8.5
SpotScore
ClientPoint Reviews in September 2026: User Ratings, Pros & Cons
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ClientPoint offers custom pricing plan
ClientPoint Reviews & Ratings
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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
Reduces time to create and send proposals, helping close deals faster.
Proposals can be tailored to individual client needs.
Integrates with CRM software for tracking and analytics.
Interface is easy to navigate with clear controls.
Feature depth can overwhelm new users without adequate onboarding support.
Limited apps and connectors in the Marketplace restrict certain advanced integrations.
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Showing 101-110 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
"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.
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?
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.
EK
Edward K
09/20/16
"Excellent Tool"
What do you like best about ClientPoint? Allows content to be used repeatedly by preloading it, but also allows for customizations to be made. The software also helps track proposals.
CA
Craig A
09/20/16
"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.
AU
Anonymous User
09/20/16
"So much easier and faster!! "
What do you like best about ClientPoint? Everything is at your fingertip and submitted online. Love the videos! What do you dislike about ClientPoint?
AU
Anonymous User
09/20/16
"Great website"
What do you like best about ClientPoint? What I like best about paperless proposal is that it formats all the documents for you and that you don't have to think. What do you dislike about ClientPoint?
MP
Michael P
09/20/16
"Business Development Manager"
What do you like best about ClientPoint? I like the ease of use and plug and play style format. 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?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].