8.5
Spot Score
Revolutionize your proposal process with ClientPoint.
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ClientPoint offers custom pricing plan
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
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.
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.
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GA
gasiram a
11/02/23
"Products review"
What do you like best about ClientPoint? Client point it's was good and cooperative What do you dislike about ClientPoint?
AU
Anonymous User
09/13/22
"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
"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.
JM
Jen M
09/28/20
"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.
JP
Justin P
09/28/20
"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. "
BC
Bill C
05/22/20
"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
"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.
AU
Anonymous User
10/16/18
"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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ZM
Zack M
10/16/18
"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
"Excellent software"
What do you like best about ClientPoint? Very easy to use - straightforward...….. What do you dislike about ClientPoint?
