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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
View Details
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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
View Details
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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 | WeSuite is the #1 sales management software for security, IT and AV integrators. Created by systems integrators for system integrators, WeSuite builds sales strong by providing flexible lead management, detailed estimating, mobile quoting, automated proposal and contract generation, e-signature, and real-time detailed sales reporting. With QuoteAnywhere G2.0 your prospects & customers can sign on the spot! Choose integrated signing services with either DocuSign or e-original to automate the process. Read more |
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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
|
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
|
Total Features |
8 Features
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7 Features
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Common Features for All |
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Document Analytics
Document Audit Trail
Document Library
e-Signature
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Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
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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Rating Distribution |
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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 |
WeOpportunity $29.95 $29.95 per user / month WeEstimate $49.95 $49.95 per user / month WeSuite Core $74.95 $74.95 per user / month |
View Detailed Pricing
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View Detailed Pricing
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edge CRM
4.7 Based on 58 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: Carlsbad, California | Located in: White Plains, New York |
Contact Details |
888-972-7375 https://www.clientpoint.net/ |
Not available https://www.wesuite.com/ |
Social Media Handles |
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