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 21-30 out of 196
RH
Robert H
02/15/18
"Great for repeat tasks"
What do you like best about ClientPoint? Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and ...
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AU
Anonymous User
02/15/18
"National sales"
What do you like best about ClientPoint? it's fast and easy to use and have a professional look What do you dislike about ClientPoint?
AU
Anonymous User
02/14/18
"Easily send and connect files"
What do you like best about ClientPoint? Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document.
JW
Juliet W
02/13/18
"We love paperless!"
What do you like best about ClientPoint? Their customer service and proposal presentation What do you dislike about ClientPoint?
MO
Mekenzie O
02/13/18
"Love Paperless!"
What do you like best about ClientPoint? I really like the different features paperless proposal has to offer. Being able to see when a potential client views my proposal and to see how long they spend looking at certain parts of it as great.
RI
Rya I
02/13/18
"Paperless Proposal makes organizing and creating so much more effective."
What do you like best about ClientPoint? I like that I get to maintain my library of documents and use them as I need them. What do you dislike about ClientPoint?
AU
Anonymous User
02/13/18
"VP, Business Development"
What do you like best about ClientPoint? The result. The bid proposals look fantastic. What do you dislike about ClientPoint?
MM
Martina M
02/13/18
"Huge time saver"
What do you like best about ClientPoint? Everything is at your fingertips and simply needs to be assembled. it's easy and has no limitations. It is flexible and allows for templates and overall efficiency if maintained properly.
MK
Makayla K
02/13/18
"Good program, easy to yuse"
What do you like best about ClientPoint? The program itself is pretty user friendly. It has everything you need and also a good customer support line. What do you dislike about ClientPoint?
AU
Anonymous User
02/13/18
"Quick and Convenient"
What do you like best about ClientPoint? The simplicity of the process. It is easy to create and distribute quality documents. 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].