TrustRadius Insights
User-friendly interface: Reviewers have consistently praised the user-friendly interface of ClientPoint, with many stating that it is …
Starting at $65 per month
View PricingOverview
What is ClientPoint?
ClientPoint is a cloud-based proposal creation and management solution that helps mid-sized businesses and enterprises to generate customized proposals, send them to clients, and optimize their proposal lifecycle. It is designed for sales and marketing teams who need an efficient way of creating professional-...
Recent Reviews
Leaving a review helps other professionals like you evaluate Proposal Software
Be the first one in your network to review ClientPoint, and make your voice heard!
Get StartedPricing
Standard User
$65.00
Cloud
per month
Author User
$95.00
Cloud
per month
Entry-level set up fee?
- Setup fee required
For the latest information on pricing, visithttps://www.clientpoint.net/clientpoint…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $65 per month
Product Demos
Introducing ClientPoint. The Ultimate Digital Sales & Support Room
YouTube
How To Eliminate Sales Meeting Remorse | ClientPoint - (2 of 5)
YouTube
How To Sell To Busy Decision Makers | ClientPoint - (3 of 5)
YouTube
How To Win The Most Possible Proposals | ClientPoint - (4 of 5)
YouTube
ClientPoint DEMO - Create, Send, Track & Analyze Your Proposals
YouTube
ClientPoint Product Demo
YouTube
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is ClientPoint?
ClientPoint is a cloud-based proposal creation and management solution that helps mid-sized businesses and enterprises to generate customized proposals, send them to clients, and optimize their proposal lifecycle. It is designed for sales and marketing teams who need an efficient way of creating professional-looking proposals quickly. The software integrates with other applications such as CRM and accounting solutions to store client details in one central location.
With ClientPoint, users can choose from existing templates or create custom proposals using multimedia content like images and videos, leading to more engaging pitches. Sales administrators can approve or reject the proposed quotes online mode, while electronic signatures facilitate faster execution of contracts.
ClientPoint's intuitive dashboard tracks the complete lifecycle of a proposal providing real-time updates on its progress status. Additionally, the enterprise platform allows users to manage business relationship workspaces where they can schedule meetings with prospects, customers, or partners sharing materials all in one place. Overall, for businesses looking at serving clients better while closing deals faster through digital sales processes - ClientPoint offers an effective solution that maximizes revenue potential without compromising quality standards.
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 Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | All Countries |
| Supported Languages | English |
Frequently Asked Questions
ClientPoint is a cloud-based proposal-writing tool that is designed to facilitate the process of proposal writing to produce differentiated proposals quicly.
ClientPoint starts at $65.
salesElement seProposals, XaitPorter, and Proposal Management and Production System (PMAPS) are common alternatives for ClientPoint.
The most common users of ClientPoint are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
User-friendly interface: Reviewers have consistently praised the user-friendly interface of ClientPoint, with many stating that it is intuitive and easy to navigate. It has helped sales teams create tailored proposals for different market segments and service offerings, ultimately saving time and enhancing productivity.
Customizable tools: The flexibility of the development team in customizing specific tools has been highly valued by users. This feature helps them create professional-looking proposals and e-brochures that help win over new customers.
Password protection & tracking sharing: Many reviewers have found the ability to password protect and track sharing in ClientPoint to be a huge benefit, as it ensures that their confidential information remains secure. This feature gives them more control over the proposal process and helps them gauge how interested their prospects are in their company.
Slow Performance: Several users reported that the system can be slow at times, with long loading times for each page and occasional delays in file uploads. Some users also find Paperless Proposal hanging up on them, which can be frustrating when working under tight deadlines. Although recent upgrades have improved performance, some users have experienced slowdowns and glitches that have jeopardized getting proposals to clients quickly.
Confusing User Interface: Several users have reported issues with the user interface of ClientPoint. They found it confusing and difficult to use, particularly with regards to the cover generator and non-standard proposals. Some users also found the navigation clunky and had difficulty finding things in the dashboard, especially first-time users. Additionally, some users find the UI to be confusing and not very intuitive, which can make it difficult to use.
Limited Compatibility/Accessibility: Some reviewers noted that there were limitations with the software's compatibility such as only being able to use it on Chrome browser which limits its accessibility. The program is not optimized for mobile devices either making it challenging for people who are looking for a quicker turn around on their work proposal or outside of office access limiting its usage convenience-wise.
Users highly recommend using ClientPoint for its tools and resources. They also suggest integrating Paperless with CRM and business solutions systems to streamline processes. Additionally, users recommend signing up for Paperless after a demo to explore its potential for transforming the way business is conducted. Along with its green initiative and cost savings, Paperless is highly recommended. Users emphasize the importance of thorough training, becoming familiar with the system, and leveraging templates to maximize benefits and increase productivity.