Home/Proposal Software/ClientPoint
Updated on: October 15, 2021

What is ClientPoint ?

ClientPoint - Proposal Software
View Gallery

ClientPoint

Digital Proposal Software
(347 Ratings) Write Review

ClientPoint's software makes it simple to create, send, track, and manage digital proposals. ClientPoint’s intuitive selling and closing platform powerfully drive higher close rates and shorter sales cycles. You’re a hero because ClientPoint “just works” with your CRM, your internal databases, and your sales and marketing processes. You build proposals with a few clicks of your mouse. What took hours or days now takes minutes or even seconds. Stay in the know by getting real-time notifications on prospect behavior.

ClientPoint Features Show All Features

ClientPoint Technical details

Support NA Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Carlsbad, California / 888-972-7375
Deployment SaaS/Web/Cloud Category Proposal Software

ClientPoint Pricing

Pricing ModelQuotation Based
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.

ClientPoint FAQs

ClientPoint is Proposal Software. ClientPoint offers the following functionalities:

  • Contact Management
  • Alert Notifications
  • Customer Pipeline
  • e-Signature
  • Document Library
  • CRM Integration
  • Document Audit Trail
  • Document Analytics

Learn more about ClientPoint features.

No, ClientPoint does not provide API.

Ask the Community View Community

ClientPoint Alternatives ClientPoint Alternatives

94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
HoneyBook
(571 RATINGS)
HoneyBook HoneyBook helps small business owners make sure nothing falls through the cracks between you and... read more
Visit Website
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
PandaDoc
(1654 RATINGS)
PandaDoc PandaDoc is a document builder responsible for workflow management that streamlines and accelerates... read more
Visit Website
ClientPoint vs PandaDoc
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Practice Ignition
(123 RATINGS)
Practice Ignition Get a perfect view of all your business activities on one single screen with Practice Ignition. Its... read more
Visit Website
ClientPoint vs Practice Ignition
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Proposify
(642 RATINGS)
Proposify Proposify is a proposal software that helps its users to create, send, track, and e-sign the... read more
Visit Website
ClientPoint vs Proposify
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Qwilr
(1124 RATINGS)
Qwilr Qwilr software is a platform used to create interactive experience for prospects. The software... read more
Visit Website
ClientPoint vs Qwilr
Recapped.io
(89 RATINGS)
Recapped.io Recapped.io is a sales cycle management software that helps organizations carry out collaborative... read more
Visit Website
ClientPoint vs Recapped.io
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Better Proposals
(125 RATINGS)
Better Proposals Better Proposals is an online proposal management platform that helps businesses create beautiful... read more
Visit Website
ClientPoint vs Better Proposals
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Quotient
(150 RATINGS)
Quotient Quotient is an advanced cost management software that allows businesses to deliver excellent... read more
Visit Website
ClientPoint vs Quotient
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Proposable
(120 RATINGS)
Proposable Proposable software is a platform used to create and track proposals for your prospects and... read more
Visit Website
ClientPoint vs Proposable
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Bidsketch
(43 RATINGS)
Bidsketch Bidsketch is a proposal software used by freelancers, consultants, and agencies to create... read more
Visit Website
ClientPoint vs Bidsketch
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Quoters
Quoters Quoters is a software in the cloud. A tool to make budgets faster, more agile and more beautiful.... read more
Visit Website
ClientPoint vs Quoters

Videos on ClientPoint

ClientPoint Product Demo
ClientPoint Product Demo
How To Leverage Pattern Interruption In Your Business
ClientPoint DEMO - Create, Send, Track

ClientPoint Screenshots

ClientPoint Reports
e-Sign
ClientPoint Manage
ClientPoint Reports
ClientPoint Reports
e-Sign
ClientPoint Manage

ClientPoint Integration

80%
RightSignature
(399 RATINGS) Electronic Signature Software
98%
Salesforce
(23690 RATINGS) CRM Software
86%
NetSuite
(737 RATINGS) ERP Software
96%
Pipedrive
(4875 RATINGS) CRM Software
91%
Zendesk Sell
(457 RATINGS) CRM Software

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com