Home/Proposal Software/Recapped.io vs ClientPointUpdated on: March 29, 2024

Compare Recapped.io vs ClientPoint

86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

Recapped.io is a sales cycle management software that helps organizations carry out collaborative action plans and close more deals. Users can replace their emails and spreadsheets with this elegant platform to simplify complicated contracts and deliver a fantastic consumer experience to their clients. It helps users streamline their sales cycle, by making their stakeholders accountable while performing complex evaluations, implementations, and negotiations. The Clone feature within Recapped.io enables users to repeat their best sales move, eliminating chances of losing deals. Users can also forecast their upcoming deals with pinpoint accuracy, based on the real-time reports offered by the software. They can generate attractive sales plans, which ensures accountability and greater deal generation facilities. Recapped.io assures extensive collaboration with customer success teams and internal sales engineers offering smooth post sales operations. Moreover, the software minimizes admin work, drives efficiency and improves data hygiene by facilitating integration with Salesforce. ..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

Features

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

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

NYC, New York / 1-415-413-1083

Carlsbad, California / 888-972-7375

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Perfect for individual reps to close more deals faster

Features

  • Single user
  • Collaborate on 5 active deals
  • Automatic task reminders for clients
  • Reusable template library
  • Custom logo branding
  • Unlimited file attachments
  • Internal notes and content
  • Email support
Professional
$55 /Month

per seat (billed yearly)

Perfect for growing startups and power users

Features

  • Up to 10 teammates
  • Collaborate on unlimited deals
  • Automatic task reminders for clients
  • Reusable template library
  • Custom logo branding
  • Unlimited file attachments
  • Internal notes and content
  • Email, chat, phone support
Business
$95 /Month

per seat (billed yearly)

Perfect for larger teams and innovative enterprises

Features

  • Unlimited teammates
  • Includes features of Professional plan, plus
  • Dedicated Success Manager
  • Salesforce integration
  • Whiteglove onboarding experience
  • Password protect deals (soon)
  • Advanced deal analytics (soon)
  • Org charts (soon)
View Price Page
ClientPoint
Custom

Features

  • Master Content Library
  • Built-In Editing Tools
  • Intuitive Online Viewer
  • Shared Sales Content
  • Live Dashboard
  • Automated Notifications
  • Powerful Analytics
  • E-signatures
  • Personalize Your Pitch
  • User Permissions
View Price Page

SCREENSHOTS

Recapped.io Screenshots
View 5 screenshot(s)
ClientPoint Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Dropbox Business
  • Google Drive
  • Salesforce
  • RightSignature
  • Salesforce
  • NetSuite
  • Pipedrive CRM
  • Zendesk Sell

ALTERNATIVES

Top alternatives to Recapped.io

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch

Top alternatives to ClientPoint

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch