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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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82% 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 | Introducing Cone’s Proposal-to-Payment platform – the ideal tool for businesses looking to simplify their entire proposal, e-Sign, and payment process. This revolutionary platform is designed to help professionals streamline their workflow for maximum efficiency and accuracy. With Cone, creating attractive and persuasive business proposals has never been easier. This platform offers an array of custom designs for proposals, giving professionals the ability to impress clients and stand out from the competition. Plus, proposal documents can be easily edited to suit specific contracts and client needs. But it doesn’t end there. Cone’s Proposal-to-Payment platform also features the convenience of e-Sign. Five minutes is all it takes to securely submit proposals and e-Sign contracts. The streamlined process is both simple and legally binding, keeping data secure and helping businesses move quickly. 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
|
82% 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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12 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
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
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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Rating 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 |
Cone proposal-to-payment Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
+ 2 More
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Videos |
+ 2 More
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Company Details | Located in: Carlsbad, California | Located in: Hyderabad, India Founded in: 2022 |
Contact Details |
888-972-7375 https://www.clientpoint.net/ |
Not available https://www.getcone.io/proposal-to-payment |
Social Media Handles |
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