ClientPoint
By ClientPointDocument Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $50 per user per month
- Listed since
- 2016
About ClientPoint
Close More Deals Faster - Top Rated AI-Enabled Digital Sales & Support Room
CREATE POWERFUL PROPOSALS & PRODUCT QUOTES ONLINE IN MINUTES. ClientPoint is the #1 cloud-based proposal generation software in the Industry for sales, management and marketing. Quickly create, send, track, and manage highly customized eBrochures, proposals, quotes, contracts and more to help shorten the sales cycle and customer close rates with tracking analytics. Differentiate your company with proposal generation software that can include all your office files, product and capability videos, templates, merge docs, pricing tools, web pages and more. Salesforce integration for a seamless workflow and eSignature integration for faster client approval.
Easily transfer your CRM data into your proposals and automatically log all proposal activity back to the CRM. The proposal documents can then be customized with CRM data. Know when your proposals have been sent, viewed, and signed from within your CRM.
Highlights
- AI-Enabled Digital Sales Rooms Deliver one secure, interactive portal for each customer relationship with proposals, meetings, documents, and payment in one place Personalize rooms with videos, testimonials, product content, and AI-supported chat
- Automated Proposal and Document Generation Generate pixel-perfect proposals, quotes, and contracts using Salesforce data, product libraries, and pricing rules Eliminate manual errors and reduce approval delays with customizable workflows
- - Track your sales reps pipeline, status, activity and trend reports. - eSignature integration for faster client approval - Responsive viewer for online proposal viewing on all modern devices
Screenshots
Image 1 of 8
Pricing
Paid, from $50 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $50 per user | Monthly |
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Manufacturing Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 18, 2016
- Industries
- Financial Services
- Manufacturing
- Professional Services
- Languages
- English
- French
- German
- Danish
- Italian
- Japanese
- Spanish
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