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 51-60 out of 196
TY
Timothy Y
06/26/17
"very good"
What do you like best about ClientPoint? that it functioned properly. it did what I asked it to do What do you dislike about ClientPoint?
AU
Anonymous User
06/26/17
"Great communication and organization for projects"
What do you like best about ClientPoint? The team assigned to my project was very good at emailing and calling often to communicate. They were also very organized and kept the project moving when we weren't sure of next steps.
AU
Anonymous User
06/23/17
"I love Paperless Proposal. From the ease of use to the tracking piece its a MUST HAVE! "
What do you like best about ClientPoint? The ability to customize customer proposals with a few easy steps. What do you dislike about ClientPoint?
AU
Anonymous User
06/23/17
"Paperless proposal has been great for the growth of our business."
What do you like best about ClientPoint? What I love best about paperless proposal is ability for the customer to open the proposal instantly and I get a notification.
AU
Anonymous User
06/22/17
"Proposal writer"
What do you like best about ClientPoint? Having the ability to create a library of frequently used documents and templates with the ability of the Paperless team to customize them with client name merge fields is really handy. It helps to create custom proposals swiftly in a clean/presentable fashion. Additionally, I like having the ability to view all projects under one manage screen helps to keep track of pending projects.
SM
Stephanie M
06/22/17
"Paperless Proposal grew our customer base! "
What do you like best about ClientPoint? I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal!
AU
Anonymous User
06/22/17
"Easily create professional-looking proposals"
What do you like best about ClientPoint? Easy navigation through our marketing collateral Allowed me to control the timing of how a customer would see information
MR
Mike R
03/23/17
"Excellent product, excellent experience"
What do you like best about ClientPoint? While we are a new customer, to date I'm impressed with the simplicity of the system. It's user-friendly and is highly customizable. We have been able to take our existing processes and make them electronic, In cases of other software systems, it's common to have to modify your business to fit within the features and limitations of the software, and this has not been our experience thus far with Paperless Proposal.
AU
Anonymous User
12/28/16
"Excellent way to prepare and organize"
What do you like best about ClientPoint? I like that I can review the proposals so easily and ensure that they are consistent in content but also customized for each client. I also enjoy the ability to review how long a client has looked at the proposal.
AU
Anonymous User
12/23/16
"I work with paperless proposal daily on quote for Janitorial & Industrial Maintenance Services."
What do you like best about ClientPoint? It is integrated with our other software which make preparing proposals and tracking them very easy. What do you dislike about ClientPoint?
