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ClientPoint
Wat is ClientPoint?
ClientPoint voorheen Paperless Proposal. Deze software helpt je aan meer omzet. Profiteer van hogere succespercentages, kortere verkoopcycli en bliksemsnelle creatie van voorstellen met deze positief beoordeelde oplossing voor verkoopbevordering. Creëer, verzend, beheer en volg snel boeiende multimedia e-brochures, voorstellen, prijs- en productoffertes, contracten, presentaties en meer. Integreert met Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi en Right Signature.
Wie gebruikt ClientPoint?
Alle verkoopteams en verticale markten die behoefte hebben aan een krachtige, consistente, snelle voorstel-genererende en verkoopbevorderende oplossing.
Twijfels over ClientPoint?
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ClientPoint
Reviews over ClientPoint

Makes producing Quotes on the go simple and easy. The quickest proposal I have ever created.
Pluspunten:
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.
Minpunten:
Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis.
Client Point is AWESOME!
Pluspunten:
Client Point saved us time and simplified our prospect follow-up process. Centralizing all our business information in one place has been immensely beneficial. Additionally, the analytics feature has enabled us to measure our performance effectively.
Minpunten:
The dashboard customization options are somewhat limited. While it provides basic personalization features, it doesn't allow for extensive tailoring to specific user preferences or needs.
Reactie ClientPoint
9 maanden geleden
Thanks for your review!
Paperless Proposal Review
Opmerkingen: The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what.
Pluspunten:
The reporting features are nice.
Minpunten:
It is cumbersome.
Reactie ClientPoint
9 jaar geleden
Dean, Thank you for taking the time out to review our product. Sorry to hear that you feel the product is cumbersome. I assume your library was not optimized well enough. Could you please reach out to [email protected] with some available times from your end? I would like to have a call with you to discuss your issues and resolve as soon as possible. Thanks, Rahat
Great experience, long time user
Opmerkingen: Very easy to use, don’t know what we would do without it!
Pluspunten:
Really speeds up the proposal generating process and gives clients a central directory for documentation
Minpunten:
Takes a collaborative effort on implementation, but once your templates are up and running, it’s a fast and easy process to create more proposals.
Reactie ClientPoint
4 maanden geleden
Hey thank you so much Joseph for your review! We appreciate you as a long-time customer!
Seamless proposal generation and management
Pluspunten:
The ease of use, historical record, tracking, quick generation, [sensitive content hidden] is an outstanding associate for your company.
Minpunten:
No cons, it’s a great product. The customer service is excellent
Reactie ClientPoint
9 maanden geleden
Thanks for your review