Easily Manage a Private Business Relationship Portal with your Prospects, Clients and Partners so that you can Schedule, Meet, Share, Close Deals and Serve your most important relationships brilliantly… all in one place.
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
“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 in 2014 to $11.4 million in 2015 using Clientpoint."
Find out how you can leverage ClientPoint to drive higher close rates, save time, and shorten sales cycles.