8.5
SpotScore
ClientPoint Reviews in September 2026: User Ratings, Pros & Cons
Revolutionize your proposal process with ClientPoint.
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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 111-120 out of 196
RT
Rebecca T
09/20/16
"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?
MM
Michael M
09/20/16
"Useful But Needs a Few Improvements"
What do you like best about ClientPoint? Being able to track what your customer spent the most time looking at. What do you dislike about ClientPoint?
XG
Ximena G
09/20/16
"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
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
"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.
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
"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?
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.
XG
Ximena G
09/20/16
"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
RT
Rebecca T
09/20/16
"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?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].