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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

View Details

70% 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

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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 PouncerAI is the ultimate tool for professionals looking to level up their Upwork game. Are they tired of tirelessly scrolling through endless job postings and struggling to come up with attention-grabbing cover letters? Say goodbye to wasting precious time on mundane tasks. PouncerAI streamlines the job hunting process, allowing them to focus on what matters most showcasing their skills and landing their dream projects. With PouncerAI, they can effortlessly create customized cover letters that are sure to catch the client's eye. These AI-assisted templates are designed to highlight their strengths and make them stand out from the competition. But that's not all. PouncerAI understands the importance of being quick on their feet in the highly competitive world of online freelancing. That's why we offer a real-time job alert system that keeps them up-to-date with the latest job postings. Choose their preferred method of notification whether it's desktop alerts, emails, Slack messages, or more – and never miss a job opportunity again. With PouncerAI by their side, they can confidently navigate the competitive market with ease, knowing that they have a powerful tool that enhances their chances of success. Save time, land more jobs, and elevate their freelance career with PouncerAI. Read more
Pricing Options
  • Free Trial Not Available
  • ClientPoint Offers Custom plan.
  • Free Trial Available
  • Starts at $49.0.
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%

70% 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
    76%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    62%

Features

Total Features
8 Features
5 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    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
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      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 $49.0.
    Pricing Plans
    Monthly Plans Annual Plans

    ClientPoint Custom

    Freelancer $49.00 $49.00 per month

    Freelancer Pro $99.00 $99.00 per month

    Freelancer Agency $299.00 $299.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

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

    Vendor information

    Company Details Located in: Carlsbad, California Located in: Dallas, Texas
    Contact Details

    888-972-7375

    https://www.clientpoint.net/

    Not available

    https://www.pouncer.ai/

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