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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
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

Sales, marketing, and customer success teams within medium to large enterprises across various industries

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:

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Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

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

Seismic
Founded: 2010
United States
www.seismic.com

Alternatives

Alternatives

ClearSlide

ClearSlide

Bigtincan
ClearSlide

ClearSlide

Bigtincan

Categories

Categories

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

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

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Integrations

Microsoft 365
Apiax
Box
Dropbox
Eloqua
Gong
Hero by Vivun
InfoDesk
InvestorFlow
MYOB
Marketo
RELAYTO
Salesloft
Salesvue
SatuitCRM
SearchUnify
Seismic Learning
Sertifi
Storydoc
Zoho CRM

Integrations

Microsoft 365
Apiax
Box
Dropbox
Eloqua
Gong
Hero by Vivun
InfoDesk
InvestorFlow
MYOB
Marketo
RELAYTO
Salesloft
Salesvue
SatuitCRM
SearchUnify
Seismic Learning
Sertifi
Storydoc
Zoho CRM
Claim ClientPoint and update features and information
Claim ClientPoint and update features and information
Claim Seismic and update features and information
Claim Seismic and update features and information