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The Smart Spender's Paradox: How to Use Strategic Year-End Spending to Cut Your 2025 Tax Bill

ClientPoint Features

The Smart Spender's Paradox: How to Use Strategic Year-End Spending to Cut Your 2025 Tax Bill

As we enter the final quarter of 2025, a familiar feeling settles in for successful business leaders. You’re looking at a year of hard-won profits, a ...

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Learn from the top thought leaders in the industry

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ClientPoint Features

New Features - Better Proposal Viewing and Email

Announcing a revised, more customer friendly proposal viewer for Paperless proposal software and upgraded email. Bigger,...

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Proposal Writing

Enhanced Library Organization

Wouldn't it be great if you could give a file in your library a descriptive name and have another simpler name show in y...

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ClientPoint Features

Enhanced Email Delivery with SendGrid

Have any of your emails ever gotten caught in a spam filter? So have we, so to ensure the highest levels of proposal del...

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ClientPoint Features

Export Your Manage Screen To Excel

Sometimes you just need to bring a printed list of what you have in your pipeline. Other times you need to run reports i...

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ClientPoint News

Overcome traditional proposal problems

ClientPoint has put a lot of thought and innovation behind the design and functionality of this cutting edge user friend...

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Why Meg is the Future of B2B Sales: Building Trust, Closing Deals, and Elevating Relationships

AI in Business

Featured Blog

Let’s get straight to it: If you’ve ever clicked on a chatbot hoping for help and instead found yourself stuck in an endless loop of "How can I help y...

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