ClientPoint
Review of ClientPoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About ClientPoint
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Customer Reviews
See why people love ClientPoint
Jay M.
Verified UserMarketing and Advertising · 2-10 employees
ClientPoint > PandaDoc
Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional
- The developer team had pre-made templates Which I could choose from
- Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form
- They walked me through a couple steps on how to do everything and they've been very hands-on
- While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software
- There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else
Robert K.
Verified UserProfessional Training & Coaching · 51-200 employees
Powerful Platform for Sales!
We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended!
- The team at ClientPoint has always understood our business needs, which has been helpful during various transitions
- Their support team is excellent
- The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets
- But in most cases, the change is made quickly
Switched From
ClientPoint integrated to our CRM tools!
Why they chose it
"Their pre-sale support was spectacular. They worked with us on building templates and testing the tools."
Carol S.
Verified UserFacilities Services · 11-50 employees
Client Point CRM
Client Point has been flexible with allowing us to add the fields we need.
- Client Point
- formerly Paperless Proposal has introduced a CRM add on to the proposal program
- This makes it easy to add proposals directly from the CRM with out retyping everything
- It also shows the calls, leads, and pipeline data as well as the deals closed
- Very neat and easy to use
I would like the cover page prompt to be the first item to fill out when doing the proposal because sometimes we forget to do it and the proposal goes out with out a cover page
Sarah D.
Verified UserFacilities Services · 1001-5000 employees
Great tool and room for improvement!
Verified reviewer
- Ease of building a proposal with lots of moving parts and complex structures
- Would be nice to edit within like Proposify
- Also the site often "spins" and freezes
Why they chose it
"Fulfilled all needs, ease of use, robust platform"
Robin M.
Verified UserConstruction · 11-50 employees
Thank you, ClientPoint Team!
It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors.
- The people are great
- Everyone has been wonderful to work with
- The turnaround time on feature request through the sales process was amazing
- Overall, I think the UI needs a refresh and performance improvements
Switched From
Proposify does not integrate with NetSuite.
Why they chose it
"ClientPoint was the best option with NetSuite integration."
Renard T.
Verified UserFacilities Services · 201-500 employees
Feedback Review
Happy overall with ClientPoint, great experience. I am open to meet once or twice a year with a rep on reviewing some of the tools that the software offers, but still not utilizing effectively.
- Notifications when someone is viewing the proposal
- Great way of accessing the contracts and proposals
- Sometimes the system freezes and is slow
Tony B.
Verified UserComputer Hardware · 2-10 employees
Great client base
Able to stay in touch with my clients easy software i wish other companies had such a great software thank you
It was very easy to use ,great client base very fast server simple software, was able to learn quick and able to access my clients and their needs
Nothing easy smooth no lagging and very very informative i will recommend this to all my business and new clients
Candice B.
Verified UserReal Estate · 11-50 employees
Overall a great product!
My experience is very good. I'm checked in with pretty regularly.
I love being able to see which documents were of the most interest to the recipient
- The "Save" and the "Save and Continue" buttons
- The saving process seems slow to me
- Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case
Zack M.
Verified UserMakes producing Quotes on the go simple and easy. The quickest proposal I have ever created.
Verified reviewer
- The ability to open my laptop and send a proposal to my customer almost immediately
- Unlike my competition, I can send my proposal before leaving the customers parking lot
- Support (when needed) is always quick and easy
- Load time of web based software
- Sometime it takes a few minutes to save a created page
- This happens on a fairly regular basis
Federico J.
Verified UserSee who's opened your proposal and what they've seen
Verified reviewer
- I hate writing proposals
- Absolutely hate it
- Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand
- The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't
- This helps me follow up with them and understand what makes them buy or not
- I'd like to see improvements in the way you search for docs in the media library
- Could be way simpler and faster
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