CustomerLabs CDP |
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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80% 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 
Visit Website
|
| 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 | Privia Web delivers browser access and a revolutionary new review team feedback loop designed for on-the-go and virtual teams, as well as other efficiency-driving enhancements. Use templates and workflow to quickly deploy a team workspace and standardize your process, all with the click of a button. Know who is publishing documents and who is finished reviewing and head-off bottlenecks before they become delays. Review and come to a consensus together synchronously or asynchronously. Prioritize and save more time for quality revisions. 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
|
80% 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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9 Features
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| Common Features for All |
Access Control
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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Access Control
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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| User Rating |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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ClientPoint Custom |
Privia Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 2 More
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Not Available |
| Videos |
+ 2 More
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+ 2 More
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| Company Details | Located in: Carlsbad, California | Located in: Herndon, Virginia |
| Contact Details |
888-972-7375 https://www.clientpoint.net/ |
703.539.0200 https://www.privia.com/ |
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