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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 111-120 out of 196

MP

Michael P

09/20/16

4 out of 5

"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?

EK

Edward K

09/20/16

4 out of 5

"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.

AU

Anonymous User

09/20/16

4 out of 5

"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?

MM

Michael M

09/20/16

4 out of 5

"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?

MK

Makayla K

09/20/16

4 out of 5

"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

4 out of 5

"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?

MK

Makayla K

09/20/16

4 out of 5

"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

4 out of 5

"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

3.5 out of 5

"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?

SH

Shannan H

09/20/16

2.5 out of 5

"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?