<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1033513893378253&amp;ev=PageView&amp;noscript=1">

Sell Smarter with AI-Powered Digital Sales Rooms

ClientPoint streamlines sales for solopreneurs to enterprise teams — offering intuitive digital sales rooms, advanced proposal automation, and ClientPoint RelationshipAI™ – driven insights to accelerate every deal.

The Problem We Solve

B2C Looks Like This
Really clean, everything in one place

 

 

image-left-1
B2B Looks Like This
Total chaos, an average of 15 SaaS logins and a dozen content types, anchored by email

 

image-right-1

The B2B customer journey is chaotic. Disconnected tools, long email threads, and scattered content create friction at every stage. ClientPoint replaces the mess with a single, persistent digital sales room — where proposals, meetings, files, and follow-ups all live together. Now powered by ClientPoint RelationshipAI, your team gains real-time deal insights, next-best actions, and a smarter way to sell.

Close More Deals — in a Smarter Digital Sales Room

ClientPoint is your branded digital sales room — a persistent, AI-powered portal where your buyers can access everything they need to say “yes” faster.
Pipleline-Graphic
Game Changers…
library-icon
Centralized content, always on.
Keep proposals, decks, contracts, and assets in one link buyers can revisit anytime — without chasing attachments.
customize-icon
Instant personalization, zero code.
Launch beautiful digital sales rooms customized to every buyer — no design team required.
pie-chart-icon
AI-powered visibility.
ClientPoint RelationshipAI delivers real-time alerts, engagement insights, and guidance to help your team close with confidence.
How it works

What ClientPoint Users Are Seeing

30%
30% Higher Close Rates
Persistent digital sales rooms keep buyers aligned and active.
100%
Up to 100% Increase in Sales
Better buyer experiences = more wins.
95%
95% Time Saved on Proposals
Proposal automation eliminates manual effort and costly errors.
Trusted by enterprise names
equifax-logo
securitas-logo
macmillan-logo
dematic-logo
principal
ortho-logo
lifefitness-white
Insperity-white-1
actionac
triumph
webfx
brightview
Integrates seamlessly with enterprise software
salesforce
Microsoft-CRM
netsuite-logo
Hubspot
ZOHO
rightsignature_logo
sertifi-blue-v3
Base_CRM_logo
caterease
pipedrive
active campaign-2
service titan
zendesk-sell-logo

ClientPoint is the Ultimate Business Relationship Experience

Powered by Digital Sales Rooms, Proposal Automation,
and ClientPoint RelationshipAI

sharpener-graphics
Create interactive, intelligent sales portals that move relationships forward — fast.
  • Give buyers a personalized digital sales room they can revisit any time — proposals, meetings, and files in one place
  • Add video, testimonials, and messaging to elevate your presentation and make it memorable
  • Enable real-time collaboration with live meetings and shared updates in one branded workspace
  • Use prebuilt templates to give every rep the power to sell like your top performer
  • Track engagement, get alerts, and take action faster with RelationshipAI insights built right in
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients.
Marsden Building Maintenance

ClientPoint is Sales Accelerated

No matter your role, ClientPoint helps you accelerate every step of the buyer journey — with digital sales rooms, proposal automation, and ClientPoint RelationshipAI powering your team.

From Marketing and Sales to Client Success and Expansion, ClientPoint gives every team a unified digital sales room to create, manage, and grow customer relationships — powered by proposal automation and ClientPoint RelationshipAI.

 

507959212
Marketing Leaders & Professionals
  • Deliver fully branded digital sales rooms that showcase your best content in one link — no more piecing together PDFs and links.
  • Track how prospects engage with marketing content and optimize based on real-time insights.
  • Empower your sales team with interactive templates and guided selling experiences that make every proposal feel like a campaign launch.

532112432
Sales Executives & Leaders
  • Give your team a platform that makes them look—and sell—like pros, with proposal automation and branded sales rooms for every opportunity.
  • ClientPoint RelationshipAI gives you insight into what buyers care about, where deals stand, and what to focus on next.
  • Drive more revenue, faster, by eliminating busywork and letting reps focus on relationships.
1098391868
Sales Operations Leaders
  • Connect your CRM, content library, and workflows to one platform that reps actually use.
  • Standardize your deal process with prebuilt digital sales room templates that increase win rates.
  • Surface the most important pipeline metrics and buying signals with built-in ClientPoint RelationshipAI.
931326058
Sales Representatives
  • Build and send proposals in minutes — complete with files, videos, and call scheduling — all in one link.
  • Stop guessing what buyers are thinking. See who’s viewed your content, when, and for how long.
  • Focus more on selling and less on admin. ClientPoint automates what slows you down.
relationship
Customer Support Leaders
  • Use the same digital sales room to onboard and support clients — no handoff headaches.
  • Deliver training, documents, and meeting links in a personalized experience that builds trust.
  • Keep every customer relationship organized, visible, and scalable — from kickoff to renewal.

Data is power. Become Unstoppable.

analytics-graphics
Know exactly who’s engaging, what they care about, and what to do next — all from inside your ClientPoint digital sales room.

 

  • Get real-time alerts when buyers open, view, or share your proposals, files, and meetings
  • Personalize your follow-up based on what buyers are engaging with — down to the page or video
  • Use ClientPoint RelationshipAI to track deal progress by rep, stage, or account — and get guidance on next steps to win more deals
“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
Read Case Study
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
Read Case Study
Case Study: Mauzy Heating and Air
Mauzy Heating and Air

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

Matt Mauzy, Mauzy Heating & Air Conditioning.
Read Case Study

Ready to Close More Deals with AI-Powered Sales Rooms?
Headquarters

6790 Embarcadero Lane
Suite 100
Carlsbad, CA 92011

Contact Info
Connect