Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better.
From the moment of first contact you and your prospect come together to interact and exchange information and materials within a private relationship portal called a ClientPoint. Your relationship then grows from proposal to e-signature to onboarding, delivery, growth and ultimately renewal ... all digitally super-empowered by all your favorite SaaS tools, seamlessly integrated together by ClientPoint.
Easily Create and Send Content and Proposals
Your prospect explores it securely online
Get real-time updates on viewing activity
eSignature takes you from Propose to Close
No matter your role, ClientPoint will make your life better.
From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships.
“We went from 3 hours per proposal to only 30 minutes, increasing our sales productivity by 600% using Clientpoint.”
"Decrease in time spent creating proposals, from 8 hours to just 10 minutes!”
"100% Increase in Sales from $5.7 million to $11.4 million using Clientpoint."
Find out how you can leverage ClientPoint to drive higher close rates, save time, and shorten sales cycles.
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