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.

About ClientPoint

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

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Pricing

Free Trial:
Free Trial available.

Integrations

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Ratings/Reviews

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Company Information

ClientPoint
Founded: 2007
United States
www.ClientPoint.net

Videos and Screen Captures

Play Video ClientPoint Digital Sales Rooms Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners. Schedule, meet and share materials all in one place. From Marketing to Sales to Client Care, to Expansion, ClientPoint helps you build stronger, more valuable business relationships. ClientPoint sets your marketing team up for success by creating powerful experiences that combine your best content and engagement tools all in one place (video conferencing, chat, meeting scheduling, etc.). ClientPoint sets your sales team up for success by getting your precise message across to your most important relationships without having to send multiple links or attachments. ClientPoint sets your Client Care team up for success by integrating with your CRM, invoicing tools and other customer databases and systems for a true enterprise implementation. eSign keeps your proposal process completely online and paperless from propose to close. With eSign directly within your proposal, your marketing materials, customer specifications, contract, and signature pages remain all in one place and easy to find. With eSignature, there’s no need to fax back and forth or print. Your rep will then get an email notification the moment the proposal has been approved and signed.
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support
Online

ClientPoint Frequently Asked Questions

Q: What kinds of users and organization types does ClientPoint work with?
Q: What languages does ClientPoint support in their product?
Q: What kind of support options does ClientPoint offer?
Q: What other applications or services does ClientPoint integrate with?
Q: What type of training does ClientPoint provide?
Q: Does ClientPoint offer a free trial?
Q: What pricing for support is available for ClientPoint?

ClientPoint Product Features

Proposal Management

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

Sales Acceleration

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

Sales Enablement

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