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Create Amazing Relationships with the Right Plan

Whether you’re a solopreneur or a global Fortune 100 corporation, we make it easy for people to do business with you, by giving you online relationship workspaces where you do all your business with others. Imagine a private and secure virtual office that gives you familiar ways to schedule, meet, chat, network, share materials, sign, pay and much more… all in one place. ClientPoint users nurture leads more effectively, propose & close deals faster, and onboard & serve clients better.
Free

$0

For the solopreneur on a budget who needs to get the most important aspects of business done.

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  • Reserve your own custom profile and business relationship link that you can share with the world
  • Conduct all your business relationships, where you can schedule, meet, chat, share content (documents, pictures, videos, links etc.), e-sign/eSign agreements, and much more.
  • Open your website front door for customers to connect with you LIVE using the Free version of CustomerOS® and improve conversions, shortening account team response time, and service customers brilliantly
  • Build relationships with colleagues individually and through groups.
  • Bring most any of your favorite end points (i.e. Zoom, Calendly, AdobeSign, Dropbox, payment links etc.) together into one seamless experience for each of your business relationships.
  • Or save Money and use ClientPoint's end point solutions for free!
  • Make meaningful business connections & network
  • Access to the most recent 90 days of message history
  • Be the coolest person at the digital watercooler
Enterprise Essentials

$249.75per month

Perfect for small business and nonprofits looking to empower and scale their business.
Paid annually.
Includes up to 3 User Licenses.

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All of the Standard Features PLUS

  • Unlimited Private & Secure Curated Relationship Experiences for Every Prospect, Customer, Partner, Employee and More.
  • SOC 2 Type 2 & GDPR Compliant trusted by enterprise corporations on six continents and in a dozen languages.
  • Automate document creation, share, collaborate & track engagement.
  • Create a master content library filled with the latest and greatest documents, brochures, proposals, videos & more. Building a new demo, deck, or proposal is as easy as picking the right elements from a list.
  • All content is shared by your prospects and customers in one intuitive online viewer that is branded and themed to match your company's look and feel. You and your prospect build an efficient relationship together, from first contact to proposal to close and beyond.
  • Manage all of your shared sales & customer content from one interface. See at a glance whether materials have been sent, viewed, downloaded, or signed.
  • A live dashboard and automated notifications empower sales and support people to keep a constant eye on every deal and every relationship.
  • Making it easy for your most valuable relationships includes intuitive ways to meet with you. Adding calendars and video conferencing to your business relationship experiences gives customers ONE link to do all business with you.
  • ClientPoint Schedule: Personalize an unlimited number of unique calendars invites with customizable names, meeting locations, time blocks 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 with intuitive video conferencing including dial-in, call recording, CRM integration, guest announcements, and privacy features make it easy for your customers to join your call without another log in or app.
  • ClientPoint Sign to easily tag a document for signature, 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 paying by ‘envelope’ sent.
  • CustomerOS® for your website Free version PLUS: connect your relationship timeline activity to your CRM with ClientPoint API Analytics (monthly calls limits apply)
Enterprise Solutions

For Enterprise level functionality custom integrations, exclusive support and access to the admirals club.

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All of the Enterprise Essential Features PLUS

  • Brand CustomerOS for your company giving both your customers and account teams a themed experience.
  • Comprehensive Engagement Analytics will take your Business Intelligence to the next level with a real-time stream of relationship and engagement activity (API Analytics rates apply).
  • Performance Dashboards aggregate engagement activity to see the health of your pipeline.
  • Enterprise integrations with your CRM, BI Dashboards and your enablement platforms.
  • Enterprise Document Automation leveraged by solopreneurs and global fortune 500 firms alike on twelve continents and in a dozen languages. Create, send and collaborate on your proposals and documents pulling valuable content from your CRM (or other storage tools). Empower your teams with editable forms fields or point-and-click trees to produce the finest of documents and proposals. Deliver your sales materials through a ClientPoint workspace and include video, infographics, catalogs, and more.
  • Digital Asset Management Library storing your documents and assets all in one place to ensure your team is using the latest and greatest. This puts your division leaders in the driver's seat to protect your brand and reduce costly errors on documents and proposals. Not to mention the sales octane produced through process efficiencies!
  • Corporate Roles-Based Access permissioning for internal teams and customer privacy is essential for both scaling and global brands. Additionally, parent / child hierarchies through divisions and regions provide an unparalelled ability to link ClientPoint workspaces (and CRM accounts) together while maintaining security and privacy for all.
  • International Language Packages are available because ClientPoint services corporations globally.
  • Premium Enterprise SME support because the depth and breadth of ClientPoint solutions are vast. Client Success Managers are 1:1 relationships for onboarding and beyond. We focus on getting our customers "Up & Winning" quickly. As you scale, so does your SME support. Once your set-up is complete, you'll find our systems flexible and intuitive but your support is only a click away if needed.
  • Onboarding and training support to get your teams up & winning quickly.
  • Custom tools and automation available leveraging our dedicated ClientPoint Solutions team.
  • ClientPoint API for your reporting, integrations, and automation needs.
Headquarters

6790 Embarcadero Lane
Suite 100
Carlsbad, CA 92011

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