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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
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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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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 | ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional-quality project proposals. Just upload your company information, services, and logo once, and you're ready to start creating proposals that will put you ahead of the competition. Manage all of your contacts in one place. You can even import your contact list from other applications to prevent too much additional work. Configure your proposal settings just once or create multiple configuration files for different types of proposals. You can even upload your existing stationary/letterhead to make your branding consistent. Read more |
Pricing Options |
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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
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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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Total Features |
8 Features
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4 Features
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Common Features for All |
Alert Notifications
Approval Workflow
CRM Integration
Contact Management
Customer Pipeline
Document Analytics
Document Audit Trail
Document Library
e-Signature
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Alert Notifications
Approval Workflow
CRM Integration
Contact Management
Customer Pipeline
Document Analytics
Document Audit Trail
Document Library
e-Signature
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Not Available
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Ratings Distribution |
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Not Available
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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ClientPoint Custom |
ProposalPad Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
+ 2 More
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+ 1 More
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Videos |
+ 2 More
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Not Available |
Company Details | Located in: Carlsbad, California |
Not available |
Contact Details |
888-972-7375 https://www.clientpoint.net/ |
Not available https://www.proposalpad.com/ |
Social Media Handles |
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Not available |
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