ClientPoint vs Omedym
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Overview
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Omedym indexes every word in your videos, demos, and PDFs, making them 100% searchable. Omedym lets you provide on-demand, self-service demo portals from your website, and lets you create private, secure portals for each opportunity that feeds buyer behavior data back to the sales rep.
Omedym indexes every word in your videos, demos, and PDFs, making them 100% searchable. Omedym lets you provide on-demand, self-service demo portals...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$83.00/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/ 5Ease of Use
3/ 5Features
4/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Features
Total features 155
- 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
- Asynchronous Learning
- Audio/Video Recording
- Audit Trail
- Authentication
- Automatic Formatting
- Batch Processing
- Behavior Tracking
- Behavioral Analytics
- Bid Management
- Blended Learning
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- CRM Integration
- Calendar Management
- 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
- Content Sharing
- Contextual Guidance
- Contract Drafting
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable CTAs
- 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 Signature
- Email Management
- Email Marketing
- Email Reminders
- Employee Onboarding
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- For Sales/Marketing
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Interactive Content
- Knowledge Base Management
- Lead Capture
- Lead Generation
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Monitoring
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- No-Code
- On-Demand Communications
- Onboarding
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Process/Workflow Automation
- Progress Tracking
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Planning
- Sales Trend Analysis
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Self Service Tools
- Self-paced Learning
- Sell Side (Customers)
- Single Sign On
- Social Media Integration
- Specialty Contracts
- Status Tracking
- Tagging
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Trend Analysis
- User Management
- User Onboarding
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Website Visitor Tracking
- Workflow Management
Total features 68
- 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
- Asynchronous Learning
- Audio/Video Recording
- Audit Trail
- Authentication
- Automatic Formatting
- Batch Processing
- Behavior Tracking
- Behavioral Analytics
- Bid Management
- Blended Learning
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- CRM Integration
- Calendar Management
- 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
- Content Sharing
- Contextual Guidance
- Contract Drafting
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable CTAs
- 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 Signature
- Email Management
- Email Marketing
- Email Reminders
- Employee Onboarding
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- For Sales/Marketing
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Interactive Content
- Knowledge Base Management
- Lead Capture
- Lead Generation
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Monitoring
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- No-Code
- On-Demand Communications
- Onboarding
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Process/Workflow Automation
- Progress Tracking
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Planning
- Sales Trend Analysis
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Self Service Tools
- Self-paced Learning
- Sell Side (Customers)
- Single Sign On
- Social Media Integration
- Specialty Contracts
- Status Tracking
- Tagging
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Trend Analysis
- User Management
- User Onboarding
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Website Visitor Tracking
- Workflow Management
Integrations
- Caterease
- Docusign
- HubSpot CRM
- HubSpot Marketing Hub
- MYOB Business
- Microsoft 365
- NetSuite
- Pipedrive
- RightSignature
- Salesforce Platform
- Sertifi
- Zendesk Sell
- Zoho CRM
Not provided by vendor
