ClientPoint
Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.How do you p...
Why Choose ClientPoint?
Choosing this helps you create proposals fast and keep track of what clients view, all while integrating with major CRMs. It’s perfect for teams wanting to streamline proposal workflows and close deals quicker.
Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.How do you position yourself against your competitors?ClientPoint formally Paperless Proposal's Cloud-Based Business Proposal Software specializes in integrating Videos, Website Content, Images, MS Word, MS PowerPoint, MS Excel, and Google Docs seamlessly into proposals, contracts, quotes, multimedia eBrochures and more. Additionally our ClientPoint software integrates seamlessly with major CRM systems including Salesforce.com, Microsoft CRM, and Netsuite. Once you have used ClientPoint to create and manage your business proposals, you will wonder how you ever lived without it.
ClientPoint Introduction
What is ClientPoint?
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify
How to use ClientPoint?
Visit website for more info
Why Choose ClientPoint?
Choosing this helps you create proposals fast and keep track of what clients view, all while integrating with major CRMs. It’s perfect for teams wanting to streamline proposal workflows and close deals quicker.
ClientPoint Features
Workflow
- ✓Document Builder Interface
- ✓Assembly and Approval Workflows
Document Creation
- ✓Customizability: Variables and Fields
- ✓Template Creation and Flexibility
- ✓Rich Media
- ✓PDF Creation
- ✓Custom Branding
Analytics
- ✓Engagement Tracking
- ✓Proposal Effectiveness Reporting
- ✓Reporting and Dashboards
Administration and Platform
- ✓User, Role, and Access Management
- ✓Alerts and Notifications
- ✓CRM Integration
- ✓E-Signature Integration
- ✓API / Integrations
Pricing
Pricing information not available