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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.


For every professional who wants to make it easy for people to connect and do business with you (including solopreneurs).

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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 endpoints (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 endpoint 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 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.

ClientPoint offers discount pricing for eligible small businesses, startups. and nonprofits. If you work for a small business, startup, or nonprofit and would like to check your eligibility, click here to apply.