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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Showing 21-30 out of 196
AU
Anonymous User
02/15/18
"National sales"
What do you like best about ClientPoint? it's fast and easy to use and have a professional look What do you dislike about ClientPoint?
RH
Robert H
02/15/18
"Great for repeat tasks"
What do you like best about ClientPoint? Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and ...
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AU
Anonymous User
02/14/18
"Easily send and connect files"
What do you like best about ClientPoint? Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document.
ZM
Zack M
02/13/18
"Hands Down Easiest Proposal Software Out There"
What do you like best about ClientPoint? Simple and easy, gives my clients a way to see their proposal right away. Very intuitive and easy for anyone to use. What do you dislike about ClientPoint?
JW
Juliet W
02/13/18
"We love paperless!"
What do you like best about ClientPoint? Their customer service and proposal presentation What do you dislike about ClientPoint?
RI
Rya I
02/13/18
"Paperless Proposal makes organizing and creating so much more effective."
What do you like best about ClientPoint? I like that I get to maintain my library of documents and use them as I need them. What do you dislike about ClientPoint?
MO
Mekenzie O
02/13/18
"Love Paperless!"
What do you like best about ClientPoint? I really like the different features paperless proposal has to offer. Being able to see when a potential client views my proposal and to see how long they spend looking at certain parts of it as great.
XG
Ximena G
02/13/18
"Seamless Presentations & Fast Document Downloads"
What do you like best about ClientPoint? I love the way the admin can find their documents super fast and the way the end user can view and download them in an easy way.
AU
Anonymous User
02/13/18
"Quick and Convenient"
What do you like best about ClientPoint? The simplicity of the process. It is easy to create and distribute quality documents. What do you dislike about ClientPoint?
MM
Martina M
02/13/18
"Huge time saver"
What do you like best about ClientPoint? Everything is at your fingertips and simply needs to be assembled. it's easy and has no limitations. It is flexible and allows for templates and overall efficiency if maintained properly.
