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 151-160 out of 196
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?
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.
MB
Melanie B
03/17/16
"Great product"
What do you like best about ClientPoint? Paperless is incredibly simple and easy to use. I am greatly appreciative of the fact that I can not only create proposals from literally any location on my laptop, but I also have easy access to view and download prior proposals for reference.
MB
Melanie B
03/17/16
"Great product"
What do you like best about ClientPoint? Paperless is incredibly simple and easy to use. I am greatly appreciative of the fact that I can not only create proposals from literally any location on my laptop, but I also have easy access to view and download prior proposals for reference.
AU
Anonymous User
03/16/16
"review"
What do you like best about ClientPoint? I think we currently use your product.n Consistency for my team What do you dislike about ClientPoint?
AU
Anonymous User
03/11/16
"Ease of collaboration"
What do you like best about ClientPoint? Paperless Proposal makes it simple to work collaboratively on a proposal or statement of work with others. I like the simple navigation, the ability to add additional documents to a proposal package and the overall interface. At our company, the ability to work in a group to create and edit a document together is valued, and Paperless Proposal makes this possible.
SA
Shazard A
03/11/16
"Good use of technology."
What do you like best about ClientPoint? It demonstrates that we use technology from the onset of a relationship and environmentally friendly. What do you dislike about ClientPoint?
AU
Anonymous User
03/11/16
"Ease of collaboration"
What do you like best about ClientPoint? Paperless Proposal makes it simple to work collaboratively on a proposal or statement of work with others. I like the simple navigation, the ability to add additional documents to a proposal package and the overall interface. At our company, the ability to work in a group to create and edit a document together is valued, and Paperless Proposal makes this possible.
BA
Ben A
03/08/16
"I Love Paperless Proposal"
What do you like best about ClientPoint? I love how clean the proposals look and the ability to have a consistent platform for all proposals sent. I also like the ability to see how long a costumer looks at each section and who they have sent it too. The back end analytics tool is fantastic.
AU
Anonymous User
03/08/16
"Loving Paperless Proposal"
What do you like best about ClientPoint? How easy it is to send Important follow up information to a potential client. 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].