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ClientPoint

ClientPoint

By ClientPoint

Proposal Software Onetime(Perpetual License)
About
ClientPoint is a digital proposal management software that helps enterprises with business relationship workspace management for individual partners, prospects, and customers alike. With ClientPoint, organisations are allowed to share materials, schedule meetings, and meet clients online as per convenience. Users can start working with the platform in a step-by-step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPoint, have experienced 30% higher closing rates, 100% increase in sales, and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce, and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders, and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols. It runs over
Key Features
  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing
  • Document Audit Trail
  • CRM Integration
  • Document Library
  • e-Signature
  • Customizable Branding
  • Customer Pipeline
  • Alert Notifications
  • Access Control
Screenshots
ClientPoint screenshot 1
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ClientPoint screenshot 2
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ClientPoint screenshot 3
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Pricing
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Frequently Asked Questions
How much does ClientPoint cost?

ClientPoint offers 1 pricing plan(s):

  • ClientPoint — USD0.00
What is ClientPoint used for?

ClientPoint is a Proposal Software solution. Top features include:

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing
Does ClientPoint offer a free trial?

ClientPoint does not currently offer a free trial.

Is ClientPoint cloud-based or on-premise?

ClientPoint is Cloud Hosted software.

What training resources does ClientPoint offer?

ClientPoint provides Help Guides,Blogs,Video Guides for training.

Tool Info
Company ClientPoint
HQ Carlsbad, California United States
Starting price Free
Deployment Cloud Hosted
Languages English
Free Trial Not Available
Best For
Enterprises SMEs SMEs
Customization
No
Categories