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 61-70 out of 196
AU
Anonymous User
12/22/16
"Productivity without all of the paperwork"
What do you like best about ClientPoint? It is an easy to learn process. Fairly self explanatory. You can even add a personalized video. No paper What do you dislike about ClientPoint?
RS
Robert S
12/21/16
"Stratus Building Solutions - Kansas City"
What do you like best about ClientPoint? Ease, professionalism and proposal management tool What do you dislike about ClientPoint?
AU
Anonymous User
12/20/16
"Well integrated proposal solution"
What do you like best about ClientPoint? The iProposal tool in a web based integrated proposal tool. The tool is easy to use, allows for fast proposal creation and allows event tracking through out the life cycle of the proposal.
AU
Anonymous User
12/20/16
"Proposal Software Done Right"
What do you like best about ClientPoint? The analytics are easily the best and most important aspect of the software program. The people are responsive and helpful.
AU
Anonymous User
12/20/16
"Proposal Software Done Right"
What do you like best about ClientPoint? The analytics are easily the best and most important aspect of the software program. The people are responsive and helpful.
AU
Anonymous User
12/20/16
"Good tool for standard proposals"
What do you like best about ClientPoint? It is quick and easy to produce standard proposals since all of your standard files are already pre loaded. What do you dislike about ClientPoint?
JA
Jonathan A
12/19/16
"Has Changed the Way We Do Proposals"
What do you like best about ClientPoint? The Paperless Proposal software is a user-friendly, Intuitive tool. We put it to work immediately with very little training. It made a dramatic and immediate improvement to our look and our mode of delivering proposals.
AU
Anonymous User
12/19/16
"Paperless Proposal Makes it Easier"
What do you like best about ClientPoint? The tracking feature! It's very helpful to know when a potential client has opened the PP link, or if they need prompting to do so.
AU
Anonymous User
12/19/16
"A bit of a learning curve but beginning to see the numerous benefits iproposal can provide. "
What do you like best about ClientPoint? The ability to automate much of the boilerplate information based on the type of quote. What do you dislike about ClientPoint?
AJ
Adam J
12/17/16
"Great Business Development Software from Paperless Proposal"
What do you like best about ClientPoint? I like the template functions and the ability to track proposal delivery. What do you dislike about ClientPoint?