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 181-190 out of 196
LD
Linda D
09/30/15
"Now I know if they read it!"
What do you like best about ClientPoint? I like the feature of letting me know when the proposal is open and how many times they look at it. What do you dislike about ClientPoint?
AU
Anonymous User
09/30/15
"Use this product company-wide for estimates and proposals. "
What do you like best about ClientPoint? The tracking piece where you can see who has viewed your proposal. I also really appreciate the customer support and ability to make changes quickly. The tech team is very talented and can help come up with solutions for your specific needs.
AU
Anonymous User
09/30/15
"I use this product to generate profeesional looking proposals."
What do you like best about ClientPoint? The ease of use and the ability to customize documents. What do you dislike about ClientPoint?
AU
Anonymous User
09/29/15
"Business Development Manager"
What do you like best about ClientPoint? I like the ease of use and having all of the various modules within the library to access. What do you dislike about ClientPoint?
AU
Anonymous User
09/28/15
"Business Development Manager"
What do you like best about ClientPoint? The ease of having templates all set up and being able to add the personalized information for each proposal. What do you dislike about ClientPoint?
AU
Anonymous User
09/25/15
"Excellent Software Solution with Few Limitations"
What do you like best about ClientPoint? The best part of PP is the fact that,l really, all you need is an email address and you can get your company's information out to a plethora of potential clients. The UI is nice, reporting is OK, and the overall experience is easy to work with.
DB
Dana B
09/25/15
"Very user friendly and also benefits reciever with ease of use and reviewing of documents."
What do you like best about ClientPoint? The system is extremely easy to use and allows me to put together a great document to present to my customers. Also love the email delivery capabilities.
AU
Anonymous User
09/25/15
"Paperless Proposal Review"
What do you like best about ClientPoint? The best features of Paperless Proposal are: 1. Library
JP
Jill P
09/25/15
"Paperless Proposal and The Team - WOW Amazing Product."
What do you like best about ClientPoint? The exceptional team from beginning, creation of the product, customization, absolutely friendly, patient and helpful team members, frequent communications, conference calls and training. Amazing product, amazing team.
PS
Paul S
09/23/15
"Benefits it offers are valuable but interface is a little clunky."
What do you like best about ClientPoint? 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; this saves a great deal of time not having to recreate each time.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].