ClientPoint Overview

ClientPoint transforms business relationship management with AI-driven capabilities, streamlining the entire proposal and contract lifecycle. This solution integrates scheduling, video meetings, messaging, document creation, and secure sharing into a unified platform, enhancing collaboration. By centralizing these functions, ClientPoint reduces the time sales teams spend on administrative tasks, allowing them to focus on closing deals. Businesses benefit from accelerated sales cycles and improved client interactions, driving growth and efficiency. The platform's comprehensive tracking and signing features ensure seamless contract management, enhancing accountability and reducing errors. ClientPoint is engineered for businesses seeking to optimize client engagement and streamline their proposal management processes.

Use Cases

Customers recommend Sales Document Management, Engagement Management, Collaboration, as the business use cases that they have been most satisfied with while using ClientPoint.

Other use cases:

  • Communication Management
  • Content Management
  • Training & Onboarding
  • Helpdesk Management
  • Rating And Review Management
  • Meeting Management
  • Trade Show Marketing
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ClientPoint.

Other priorities:

  • Enhance Customer Relationships
  • Grow Market Share
  • Build Brand Awareness
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Shorten Ramp Up Time
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ClientPoint Use-Cases and Business Priorities: Customer Satisfaction Data

ClientPoint works with different mediums / channels such as Offline. Video. Point Of Sale etc.

ClientPoint's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and ClientPoint support capabilities include 24/7 Support, Phone Support, AI Powered, etc. also ClientPoint analytics capabilities include Analytics, and Custom Reports.

Reviews

"Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients." - Marsden

ClientPoint, Responsive (formerly RFPIO), Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

ClientPoint simplifies business interactions by providing a unified workspace for scheduling, meetings, chats, sharing materials, and signing. Business relationships with prospects, customers, and partners are easily managed.

Popular Business Setting

for ClientPoint

Top Industries

  • Computer & Network Security
  • Marketing and Advertising
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ClientPoint is popular in Computer & Network Security, Marketing And Advertising, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on ClientPoint Use Cases

How can ClientPoint enhance your Sales Document Management process?

What makes ClientPoint ideal for Engagement Management?

What makes ClientPoint ideal for Collaboration?

How does ClientPoint address your Communication Management Challenges?

Why is ClientPoint the best choice for Content Management?

39+ more Business Use Cases

29 buyers and buying teams have used Cuspera to assess how well ClientPoint solved their Proposal Management needs. Cuspera uses 3006 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
ClientPoint testimonial

Marsden
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients. Testimonial By Marsden
ClientPoint testimonial

John Leiferman

CEO, TEAM Software

Accel-KKR Company
I believe in the ClientPoint solution, the delivery methodology, and the management team. Testimonial By John Leiferman
CUSTOMERS TESTIMONIALS
ClientPoint testimonial

Marsden
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients. Testimonial By Marsden
ClientPoint testimonial

John Leiferman

CEO, TEAM Software

Accel-KKR Company
I believe in the ClientPoint solution, the delivery methodology, and the management team. Testimonial By John Leiferman

Case Studies

Manufacturing

CASE STUDY Vortex Aquatic Structures

ClientPoint helped Vortex Aquatic Structures cut proposal creation time from 8 hours to just 10 minutes. The sales team now uses ClientPoint to make fast, professional proposals. This led to more pro...posals sent and more sales opportunities. Proposals now look consistent and match the Vortex brand. ClientPoint connects with Salesforce to automate data sharing and proposal management. Sales productivity increased and Vortex stands out from competitors.

Read more →
Consumer Services

CASE STUDY Mauzy HVAC

ClientPoint business proposal software helped Mauzy HVAC create, send, track, and manage business proposals. Mauzy HVAC used the software to improve their sales process. As a result, they increased t...heir sales by $10 million. The software made it easier for them to handle proposals online. This led to more sales and better business growth.

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CASE STUDY Securitas North America

ClientPoint helped Securitas North America improve their sales proposal process. Before, it took up to 3 hours to make a proposal using a difficult system. With ClientPoint, proposals now take less t...han 30 minutes. Securitas saw a 25% increase in sales in the first year after switching. The sales team finds the system easy to use and management likes the consistent, branded proposals. ClientPoint gives Securitas a strong edge over competitors.

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Manufacturing

CASE STUDY Seat King, LLC

ClientPoint helped Seat King, LLC improve their sales proposal process. Before, they used Excel and PDF files, which looked unprofessional and lacked tracking. With ClientPoint, they now create profe...ssional, branded proposals with personalized videos. The sales team finds it easier to make detailed proposals and sends more of them. They can track when prospects view proposals and what pages they spend time on. This has helped Seat King win more new accounts and shorten their sales cycle.

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CASE STUDY Phoenix Protective Corporation

ClientPoint helped Phoenix Protective Corporation automate their proposal process. Before, it took 3 hours to make a proposal. Now, it takes only 30 minutes. This change increased sales productivity ...by 600%. Managers can now work together on proposals and add videos. They can send proposals for electronic signature and start projects faster. ClientPoint’s tracking tools give insight into what prospects want. Phoenix Protective Corporation now closes more sales and has grown their business.

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CASE STUDY Mauzy Heating & Air Conditioning

ClientPoint helped Mauzy Heating & Air Conditioning modernize their sales proposal process. Before, the team used handwritten forms that took 20 minutes per proposal and were hard to track. With Clie...ntPoint, they built a digital template and learned to create, track, and manage proposals on site. Sales doubled from $5.7 million to $11.4 million. Proposal creation time dropped from 150 to 37 hours per month. Data errors fell by over 95%.

Read more →

Video

ClientPoint Mission Statement

Video Thumbnail

Frequently Asked Questions(FAQ)

for ClientPoint

What is 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.

What is ClientPoint used for?

ClientPoint is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Engagement Management and Collaboration .

What are the top features of ClientPoint?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of ClientPoint.

Who uses ClientPoint?

ClientPoint is used by Computer & Network Security, Marketing And Advertising and Computer Software among other industries.

What are ClientPoint alternatives?

Responsive (Formerly RFPIO), Better Proposals, Nusii and Quotient are popular alternatives for ClientPoint.

Where is ClientPoint located?

ClientPoint is headquartered at 6800 Embarcadero Lane Carlsbad, CA 92011.
lightning

Peers used ClientPoint for sales document management and engagement management

ClientPoint Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.09/5 ★

Read Reviews (8)
Analytics

4.92/5 ★

Read Reviews (83)
Custom Reports

4.65/5 ★

Read Reviews (252)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.09/5 ★

Read Reviews (8)
Analytics

4.92/5 ★

Read Reviews (83)
Custom Reports

4.65/5 ★

Read Reviews (252)

ClientPoint Integrations

ClientPoint integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.75/5 ★

Read Reviews (180)
Data Export

3.47/5 ★

Read Reviews (124)

Pipedrive

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Sertifi

4.71 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OKTA

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for ClientPoint

Overall Risk Meter

Low Medium High

Top Failure Risks for ClientPoint

Clientpoint Profile

Company Name

Clientpoint

Company Website

https://www.clientpoint.net/

HQ Location

6800 Embarcadero Lane Carlsbad, CA 92011

Employees

11-50

Social

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Financials

SEED