We're proud to share a milestone moment for our team, our customers, and the future of B2B sales: ClientPoint has been officially recognized as the top vendor in the 2025 Gartner Market Guide for Digital Sales Rooms (DSRs).
This recognition doesn’t just place us among the leaders - it validates everything we’ve been building toward: a smarter, faster, more human way to engage buyers throughout the customer lifecycle. ClientPoint earned a “Yes” across every capability Gartner evaluated, confirming what thousands of users already know when it comes to simplicity, innovation, and sales acceleration, we deliver.
Why This Recognition Matters
In today’s rapidly evolving digital sales landscape, buyers are more informed, more selective, and less tolerant of friction. They expect every interaction to be digital-first, hyper-personalized, and seamless from first contact to post-sale support.
The Gartner Market Guide makes clear that Digital Sales Rooms are no longer a “nice to have” - they are mission-critical infrastructure for any modern revenue team. And ClientPoint isn’t just participating in this shift - we’re setting the standard.
In the words of Gartner:
“ClientPoint’s AI-powered platform puts the entire business relationship in a single link that remains in place throughout the customer journey.”
This isn’t a tool. This is a transformation.
If you'd like to learn more about ClientPoint's API and CRM Integrations, documentation automation, or content & project management, don't hesitate to book a free demo with one of our experts.
In Gartner’s comprehensive vendor capabilities matrix, ClientPoint was the only provider to earn a “Yes” across all categories including:
📅 Call scheduling and collaborative mutual action plans
🔄 Bidirectional content sharing
📦 Embedded CPQ and digital commerce
🧠 Emotion AI analytics, GenAI (RAG search), and AI-powered assistants
🔌 Deep CRM and productivity tool integrations
🤖 Native AI agents + integrations with Microsoft Copilot & Google Gemini
No gaps. No missing features. Just one powerful, intelligent platform to manage every phase of the buyer journey.
“Sellers who are able to easily work with a DSR are more likely to complete deals faster and work on more deals.”
— Gartner Market Guide 2025
📌 Simplify and enhance your proposals. If you wanna learn How to Create a ClientPoint, click here for A Step-by-Step Guide.
The report highlights that ClientPoint customers leverage the platform extensively, not just for proposals or deal rooms, but throughout the entire buyer journey. This includes stages such as initial sales, relationship building, presales, renewals, and customer growth, demonstrating its versatility and comprehensive application in enhancing the sales process.
This reflects our customers' trust in ClientPoint as more than just a tool - it’s the default operating system for revenue teams.
“Sellers who are able to easily work with a DSR are more likely to complete deals faster and work on more deals.” — Gartner Market Guide 2025
With ClientPoint, every buyer gets a private digital workspace - a persistent, personalized microsite that houses everything they need to move forward confidently. It’s not just a deal room. It’s a living sales experience.
From pitch decks and pricing tables to eSignatures, video meetings, and onboarding materials, everything lives in one place. One link. One experience. Endless opportunity.
“DSRs allow suppliers and customers to interact digitally during presale, initial sale and post-sale phases… strengthening the buyer-seller relationship and improving lifetime value.”
— Gartner Market Guide 2025
Imagine sending a single link that replaces dozens of disjointed emails. Your buyer logs in, sees their customized proposal, signs instantly, books a follow-up call, and gets a personalized thank-you message - all without needing to leave the room. That’s the ClientPoint experience. Discover how to automate and personalized your proposal - Click here to read more.
Gartner also spotlighted ClientPoint’s AI assistant, Meg, as one of the most advanced features in the DSR space. Meg is more than a chatbot. She’s a relationship manager, sales analyst, and follow-up engine in one.
ClientPoint’s AI assistant, Meg, works around the clock from answering buyer questions, guiding next steps, and even customizing content based on deal context. Gartner highlighted ClientPoint’s advanced AI capabilities, including:
Smart search with retrieval-augmented generation (RAG)
Relationship-specific prompts for personalization
Integration with leading AI tools like Microsoft Copilot and Google Gemini
Emotion analytics and AI-powered meeting summaries
Meg uses retrieval-augmented generation (RAG) to answer client questions using your content. She tailors next steps based on real-time behavior. She adapts tone based on buyer sentiment. And she even integrates with leading AI tools like Microsoft Copilot and Google Gemini for seamless collaboration and insight generation.
