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

 

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  • This is not a trial, this is a FREE Business Relationship Enablement platform - give us a try! No credit card required.
  • Reserve your own custom profile and business relationship link that you can share with the world. Put your QR code on your business cards, sales sheets, and tradeshow and event booths.
  • Conduct all your business relationships, where you can schedule, meet, chat, share content (documents, pictures, videos, links etc.), eSign and much more.
  • Free version of CustomerOS® for your website replacing chatbots and lead forms. This improves lead conversions, shortening account team response time, and provides outstanding experiences for everyone visiting you through your website, social campaigns, and even in person.
  • Build relationships with colleagues individually and through groups making it easy for large teams to work together. It doesn’t matter how many different tools your customers use, bring everything together in one place and make B2B easy!
  • Bring most of your favorite endpoints (i.e. video meetings, calendaring, document sharing, storage, eSign, CRM etc.) together into one seamless experience for each of your business relationships. This saves most business on their software subscription costs!
  • 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
Sales Accelerator

$83per month

Crafted perfectly for solopreneurs and small teams.  Achieve faster growth with a streamlined, efficient solution while servicing customers brilliantly! (paid annually)

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All of the Free Features PLUS

  • The ClientPoint Proposal Generator: One year access* to the highest rated proposal software for sales, management & marketing. Create, send, track & manage customized proposals or marketing packages in a matter of minutes. You’ll be able to send out more proposals than ever before in a fraction of the time it usually took, which helps shorten the cycle of each sale and allows you to send out more proposals to more prospects than ever before.
  • Black Box Decoder: Tracking and real time alerts when customers or prospects visit your proposal, click on documents and watch your videos. Know the mind of the buyer so that you can close more deals, faster!
  • Marketing Asset Management Library: Easily store all of your word documents, powerpoint decks, images, videos, website links, and more. No need for other storage libraries making it easy to share and even easier for your customers to receive ALL of your sales and marketing materials.
  • Business Relationship Enablement Tools like Calendar Scheduling, Video Meetings, Document Sharing, Collaboration tools, and Chat all on one unique link for every customer and prospects. Save on subscription expenses by using ClientPoint’s communication tools. (or BYOT - bring your own tools if you love them)
  • eSignature included! Virtually unlimited, included in every subscription. Easy to set up, easy to send, easy to sign from any device. The envelope never expires and you can send as many as you like.
  • Dashboards and Reports that help you stay organized. Quickly view all of your pending opportunities and engagement of your prospects. Some small businesses save money on CRM!
  • Video Marketing & Sales Tool: built in webcam and screensharing makes personalization of proposals easier than ever. This helps businesses focus on the customization that treats every prospect as a VIP!
  • Custom Unique Web-based Experiences for every single customer or prospect. Great for proposals, customer portals, marketing landing pages and more!
  • Fast Track Pass for small businesses and solopreneurs: ClientPoint waives onboarding and implementation fees getting you up and winning fast while keeping costs down!
  • Priority Support because we know that you’re busy running a business. Our support and success teams are available almost around the clock and when we’re not, our AI Assistant is fully equipped to help you by answering questions, providing step-by-step coaching or connecting you via calendars or meetings to the right person for the job, fast!
  • PLUS CRM integration: out-of-the-box with most CRM subscriptions (free or paid)
  • Add-On: ClientPoint CustomerOS for your website replacing the need for a chatbot or lead form
  • Add-On: AI PRO Executive Assistant “Meg” helping your customers with typical FAQs and making it easy for 24hr support and sales assistance while you’re away.
  • Add-On:  Premium Annual Service Membership if you’re in need of custom support or project work from our solutions team.
Enterprise Essentials

$333per month

Includes up to 3 user licenses. Perfect for small businesses, startups, and nonprofits looking to scale their business. (paid annually)       

Click here to apply for these small business and non-profit  programs designed to help small businesses scale efficiently.

 

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All of the Sales Accelerator Features PLUS

  • Unlimited Private & Secure Curated Relationship Experiences for Every Prospect, Customer, Partner, Employee and More.
  • ClientPoint Document and Proposal Automation: Automation empowering the creation, share, collaboration & tracking of documents and experiences saving time and amping sales through efficiencies.
  • Customer Portals 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 for the entire customer journey.
  • 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.
  • Live Dashboard and Automated Notifications empower sales and support people to keep a constant eye on every deal and every relationship.
  • 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)
  • Unique Tradeshow Experiences with QR code for business card, booth and marekting materials
  • SOC 2 Type 2 & GDPR Compliant trusted by enterprise corporations on six continents and in a dozen languages.
  • Dedicated Support with a ClientPoint SME, this is a 1:1 relationship that comes with 10 hours of Onboarding & Training.
  • Add-On: ClientPoint CustomerOS for your website replacing the need for a chatbot or lead form
  • Add-On: AI PRO Executive Assistant “Meg” helping your customers with typical FAQs and making it easy for 24hr support and sales assistance while you’re away.
  • Add-On:  Premium Annual Service Membership if you’re in need of custom support or project work from our solutions team.
Enterprise Solutions

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

 

Meet with Jenn

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All of the Enterprise Essential Features PLUS

  • CustomerOS for your website themed. Convert your website traffic to leads and customers at a higher rate than any chatbot or lead form could provide. Reduce prospect wait time to seconds and be there when they need you most.
  • Enterprise AI for Business Relationship Enablement: Imagine bringing all of your business tools together making it easy for your Customers to do business with you with ClientPoint. Then, give a fully trained AI Assistant access to those tools. “Meg” can answer questions, engage prospects, schedule meetings, take notes, deliver personalized assistance which makes “Meg” the world's first fully enabled Relationship AI efficiently boosting lead conversions while serving your customers brilliantly when your account teams aren’t available.
  • 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).
  • Engagement Analytics can be pulled into any BI Dashboard, CRM or ERP. Because all business takes place on one unique link for every customer or prospects, you’ll have access to individual and aggregate of all engagements from clicks on documents, to view time on videos . . .from sharing to consumption time, as well as chats, schedules and meetings. Visit https://developer.clientpoint.net for more info. Real Business Relationship Data that drives strategy!
  • Enterprise integrations with your CRM, BI Dashboards and your most enablement platforms. Do it yourself or leverage the ClientPoint Solutions team to bring all platforms together!
  • Enterprise Document and Experience 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, documents, and portals 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 and marketing 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.
  • At least 10 hours of Onboarding and Training support to get your teams up & winning quickly.
  • Custom tools and automation available making it easy to connect systems, automate experiences, and cut down on costly duplicative administrative work that often slows down sales and service teams. Reduce errors resulting for manual processes and reduce risks in quotes, proposals, and legal documentation.
  • 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.
Headquarters

6790 Embarcadero Lane
Suite 100
Carlsbad, CA 92011

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