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4.51 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(3764 Reviews, Testimonials & Expert Opinions)
(3764 Reviews, Testimonials & Expert Opinions)

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.

Evaluating ClientPoint for your Proposal Management need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 3764 insights from peers and experts who used ClientPoint to help you determine how well it fits your Proposal Management needs.


Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well ClientPoint solves your Proposal Management needs.

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 Opinions
for ClientPoint


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

Other goals:

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


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

Other channels:

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


Peers recommend sales document management, engagement management, collaboration, as the business processes that they have been most satisfied while using ClientPoint .

Read Peer and Expert Experience for Business Use Cases

Sales document management

Proposal & quote management

Contract management With E mail

Digital signature

Document sharing

Engagement management With E mail and Phone calls

Engaging and following up With E mail and Phone calls

Collaboration With Video and Offline and Chat and Point of sale

Communication management With E mail and Phone calls

Sending & publishing communications With E mail and Phone calls

Tracking & monitoring communications With E mail

Content management

Content sharing With E mail and Social media

Content curation

Advertisement With Website

Helpdesk management With Phone calls and E mail and Video

Training & onboarding

Rating and review management

Trade show marketing With Offline and Trade shows and Phone calls

Sales call management With Phone calls

Meeting management

Lead tracking With Video

Campaign management With E mail and Website and Video

Social media management With E mail and Social media

Workflow management

Generation of new leads

Customer feedback management

Contact list management

Lifetime value management

Lead nurturing

Pest analysis

Products & pricelist management With Video

Direct marketing

Business development

Lead engagement

Lead qualification

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

Verify if it works for you

Peer and Expert Opinion on Features
for ClientPoint

  • Low
  • Medium
  • High



Alerts: popups & Notifications


Interactive content

IT and Other Capabilities
for ClientPoint

  • Low
  • Medium
  • High


Data Import

Data Export


Email Support

Chat Support

24/7 Support

Phone Support


AI Powered


Custom Reports

Failure Risk Guidance Security Report ?

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
Financials Seed