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ClickPoint Software Review: Is It The Right Sales Engagement Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Starts from $660 / custom when Billed Monthly
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Spotsaas Analysis for ClickPoint Software
ClickPoint Software is a sales engagement tool primarily used by sales and marketing teams in small to medium businesses. With a 4.7/5 rating from 62 reviews, it is broadly validated, indicating strong user satisfaction across its customer base.
Users highlight ClickPoint's excellent lead generation and forwarding speed, which ensures inquiries are promptly addressed without loss. Its automation and trigger functionalities streamline processes effectively, reducing manual workload. However, a notable limitation is the absence of a web version and instructional materials for beginners, which may pose challenges for new users.
Quick facts about ClickPoint Software
What is ClickPoint Software?
ClickPoint Software provides LeadExec and SalesExec, a complete platform for lead distribution, lead management, and sales engagement. LeadExec is lead distribution software built for lead sellers, lead buyers, agencies, call centers, and ping-post marketplaces. The platform captures, qualifies, routes, and distributes leads using real-time routing, ping-post, pay-per-call, weighted routing, round robin, percentage-based distribution, exclusive delivery, buyer management, and lead scoring. Organizations can sell leads to external buyers through branded buyer portals or distribute leads internally to sales teams, franchise locations, and field representatives using configurable routing rules. LeadExec integrates with TrustedForm, IPQualityScore (IPQS), Trestle, SmartyStreets, DNC.com, and Pure Caller ID to support lead validation, fraud prevention, phone verification, address verification, and TCPA compliance. The platform also connects with Salesforce, HubSpot, ServiceTitan, Jobber, GoHighLevel, Gravity Forms, Jotform, Wix, Unbounce, and thousands of applications through APIs, webhooks, and Zapier. SalesExec complements LeadExec by helping sales teams manage and convert leads through automated workflows, call list management, email and SMS sequencing, lead scoring, performance analytics, pipeline management, and sales engagement tools. SalesExec helps organizations improve speed-to-lead, increase contact rates, and maximize conversion performance. Together, LeadExec and SalesExec help businesses automate the entire lead lifecycle from lead capture and distribution to sales engagement and conversion.
Pricing
Starts from $660 / custom when Billed Monthly
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸🇬🇧🇦🇺🇨🇦European Union
Platform
Web + mobile app (iOS & Android)
Browser Based (Cloud)
ClickPoint Software Software Demo
ClickPoint Software was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider ClickPoint Software
- Use cases
- Lead management for sales teams, Marketing and sales automation, Customer lead routing and nurturing
- Team types
- Sales teams, Marketing teams
- Company size
- Small Business, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose ClickPoint Software
Fast lead generation and forwarding speed preventing lost inquiries
Efficient automation and trigger functionalities
User-friendly interface with minimal training required
Is ClickPoint Software right for you?
What buyers should know before shortlisting ClickPoint Software
ClickPoint's SalesExec forwards web leads within minutes of capture, which matters most for time-sensitive verticals like real estate and auto sales. Verify in your demo that the forwarding rules match your lead sources—the platform handles email, SMS, and webhook delivery, but does not support MMS.
Check whether your CRM or dialer integrates via Zapier or native API; custom integrations require developer time. The main limitation is feature depth.
SalesExec lacks lead scoring, duplicate detection, and advanced reporting—it's a forwarding tool first, not a lead management platform. If you need to filter, qualify, or analyze leads before distribution, you'll need a separate system upstream.
Some users report occasional server delays during peak hours; ask the support team for their current uptime SLA and response time for outages. Pricing is per-user monthly with no setup fees, but overage charges apply if you exceed your lead volume tier.
Confirm your expected monthly lead count before signing—the jump between tiers can be significant. The platform's strength is speed and simplicity; it's best suited for teams that receive leads from multiple sources and need them routed instantly to sales reps or external systems.
ClickPoint Software pros and cons
- ClickPoint Software pros
Fast lead generation and forwarding speed preventing lost inquiries
Efficient automation and trigger functionalities
User-friendly interface with minimal training required
- ClickPoint Software cons
No web version and limited beginner instructional materials
Limited reporting options and occasional slow support responses
Ready to try it?
Get started with ClickPoint Software
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare ClickPoint Software side-by-side with top Sales Engagement Software alternatives.
What is the pricing of ClickPoint Software?
ClickPoint Software reviews and ratings
Buyer sentiment
Users generally praise ClickPoint Software for its fast lead handling, ease of use, and strong customer support, though some note limitations in reporting and occasional support delays.
What buyers like
- Lead forwarding speed
- Automation features
- Customer support quality
Common complaints
- Lack of web version
- Billing inconsistencies
Are you using ClickPoint Software?
What users are saying
BS
Bob S
03/23/22
"Excellent company for immediate web-lead generation and forwarding"
What do you like best about SalesExec? Online inquiries are immediately forwarded; every lead is also saved so that no accidental loss can take place. ...
Read more
AU
Anonymous User
11/29/21
"Excellent Software for Lead Delivery with Lead Exec"
What do you like best about SalesExec? Up to date with the latest lead generation functions like ping post What do you dislike about SalesExec? I ...
Read more
AU
Anonymous User
06/01/21
"Amazing on boarding process"
What do you like best about SalesExec? The reps handling the account were just very patient What do you dislike about SalesExec? Everything up until ...
Read more
JR
Jesse R
04/28/21
"OUTSTANDING TEAM BEHIND YOU TO HELP YOUR SUCCESS"
What do you like best about SalesExec? I LIKE THE QUALITY OF THE SYSTEM AND THE -SERVICE What do you dislike about SalesExec? NOT MUCH I DON'T LIKE AS ...
Read more
KA
Krystel A
04/22/21
"Excellent User Experience"
What do you like best about SalesExec? What I like best about the software is the ease of use of the dialer. If no one picks up, the dialer will dial ...
Read more
RN
Raul N
04/15/21
"Great customer service"
What do you like best about SalesExec? I like the pull feature the best it helps; it helps my sales team follow up with their leads quickly and ...
Read more
- See if ClickPoint Software fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of ClickPoint Software?
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your market…
Campaign management includes planning, execution, tracking, and analysis of direct marketing initiatives. These responsibilities include the…
The process of saving lead data to convert the lead into a paying customer is termed "lead capture." A newsletter subscription or a quote re…
The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
ClickPoint Software security and data handling
Key compliance certifications and security features for IT and security teams evaluating ClickPoint Software.
Developer & data
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ClickPoint Software Integrations
ClickPoint Software Customers
Culligan
CertainTeed
Freedom Mortage
Service Master
Terminix
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UnionBank
ClickPoint Software Support Options
Frequently Asked Questions About ClickPoint Software
Common questions buyers ask before choosing ClickPoint Software.
ClickPoint Software is a Sales Engagement Software. ClickPoint Software offers Lead Scoring, Delivery by Time Zone, Analytics, Lead Capture, Campaign Management and many more functionalities.
Buyers commonly note the following limitations of ClickPoint Software: No web version and limited beginner instructional materials; Limited reporting options and occasional slow support responses; Billing inconsistencies such as charges for unanswered calls.
Some top alternatives to ClickPoint Software includes AroundDeal, CrankWheel, ZoomInfo Engage, LeadSquared CRM and SalesHandy.
ClickPoint Software offers Subscription pricing model
Yes, ClickPoint Software can integrate with Twilio Flex, Postmark, Twilio SendGrid Email API, WorkWave PestPac and many more.You can find more integration for ClickPoint Software here
The starting price of ClickPoint Software is $660custom when Billed Monthly
Ready to try it?
Get started with ClickPoint Software
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].