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About

Ascendx is an enterprise-grade SaaS platform designed to enhance Salesforce by providing AI-driven solutions across sales, service, data, and operations. Its connected portfolio includes tools for sales enablement, service automation, workflow orchestration, data integration, and point-of-sale experiences. It automates lead and case assignments while ensuring secure data management and real-time replication to platforms like Snowflake. Ascendx offers document automation within Salesforce and enables mobile and in-store transactions seamlessly integrated with CRM data. Ascendx's modular architecture allows enterprises to adopt solutions as needed, ensuring scalability and compliance. Ascendx empowers organizations to unlock the full potential of their CRM systems.

About

ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT leaders wanting a solution to augment Salesforce with AI-powered tools that streamline operations, enhance data management, and drive sales efficiency

Audience

Enterprise and SMB (small and medium size businesses) that want a business/sales relationship enablement platform that makes it easy to create a superior client experience throughout each stage of the customer lifecycle. ClientPoint connects to all your favorite SaaS tools, and your other systems, processes and stakeholders. From Marketing (prospect engagement & content curation), to Sales/Business Development (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 3.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The platform addresses a real and important need in the market: consolidating business, financial and operational reporting across multiple entities. From a product perspective, the idea is valuable, especially for companies that grow through acquisitions and need better visibility over their financial and commercial data.

Cons

  • Our commercial experience as an external implementation partner was very negative. We supported BI / Power BI reporting work connected with the platform, including stabilising and improving reporting logic in a complex environment. Several payments were significantly delayed, and one historical balance for delivered work remained unpaid more than 400 days after the due date despite repeated follow-ups and formal reminders. From a vendor perspective, this creates a serious concern: smaller specialist contractors may end up carrying real delivery costs while payment is delayed or linked to an undefined future state of the broader system. In practice, this can make smaller partners feel like inexpensive delivery capacity rather than properly treated professional vendors.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ascendx
Founded: 2023
United Kingdom
ascendx.cloud/

Company Information

ClientPoint
Founded: 2007
United States
www.ClientPoint.net

Alternatives

Alternatives

Groove

Groove

Clari
Sculptor CPQ

Sculptor CPQ

Twistellar

Categories

Categories

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

Caterease
Crypto Backoffice
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
NetSuite
Pipedrive
Salesforce
Sertifi
Snowflake
Zendesk Sell
Zoho CRM

Integrations

Caterease
Crypto Backoffice
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
NetSuite
Pipedrive
Salesforce
Sertifi
Snowflake
Zendesk Sell
Zoho CRM
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Claim Ascendx and update features and information
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