Error Title

This is a notice message, displayed at the top of the browser, informing the user of something useful.

or
Continue with LinkedIn
Recover my Password
Submit your Tekpon Account E-mail address and you will receive an email with instructions to reset your password.

ClientPoint

Verified
Officially verified by the Software Seller.
Tekpon Score
8.4

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

    ClientPoint

  • Located In

    United States

  • Website

    clientpoint.net

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

Responsive

Tekpon Score
COMPARE
  • HubSpot CRM

    CRM Software

  • Zoho CRM

    CRM Software

  • Zendesk

    Help Desk Software

Tell us your opinion about ClientPoint and help others.

Pipedrive

Tekpon Score

Freshsales

Tekpon Score

SmartCue

Tekpon Score

Cooee

Tekpon Score

Outplay

Tekpon Score

Salesloft

Tekpon Score

Salestable

Tekpon Score

GetSales.io

Tekpon Score

SalesScreen

Tekpon Score

Highspot

Tekpon Score

Humantic AI

Tekpon Score

Expandi

Tekpon Score

Gong

Tekpon Score

dealpad

Tekpon Score

ElevateHQ

Tekpon Score

Foresight

Tekpon Score

Tourial

Tekpon Score

Sales Sunday

Tekpon Score

Ebsta

Tekpon Score

This website uses cookies

Cookies are small text files that can be used by websites to make a user’s experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

You can read more about all this at the following links.

Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

These trackers help us to measure traffic and analyze your behavior to improve our service.

These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.