ClientPoint Overview
This is a summary of the comprehensive capabilities and benefits of ClientPoint based on over 3006 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
ClientPoint, Better Proposals, Proposable Proposal Software, Quotient, Conga Composer, 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.
Do you need to check if ClientPoint is right for your needs? Our Cuspera AI engine can evaluate how ClientPoint fits your specific business needs, industry, and context. Get your personalized assessment report today.
ClientPoint supports business activities such as:
- Sales Document Management
- Engagement Management
- Collaboration
- Communication Management
- Content Management
ClientPoint can help you with many business goals, such as Acquire Customers, Increase Sales & Revenue, Enhance Customer Relationships, Grow Market Share, Build Brand Awareness, etc. It can help manage these activities if you use Offline Video Point Of Sale etc. for these needs. As a solution, ClientPoint's capabilities include Templates, Personalization, Alerts: Popups & Notifications, etc.
ClientPoint Computer & Network Security Vertical is its biggest customer base.
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
Cuspera Reviews
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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers achieved using ClientPoint.
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 ★ |
"...The analytics let us track when proposals are viewed and what is important to the customer...." Peer review by Rich K, Vice President Marketing and Sales |
| proposal & quote management |
4.60/5 ★ |
"...We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included...." Peer review by Agency |
| contract management |
4.82/5 ★ |
"...it lets you do contracts, and proposals via email no more using up paper, or time all day everyday...." Peer review by joseph edward |
| digital signature |
4.22/5 ★ |
"...The e-signature feature allows users to electronically sign their proposals and share them directly with clients...." Peer review |
| document sharing |
2.50/5 ★ |
"...Having a digital database of proposal documents to be shared by sales team spread across the country enabling staying true to branding across the board...." Peer review by User |
| Engagement Management |
4.79/5 ★ |
"...Able to see when you prospect receives the document, how long they spend on a particular page, and in all an engaging experience that simply allows one to take their efficiency to the next level...." Peer review by User |
| engaging and following up |
4.75/5 ★ |
"...Being notified when your proposal was viewed is critical in timing for your follow up email or phone call...." Peer review by Michael M, Sales Executive, Hospitality |
| Collaboration with Offline, Video and Point Of Sale |
4.28/5 ★ |
"...We are a high end technology construction company that helps companies collaborate better...." Peer review by Chris M, Account Manager, Information Technology and Services |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.57/5 ★ |
"...The analytics let us track when proposals are viewed and what is important to the customer...." Peer review by Rich K, Vice President Marketing and Sales |
|
| proposal & quote management |
4.57/5 ★ |
| contract management |
4.57/5 ★ |
| digital signature |
4.57/5 ★ |
| document sharing |
4.57/5 ★ |
| Engagement Management |
4.79/5 ★ |
"...Able to see when you prospect receives the document, how long they spend on a particular page, and in all an engaging experience that simply allows one to take their efficiency to the next level...." Peer review by User |
|
| engaging and following up |
4.79/5 ★ |
| Collaboration with Offline, Video and Point Of Sale |
4.28/5 ★ |
"...We are a high end technology construction company that helps companies collaborate better...." Peer review by Chris M, Account Manager, Information Technology and Services |
|
39+ more Business Use Cases
Our AI advisor, Wyz, harnessed 3006 insights from peers and experts to help you assess how these ClientPoint use cases fit your Proposal Management needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
|
I believe in the ClientPoint solution, the delivery methodology, and the management team. Testimonial By John Leiferman |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study SecuritasRead More |
Frequently Asked Questions(FAQ)
for ClientPoint
What is ClientPoint?
What is ClientPoint used for?
What are the top features of ClientPoint?
Who uses ClientPoint?
What are ClientPoint alternatives?
Where is ClientPoint located?
Popular Business Setting
for ClientPoint
Top Industries
- Computer & Network Security
- Marketing and Advertising
- Computer Software
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used ClientPoint to Acquire customers and Increase sales & revenue
ClientPoint Alternatives
Peer and Expert Opinion on Features
for ClientPoint
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (93) |
| Personalization | Read Reviews (59) |
| Alerts: popups & Notifications | Read Reviews (34) |
| Calculator | Read Reviews (13) |
| Interactive content | Read Reviews (6) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (93) |
| Personalization | Read Reviews (59) |
| Alerts: popups & Notifications | Read Reviews (34) |
| Calculator | Read Reviews (13) |
| Interactive content | Read Reviews (6) |
IT and Other Capabilities
for ClientPoint
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (180) |
| Data Export | Read Reviews (124) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (180) |
| Data Export | Read Reviews (124) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (357) |
| Phone Support | Read Reviews (29) |
| Email Support | Read Reviews (16) |
| Chat Support | Read Reviews (16) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (357) |
| Phone Support | Read Reviews (29) |
| Email Support | Read Reviews (16) |
| Chat Support | Read Reviews (16) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (8) |
| Analytics | Read Reviews (83) |
| Custom Reports | Read Reviews (252) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (8) |
| Analytics | Read Reviews (83) |
| Custom Reports | Read Reviews (252) |
Software Failure Risk Guidance
?for ClientPoint
Overall Risk Meter
Top Failure Risks for ClientPoint
Vendor Profile Details
Company Name
Clientpoint
Company Website
https://www.clientpoint.net/HQ Location
6800 Embarcadero Lane Carlsbad, CA 92011
Employees
11-50
Social
Financials
SEED
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