8.5
Spot Score
ClientPoint Reviews in June 2026: User Ratings, Pros & Cons
Revolutionize your proposal process with ClientPoint.
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ClientPoint Reviews & Ratings
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
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 161-170 out of 196
AU
Anonymous User
03/08/16
"Equipment Division Director"
What do you like best about ClientPoint? Easy to track results from proposals and upload large documents and videos. What do you dislike about ClientPoint?
AU
Anonymous User
03/08/16
"Paperless"
What do you like best about ClientPoint? Being able to designate documents as merge documents. What do you dislike about ClientPoint?
AU
Anonymous User
03/08/16
"Going paperless has never been so easy. "
What do you like best about ClientPoint? Going paper less is one thing we always wanted to do. Once we set up the content library, we can duplicate and go fast. The ease of having templates all set up and being able to add the personalized information for each proposal. Being able to see when a client opens your proposal and be able to contact them to review in real time. It is also nice to have template pages loaded to select from when doing proposals;
GY
Graham Y
03/08/16
"Consistent and easy"
What do you like best about ClientPoint? The entire team uses the same template for consistency. The video is the difference maker. Fun, engaging, and different.
JK
Jen K
03/08/16
"Streamlined Proposals"
What do you like best about ClientPoint? The ability to have most of the document I need for a variety of types of proposals right at my fingertips. It is also nice to have different templates to pull from so I don't need to recreate the wheel each time. I also LOVE the upload a video feature. Adding a personalized video and message to the prospect is such a neat, cutting edge tool!
CM
Clare M
03/08/16
"Sophisticated sales tool"
What do you like best about ClientPoint? Paperless Proposal allows me to send to clients a professional sales proposal that looks great, is easy to use and keeps me ahead of our competitors. The analytics provide real time information on what clients are viewing in the proposal, clients regularly provide feedback to our company on how Paperless Proposal differentiates us in the market place and the professionalism of our proposals. We are able to generate great looking proposals ...
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AU
Anonymous User
03/08/16
"Paperless Proposal has taken the hassle out of preparing proposals"
What do you like best about ClientPoint? I like the templates that keep the standard information easily accessible when building the proposal. I also like the local edit feature to make modifications.
AU
Anonymous User
03/08/16
"It is very cumbersome and clumsy to use."
What do you like best about ClientPoint? I don't like anything about it. Paperless Proposals is very cumbersome. What do you dislike about ClientPoint?
AU
Anonymous User
03/08/16
"Paperless"
What do you like best about ClientPoint? Being able to designate documents as merge documents. What do you dislike about ClientPoint?
GY
Graham Y
03/08/16
"Consistent and easy"
What do you like best about ClientPoint? The entire team uses the same template for consistency. The video is the difference maker. Fun, engaging, and different.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].