Spot Score

ClientPoint

Revolutionize your proposal process with ClientPoint.

4.4

(1225)

Add to compare

ClientPoint offers custom pricing plan

Request a Quote

Overview

Features

Pricing

Alternatives

Ratings

Media

Integrations

Support

FAQs

What is ClientPoint?

Affiliate Disclosure

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 providers in the comfort of their own offices. From the moment an RFP is received, ClientPoint creates virtual packages customized to fit industry or project requirements. Clients pay for only what they need, and can change their mind at any time. They can propose how they want-even if they not there! Teams can simply accept or reject proposals as they come in via email or fax.

Pricing

ClientPoint offers custom pricing plan

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

ClientPoint software demo

ClientPoint has not given any software demo yet

If you're the owner of this profile, add your demo.Contact us

ClientPoint Features

Show Feature Explanation

Features Score:

ClientPoint Pricing

Visit website

Free Trial

Not available

ClientPoint Pricing

ClientPoint offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

Visit website

Pricing Plans

ClientPoint

Master Content Library
Built-In Editing Tools
Intuitive Online Viewer
Shared Sales Content
Live Dashboard

Show more +

Explore in-depth pricing

Free ClientPoint Alternatives

Recommended

PandaDoc

Transform your documents into ...

9.8

Very Good

Visit website Compare ClientPoint vs PandaDoc

Offorte

Streamline your proposals in seconds.

7.6

Compare ClientPoint vs Offorte

Proposify

Elevate your proposals with ...

9.3

Very Good

Compare ClientPoint vs Proposify

Better Proposals

Effortless proposals for guaranteed ...

8.8

Excellent

Compare ClientPoint vs Better Proposals

Proposable

Propel your sales with professional ...

8.6

Very Good

Compare ClientPoint vs Proposable

Propoze

Streamline your proposals, close ...

7.0

Very Good

Compare ClientPoint vs Propoze

ProposalPad

Streamline sales proposals and ...

7.1

Compare ClientPoint vs ProposalPad

Fresh Proposals

Streamline your sales with modern ...

8.5

Compare ClientPoint vs Fresh Proposals

Ideagen Huddle

Streamline teamwork, elevate ...

9.1

Very Good

Compare ClientPoint vs Ideagen Huddle

QorusDocs

Elevate your proposals with QorusDocs.

8.6

Very Good

Compare ClientPoint vs QorusDocs

View all ClientPoint alternatives

ClientPoint Reviews & Ratings

4.4

Very Good

Based on 1225 ratings & 196 reviews

Rating Distribution

Excellent

(135)

Very Good

(52)

Good

(7)

Poor

(1)

Terible

(1)

Expert's Review generated by AI

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' needs. Users appreciate the professional look of eBrochures and proposals, customizable to specific client problems. The seamless integration with CRM systems and ...Read more

ClientPoint pros and cons

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.

User Review

gasiram a

11/02/23

4 out of 5

"Products review"

What do you like best about ClientPoint? Client point it's was good and cooperative What do you dislike about ClientPoint?

Anonymous User

09/13/22

5 out of 5

"wonderful to work with"

What do you like best about ClientPoint? Great at helping to get proposals done quickly and to our specifications and our new customers What do you ...

Carol S

10/19/21

5 out of 5

"I Love ClientPoint"

What do you like best about ClientPoint? I like how the program allows me to create ebrochures and proposals that look very professional. I can also ...

Jen M

09/28/20

5 out of 5

"A seamless sales experience"

What do you like best about ClientPoint? These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still ...

View all Reviews

ClientPoint Integrations

4.3

4.5

4.5

4.3

4.1

View all integrations

ClientPoint Support

Contact

888-972-7375

Location

Carlsbad, California

Reach out to ClientPoint Social channels

Frequently Asked Questions (FAQs)

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

ClientPoint is a Proposal Software. ClientPoint offers Document Analytics, Document Audit Trail, CRM Integration, Document Library, e-Signature and many more functionalities.

Some top alternatives to ClientPoint includes PandaDoc, Offorte, Proposify, Better Proposals and QorusDocs.

No, ClientPoint doesn't provide API.

No, ClientPoint doesn't provide mobile app.

ClientPoint is located in Carlsbad, California

ClientPoint offers Quotation Based pricing model

Yes, ClientPoint can integrate with Salesforce, Pipedrive, Zendesk Sell, RightSignature and many more.You can find more integration for ClientPoint here

The starting price is not disclosed by ClientPoint. You can visit ClientPoint pricing page to get the latest pricing.

Researched by Rajat Gupta