4.51 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(3847 Reviews)

ClientPoint - The sales sharpener. Close More Deals, Faster

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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.

is used by peers for


sales document management, proposal & quote management, engagement management


e-mail, e-mail, website


24/7 Support, Custom Reports, Data Import


Acquire customers, Increase sales & revenue, Enhance customer relationships


Marketing and Advertising, Computer Software, Information Technology and Services

Popular Business Setting
for ClientPoint

Top Industries

  • Marketing and Advertising
  • Computer Software
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peer Recommendations on business needs
for ClientPoint


Acquire customers, Increase sales & revenue, Enhance customer relationships, are the most popular goals peers achieved using ClientPoint.


It is the best suited for e-mail, e-mail, website, channels.


ClientPoint does well for a wide range of processes. Peers recommend sales document management, proposal & quote management, engagement management, as the business processes that they have been most satisfied while using ClientPoint.

Read Reviews of Business Process for ClientPoint

Peers used ClientPoint to Acquire customers and Increase sales & revenue

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Failure Risk Guidance Security Report ?

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Overall Risk Meter

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Top Failure Risks for ClientPoint

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IT and Other Capabilities
for ClientPoint

  • Low
  • Medium
  • High

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Vendor Profile Details

Company Name Clientpoint
Company Website
HQ Location 6800 Embarcadero Lane Carlsbad, CA 92011
Employees 11-50
Financials Seed