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Compare Pipedrive vs ClientPoint vs PandaDoc

Overview

Description

Pipedrive is a sales pipeline management software. It organizes your entire sales process. Pipedrive's sales platform is built so that everyone in your company from the CEO to new starter ... Read More

ClientPoint is a contemporary proposal software for professional services firms. It's a complete solution that offers clients the ability to deal with business proposals from multi-service ... Read More

Entry Level Pricing
  • Starts from $9.90 , Billed Yearly
  • Not Available
Free Trial Availability
  • No free trial
Spotsaas Score

9.6/10

8.5/10

User Ratings
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Software Demo

Demo

View demo

View demo

Features

Total Features

10 Features

8 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $9.90 , Billed Yearly
          • Not Available
          Pricing Plans
          • Essential

            • Lead, deal, calendar and pipeline management

            • Simple data import and easy customization

            • 24/7 support and 300+ integrations

          • Advanced

            • Includes features of Essential plan, plus

            • Full email sync with templates and scheduling

            • Group emailing plus open and click tracking

            Show more +

          • Professional

            • Includes features of Advanced plan, plus

            • Create, manage and eSign documents and contracts

            • Revenue projections, forecasts and enhanced custom reporting

          • Browse all pricing plans
          • Not Available

          Other Details

          Organization Types supported
          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers
          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers
          Platforms Supported
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          Modes of support
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          API Support
          • Available
          • Not Available
          Get Quote

          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          2339

          Very Good

          495

          Good

          70

          Poor

          17

          Terible

          45

          Excellent

          135

          Very Good

          52

          Good

          7

          Poor

          1

          Terible

          1

          Expert's Review generated by AI

          Pipedrive has proven itself to be an exceptional CRM solution, particularly for small to medium-sized businesses and sales-focused teams. Its intuitive design and customizability make it a ...Read more

          ClientPoint has garnered remarkable praise from users over the past 12 months. The standout feature is its ability to streamline proposal creation, offering quick solutions tailored to clients' ...Read more

          Pros and Cons
          • Offers a cost-effective alternative to Salesforce, making it budget-friendly for smaller teams and businesses.

          • Intuitive, easy-to-use platform with excellent customization options for tailoring to specific organizational needs.

          • Clear, visual layout for tracking sales processes, deals, and project progression.

          • Exceptional customer support with knowledgeable representatives offering demos, follow-ups, and personalized assistance.

          • Facilitates rapid onboarding and setup, with many users reporting full implementation within days.

          • Some users find the system complex initially, requiring proper guidance and support for efficient use.

          • The platform lacks certain desired integrations (e.g., Typeform), limiting advanced functionality for certain use cases.

          • Advanced users occasionally express the need for more sophisticated or customizable feature sets.

          • Speeds up proposal creation, helping to close deals faster and improve sales efficiency.

          • Allows for customization and tailoring of proposals to individual client needs.

          • Provides seamless integration with CRM software, enhancing tracking and analytics capabilities.

          • User-friendly interface with easy navigation and intuitive features.

          • Offers professional and dynamic proposal templates, setting apart from competitors.

          • While highly customizable, the rich feature set can be overwhelming for new users without adequate support.

          • Limited selection of apps and connectors in the Marketplace restricts advanced functionalities and integrations.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Customers

          Customers
          Festo

          Festo

          Remax

          Remax

          Vimeo

          Vimeo

          No Customers information available.

          Media and Screenshots

          Screenshots
          Dashboard

          5 Screenshots

          ClientPoint Reports

          3 Screenshots

          Videos
          video-0

          3 Videos

          video-0

          3 Videos

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          Frequently Asked Questions (FAQs)

          Stuck on something? We're here to help with all the questions and answers in one place.

          Pipedrive offers Free Trial, but ClientPoint does not.

          Pipedrive is designed for Large Enterprises, Medium Business and Small Business.

          ClientPoint is designed for Large Enterprises, Medium Business and Small Business.

          The starting price of Pipedrive begins at $9.90/User/Month when Billed Yearly, while pricing details for ClientPoint are unavailable.

          Some top alternatives to Pipedrive includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, Zoho CRM, Vendasta, Freshsales, Salesforce, HubSpot CRM, Onpipeline, Pipeliner CRM, SalesCRM, Salesdash CRM, Pipeline CRM, CRM.io by 500apps and Pype Intelligent CRM.

          Some top alternatives to ClientPoint includes PandaDoc, Offorte, Proposify, Better Proposals, Proposable, Propoze, ProposalPad, Fresh Proposals, Ideagen Huddle and QorusDocs.

          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].