4.51 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(4996 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.

Reviews - Customer Testimonials

Reviews - 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 Story →

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 Story →

Peer and Expert Reviews
for ClientPoint


Acquire customers and Increase sales & revenue are the most popular goals peers achieved using ClientPoint .

Other goals:

  • Scale best practices
  • Improve efficiency
  • Improve ROI
  • Enhance customer relationships
  • Grow market share
  • Build brand awareness
  • Shorten ramp up time
See all goals See less goals


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

Other channels:

  • phone calls
  • offline
  • chat
  • mobile
  • point of sale
  • trade shows
  • on premises
  • social media
  • games
  • out of home
  • brochure
  • Slack
  • events
  • text SMS
  • promotions
See all channels See less channels


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


Contact list management

Lead qualification

Pest analysis

Products & pricelist management With Video

Direct marketing

Business development

See allless Activities

Popular Business Setting
for ClientPoint

Top Industries

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

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used ClientPoint to Acquire customers and Increase sales & revenue

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IT and Other Capabilities
for ClientPoint

  • Low
  • Medium
  • High


Data Import

Data Export


Email Support

Chat Support

24/7 Support

Phone Support


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Custom Reports

Failure Risk Guidance Security Report ?

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Overall Risk Meter

Low Medium High

Top Failure Risks for ClientPoint

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First 5 Reports are Free

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Vendor Profile Details

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