Compare Practice Ignition vs ClientPoint

Summary

Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every information possible at just one single click. Get an oversight of where your business was in the past, where it is currently and also where it is heading. View your forecast growth with well defined charts and tables and make decisions accordingly. Track the performance of your sales team with the sales pipeline overview. Stay updated with all your unbilled projects and unpaid invoices and make timely reviews and follow up calls to all your clients. ..show more

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. ..show more

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

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

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

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.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

• Gusto
• Quickbooks
• Zapier
• Karbon
• Xero

• RightSignature
• Salesforce
• NetSuite
• Pipedrive CRM
• Zendesk Sell

Top alternatives to Practice Ignition

GoProposal

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Top alternatives to ClientPoint

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Bidsketch