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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

About

Letter AI helps your revenue teams win more, better, and faster. Equip your revenue teams with everything they need to close deals, from training & coaching to collateral to real-time help, in a unified platform with AI at the core. Supercharge your revenue teams with engaging, personalized, and always up-to-date content and coaching. built-in minutes with AI. Configure mock personas to practice your sales pitch, and build interactive training, video-based learning, and certification pathways in minutes using just your existing docs. Discover the right assets and personalize them for your customers, or build from scratch with AI magic. Ask anything and receive a personalized response from your own AI co-pilot with deep expertise in your company & products. Security and privacy are at the top of your mind, so they are at the top of your mind for us. We are secured by industry-leading security frameworks and never use your data to train our models.

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

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.

Audience

Revenue teams looking for a solution to get data from prospects and close more deals

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 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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientPoint
Founded: 2007
United States
www.ClientPoint.net

Company Information

Letter AI
Founded: 2023
United States
www.letter.ai/

Alternatives

Alternatives

ClearSlide

ClearSlide

Bigtincan
ClearSlide

ClearSlide

Bigtincan

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
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
Microsoft Teams
NetSuite
Pipedrive
Sertifi
Slack
Zendesk Sell
Zoho CRM

Integrations

Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
Microsoft Teams
NetSuite
Pipedrive
Sertifi
Slack
Zendesk Sell
Zoho CRM
Claim ClientPoint and update features and information
Claim ClientPoint and update features and information
Claim Letter AI and update features and information
Claim Letter AI and update features and information