ClientPoint Overview

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.

Cuspera Reviews

29 buyers and buying teams have used Cuspera to assess how well ClientPoint solved their Proposal Management needs. Cuspera uses 2993 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.

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers 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
See all business priorities See less business priorities

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Sales Document Management

4.57/5

Read Reviews (934)

"...We can create customized proposals within minutes using templates, or customize by adding additional information from our resource library...." Peer review by Kshanti M, Marketing Specialist
proposal & quote management

4.60/5

Read Reviews (873)

contract management

4.82/5

Read Reviews (32)

digital signature

4.21/5

Read Reviews (28)

document sharing

2.50/5

Read Reviews (3)

Engagement Management

4.78/5

Read Reviews (40)

"...Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more...." Peer review from ClientPoint
engaging and following up

4.75/5

Read Reviews (35)

Collaboration with Offline, Video and Point Of Sale

4.28/5

Read Reviews (26)

"...Paperless has helped bring our smart people together by way of collaboration and organization...." Peer review by Aubrae Wagner
PEER EXPERIENCES
Sales Document Management

4.57/5

Read Reviews (934)

"...We can create customized proposals within minutes using templates, or customize by adding additional information from our resource library...." Peer review by Kshanti M, Marketing Specialist
proposal & quote management

4.57/5

Read Reviews (873)

contract management

4.57/5

Read Reviews (32)

digital signature

4.57/5

Read Reviews (28)

document sharing

4.57/5

Read Reviews (3)

Engagement Management

4.78/5

Read Reviews (40)

"...Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more...." Peer review from ClientPoint
engaging and following up

4.78/5

Read Reviews (35)

Collaboration with Offline, Video and Point Of Sale

4.28/5

Read Reviews (26)

"...Paperless has helped bring our smart people together by way of collaboration and organization...." Peer review by Aubrae Wagner

39+ more Business Use Cases

Our AI advisor, Wyz, harnessed 2993 insights from peers and experts to help you assess how these ClientPoint use cases fit your Proposal Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

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
CUSTOMERS TESTIMONIALS

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

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

Case Studies

COMPANY CASE STUDIES
Case Study Securitas

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Read More

Popular Business Setting

for ClientPoint

Top Industries

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

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used ClientPoint to Acquire customers and Increase sales & revenue

Peer and Expert Opinion on Features

for ClientPoint

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

4.70/5

Read Reviews (93)
Personalization

4.85/5

Read Reviews (63)
Alerts: popups & Notifications

4.86/5

Read Reviews (34)
Calculator

4.34/5

Read Reviews (13)
Interactive content

4.36/5

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Templates

4.70/5

Read Reviews (93)
Personalization

4.85/5

Read Reviews (63)
Alerts: popups & Notifications

4.86/5

Read Reviews (34)
Calculator

4.34/5

Read Reviews (13)
Interactive content

4.36/5

Read Reviews (6)

IT and Other Capabilities

for ClientPoint

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.75/5

Read Reviews (181)
Data Export

3.47/5

Read Reviews (124)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.75/5

Read Reviews (181)
Data Export

3.47/5

Read Reviews (124)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.68/5

Read Reviews (356)
Phone Support

4.54/5

Read Reviews (29)
Email Support

3.92/5

Read Reviews (16)
Chat Support

3.92/5

Read Reviews (16)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.68/5

Read Reviews (356)
Phone Support

4.54/5

Read Reviews (29)
Email Support

3.92/5

Read Reviews (16)
Chat Support

3.92/5

Read Reviews (16)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.09/5

Read Reviews (8)
Analytics

4.90/5

Read Reviews (90)
Custom Reports

4.65/5

Read Reviews (255)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.09/5

Read Reviews (8)
Analytics

4.90/5

Read Reviews (90)
Custom Reports

4.65/5

Read Reviews (255)

Failure Risk Guidance Security Report

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for ClientPoint

Overall Risk Meter

Low Medium High

Top Failure Risks for ClientPoint

Vendor Profile Details

Company Name

Clientpoint

HQ Location

6800 Embarcadero Lane Carlsbad, CA 92011

Employees

11-50

Social

Financials

Seed