ClientPoint Description

Our enterprise platform allows you to manage business relationships workspaces for all your prospects, customers, and partners. You can also schedule meetings, share materials, and make other arrangements from one place. You can nurture leads more effectively, close deals faster, help clients grow and serve them better, and transform your most valuable business relationships.

Pricing

Pricing Starts At:
$95.00/month/user

Integrations

View Integrations

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Company Details

Company:
ClientPoint
Year Founded:
2007
Headquarters:
United States
Website:
www.clientpoint.net
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Media

Play Video ClientPoint Digital Sales Rooms Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners. Schedule, meet and share materials all in one place. From Marketing to Sales to Client Care, to Expansion, ClientPoint helps you build stronger, more valuable business relationships. ClientPoint sets your marketing team up for success by creating powerful experiences that combine your best content and engagement tools all in one place (video conferencing, chat, meeting scheduling, etc.). ClientPoint sets your sales team up for success by getting your precise message across to your most important relationships without having to send multiple links or attachments. ClientPoint sets your Client Care team up for success by integrating with your CRM, invoicing tools and other customer databases and systems for a true enterprise implementation. eSign keeps your proposal process completely online and paperless from propose to close. With eSign directly within your proposal, your marketing materials, customer specifications, contract, and signature pages remain all in one place and easy to find. With eSignature, there’s no need to fax back and forth or print. Your rep will then get an email notification the moment the proposal has been approved and signed.
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

ClientPoint Features and Options

Proposal Management Software

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management