This isn’t just smart technology it’s AI that builds trust and drives action.
“With Meg, I don’t just follow up faster—I follow up smarter. It’s like having a strategic assistant who knows every deal and every client personally.”
— ClientPoint User, LinkedIn Review
If you'd like to learn more about how ClientPoint AI Pro is helping businesses build smarter, faster workflows, don't hesitate to book a free demo with one of our experts.
📌 Explore our full guide on setting up ClientPoint AI Pro and Meg, or better yet, book a personalized demo with our team. We’ll walk you through exactly how to future-proof your operations and deliver the kind of intelligent, seamless experience your clients and your team deserve.
ClientPoint’s Digital Sales Room is built to automate and simplify every step of the B2B sales journey—so your team can spend less time managing workflows and more time building relationships.
Key automation features include:
AI-Powered Assistant ‘Meg’: Drafts proposals, follow-up emails, and schedules meetings in seconds—adapting to your sales process and voice.
Automated Document Generation: Quickly produce customized proposals, contracts, and onboarding materials using intelligent templates and dynamic data merge.
Integrated E-Signature Workflows: Enable fast, seamless contract execution without switching platforms.
Persistent Personalized Microsites: Auto-assemble a tailored buyer experience with just one link—keeping all relevant content in sync, updated, and accessible.
These automation capabilities eliminate manual steps, reduce errors, and accelerate deal cycles—giving your team a competitive edge with every interaction.
According to Gartner, 30% of all B2B sales cycles will be managed through Digital Sales Rooms by 2028. But why wait?
ClientPoint customers are already seeing:
📉 Shorter sales cycles
🔁 Higher client engagement
🔒 Stronger security and version control
🚀 Faster onboarding and renewals
Whether you’re managing a 3-week enterprise cycle or trying to close in under 48 hours, ClientPoint scales with you.
From startups to global brands like Securitas, BrightView, Dematic, and Ascensus, organizations are standardizing sales around one simple concept: Make it easy for the buyer.
“DSRs enable sellers to provide everything buyers need to see in one place and in an organized and easy-to-digest fashion… encouraging longevity through increased engagement.” — Gartner Market Guide 2025
Companies like Securitas, BrightView, Dematic, Live Nation, and Ascensus trust ClientPoint to power the entire customer journey.
⭐⭐⭐⭐⭐ “ClientPoint makes us look more professional and more organized. I don’t know how we functioned without it.”
— Capterra Reviewer
⭐⭐⭐⭐⭐ “Since implementing ClientPoint, we’ve seen faster responses, faster closes, and higher client satisfaction.”
— G2 Review
⭐⭐⭐⭐⭐ “It’s more than a platform. It’s how we run our deals.”
— Sales Manager, Enterprise Tech Company
Now backed by Gartner’s validation, which serves as a powerful endorsement of our capabilities and innovation, there’s never been a more opportune moment to revolutionize your sales process with ClientPoint’s comprehensive all-in-one Digital Sales Room platform. This platform is designed to streamline and enhance every aspect of the sales journey, from initial contact to closing deals, ensuring a seamless and efficient experience for both sellers and buyers. By integrating cutting-edge technology and user-friendly features, ClientPoint empowers your sales team to engage more effectively, close deals faster, and ultimately drive greater success in today’s competitive market.
🚀 Ready to Elevate Your Buyer Experience?
Don’t just modernize your sales motion—future-proof it.
📌 Visit clientpoint.net to explore how to:
✅ Deliver a seamless, personalized buyer journey
✅ Use AI to drive smarter conversations
✅ Close more deals, faster
✅ Manage everything in one powerful, unified platform
The digital sales revolution is already here and ClientPoint is leading it.
Now, with Gartner’s validation, there’s no better time to make the switch.
👉 Book your personalized demo today and discover how one link, one room, and one platform can transform everything.
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