We Help You Win
More Business

Get higher close rates, shorter sales cycles, bigger deals & lightning fast proposal creation with our top-rated sales optimization solution

Get higher close rates, shorter sales cycles, bigger deals & lightning fast proposal creation with our top-rated sales optimization solution

We Help You Win More Business

Get higher close rates, shorter sales cycles & lightning fast proposal creation with our top rated sales optimization solution

CREATE PROPOSALS ONLINE

CLOUD CONTENT

PROPOSAL ANALYTICS

CRM INTEGRATION

Create Powerful Proposals Online

CREATE

ClientPoint allows your sales team the ability to create powerful engaging custom proposals quickly and efficiently by ensuring that they’re always working with the latest and most accurate proposal content and assets. Create all your proposals, templates, price quotes and ebrochures in one centralized library repository and pull and push information directly into your proposals or eBrochures from your CRM.

Create Powerful Proposals Online

CREATE

ClientPoint allows your sales team the ability to create powerful engaging custom proposals quickly and efficiently by ensuring that they’re always working with the latest and most accurate proposal content and assets. Create all your proposals, templates, price quotes and ebrochures in one centralized library repository and pull and push information directly into your proposals or eBrochures from your CRM.

SEND

Differentiate your business and include all your office files, videos, templates, pricing quotes and multimedia ebrochures in one viewer. It’s an easy and engaging way to send all your content in one link online and viewable on all devices.

Send Professional Proposals online
Send Professional Proposals online

SEND

Differentiate your business and include all your office files, videos, templates, pricing quotes and multimedia ebrochures in one viewer. It’s an easy and engaging way to send all your content in one link online and viewable on all devices.

Manage Proposal Pipeline

MANAGE

Ensure that every step of your proposal process is pain free, optimized, and as transparent as possible from creation to close. Know where the proposal is in the lifecycle process with unsent, sent, viewed, signed and downloaded proposals updated automatically based on prospect actions.

Manage Proposal Pipeline

MANAGE

Ensure that every step of your proposal process is pain free, optimized, and as transparent as possible from creation to close. Know where the proposal is in the lifecycle process with unsent, sent, viewed, signed and downloaded proposals updated automatically based on prospect actions.

TRACK

Track how clients and prospects interact with your proposals. With real time analytics and notifications you can stay connected and engaged knowing exactly what each person looked at, for how long and in the order it was viewed. Track if it was shared with or forwarded to a decision maker or competitor. Very powerful analytics to help shorten the sales cycle and customer close rates.

Proposal Tracking with ClientPoint Software
Proposal Tracking

TRACK

Track how clients and prospects interact with your proposals. With real time analytics and notifications you can stay connected and engaged knowing exactly what each person looked at, for how long and in the order it was viewed. Track if it was shared with or forwarded to a decision maker or competitor. Very powerful analytics to help shorten the sales cycle and customer close rates.

ClientPoint Media Viewer

MULTIMEDIA

Use video directly in your proposal as a memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving an engaging experience to capture your audience’s attention and get your message across.

ClientPoint Media Viewer

MULTIMEDIA

Use video directly in your proposal as a memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving an engaging experience to capture your audience’s attention and get your message across.

eSIGN

eSign keeps your proposal process completely online and paperless from propose to close. eSign directly within your proposal keeps your proposal, contract, and signature pages all in one place and easy to find. There is no need to fax back and forth or print. Your prospect can then download the entire proposal including the signature page. Your rep will then get an immediate email notification that the proposal has been approved.

Electronic Proposal Signing with ClientPoint Software
Electronic Proposal Signing - Digital Signatures using ClientPoint Software

eSIGN

eSign keeps your proposal process completely online and paperless from propose to close. eSign directly within your proposal keeps your proposal, contract, and signature pages all in one place and easy to find. There is no need to fax back and forth or print. Your prospect can then download the entire proposal including the signature page. Your rep will then get an immediate email notification that the proposal has been approved.

Electronic Proposal Signing with ClientPoint Software

REPORTS

The dashboard has been re-imagined to get you the information and proposals you want quickly. Each chart has improved filtering capabilities by rep, division, region, market, service, value and count. We have introduced trend, pipeline, status and activity reports, as well as recently accessed, viewed, and created dashboards to get you into the proposal you want faster.

Electronic Proposal Signing - Digital Signatures using ClientPoint Software

REPORTS

The dashboard has been re-imagined to get you the information and proposals you want quickly. Each chart has improved filtering capabilities by rep, division, region, market, service, value and count. We have introduced trend, pipeline, status and activity reports, as well as recently accessed, viewed, and created dashboards to get you into the proposal you want faster.

GENERATE REAL-TIME SALES REPORTS

GAIN VALUABLE INSIGHT AFTER YOUR PROPOSALS ARE SENT

At a glance on the manage screen you can see exactly which proposals have been sent, viewed, or approved.  If you are using PDF files for your proposals right now you lose all insight as soon as your rep hits send. ClientPoint updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.

68% increase in sales using ClientPoint

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.

ClientPoint Salesforce integration
ClientPoint Zoho CRM Partner
ClientPoint NetSuite Integration
ClientPoint RIght Signature Partner
CaterEase crm integration
ClientPoint NetSuite Integration
ClientPoint Sertifi Integration
CaterEase crm integration
ClientPoint HubSpot CRM Integration
ClientPoint Base CRM Partner

WHO USES ClientPoint?

 

SALES TEAMS

• Product info and proposals Pipeline reports
• Tracking analytics
• Files in one centralized library
• eSignature for faster approval

 

STARTUPS

• Engaging pitch decks
• Dynamic presentations
• Track investor interests
• Make your materials stand out

 

BUSINESS DEVELOPMENT

• Differentiate yourself from the competition
• Understand your clients interests
• Integrates with your CRM and ERP
• Organize and collaborate

 

MARKETING

• Add collateral and white papers
• Quickly send eBrochures
• Add multi-media videos and recorded messages
• Mobile friendly and responsive

 

CHECK OUT WHAT OUR CLIENTS ARE SAYING ABOUT US

Very user friendly and great customer service

“This is a very user friendly product and very customizable. In fact, we were told that our company does things that were never thought of by the developers. Whenever we think of something new to add, they review how that would benefit just our company, or all of their clients, and then they implement accordingly. The customer service is quick and thorough, with follow up to verify your…”

Read the full ClientPoint review

Steve Conn

Director of Operations, Image One Facility Solutions

ClientPoint provides for real time collaboration and effective organization.

“Collaborative nature for distributed teams; ability to store and share latest versions of files; organizational abilities of system; ability to “hide” private docs; ability for clients to e-sign.”

Read the full ClientPoint review

Aubrae Wagner

Chief Operations Officer, Enveritas Group

500% decrease in time spent creating proposals by using ClientPoint
150% increase proposal opportunities with ClientPoint

Capterra Reviews

 

Read ClientPoint reviews on G2 Crowd

Contact Us Today For Better Proposals Tomorrow!

If you are interested and would like to learn more, send us an inquiry and we will get back to you as soon as we can!