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.
Evaluating ClientPoint for your Proposal Management need?
Our AI advisor, Wyz, harnessed 3764 insights from peers and experts who used ClientPoint to help you determine how well it fits your Proposal Management needs.
Reviews
Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well ClientPoint solves your Proposal Management needs.
Customer Testimonials
John Leiferman
CEO, TEAM Software
Accel-KKR Company
John Leiferman
CEO, TEAM Software
Accel-KKR Company
Marsden
Marsden
Case Studies
Peer and Expert Opinions
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ClientPoint
Goals
Acquire customers and Increase sales & revenue are the most popular goals peers achieved using ClientPoint .
Processes
Peers recommend sales document management, engagement management, collaboration, as the business processes that they have been most satisfied while using ClientPoint .
Read Peer and Expert Experience for Business Use Cases
Sales document management
Proposal & quote management
Contract management With E mail
Digital signature
Document sharing
Engagement management With E mail and Phone calls
Engaging and following up With E mail and Phone calls
Collaboration With Video and Offline and Chat and Point of sale
Communication management With E mail and Phone calls
Sending & publishing communications With E mail and Phone calls
Tracking & monitoring communications With E mail
Content management
Content sharing With E mail and Social media
Content curation
Advertisement With Website
Helpdesk management With Phone calls and E mail and Video
Training & onboarding
Rating and review management
Trade show marketing With Offline and Trade shows and Phone calls
Sales call management With Phone calls
Meeting management
Lead tracking With Video
Campaign management With E mail and Website and Video
Social media management With E mail and Social media
Workflow management
Generation of new leads
Customer feedback management
Contact list management
Lifetime value management
Lead nurturing
Pest analysis
Products & pricelist management With Video
Direct marketing
Business development
Lead engagement
Lead qualification
Popular Business Setting
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ClientPoint
Top Industries
- Marketing and Advertising
- Computer Software
- Information Technology and Services
Popular in
- Small Business
- Mid Market
- Large Enterprise
ClientPoint Alternatives
Peer and Expert Opinion on Features
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ClientPoint
- Low
- Medium
- High
Templates
Personalization
Alerts: popups & Notifications
Calculator
Interactive content
IT and Other Capabilities
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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 ?
Overall Risk Meter
Top Failure Risks for ClientPoint
Vendor Profile Details
