ClickPoint Software Overview

This is a summary of the comprehensive capabilities and benefits of ClickPoint Software based on over 1348 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.

ClickPoint Software, Velocify, Kixie Integrated Voice, Channels, Dialshree, etc., all belong to a category of solutions that help Sales Engagement. 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 ClickPoint Software is right for your needs? Our Cuspera AI engine can evaluate how ClickPoint Software fits your specific business needs, industry, and context. Get your personalized assessment report today.

ClickPoint Software supports business activities such as:

  • Lead Management
  • Helpdesk Management
  • Lead Scoring
  • Engagement Management
  • Lead Engagement

ClickPoint Software can help you with many business goals, such as Increase Sales & Revenue, Improve ROI, Scale Best Practices, Acquire Customers, Improve Digital And Social Presence, etc. It can help manage these activities if you use Phone Calls and Text SMS for these needs. As a solution, ClickPoint Software's capabilities include Recording, Templates, Alerts: Popups & Notifications, etc.

ClickPoint Software Financial Services Vertical is its biggest customer base.

Reviews

"Reduced contact time on leads from 30 minutes to less than 5, increasing agent productivity by 66%. " - Jeff Walter

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well ClickPoint Software solved their Sales Engagement needs. Cuspera uses 1348 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 Sales Engagement needs.

Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities peers achieved using ClickPoint Software.

Other priorities:

  • Scale Best Practices
  • Acquire Customers
  • Improve Digital And Social Presence
  • Improve Efficiency
  • Improve Internal Communications
See all business priorities See less business priorities

Use Cases

Peers recommend Lead Management , Helpdesk Management , Lead Scoring , as the business use cases that they have been most satisfied while using ClickPoint Software.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Management

4.95/5 ★

Read Reviews (116)

"...Dashboards will help management pinpoint underperforming lead sources while performance reports will show loan officer performance. ..." Lead Management Software for Mortgage Brokers
Helpdesk Management with Phone Calls and Text SMS

4.93/5 ★

Read Reviews (64)

"...Being able to hire less people and make them more productive has been a huge help to our call center...."
Lead Scoring with Phone Calls

4.91/5 ★

Read Reviews (58)

"...Salespeople will surpass their quota by contacting 40 60% more of their leads, making 300+ phone calls a day with local presence dialing, Text SMS, inbound call tracking, web lead prioritization, and guided selling...."
PEER EXPERIENCES
Lead Management

4.95/5 ★

Read Reviews (116)

"...Dashboards will help management pinpoint underperforming lead sources while performance reports will show loan officer performance. ..." Lead Management Software for Mortgage Brokers
Helpdesk Management with Phone Calls and Text SMS

4.93/5 ★

Read Reviews (64)

"...Being able to hire less people and make them more productive has been a huge help to our call center...." Peer review by Tony B., Director of Inside Sales
Lead Scoring with Phone Calls

4.91/5 ★

Read Reviews (58)

"...Salespeople will surpass their quota by contacting 40 60% more of their leads, making 300+ phone calls a day with local presence dialing, Text SMS, inbound call tracking, web lead prioritization, and guided selling...." Peer review

39+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1348 insights from peers and experts to help you assess how these ClickPoint Software use cases fit your Sales Engagement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Jeff Walter

Director

Terminix Call Center

Reduced contact time on leads from 30 minutes to less than 5, increasing agent productivity by 66%. Testimonial By Jeff Walter

Matt Zoller

Sales Director

TruGreen

Since working with ClickPoint, we have increased our digital sales by approximately 75%. Testimonial By Matt Zoller

Talya Lev-Mor

Co-Founder / CTO

ResumeTarget

Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly. Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and e...asy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.

Testimonial By Talya Lev-Mor
CUSTOMERS TESTIMONIALS

Jeff Walter

Director

Terminix Call Center

Reduced contact time on leads from 30 minutes to less than 5, increasing agent productivity by 66%. Testimonial By Jeff Walter

Matt Zoller

Sales Director

TruGreen

Since working with ClickPoint, we have increased our digital sales by approximately 75%. Testimonial By Matt Zoller

Talya Lev-Mor

Co-Founder / CTO

ResumeTarget

Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly. Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and e...asy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.

