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8.5

Spot Score

ClientPoint - Proposal Software

ClientPoint Reviews in April 2025: User Ratings, Pros & Cons

Revolutionize your proposal process with ClientPoint.

4.4

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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)

Expert's Review

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

ClientPoint pros and cons

  • 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

4.5 out of 5

"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

5 out of 5

"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

4.5 out of 5

"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

4.5 out of 5

"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

4.5 out of 5

"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

3.5 out of 5

"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

5 out of 5

"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

4 out of 5

"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

3.5 out of 5

"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

5 out of 5

"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?