8.5
SpotScore
ClientPoint Reviews in September 2026: User Ratings, Pros & Cons
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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 141-150 out of 196
WU
wes u
05/31/16
"President"
What do you like best about ClientPoint? Paperless provides a very nice finished product that separates me from my competitors. What do you dislike about ClientPoint?
WU
wes u
05/31/16
"President"
What do you like best about ClientPoint? Paperless provides a very nice finished product that separates me from my competitors. What do you dislike about ClientPoint?
AU
Anonymous User
05/27/16
"Great product with great features and support"
What do you like best about ClientPoint? Ease of use and integration with existing infrastructure - Support is awesome also. Great team dedicated to a great customer experience. Additionally, the statistics can be very useful and also has a " green" connotation to the solution since the proposal can be viewed very easily on-line rather than printing out
AU
Anonymous User
05/27/16
"Great product with great features and support"
What do you like best about ClientPoint? Ease of use and integration with existing infrastructure - Support is awesome also. Great team dedicated to a great customer experience. Additionally, the statistics can be very useful and also has a " green" connotation to the solution since the proposal can be viewed very easily on-line rather than printing out
AU
Anonymous User
05/25/16
"Paperless Proposal Great To Work With"
What do you like best about ClientPoint? Ease of use for starters. The way it was developed it intuitive and allows our sales reps to glide through process of creating proposals. We really also like how easy it is to insert videos into our proposals.
AC
Adam C
05/25/16
"Excellent Product and Service!!!!"
What do you like best about ClientPoint? The easy of use and the professional looking product are unmatched by any. What do you dislike about ClientPoint?
SF
Steven F
05/25/16
"Paperless Proposal has become a vital tool in our growth and increased sales performance."
What do you like best about ClientPoint? The ability to personalize each customer contact with the ability to track and evaluate the customers level of interest. As a management tool we are now able to receive analytics which direct our marketing efforts and ensure that we are placing emphasis upon those efforts that produce the greatest return.
TK
Tim K
05/25/16
"Paperless Proposal Review"
What do you like best about ClientPoint? The folks at Paperless Proposal are pretty nimble and able to adjust to our needs relatively quickly. We've had many asks as we near launch and they're been effective in meeting those needs
SF
Steven F
05/25/16
"Paperless Proposal has become a vital tool in our growth and increased sales performance."
What do you like best about ClientPoint? The ability to personalize each customer contact with the ability to track and evaluate the customers level of interest. As a management tool we are now able to receive analytics which direct our marketing efforts and ensure that we are placing emphasis upon those efforts that produce the greatest return.
TK
Tim K
05/25/16
"Paperless Proposal Review"
What do you like best about ClientPoint? The folks at Paperless Proposal are pretty nimble and able to adjust to our needs relatively quickly. We've had many asks as we near launch and they're been effective in meeting those needs
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].