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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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75% 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 | Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Access contact data and track workforce activity with Dropbox integration. 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
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75% 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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7 Features
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Common Features for All |
Alert Notifications
CRM Integration
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Alert Notifications
CRM Integration
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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User Rating |
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Rating Distribution |
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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 |
Routzy $34.99 $34.99 per month |
View Detailed Pricing
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View Detailed Pricing
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edge CRM
4.7 Based on 58 Ratings
Pipedrive CRM
4.5 Based on 6249 Ratings
IRIS CRM
4.7 Based on 119 Ratings
Pipeline CRM
4.5 Based on 1532 Ratings |
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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: Columbus, Ohio |
Contact Details |
888-972-7375 https://www.clientpoint.net/ |
1-888-518-0818 http://www.routzy.com/ |
Social Media Handles |
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