Empower your sales team to win more business. Quickly create, send, track and manage impressive multimedia business proposals, eBrochures, price quotes, and contracts.
Schedule Your
Free Demo Now
Empower your sales team to win more business. Quickly create, send, track and manage impressive multimedia business proposals, eBrochures, price quotes, and contracts.
Schedule Your
Free Demo Now
Spend Less Time Creating Proposals, and More Time Talking to Prospects That are Ready to Buy
TRUSTED BY:
Customized, Professional Proposals up to 90% Faster
Quickly pull from your custom library the documents, phrases and sections you need to create proposals faster than ever before. Never start from old proposals or from scratch again.
Make Your Prospects Sign the Dotted Line
eSign keeps your entire process paperless. Store your proposal, contract, and signature pages all in one place and easy to find. No need to email back and forth or print out proposals that get lost.
See What Your Prospects Are Most Interested In
Know what your prospects look at, for how long and what order. Use that information to know what your leads are most interested in so you can focus on what’s most important to them.
Send Proposals That Get Opened, Read and Shared
Add images, videos, pricing quotes and multimedia content in one easy-to-read flow. Surprise your prospects (and their bosses) and get more replies.
Get Notified When Your Proposal Gets Viewed
See when your prospect viewed your proposal, and know who opened it. Never wonder if your proposals go unopened.
Find the Holes in Your Team’s Sales Process
See what your sales reps are sending out and how they follow up with prospects. Discover what needs changing and how to improve your sales cycle.
Here’s What People Are Saying
“More organized, efficient, & uniform way of sending proposals. We’re able to track where proposals are going, who is getting them out there and what the end result is. Controlling the formatting, font, color schemes is really important. Our proposals should have a uniform look and represent our brand.”
Jaclyn P.“As a sales Manager this is a powerful tool for managing our proposals. The analytics let us track when proposals are viewed and what is important to the customer. Tracking rep results such as close % is valuable to me. I also like that I can verify the content (pricing, specs, etc.) at any time. “
Rick K.“Can create a professional proposal in less than 10 minutes. I can see stats on what my prospects are looking at. Green option for proposal delivery. Can be viewed on any device. Perfect for teams that use the same basic content but still want the ability for full customization. My marketing team can update materials and have all of the reps using the updated info right away.”
Sean C.“We Increased Sales by 100% from $5.7 million in 2014 to $11.4 million in 2015 using ClientPoint. A 400% increase in sales productivity! creating proposals from 20 mins per proposal to less than 5 mins.”
Matt MauzyIntegrates With Your Favorite CRM
Spend Less Time Creating Proposals
and More Time Closing Deals
“Over the past 5 years using ClientPoint, we have experienced a solid 25% plus increase in sales year over year”
Bellinda Sullivan – Owner, Flavours Catering + Events
