ClientPoint Enterprise Solutions
For Enterprise level functionality custom integrations, exclusive support and access to every single ClientPoint feature.
Benefits of ClientPoint Enterprise Solutions
Organize and transform the way you build your most valuable relationships by putting everything in one place for your prospects, customers, partners and so much more...
ClientPoint is the only SaaS platform in the world that integrates the ability to schedule, meet, share, chat, network, sign deals and take payment all in one place. With a one simple link, ClientPoint allows you get all of the most important elements of business done.
Take advantage of our secure, SOC2 compliant, GDPR-enabled platform that serves major corporations on six continents and in a dozen languages.
Many of our enterprise level clients have very specific compliance needs. In the Saas world, an increased need for secure data and privacy is critical. As a SOC2 compliant and DGPR-enabled platform, we ensure that all of your data is safe and secure at all times.
Take your Business Intelligence to the next level with a real-time stream of relationship activity.
From banner to buyer, ClientPoint provides detailed tracking and analytics that gives you instant insights into your prospects exact needs so you can close more deals faster than ever before! Don't believe us or have specific questions related to your business need? Book a demo with one of our experts and see ClientPoint in action! Find out more
Integrate seamlessly with your CRM and your other SaaS tools. Think of ClientPoint as the "R" (the "Relationship") in CRM.
Our front-end user experience is best in class and designed to make it easy for you to do business. But to understand why the most demanding organizations love ClientPoint, you have to peek behind the scenes, where we’ve built robust integrations with top sales, marketing, and ERP solutions.Sales pipeline optimization requires a cross-platform solution. That’s why we integrate the entire sales process to speed up deals, reduce errors, enhance user adoption, and make life easier for your people. Find out more
When you align everything around your clients and the customer journey, it just makes so much more sense. It’s like a breath of fresh air … everything gets easier, and everybody’s happier!
Business is all about relationships and the quality of those connections. Aligning your clients and your customer journey allows you to make deeper connections with the people that are the most important to you and your business. Book a meeting with one of our experts to learn exactly how you can deepen your business relationships with ClientPoint. Find out more
Nurture leads more powerfully; close more deals faster; they onboard, serve, expand and renew their customers better than ever.
ClientPoint is a digital sales room that is with you every step of the way as you engage with your prospects. Use ClientPoint as a landing page to schedule and book meetings with your sales team, provide insight into how your team is performing, generate proposals and to close and sign deals. Find out more
Features of ClientPoint Advanced Solutions
For Enterprise level functionality custom integrations, exclusive support and access to the admirals club.
Distinct Private & Secure Relationship Workspace for Every Prospect, Customer, Partner, Employee and more
Digital Sales & Support Rooms: ONE link for your prospects and customers to do all business with you for the entire customer journey
Enterprise Proposal Automation: Through automation like form fills, merge fields enable your team to create, send and collaborate on your proposals and documents
Digital Asset Management Library: store your documents and assets all in one place to ensure your team is using the latest & greatest
Comprehensive Analytics and Notifications Packages
ClientPoint Pay with Credit Card & ACH Enabled
ClientPoint Schedule: Customize and personalize an Unlimited number of unique calendars synced to all of the major calendar tools
ClientPoint CRM: Seamless Integration to your CRM
ClientPoint Meet: Video conferencing with dial-in, call recording and seamless CRM integration
ClientPoint Sign: esignature with unlimited envelopes, easy to tag, collaborate, redline, track revisions, share and sign
ClientPoint API Analytics: Pull relationship engagement analytics into your favorite BI tools and dashboards bringing your customer insights to life!
Performance Dashboards: Aggregate engagement activity to see the health of your pipeline
Corporate Roles-based Access: Permissioning for internal teams privacy and organization
GDPR and other Privacy Packages
International Language Packages
Enterprise Security Features
BYOT (Bring Your Own Tech) SaaS Integration
Premium Enterprise SME support
Want to take your business to the next level?
Book a meeting with one of our experts.
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