CRM INTEGRATION
ClientPoint seamlessly integrates with your CRMClientPoint makes it easy to send proposals using your CRM, automatically logging all proposal activity back into the CRM. Access your CRM based Client Information and Contacts Seamlessly from Your CRM When a rep uses CRM integration with ClientPoint they simply select the opportunity in the CRM from ClientPoint
- The company, opportunity, and contacts are pulled into the proposal
- The proposal documents can then be customized with the information
Know when your proposals have been sent, viewed, and accepted from within your CRM as ClientPoint Integrates seamlessly with Salesforce.com, Microsoft Dynamics, Netsuite, Zoho, Base, Hubspot, Right Signature, Sertifi and Caterease.
SalesForce CRM Integration Tutorial
Easily Transfer your CRM data into Your Business Proposals
When a member of your team uses CRM integration with ClientPoint, one will be able to…
- Select the opportunity in the CRM from ClientPoint
- Pull the company, opportunity, and contact info into the proposal
- Customize the proposal documents with this personalized information
Automatically Log all Proposal Activity
With ClientPoint an activity record is pushed back into your CRM whenever a proposal is…
- Sent to a prospective client
- Viewed by a prospective client
- Approved by a prospective client
Each of these activities includes a link directly to your proposal giving you easy access to all proposal activity from within your CRM.
Supported CRM Applications
INTEGRATE WITH YOUR CRM
Building, tracking, and managing your info has never been faster or easier because ClientPoint seamlessly integrates with popular CRM platforms including Salesforce.com, Microsoft Dynamics, Netsuite, Zoho, Base, Hubspot, Right Signature, Sertifi and Caterease.
