About ClientPoint
ClientPoint is a cloud-based proposal presentation and tracking software for sales, management and marketing. ClientPoint allows your business to produce a high volume of personalized sales proposals quickly and efficiently. The solution helps to generate proposals, send them to clients and optimize the proposal management lifecycle.
ClientPoint proposal generation software supports office files, video, templates, pricing tools, CRM integration and eSignature approval. With ClientPoint's tracking and analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or sections, among others.
ClientPoint’s intuitive selling and closing platform powerfully drives higher close rates and shorter sales cycles. ClientPoint experiences help you land more meetings, facilitate better virtual presentations, follow up more powerfully, and close more deals. Know where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals updated automatically based on prospect actions. ClientPoint updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.
Reviews - Customer Testimonials
John Leiferman
CEO, TEAM Software
Accel-KKR Company
John Leiferman
CEO, TEAM Software
Accel-KKR Company
Marsden
Marsden
Reviews - Case Studies
Peer and Expert Reviews
for
ClientPoint
Goals
Acquire customers and Increase sales & revenue are the most popular goals peers achieved using ClientPoint .
Processes
Peers recommend sales document management, collaboration, engagement management, as the business processes that they have been most satisfied while using ClientPoint .
Read Reviews of Business Process for ClientPoint
Sales document management
Proposal & quote management
Contract management
Digital signature
Document sharing
Collaboration With Video and Chat and Mobile and Offline
Engagement management
Engaging and following up With E mail and Phone calls
Content management
Content curation
Content sharing With E mail and Social media
Content publishing
Advertisement With Website
Communication management With E mail
Sending & publishing communications With E mail and Phone calls
Tracking & monitoring communications With E mail
Sales call management With Phone calls
Meeting management
Helpdesk management With Video and Phone calls and E mail
Campaign management With E mail and Website and Video
Training & onboarding
Lead tracking
Workflow management
Rating and review management
Trade show marketing With Offline and Trade shows and Phone calls
Lifetime value management
Lead nurturing
Lead engagement
Generation of new leads
Social media management With E mail and Social media
Distribution management
Social media marketing With Social media
Personalized marketing
Creative agency
Customer case management
Customer feedback management
Upselling
Contact list management
Lead qualification
Pest analysis
Products & pricelist management With Video
Direct marketing
Business development
Popular Business Setting
for
ClientPoint
Top Industries
- Marketing and Advertising
- Computer Software
- Information Technology and Services
Popular in
- Small Business
- Mid Market
- Large Enterprise
IT and Other Capabilities
for
ClientPoint
- Low
- Medium
- High
data
Data Import
Data Export
Support
Email Support
Chat Support
24/7 Support
Phone Support
Other
Failure Risk Guidance Security Report ?
See Sample Risk ReportOverall Risk Meter
Top Failure Risks for ClientPoint
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