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 81-90 out of 196
AY
Andrew Y
10/18/16
"AWESOME!"
What do you like best about ClientPoint? It tracks all the proposal and allows us to have more control over the proposal process. A must have for any cleaning contractor. We know when prospects open the proposal and who they send it too. This really helps us gauge how interested they are in our company.
CC
Chrystal C
09/28/16
"SUPER EASY!!!"
What do you like best about ClientPoint? Being able to put together a proposal in 20 minutes that before would have took almost a full day or longer. What do you dislike about ClientPoint?
CC
Chrystal C
09/28/16
"SUPER EASY!!!"
What do you like best about ClientPoint? Being able to put together a proposal in 20 minutes that before would have took almost a full day or longer. What do you dislike about ClientPoint?
DP
David P
09/24/16
"Our Paperless Partners"
What do you like best about ClientPoint? Other than are bid work, where we have to use someone else's forms, all are work is done on Paperless proposal. They have done a lot of work to customize our options, which have made it a more useful tool. It is becoming more helpful now that we have additional sales persons. Less for them to learn about the proposals and Paperless Proposal gives us more control of the content going out.
JR
Jose R B
09/24/16
"Great experience and customer satisfaction "
What do you like best about ClientPoint? The easy way to promote our business and the prompt customer response on the proposals. What do you dislike about ClientPoint?
AU
Anonymous User
09/23/16
"Great proposal delivery"
What do you like best about ClientPoint? The presentation of it. Very professional. What do you dislike about ClientPoint?
AU
Anonymous User
09/23/16
"Great proposal delivery"
What do you like best about ClientPoint? The presentation of it. Very professional. What do you dislike about ClientPoint?
TV
Tim V
09/22/16
"Great product!"
What do you like best about ClientPoint? I love that this product allows us to see how much time a proposal is viewed. I love how easy it is to create proposals with the template files. Support of the product is wonderful.
TV
Tim V
09/22/16
"Great product!"
What do you like best about ClientPoint? I love that this product allows us to see how much time a proposal is viewed. I love how easy it is to create proposals with the template files. Support of the product is wonderful.
CB
Carrie B
09/21/16
"Paperless is a handily tool that I use on every opportunity to track the status of my proposals. "
What do you like best about ClientPoint? I like how user friendly the paperless proposal is. Tracking capabilities are wonderful you can see when someone looks at it; so it they are client that always is a rush but never looks at it now I know. Helps to pioritize my clients needs. If they person never looks at it for a couple of days I can send them the rough draft by their deadline and it looks finished and polished. I know that my custom drawings are not in but at least it has all the ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].