Testimonial By Talya Lev-Mor

Case Studies

COMPANY CASE STUDIES
Case Study Montrose Travel

Montrose Travel scales rapidly, doubling sales headcount in less than 60 days with ClickPoint Lead Managerâ„¢

Read More
Case Study Steinway & Sons

ClickPoint Lead Managerâ„¢ Enables Steinway & Sons to Route Internet Leads to Dealers and Franchisees, Streamlining Sales Efforts and Boosting ROI

Read More
Case Study Direct Business Lending

ClickPoint Lead Manager drives a 122% lift in qualified lead volume, Lead Contact Time Reduced by 95%, 35% Increase in Sales ROI for Direct Business Lending

Read More

Based on peer insights

Cuspera recommends ClickPoint Software for

Use Cases Lead Management , Helpdesk Management , Lead Scoring
Medium Phone Calls, Text SMS
Features Recording, Templates, Alerts: Popups & Notifications
Business Priorities Increase Sales & Revenue, Improve ROI, Scale Best Practices
Industries Financial Services, Entertainment, Consumer Services

Frequently Asked Questions(FAQ)

for ClickPoint Software

What is ClickPoint Software?

ClickPoint Software is a Sales Engagement platform built to simplify the sales process, enabling salespeople to communicate with more prospects by using the right communication channel at the right time. It helps to improve ROI, increase sales and revenue and improve digital and social presence.

What is ClickPoint Software used for?

ClickPoint Software is a Sales Engagement Software mainly used by its customers to Increase Sales & Revenue and Improve ROI by Lead Management, Helpdesk Management and Lead Scoring .

What are the top features of ClickPoint Software?

Recording, Templates and Alerts: popups & Notifications are some of the top features of ClickPoint Software.

Who uses ClickPoint Software?

ClickPoint Software is used by Financial Services, Entertainment and Consumer Services among other industries.

What are ClickPoint Software alternatives?

Velocify, Kixie Integrated Voice, Channels and Dialshree are popular alternatives for ClickPoint Software.

Popular Business Setting

for ClickPoint Software

Top Industries

  • Financial Services
  • Entertainment
  • Consumer Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used ClickPoint Software to Increase sales & revenue and Improve ROI

Peer and Expert Opinion on Features

for ClickPoint Software

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.56/5 ★

Read Reviews (40)
Templates

4.52/5 ★

Read Reviews (26)
Alerts: popups & Notifications

4.44/5 ★

Read Reviews (24)
Dashboard

4.39/5 ★

Read Reviews (9)
Personalization

4.37/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Recording

4.56/5 ★

Read Reviews (40)
Templates

4.52/5 ★

Read Reviews (26)
Alerts: popups & Notifications

4.44/5 ★

Read Reviews (24)
Dashboard

4.39/5 ★

Read Reviews (9)
Personalization

4.37/5 ★

Read Reviews (6)

IT and Other Capabilities

for ClickPoint Software

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

4.63/5 ★

Read Reviews (72)
Data Import

4.54/5 ★

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

4.63/5 ★

Read Reviews (72)
Data Import

4.54/5 ★

Read Reviews (124)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.85/5 ★

Read Reviews (48)
24/7 Support

4.68/5 ★

Read Reviews (73)
Email Support

4.43/5 ★

Read Reviews (10)
Chat Support

4.30/5 ★

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.85/5 ★

Read Reviews (48)
24/7 Support

4.68/5 ★

Read Reviews (73)
Email Support

4.43/5 ★

Read Reviews (10)
Chat Support

4.30/5 ★

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (132)
Analytics

4.05/5 ★

Read Reviews (22)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (132)
Analytics

4.05/5 ★

Read Reviews (22)

Software Failure Risk Guidance

?

for ClickPoint Software

Overall Risk Meter

Low Medium High

Top Failure Risks for ClickPoint Software

Vendor Profile Details

Company Name

ClickPoint Software

HQ Location

Employees

11-50

Financials

PRIVATE