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 11-20 out of 196
AU
Anonymous User
10/16/18
"Great customer service and effective software."
What do you like best about ClientPoint? ClientPoint software has allowed our team to have better visibility into the prospect experience during the proposal stage of our deals. We have seen an improvement in the duration of the sales process through the automation and crm integration. Customer service from ClientPoint has been amazing!
AU
Anonymous User
07/30/18
"Outstanding Customer Support"
What do you like best about ClientPoint? I'm a marketing coordinator for a large company and we use ClientPoint on a daily bases for proposals. The ability to gain analytics is crucial to understanding what our clients want most. The most outstanding part of ClientPoint would have to be their customer support. They have been there every step of the way answering questions and troubleshooting any issues we had. "My" is an outstanding customer service agent and has help us use ClientPoint ...
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AU
Anonymous User
02/21/18
"The easiest way to send business proposals"
What do you like best about ClientPoint? Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space What do you dislike about ClientPoint?
AU
Anonymous User
02/20/18
"Slow adopter of Paperless"
What do you like best about ClientPoint? I appreciate the ability to standardize proposal templates within our company as well as the ability to track when clients open and view the aspects of the proposal document.
AU
Anonymous User
02/20/18
"More professional estimates = more sales"
What do you like best about ClientPoint? The estimate format is very clean and easy to navigate for customers. What do you dislike about ClientPoint?
MH
Michael H
02/20/18
"The software is user friendly & allows us to provide meaningful Group Health quotes to our Co-ops."
What do you like best about ClientPoint? We are able to attach large quote documents, provider directories, etc. to our Group Health quotes which allows us to deliver a much more meaningful quote.
AU
Anonymous User
02/20/18
"Paperless is an easy to use one source system for tracking leads and deals."
What do you like best about ClientPoint? Knowing how long a client reviews the proposal; if the proposal was downloaded and any comments they share What do you dislike about ClientPoint?
AU
Anonymous User
02/19/18
"Paperless Proposal just makes it fun to make proposals."
What do you like best about ClientPoint? The flexibility to delegate the creation of a proposal to anyone in my office, and be able to deliver it in a very expeditious timing.
RL
Ryan L
02/16/18
"Very satisfied and impressed"
What do you like best about ClientPoint? the alerts when customers view the proposal and how much time they spend on each page What do you dislike about ClientPoint?
AU
Anonymous User
02/15/18
"Positive experience "
What do you like best about ClientPoint? What I like best is the capability to share video. 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].