8.5
Spot Score
ClientPoint Reviews in June 2026: User Ratings, Pros & Cons
Revolutionize your proposal process with ClientPoint.
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ClientPoint Reviews & Ratings
Spotsaas Editor’s POV
ClientPoint has garnered remarkable praise from users over the past 12 months. The standout feature is its ability to streamline proposal creation, offering quick solutions tailored to clients' needs. Users appreciate the professional look of eBrochures and proposals, customizable to specific client problems. The seamless integration with CRM systems and ...Read more
ClientPoint pros and cons
Speeds up proposal creation, helping to close deals faster and improve sales efficiency.
Allows for customization and tailoring of proposals to individual client needs.
Provides seamless integration with CRM software, enhancing tracking and analytics capabilities.
User-friendly interface with easy navigation and intuitive features.
While highly customizable, the rich feature set can be overwhelming for new users without adequate support.
Limited selection of apps and connectors in the Marketplace restricts advanced functionalities and integrations.
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Showing 91-100 out of 196
AU
Anonymous User
09/20/16
"I hardly ever have any issues with paperless."
What do you like best about ClientPoint? I like that it's so easy to navigate and use. It's very straight forward. What do you dislike about ClientPoint?
AU
Anonymous User
09/20/16
"What a great product"
What do you like best about ClientPoint? This is the first time in my career that I have had the opportunity to use such a product. It works flawlessly and allows me all the information that anyone could ask for. I could not be happier. Knowing when someone has read the proposal is an amazing feature
AU
Anonymous User
09/20/16
"Very effective and user friendly"
What do you like best about ClientPoint? Very straight forward and very effective if you're in sales and you ca really utilize the functions which are suitable with your business. Very easy to learn and I can even go back just in case there things that needs to amend with your proposal. Very satisfied so far.
AU
Anonymous User
09/20/16
"Like using Paperless Proposal more every time I do! Easy!"
What do you like best about ClientPoint? Product is really easy to use and the support staff has been wonderful to work with and very accommodating. Very happy with its ease and if you make a mistake...it is very easy to fix! Everything looks really professional and first time users really enjoy it. Makes my job a lot easier!
IM
Ivan Messinger, C
09/20/16
"Great product!"
What do you like best about ClientPoint? It's user friendly. Spend more time selling and less time creating proposals.
AU
Anonymous User
09/20/16
"Effortless"
What do you like best about ClientPoint? Makes monitoring projects easy because you see what you need to see. What do you dislike about ClientPoint?
MK
Makayla K
09/20/16
"Great new program!"
What do you like best about ClientPoint? I like how you can customize it to your prospect. What do you dislike about ClientPoint?
SH
Shannan H
09/20/16
"Paperless Proposal Unifies Messaging for Both Marketing and Proposals"
What do you like best about ClientPoint? Relatively sleek user interface. Fair amount of user training. What do you dislike about ClientPoint?
DM
Dave M
09/20/16
"Amazingly easy"
What do you like best about ClientPoint? Ease of navigation. I like the Drag-and-drop feature and the ease in inserting the templates. What do you dislike about ClientPoint?
AU
Anonymous User
09/20/16
"Like using Paperless Proposal more every time I do! Easy!"
What do you like best about ClientPoint? Product is really easy to use and the support staff has been wonderful to work with and very accommodating. Very happy with its ease and if you make a mistake...it is very easy to fix! Everything looks really professional and first time users really enjoy it. Makes my job a lot easier!
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].