With its private and secure curated workspace, your customers as well as your marketing, sales, and service teams will be delighted making it easier for people to do business with you.
Bring your customer's "tech stack" and your team's enablement tools together, eliminating the friction created by disparate tools. Break down communications barriers that separate systems can cause and provide every customer with your VIP experience.
With ClientPoint, you'll find it easier than ever to manage their needs and provide exceptional service.
Our premium services team helps you custom connect your CRM and other customer-facing SaaS applications, data, content, processes and back-end systems into a cloud-based relationship workspace platform that delights everyone on both sides of your most important relationships.SCHEDULE AN ENTERPRISE CONSULTATION
Create and manage an Unlimited Number of Private & Secure curated relationship workspaces
Enterprise Document & Proposal Automation
Comprehensive Engagement Analytics
Digital Asset Management Library
SOC2 & GDPR Compliant
Digital Sales & Support Rooms
Corporate Roles-based Access
International Language Package Available
BYOT (Bring Your Own Tech) SaaS Integration
Premium Enterprise SME support
Everything in Clientpoint Enterprise PLUS ClientPoint Schedule & ClientPoint Meet
ClientPoint Schedule: Personalize an unlimited number of unique calendars invites with customizable names, meeting locations, time blocks and synced to all of the major calendar tools. This means that each and every customer can have a calendar exclusive to them. VIP treatment is expected and small customizations like this make all of the difference.
ClientPoint Meet: Intuitive video conferencing with dial-in, call recording, CRM integration, guest announcements, and privacy features make it easy for your customers to join your call right in the same space where they do all business with you.
Turn your CRM (and favorite social sites) into a one-to-one relationship with prospects and customers where you can share, schedule, meet, propose business and esign regardless of the "tech stack" your customers or your teams use! Bring all systems together in one exquisite relationship anywhere that your customers and prospects are, at any time. Imagine bringing your CRM to life for your sales and service teams so they can easily connect with your prospects and customers. Talk about a boost to CRM adoption!
Electronically sign business documents, send, track customer engagement and store it all in one place. Provide customers with ONE link to review, collaborate, redline, download and sign. Your customers will be elated that they have one login to do all business with you, even signing orders! Gone are the days of tracking down signatures through disparate systems.
Powered by Stripe, integrate right into any ClientPoint workspace enabling credit card and ACH payments
Pull relationship engagement analytics into your favorite BI tools and dashboards bringing your customer insights to life!
Generate an unlimited number of ClientPoint Business Enablement Workspaces through automation.
If you're a solopreneur or a small team, talk with an Account Team Member to learn about our Essentials Plan* and bundle ClientPoint Enterprise + Connect giving you exclusive access to the same tools that large corporations use and designed to fit your budget
We can meet any custom needs you have with additional support that goes above and beyond what you will find elsewhere. Many of our clients require custom or special features that are tailored specifically to their company needs and technology requirements.
Set up your ClientPoint virtual office with video conferencing, your personal calendar, colors and create a theme style and create a theme that is specific to your brand. We will help you add users, upload content to your content library, assist with template buildouts, and turn on basic CRM functionality.
Includes build out of advanced pricing tools, merge documents, SaaS integration scoping, and many other processes that are supported by the ClientPoint platform.
SaaS integrations or requirements that are completely new to the ClientPoint platform. New integrations that need to be scoped out and developed are considered Tier 2 Services.