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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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79% 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

Tilkee logo
Proposal Software

4.8 44 user ratings

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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 Then analyze their reading behavior and interest thanks to Tilkee's artificial intelligence. Share these documents with your clients within the 100% secure Tilkee document space and collaborate on them seamlessly. Tilkee AI allows you to retrieve data on your customers’ and prospects’ reading behavior and timings, to understand buying signals, and to detect business opportunities thanks to Tilkee’s scoring. Enable the e-signature on your sales documents and shorten your sales cycle. In just a few minutes, allow your customers to fill out your contracts remotely and sign them electronically while capturing their level of interest in real-time. Read more
Pricing Options
  • Free Trial Not Available
  • ClientPoint Offers Custom plan.
  • Free Trial Available
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%

79% 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
    72%
  • Momentum
    63%
  • Popularity
    85%

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
    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
    • 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
      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
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    Modes of Support
    • Not available
    • Online

    Reviews & Ratings

    User Rating
    4.6/5 349 user ratings
    4.8/5 44 user ratings
    Rating Distribution
    • Excellent

      67.9%
    • Very Good

      26.6%
    • Average

      4.6%
    • Poor

      0.6%
    • Terrible

      0.3%
    • Excellent

      77.3%
    • Very Good

      20.5%
    • Average

      2.3%
    • Poor

      0%
    • Terrible

      0%
      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
    Pricing Plans
    Monthly Plans Annual Plans

    ClientPoint Custom

    Tilkee Pro Licence Others

    Tilkee Enterprise Licence + Others

     
    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: Lyon, France
    Contact Details

    888-972-7375

    https://www.clientpoint.net/

    Not available

    https://www.tilkee.com/

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