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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ClientPoint logo
Proposal Software

4.6 349 user ratings

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71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clientsby logo
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Overview

Description ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. Read more Welcome to Clientsby, where we revolutionize the way they approach client proposals and increase their conversion rates with data-driven insights and a modern approach to presentation. Do they find yourself wondering why potential buyers stop reading their proposals, or how to follow up effectively to secure that sale? With Clientsby, they can say goodbye to the guesswork and hello to a detailed analysis of each section of their proposal. This platform helps they optimize the customer journey, identify pain points, and tailor their approach for maximum impact. Forget about boring static PDFs or heavy PPTs that fail to engage their audience. With Clientsby, they can create interactive web-page proposals that will leave a lasting impression on their clients. This online editor makes it easy to customize templates, reuse sections, and adjust offers for different clients with just a few clicks. If they're a professional seeking a third-party perspective to take their client proposals to the next level, Clientsby is the solution for them. This informative and authoritative platform provides the expertise they need to stand out in a competitive market and impress their customers with a modern and engaging presentation. Don't settle for mediocre results choose Clientsby and elevate their client proposals to new heights. Start optimizing their approach today and see the difference it can make in their conversions. Read more
Pricing Options
  • Free Trial Not Available
  • ClientPoint Offers Custom plan.
  • Free Trial Available
  • Starts at $15.00.
SW Score & Breakdown

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    85%
  • Reviews
    80%
  • Momentum
    67%
  • Popularity
    87%

71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    77%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    61%

Features

Total Features
8 Features
5 Features
Common Features for All
    Alert Notifications Alerts the user when predefined criteria is met
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 5 More - Show Less
    • Alert Notifications Alerts the user when predefined criteria is met
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 2 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Not available
    • Online

    Reviews & Ratings

    User Rating
    4.6/5 349 user ratings
    Not Available
    Rating Distribution
    • Excellent

      67.9%
    • Very Good

      26.6%
    • Average

      4.6%
    • Poor

      0.6%
    • Terrible

      0.3%
    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • ClientPoint Offers Custom plan.
    • Free Trial Available
    • Starts at $15.00.
    Pricing Plans
    Monthly Plans Annual Plans

    ClientPoint Custom

    Pro $15.00 $19.00 per user / month

    Business $32.00 $39.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots ClientPoint Reports
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Carlsbad, California

    Not available

    Contact Details

    888-972-7375

    https://www.clientpoint.net/

    Not available

    https://clientsby.com/

    Social Media Handles

    Not available

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