Buyers have changed. It's time to evolve.

Our enterprise sales proposal platform gives you the tools to easily educate, interact with and close today's buyers.
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Easily Create and Send Content & Proposals
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Your prospect explores it securely online
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Get real-time updates on viewing activity
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eSignature takes you from Propose to Close

Close more deals faster. Really.

Most sales pipeline tools that claim to help actually make selling more difficult. ClientPoint’s intuitive platform powerfully drives higher close rates and shorter sales cycles.
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Game changers…
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Important decks and documents at your fingertips means lightning-fast proposal preparation.
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Quickly customized online sales experiences transform how your prospects work with you.
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Rich analytics and real-time alerts help you laser-focus your interactions with prospects.

ClientPoint users have experienced…

30%
30% higher close rates
100%
up to 100% Increase in sales
95%
Up to 95% time savings in generating proposals, while reducing or eliminating costly errors
Trusted by enterprise names
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principal
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Integrates seamlessly with enterprise software
salesforce
Microsoft-CRM
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Hubspot
ZOHO
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ClientPoint is the sales sharpener.

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ClientPoint sales experiences are interactive, attractive, easy-to-use, and endlessly customizable
  • Give prospects quick interactive access to everything they need and nothing they don't.
  • Add marketing videos, client testimonials, personalized video messages and other multimedia from a preset library, connected drive or mobile device.
  • Use templates to give every rep the ability to create beautiful content while locking down anything you don't want changed.
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients.
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ClientPoint is Sales Accelerated

No matter your role, ClientPoint will make your life better.
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Sales Representatives
  • You build proposals with a few clicks of your mouse. What took hours or days now takes minutes or even seconds! Less annoying admin work means more time making money.
  • You’ve stopped sending proposals into black holes. By constantly knowing what your prospects are reading, viewing and sharing, you finally know who you’re dealing with and what they’re thinking.
  • Your win rate goes up, and you close more deals easier and faster. Boom!
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Sales Leaders
  • You feel the power of having your team equipped with the most impressive proposal experiences in your industry.
  • You have amazing new analytics that show you the “mind” of your prospects, which gives you more confidence in your sales forecast.
  • Your sales people are spending a lot more time selling. That helps you hit your number, faster.
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Sales Operations Leaders
  • You’re a hero because ClientPoint “just works” with your CRM, your internal databases, and your sales and marketing processes.
  • You love how ClientPoint perfectly complements your Sales Enablement solution.
  • You’re blown away that, of all the tools & systems you’ve implemented, it’s ClientPoint that drives the most impressive C-suite metrics (Shorter sales cycles, greater sales force efficiency and higher close rates).
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Marketing Professionals
  • You have constant visibility into how sales prospects consume your marketing content, which helps you discover and double down on the content that’s working, and eliminate what’s not.
  • You make your sales team look like rockstar geniuses, by giving them amazing prebuilt templates and online content experiences for their prospects (that they actually use!)
  • You feel relief (and a very satisfying heightened sense of control) in knowing that the sales team is finally using the latest version of the right marketing content, at the right time.

Data is power. Get powerful.

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Our interactive content delivery and analytics let you read your prospects' minds. ClientPoint gives you the power to see exactly what happens after you hit send.

At the click of a button, know when prospects looked at your content, for how long, and who they shared it with. Follow up with perfect timing.

  • Shorten sales cycles using real-time notifications
  • Customize proposal content based on engagement data
  • See the big picture and track deals by rep or by sales stage
“To see at a glance our activity levels by location and exactly how we are doing is extremely valuable and insightful. I also like how we can see all the way down to how much time each of our clients are spending looking at our proposals, down to the page by page level. We can monitor the activity of each of our salespeople to see how each person is performing and if there are any problems we need to address.”
Bill Barthelemy, COO, Securitas North America

Enterprise Power for businesses of all sizes

Case Study: Securitas
Securitas

“We went from 3 hours per proposal to only 30 minutes, increasing our sales productivity by 600% using Clientpoint.”

Bill Barthelemy, Securitas USA
Case Study: Vortex Aquatic Structures
Vortex Aquatic Structures

"Decrease in time spent creating proposals, from 8 hours to just 10 minutes!”

Martina Madlener, Vortex Aquatic Structures International
Case Study: Mauzy Heating and Air
Mauzy Heating and Air

"100% Increase in Sales from $5.7 million in 2014 to $11.4 million in 2015 using Clientpoint."

Matt Mauzy, Mauzy Heating & Air Conditioning.

Schedule a brief demo.

Find out how you can leverage ClientPoint to drive higher close rates, save time, and shorten sales cycles.