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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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83% 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 | XaitPorter software is a cloud-based software is a platform used to manage document production. The software offers tool to create professional documents with brand identity guidelines. Collaborate with your team and can edit different parts of a document at the same time. Export your documents in PDF and MS Word file formats. Small, Medium companies make use of the software. 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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83% 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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9 Features
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Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
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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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Not Available
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Real-Time Collaboration, Intuitive User Interface, Efficient Workflow Management, Centralized Document Library Limited Customization Options, Inconsistent Integration with Google Workspace, Attachment Cropping Limitations, Inadequate Image Handling |
Review Summary |
Not Available
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XaitPorter, a cloud-based project portfolio management (PPM) and professional services automation (PSA) solution, receives mixed reviews from users. Some praise its user-friendly interface, comprehensive features, including budgeting, resource management, and reporting capabilities, and strong customer support. Others criticize its steep learning curve, occasional glitches, and limited customization options. Small businesses and teams may find it less suitable due to its complexity and cost, while larger organizations with complex project management needs may benefit from its robust capabilities. |
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 |
XaitPorter Custom |
View Detailed Pricing
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View Detailed Pricing
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FileInvite
4.7 Based on 148 Ratings
Documint
4 Based on 1 Ratings |
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Screenshots |
+ 2 More
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+ 2 More
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Videos |
+ 2 More
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+ 1 More
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Company Details | Located in: Carlsbad, California | Located in: Stavanger, Norway Founded in: 2000 |
Contact Details |
888-972-7375 https://www.clientpoint.net/ |
+47 51 95 02 00 https://www.xait.com/xaitporter |
Social Media Handles |
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