important or urgent information to the entire company
Zinc Real-Time Communication is a purpose-built real-time communications platform for technicians and field service teams to reduce mean time to repair and boost customer satisfaction. ...
It comes with powerful correlation technology.
methinks
methinks - where product research meets humanity
Methinks is an User Research Software. Methinks is a platform where individual researchers can search for their target users, schedule times to meet them, and perform HD video remote interview sessions while the user is sharing their device screen. While conducting the research, the platform can transcribe the tester's words while bookmark key behaviours to review later. All recordings, qualitative quotes, and quantitative responses/graphs are stored in a secure cloud for oneself and their team to access anytime, anywhere. ...
Methinks make key decisions based on customer insights gathered in face-to-face video chats. User can learn directly from customers and design useful, engaging features. This saves development time and costs by catching UX issues early. User can conduct remote research without having to compromise on methodology. It helps to build a brand that leaves a good impression. Methinks Thinkers share their thoughts on trending topics, events and happenings around the world.
Phlanx
A Social Media Marketing Platform to contact influencers, connect with brands and provide analysis and insights on instagram accounts
Phlanx is a Social media marketing platform for business owners and industry professionals. It helps to contact influencers, work with brands, create contracts and measure engagement rates. It helps to improve brand engagement and build brand awareness. ...
Phlanx helps to grow social media followers by working with influencers worldwide, collaborates with other brands to cross-promote each other, audits influencer account to get the right influencers for the brand and measures social media engagement. It provides engagement calculators for various social media like Instagram, Facebook, Pinterest, Youtube, Tiktok and Twitter.
Envato Elements
Creative Platform with unlimited assets
Evanto Elements is a platform with unlimited creative assets and creative people providing resources to make ideas come to life. Evanto Elements is used in graphic, web and video templates, audio, photos and more to create with unlimited downloads at one low cost. ...
Some of its creative features are stock video, video templates, graphic templates, royalty-free music, sound effects, different fonts, presentation templates, web templates and more.
Forj
Membership Community Platform to deliver an exceptional member experience
Forj is a Membership community platform, that aims at managing all aspects of community networking and communications. It is targeted at Non-profits, Associations and corporations. Forj features ...
Forj provides a modernized interface for discussions, chats, events, and networking, making it attractive for members to remain engaged and involved in community drives.
doxee
The Digital Customer Experience Company
Doxee is a cloud-based customer communication management (CCM) solution that makes customer communications interactive and highly personalized. It provides solutions for the financial services, healthcare, manufacturing, utilities, telecom, legal and public sector industries. ...
It transforms the customer experience with innovative technologies that help enterprises communicate and engage with their customers more effectively, creating stronger relationships that drive sustained business growth.
It provides clients to design content, validate, distribute, track and archive data. Its Pweb solution allows clients to provide clickable content to customers and Pvideo allows clients to create and share video content. Doxee’s cloud-based Paperless Business Solution enables digitization of documents with electronic signature, biometrics and digital time stamping features.
