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8.5/10

Spot Score

ClientPoint - Proposal Software

ClientPoint

Revolutionize your proposal process with ClientPoint.

4.4

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ClientPoint offers custom pricing plan

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)

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Showing 1-10 out of 196

AU

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 dislike about ClientPoint?

CS

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 tailor my submissions to the exact problem the clients are having. I like how flexible the development team is.

JP

Justin P

09/28/20

5 out of 5

"ClientPoint Revolutionized our process"

What do you like best about ClientPoint? I love how flexible the developers are in customizing the specfic tools we need. I never heard "we can't do that" or "that's not possible. "

JM

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 engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster.

BC

Bill C

05/22/20

5 out of 5

"Exactly the solution we were looking for to organize our proposals and improve our sales process"

What do you like best about ClientPoint? I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.

AU

Anonymous User

10/18/18

5 out of 5

"Quick & easy to use. can persolise & make changes."

What do you like best about ClientPoint? Once you have set up everything the way you want, very easy & quick to do a proposal & track what is happening with it.

ZM

Zack M

10/16/18

5 out of 5

"Simple, Easy and Effective "

What do you like best about ClientPoint? While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site.

AU

Anonymous User

10/16/18

5 out of 5

"Cut time in half for preparing proposals"

What do you like best about ClientPoint? Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales ...

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AU

Anonymous User

10/16/18

5 out of 5

"Excellent software"

What do you like best about ClientPoint? Very easy to use - straightforward...….. What do you dislike about ClientPoint?

AU

Anonymous User

02/21/18

5 out of 5

"The easiest way to send business proposals"

What do you like best about ClientPoint? Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space What do you dislike about ClientPoint?