About ClickPoint

Nurture your valuable leads, instantly route them to your sales teams, improving contact rates, creating more conversations and closed deals.

Key benefits of ClickPoint

In order to improve sales you need a best of breed lead management solution that can integrate with anything. ClickPoint will ensure you get the best leads flowing to the best sales agents in real-time, improving sales in 30 days or less. ClickPoint is the only solution that includes Scoreboards, email marketing, CRM, and real-time lead distribution in one system. ClickPoint also provides an enterprise software development team to assist with integration of all internal applications. How many SaaS companies do you know of that provide custom development? ClickPoint has a great track record of helping small and large clients improve sales efficiency. By providing a great solution matched with stellar customer support and nimble development resources there is no project too big or client too small.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English

Images

Outbound Dialing with local presence, pre-recorded voicemail, email nurture, Text SMS, sales scripts, guided selling, and automated lead prioritization, to help your salespeople reach more contacts, prospects, and leads.
Send Text SMS messages to prospects with text templates, manually or with automated Text SMS nurture.  When prospects reply, your sales team is notified immediately.
Efficiently Dial and Connect With More Prospects. 
Salespeople improve contact rates by 40-60% with the ClickPoint local presence outbound dialing solution.
Capture and Route all web leads and phone calls.  Route phone calls to teams, queues, or branch locations instantly, and make changes to call flows on the fly.  It has never been easier to capture interested prospects looking to speak to your sales team.
Real-Time Actionable Reporting. Reports designed to highlight marketing and sales performance so you can optimize lead flow, rewarding your best sales performers and increase lead volume from your best lead sources.
Create HTML or plain text emails that are delivered via SendGrid, with 99% delivery success.  Your emails will make it to your prospects inbox, improving email open, clicks, and reply rates.
Scoreboard reporting will showcase sales success, to instill a culture of team spirit and recognition for achievements.
View 8 more
ClickPoint video
ClickPoint screenshot: Outbound Dialing with local presence, pre-recorded voicemail, email nurture, Text SMS, sales scripts, guided selling, and automated lead prioritization, to help your salespeople reach more contacts, prospects, and leads. ClickPoint screenshot: Send Text SMS messages to prospects with text templates, manually or with automated Text SMS nurture.  When prospects reply, your sales team is notified immediately. ClickPoint screenshot: Efficiently Dial and Connect With More Prospects. 
Salespeople improve contact rates by 40-60% with the ClickPoint local presence outbound dialing solution. ClickPoint screenshot: Capture and Route all web leads and phone calls.  Route phone calls to teams, queues, or branch locations instantly, and make changes to call flows on the fly.  It has never been easier to capture interested prospects looking to speak to your sales team. ClickPoint screenshot: Real-Time Actionable Reporting. Reports designed to highlight marketing and sales performance so you can optimize lead flow, rewarding your best sales performers and increase lead volume from your best lead sources. ClickPoint screenshot: Create HTML or plain text emails that are delivered via SendGrid, with 99% delivery success.  Your emails will make it to your prospects inbox, improving email open, clicks, and reply rates. ClickPoint screenshot: Scoreboard reporting will showcase sales success, to instill a culture of team spirit and recognition for achievements.

Features

Total features of ClickPoint: 13

  • API
  • Application Integration
  • Automatic Lead Distribution
  • Calendar Management
  • Call Center Management
  • Computer Telephony Integration
  • Custom Development
  • Drip Marketing
  • Lead Distribution
  • Projections
  • Receiving
  • Rules-Based Workflow
  • Sales Tracking

Alternatives

Salesforce Sales Cloud

4,4
#1 Alternative to ClickPoint
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Mailchimp

4,5
#2 Alternative to ClickPoint
MailChimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with...

Zoho CRM

4,2
#3 Alternative to ClickPoint
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

HubSpot CRM

4,5
#4 Alternative to ClickPoint
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Reviews

Overall rating

4,7 /5
(18)
Value for Money
4,8/5
Features
4,4/5
Ease of Use
4,7/5
Customer Support
4,8/5

Already have ClickPoint?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 18
Talya L.
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great System for Great Value

Reviewed on 2019/06/12

Support team is fantastic! The intro of chat support in the system has been amazing to quickly...

Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.

Pros

Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.

Cons

User reporting needs improvement and integrations with other systems would make looking at data easier.

Response from ClickPoint Software

Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates.

Casey S.
Overall rating
  • Industry: Retail
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Simplicity at its finest

Reviewed on 2019/06/14

The reminders and workflows make working with potential clients seamless.

The reminders and workflows make working with potential clients seamless.

Pros

SalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner.

Cons

There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.

Tony B.
Overall rating
  • Industry: Environmental Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Used for call center

Reviewed on 2019/06/04

It's been great for our call center. Leads are called quickly and it has really just saved us a ton...

It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center

Pros

It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads.

Cons

Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little

Response from ClickPoint Software

Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution.

Jim H.
Overall rating
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great experience with SalesExec software and staff

Reviewed on 2019/06/04

We have been able to streamline our leads distribution, leads transferring, and reporting while...

We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates.

Pros

The expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec.

Cons

Would like to see more integrations with other software and saas solutions moving forward.

Greg M.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Sales-Exec CRM

Reviewed on 2019/06/13

Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution...

Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added.

Pros

I like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one.

Cons

I wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen.

Response from ClickPoint Software

Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen.

Showing 5 reviews of 18 Read all reviews

ClickPoint FAQs

Below are some frequently asked questions for ClickPoint.

ClickPoint offers the following pricing plans:

  • Starting from: US$65,00/month
  • Pricing model: Subscription
  • Free Trial: Available

For just $65 a month your sales agents get integrated dialing, custom reporting, scoreboards, email marketing, email nurturing, contacts, calendar, lead routing, DNC rules, sales scripts, and more.

ClickPoint offers the following features:

  • Click-to-Dial using any VoIP Solution
  • Collaboration with Calendar Sharing and Appointments
  • DNC Rules, Calling Rules, Inbound & Outbound
  • Dedicated Support to Help Every Step
  • Improve Lead ROI with Push and Pull Lead Management
  • Improve Sales Process with Customized Sales Workflow
  • Interactive Sales Scoreboards
  • Market to Leads with Lead Nurturing and Email Marketing
  • Sales Force Automation

ClickPoint has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

ClickPoint supports the following languages:

English

ClickPoint supports the following devices:

Android, iPhone, iPad

ClickPoint integrates with the following applications:

8x8 Virtual Office, CheetahMail, Cisco Webex, Domo, FullContact, LeadExec, Nextiva, VoIP / SIP PC Softphone

ClickPoint offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Related categories

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