ClientPoint

About ClientPoint

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.

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Pricing

Free Trial Not Available
ClientPoint Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

85%
Reviews

80%
Momentum

67%
Popularity

87%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Not available

ClientPoint Features

Show Feature Explanation

Show Missing Features

Proposal Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

85%

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

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Alert Notifications

Alerts the user when predefined criteria is met

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Approval Workflow

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

Customizable Branding

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

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

ClientPoint Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

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

Disclaimer: The pricing details were last updated on 14/09/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about ClientPoint Pricing.