8.5
Spot Score
Revolutionize your proposal process with ClientPoint.
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ClientPoint offers custom pricing plan
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
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 121-130 out of 196
TM
Thomas M
06/29/16
"Excellent Proposal Software"
What do you like best about ClientPoint? The "hands on" approach that the team at Paperless provides the customer is great. They built out a platform specifically for our company's needs which allows us to track and reach customers on a whole new level.
TM
Thomas M
06/29/16
"Excellent Proposal Software"
What do you like best about ClientPoint? The "hands on" approach that the team at Paperless provides the customer is great. They built out a platform specifically for our company's needs which allows us to track and reach customers on a whole new level.
RV
Rick V
06/28/16
"Paperless Proposal is an attention getter in a sea of sameness."
What do you like best about ClientPoint? The ability to link videos to the proposal. This provides a human touch and allows us to personalize the quote to the prospect.
RV
Rick V
06/28/16
"Paperless Proposal is an attention getter in a sea of sameness."
What do you like best about ClientPoint? The ability to link videos to the proposal. This provides a human touch and allows us to personalize the quote to the prospect.
AU
Anonymous User
06/27/16
"Paperless proposal"
What do you like best about ClientPoint? It puts all my documents in one convent place What do you dislike about ClientPoint?
AU
Anonymous User
06/27/16
"Paperless proposal"
What do you like best about ClientPoint? It puts all my documents in one convent place What do you dislike about ClientPoint?
AU
Anonymous User
06/27/16
"Efficient"
What do you like best about ClientPoint? I like the fact that I can search by any word in clients name to find a proposal that was already started. For the most part editing is easy to do and updated info saves automatically. It is great to be able to search for proposals that were created between certain dates and also calculate what your sales are through your WON proposals.
AU
Anonymous User
06/27/16
"Review"
What do you like best about ClientPoint? My prospective clients find it very sophisticated and easy to log onto What do you dislike about ClientPoint?
AU
Anonymous User
06/21/16
"Easy to use "
What do you like best about ClientPoint? I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.
AU
Anonymous User
06/21/16
"We love paperless proposal and their Team!"
What do you like best about ClientPoint? We NEVER have any issues with using Paperless Proposal. It has worked flawlessly! When we have questions, we send out an email and ALWAYS get a quick, friendly response back.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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