ClientPoint

Cloud-based proposal presentation and tracking software
(153 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

US$65,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Activity Dashboard Activity Dashboard
Automatic Notifications Automatic Notifications
CRM Integration CRM Integration
Client Portal Client Portal
Content Repository Content Repository
Customizable Reporting Customizable Reporting
Customizable Templates Customizable Templates
Electronic Signature Capture Electronic Signature Capture
Interactive Content Interactive Content
Lifecycle Management Lifecycle Management
Price Management Price Management
Proposal Generation Proposal Generation
Quote Management Quote Management
Real Time Analytics Real Time Analytics
Third Party Integration Third Party Integration
Time & Expense Tracking Time & Expense Tracking
Version Control Version Control

Integrations

Integrations

Caterease Connect Caterease Connect
HubSpot CRM HubSpot CRM
HubSpot Marketing Hub HubSpot Marketing Hub
NetSuite NetSuite
Salesforce App Cloud Salesforce App Cloud
Zendesk Sell Zendesk Sell
Zoho CRM Zoho CRM

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