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ClientPoint Reviews

& Product Details

What is ClientPoint?

ClientPoint is a Sales Acceleration Software that streamlines business relationships with prospects, customers, and partners in one cohesive workspace. It addresses the complexities of the B2B customer journey by centralizing interactions and content management. The platform’s goal is to enhance lead nurturing, proposal creation, deal closure, and client onboarding.

It comes with many functionalities, such as proposal and document generation and management, automation, software management and much more.  Its electronic signature service, video conferencing, scheduling, and its integrations with CRM and CPQ makes it a powerful tool.

By solving the challenges faced in B2B interactions, it aims to simplify the sales process. It offers an intuitive platform that drives higher close rates and shorter sales cycles. Users benefit from quick access to important documents, customizable online sales experiences, rich analytics, and real-time alerts, all designed to improve interactions with prospects.

The platform’s core features empower users to create, customize, and share engaging content efficiently. A master content library holds a variety of documents, while the document generation engine, templates, merge fields, and editing tools aid in creating customized proposals, marketing content, and contracts. All content is presented in an intuitive online viewer with branding that matches the company’s identity.

ClientPoint integrates seamlessly with leading sales, marketing, and CRM solutions, eliminating data duplication and streamlining workflows. The platform offers e-signature capabilities, video integration for personalized pitches, performance tracking, and detailed reporting. It provides insights into prospect and client engagement, enabling targeted follow-ups and improvements in both sales and support efforts.

Best For

Easily manage business relationship workspaces for your prospects
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website

Starting from:

$249.75 user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

ClientPoint offers a tailored pricing structure to enhance business relationships through advanced digital workspaces. Their plans cater to various business sizes, starting with a Free Plan for Solopreneurs, followed by the Enterprise Essentials plan for $249.75 for 3 licenses / month paid annually. They also provide an Enterprise Plan which is variable due to customization. The overall pricing for the Enterprise Plan is negotiable during scheduled demos with the Sales Team.

  • Activity Dashboard
  • Collaboration Tools
  • Contact Management
  • Content Management
  • Proposal Management
  • Reporting/Analytics
  • Workflow Management
  • Call Recording

Additional Features

  • Community Management
  • Feedback Management
  • Sales Onboarding & Training
  • Real Time Analytics
  • Communication Management
  • Requirements Management
  • Bid Management
  • Third Party Integrations
  • Churn Management
  • Document Management
  • Client Portal
  • CRM Integration
  • CPQ Integration
  • Access Controls/Permissions
  • Alerts/Notifications
  • Version Control
  • API
  • Content Library
  • Content Delivery
  • Customizable Templates
  • Lead Management
  • Knowledge Base Management
  • Live Chat
  • Data Import/Export
  • Customizable Branding
  • Data Security
  • Customizable Reports
  • RFP Creation
  • Reminders
  • Document Analytics
  • Pipeline Management
  • Conversion Tracking
  • Proposal Generation
  • Multi-Party Signing
  • Templates
  • Time & Expense Tracking
  • Archiving & Retention
  • Quotes/Estimates
  • Team Collaboration
  • Electronic Signature
  • Audit Trail
  • Video Conferencing
  • Software Management
  • Proposals and Document Generation
  • Automation


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