ClientPoint
4.6
Description
ClientPoint is a robust cloud-based document and proposal management solution designed to empower sales, marketing, and business teams. It simplifies the creation, automation, and tracking of compelling proposals and essential business documen...
Videos (1)
Use Cases
Key Features
- Document Review
- Electronic Signature
- Templates
- Document Management
- Proposal Generation
- Customizable Templates
Made For
Industries
- Software
- Financial Services
- Professional Services
- Marketing & Advertising
- Consulting
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Supported Platforms
- Web
- Mobile
Pros
- Powerful template automation features (One Pass Template)
- Comprehensive tracking and analytics for proposal engagement
- Seamless integration with popular CRM systems
- E-signature functionality for faster deal closure
- Multimedia support for engaging proposals
Cons
- Potential complexity for users unfamiliar with advanced document automation
- Limited information available regarding pricing structure
LinkedIn
51-200 employees
@ClientPoint
1K-5K followers
No reviews yet
Be the first to share your experience with this product
Current average rating is based on research conducted at Exafol