ClientPoint vs 1Centre
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Overview
ClientPoint is a web-based document & proposal generation, automation and management solution for almost all industries. It also offers business relationship workspaces to enable collaboration and content sharing with clients, prospects & peers, through appt scheduling, messaging, video chat, e-sign
ClientPoint is a web-based document & proposal generation, automation and management solution for almost all industries. It also offers business...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
1Centre is a trade-credit and client onboarding software. The platform is mobile friendly and helps build relationships with SME clients.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$95.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.6/ 5Features
4.4/ 5Customer Service
4.7/ 5Value for Money
4.4/ 5Features
Total features 158
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Archiving & Retention
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Trail
- Authentication
- Automatic Formatting
- Availability Management
- Batch Processing
- Bid Management
- Billing & Invoicing
- Booking Management
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- Calendar Management
- Calendar Sync
- Campaign Analytics
- Campaign Management
- Chat/Messaging
- Checklists
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Drag & Drop
- Electronic Forms
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Booking
- Online Payments
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Process/Workflow Automation
- Project Management
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Scheduling
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- SSL Security
- Sales Onboarding & Training
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Trend Analysis
- User Management
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Management
Total features 15
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Archiving & Retention
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Trail
- Authentication
- Automatic Formatting
- Availability Management
- Batch Processing
- Bid Management
- Billing & Invoicing
- Booking Management
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- Calendar Management
- Calendar Sync
- Campaign Analytics
- Campaign Management
- Chat/Messaging
- Checklists
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Drag & Drop
- Electronic Forms
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Booking
- Online Payments
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Process/Workflow Automation
- Project Management
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Scheduling
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- SSL Security
- Sales Onboarding & Training
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Trend Analysis
- User Management
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Management
Integrations
- HubSpot CRM
- HubSpot Marketing Hub
- NetSuite
- Pipedrive
- Zendesk Sell
- Zoho CRM
Not provided by vendor
