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Compare Salesforce vs ClientPoint vs PandaDoc

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Overview

Description

Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer ... 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 $25
  • Not Available
Free Trial Availability
  • No free trial
Spotsaas Score

9.8/10

8.5/10

User Ratings
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Features

Total Features

10 Features

8 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $25
          • Not Available
          Pricing Pans
          • Not Available
          • Not Available
          Pricing Pagesalesforce pricing

          Pricing information 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
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          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          370

          Very Good

          142

          Good

          30

          Poor

          4

          Terible

          7

          Excellent

          135

          Very Good

          52

          Good

          7

          Poor

          1

          Terible

          1

          Expert's Review generated by AI

          Salesforce Sales Cloud is undeniably one of the most robust and versatile CRM platforms available today, consistently praised for its customization options and comprehensive features. The ...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
          • Highly customizable platform, allowing businesses to tailor processes and workflows to their specific needs.

          • Centralized database provides a 360-degree view of customer information, streamlining sales and marketing efforts.

          • Robust reporting and analytics offer detailed insights for data-driven decision-making and performance tracking.

          • Integration capabilities are extensive, supporting seamless connections with third-party apps and APIs.

          • Automation features save time, reduce manual errors, and boost overall sales team productivity.

          • Expensive licensing and additional costs for features, making it less suitable for small businesses or startups with tight budgets.

          • Steep learning curve for new users, especially for those without technical expertise or prior CRM experience.

          • Initial implementation and setup can require significant time and investment, sometimes necessitating external consultants.

          • 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
          BBVA

          BBVA

          Brunello Cucinelli

          Brunello Cucinelli

          Unilever

          Unilever

          No Customers information available.

          Media and Screenshots

          Screenshots
          Salesforce Adoption Dashboards

          3 Screenshots

          ClientPoint Reports

          3 Screenshots

          Videos
          video-0

          5 Videos

          video-0

          3 Videos

          Alternatives

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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.

          Salesforce offers Free Trial, but ClientPoint does not.

          Salesforce is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

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

          The starting price of Salesforce begins at $25/User/Month, while pricing details for ClientPoint are unavailable.

          Some top alternatives to Salesforce includes Pipedrive, HubSpot CRM, ClickUp, Freshsales, Salesflare, Close, Vendasta, Keap, Hubspot Marketing Hub, Dynamics 365 Marketing, Zoho CRM, Microsoft Dynamics 365 for Sales, Thryv, Netsuite CRM, Wisdom CRM, SalesCRM, SimpleCRM and Zoho CRM Plus.

          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].