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8.5

Spot Score

ClientPoint - Proposal Software

ClientPoint Reviews in May 2025: User Ratings, Pros & Cons

Revolutionize your proposal process with ClientPoint.

4.4

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ClientPoint Reviews & Ratings

4.4

Very Good

Based on 1225 ratings & 196 reviews

Rating Distribution

Excellent

(135)

Very Good

(52)

Good

(7)

Poor

(1)

Terible

(1)

Expert's Review

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 101-110 out of 196

AU

Anonymous User

09/20/16

5 out of 5

"Great service and Great product"

What do you like best about ClientPoint? Paperless proposal increased our productivity and the efficiency at which we created proposals for potential clients and completely revamped our process in writing proposals.

CA

Craig A

09/20/16

5 out of 5

"You don't know until you know..."

What do you like best about ClientPoint? *Makes our proposals look amazing and clients hall all possible info at the tip of their finger. *Learn what our clients find most important during viewing proposals.

IM

Ivan Messinger, C

09/20/16

5 out of 5

"Great product!"

What do you like best about ClientPoint? It's user friendly. Spend more time selling and less time creating proposals.

RT

Rebecca T

09/20/16

5 out of 5

"Time-Saving, Thorough Proposal Development Platform"

What do you like best about ClientPoint? The simplicity of reorganizing content and editing current stock content is a true timesaver. What do you dislike about ClientPoint?

DM

Dave M

09/20/16

5 out of 5

"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?

XG

Ximena G

09/20/16

5 out of 5

"Great "

What do you like best about ClientPoint? It is easy to navigate and excellent to create paperless proposals. I love that you can go through the different tabs and everything is very organized. I also enjoy that you can have several admins and implement different proposals, while it showing you the status of your proposal, whether it won or lost. I also like how we can track whether the proposal was bad or good depending on who read it, how long they spent on the proposal itself. This helps ...

Read more

AU

Anonymous User

09/20/16

4.5 out of 5

"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!

AU

Anonymous User

09/20/16

4.5 out of 5

"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

4.5 out of 5

"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!

AU

Anonymous User

09/20/16

4.5 out of 5

"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.