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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

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 
Zendesk Sell No 
Zoho CRM 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 
Zendesk Sell Yes 
Zoho CRM 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 

Alternatives

Alternatives