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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 offers custom pricing plan

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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 71-80 out of 196

AU

Anonymous User

12/17/16

3.5 out of 5

"New User. Seems logical."

What do you like best about ClientPoint? I am a new User so I don't have too much to offer. It does feel logical and intuitive. What do you dislike about ClientPoint?

AU

Anonymous User

12/16/16

5 out of 5

"Proffessional and Efficient"

What do you like best about ClientPoint? Timeliness. I have the ability to manage a large library of documents which I can utilize with client specific documents saving me hours of time every month. I can create a highly professional presentation in less than half the time it used to take me.

AU

Anonymous User

12/16/16

5 out of 5

"IProposal Review"

What do you like best about ClientPoint? Ease of use and looks professional across all offices What do you dislike about ClientPoint?

AU

Anonymous User

12/16/16

4.5 out of 5

"User friendly and efficient"

What do you like best about ClientPoint? The ability to quickly create and track proposals, save documents review and update What do you dislike about ClientPoint?

AU

Anonymous User

12/16/16

4.5 out of 5

"Professional Proposals - Minimal effort"

What do you like best about ClientPoint? This system makes it easy to generate a proposal for a candidates in our recruiting process in a matter of minutes. It also allows us to continuously engage throughout the hiring and onboarding process.

AU

Anonymous User

12/16/16

4.5 out of 5

"User friendly and efficient"

What do you like best about ClientPoint? The ability to quickly create and track proposals, save documents review and update What do you dislike about ClientPoint?

AU

Anonymous User

12/16/16

4.5 out of 5

"Professional Proposals - Minimal effort"

What do you like best about ClientPoint? This system makes it easy to generate a proposal for a candidates in our recruiting process in a matter of minutes. It also allows us to continuously engage throughout the hiring and onboarding process.

JH

Joseph H

12/16/16

3.5 out of 5

"We use paperless to handle almost allow of our client interaction/paperwork. "

What do you like best about ClientPoint? The ability to collaborate on pricing and proposal documents with colleagues who are overseas. What do you dislike about ClientPoint?

BM

Brian M

12/14/16

4.5 out of 5

"It's idea to get a message or marketing campaign to a few or the masses"

What do you like best about ClientPoint? The tracking mechanism to see who's viewed the proposal and who they shared with. Easy to use dashboard. What do you dislike about ClientPoint?

BM

Brian M

12/14/16

4.5 out of 5

"It's idea to get a message or marketing campaign to a few or the masses"

What do you like best about ClientPoint? The tracking mechanism to see who's viewed the proposal and who they shared with. Easy to use dashboard. What do you dislike about ClientPoint?