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Standard User


per month

Author User


per month

Entry-level set up fee?

  • Setup fee required
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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $65 per month

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Product Details

What is ClientPoint?

An enterprise platform that helps users manage business relationship workspaces for each prospect, customer and partner.

ClientPoint is designed to make it easy to create a superior client experience throughout each stage of the customer lifecycle.

From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps build stronger, more valuable business relationships.

ClientPoint Features

  • Supported: Dynamic proposals
  • Supported: Proposal lifecycle tracking
  • Supported: Secure documents
  • Supported: Configuration Pricing Quoting
  • Supported: Proposal Automation & Management
  • Supported: Company branding

ClientPoint Screenshots

ClientPoint Integrations

ClientPoint Competitors

ClientPoint Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesAll Countries
Supported LanguagesEnglish


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Frequently Asked Questions

What is ClientPoint?

ClientPoint is a cloud-based proposal-writing tool that is designed to facilitate the process of proposal writing to produce differentiated proposals quicly.

How much does ClientPoint cost?

ClientPoint starts at $65.


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