ClientPoint boosts profits for Southern California SaaS Companies
OPTIMIZE YOUR SALES CYCLE
Save 6 Figures By Supercharging Your SaaS Business Relationships
Here’s how...
ClientPoint helps you focus on the most important aspect of business, the relationship.
Schedule, Meet, Share Content, e-Sign & Manage your most important business relationships, all in one place.
In a tough economic climate, saving time and cutting costs is critical. Nurture leads more effectively, propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships.






EMPOWER YOUR SALES TEAM
ClientPoint increases win rates by 6% driving an additional $1.4M on average annually

Also true! Here’s how...
By standardizing your proposals, reducing errors and providing engagement analytics that gives your sales team insights into the mind of their buyer you'll improve conversion rates by an average of 6%!
FEATURED CASE STUDY
Mauzy doubled its sales from $5.7 million to $11.4 million using ClientPoint

The Situation: To create business proposals, the sales team at Mauzy were using a 2-part NCR form that they would complete by handwriting the required information. They would then give the prospective client a copy of the mostly handwritten proposal.
The Solution:
ClientPoint worked with Matt Mauzy and his team to build a template that matched his business needs. Matt and his team were then trained on how to use the ClientPoint system to create, track, and manage all their business proposals on location with prospects.
The Results:
The Mauzy sales team prepares about 450 proposals per month. Thanks to ClientPoint, time spent creating those proposals now averages 37 hours per month, compared to the previous 150.
Their real-time proposal tracking system is great because it notifies us whenever a prospective client is looking at their proposal. This allows us to know that prospect is available so we can call them to answer any questions they may have. This feature alone has helped us win a higher percentage of new business.
More case studies
ClientPoint gave Securitas the power to send more proposals and close more deals.
It used to take Vortex eight hours to create a proposal. Now it takes 10 minutes.
Real client reviews

“We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included.”

“I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal.”

“I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.”
ClientPoint users have experienced…
30% or more higher close rates
up to 100% Increase in sales
Up to 95% time savings in generating proposals, while reducing or eliminating costly errors
What our clients are saying
“Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients."
“I believe in the ClientPoint solution, the delivery methodology, and the management team."
ClientPoint plays a key role in the sales automation process by improving selling efficiency while ensuring brand quality.