ClientPoint is an enterprise sales proposal and office platform that enables users to quickly draft professional proposals to drive higher closing rates. Its key features include interactive content delivery, master content library, built-in editing tools, live dashboard, and more. In this article, we cover ClientPoint reviews and pricing. Ready to get started? Request a demo.
ClientPoint pricing is currently not available on its website. However, according to a third-party resource, its monthly pricing starts at $65 per user, per month. Interested users may contact ClientPoint’s sales team to obtain a customized quote based on their specific business requirements.
Ready to get started with ClientPoint? Request a demo.
Summary of Positive ClientPoint Reviews
Users who gave positive ClientPoint reviews said that it is environment-friendly since it uses paperless proposal drafts. Many liked that it reduces errors on their proposals and helps them increase their closing rate.
One user who gave a positive ClientPoint review on Capterra said that it enables them to draft paperless customized proposals. She described it as a useful collaboration tool that lessens errors for drafts. She also particularly liked its proposal tracking feature.
Summary of Negative ClientPoint Reviews
Users who gave negative ClientPoint reviews suggested making the cover page a required field before proceeding with the proposal’s content. Some reported slow loading time of the webpage, especially when saving a proposal.
One user who gave a negative ClientPoint review on Capterra suggested updating the form template to make the cover page a compulsory part of the proposal. He added that bugs or glitches should be fixed to improve the web page loading time. He also wished for a video or tutorial for first-time users to help them easily navigate through the platform.
Business Proposal Templates From Fit Small Business
Free Business Proposal Templates That Win Deals: Business proposals are documents outlining the terms of a sale for potential buyers. To help you speed up your sales process even further, we have created a business proposal template in PowerPoint and Google Slides you can download for free. We’ll also walk through the entire proposal process, including must-have proposal features and tips for following up with your potential clients.
Check out the list below of some of ClientPoint’s features:
- Master content library
- Built-in editing tools
- Intuitive online viewer
- Live dashboard
- Powerful analytics
- Electronic signature
- CRM integration
- And more
How can users personalize their proposals?
ClientPoint users can embed videos from their personal smartphone or webcam to improve close rates.
What technology does ClientPoint use to secure its customer data?
ClientPoint uses advanced cloud computing hosting technologies provided by Amazon’s Elastic Compute Cloud. It is designed to make web-scale computing accessible to applications.
Here is a list of some of ClientPoint’ popular integrations:
Have you read these ClientPoint reviews and are still not sure if it’s the right fit for you? Read our reviews of all top office software providers or check out one of these three ClientPoint competitors.