Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AgencyPitch is an innovative AI-driven proposal creation tool tailored for marketing agencies across various fields such as SEO, PPC, social media, web design, and content marketing. Unlike conventional document solutions that cater to numerous sectors, AgencyPitch includes specialized features like native retainer and setup-fee pricing, quick 60-second founder video pitches, inline qualifying questions, e-signature capabilities, and the ability to collect setup deposits, all integrated within a seamless workflow. This platform effectively combines the functionalities of PandaDoc, DocuSign, and Stripe Invoicing into one affordable package at just $119 per month for five users, eliminating per-seat fees. Setup is remarkably quick, averaging only five minutes, which is a stark contrast to the approximately four weeks required for configurations on PandaDoc. Agencies leverage AgencyPitch to produce proposals that expedite the closing process, secure upfront deposits, and assess potential clients during the proposal stage. Additionally, users can take advantage of a 14-day free trial, with flexible pricing plans ranging from Free, Solo at $39/month, Agency at $119/month, to Pro at $279/month for annual subscriptions. This comprehensive approach not only streamlines workflow but also enhances efficiency for marketing agencies.
Description
Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform.
Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs.
Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Caterease
No
Docusign
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Marketing Hub
No
MYOB
No
Microsoft 365
No
NetSuite
No
Pipedrive
No
Sertifi
No
Integrations
Caterease
Yes
Docusign
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Marketing Hub
Yes
MYOB
Yes
Microsoft 365
Yes
NetSuite
Yes
Pipedrive
Yes
Sertifi
Yes
Pricing Details
$39/month (Solo)
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
GrahAI Systems
Founded
2026
Country
India
Website
www.agencypitch.io
Vendor Details
Company Name
ClientPoint
Founded
2007
Country
United States
Website
www.ClientPoint.net
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Sales Acceleration
CPQ
Yes
Campaign Management
No
Dialer
No
Email Sequencing
Yes
Email Templates
Yes
Email Tracking
Yes
List Building
No
Meeting Scheduler
Yes
Predictive Analytics
Yes
Reporting
Yes
Sales Gamification
No
Sales Intelligence
Yes
Sales Workflow Management
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
Yes
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
Yes