Let ClientPoint connect the silos of your sales process into an integrated whole.

integrations_banner

Win more deals faster without breaking your tech stack.

We’re extremely proud of our front-end user experience. 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.

CRM and business management integrations

Salesforce

  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Microsoft Dynamics CRM

  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
  • Support for on-premise and cloud instances

NetSuite

  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations

HubSpot

  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
  • Push previously unknown contacts back to Hubspot when they view a proposal
  • Trigger marketing automation based on proposal activity

Zoho CRM

  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Zendesk Sell

Single sign on

Create proposals directly from an opportunity

See previously created proposals right on the opportunity, account, or contact page

Use CRM data in your documents and calculations

Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Pipedrive

  • Create proposals directly from an opportunity
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Caterease

  • Single sign on
  • Create proposals directly from an event
  • See previously created proposals right on the event
  • Use event data in your documents and calculations
  • Send additional Caterease prints to ClientPoint

Esignatures and more

Sertifi

  • Dynamically place signature boxes where they belong, no matter how your document changes
  • Collect multiple signatures from different parties
  • PCI compliant

RightSignature

  • Dynamically place signature boxes where they belong, no matter how your document changes
  • Collect multiple signatures from different parties
  • PCI compliant

MYOB

  • Push product data into MYOB after a deal is closed.

Enterprise integrations

If you’re looking for an integration that’s not on the chart, please reach out. We have a team working every day to integrate ClientPoint with the tools that power our clients’ businesses.

We’re experts in integrating ClientPoint to meet the unique sales-related needs of all departments, including IT, operations, manufacturing, finance, legal, marketing, sales, and business development.

Talk to us about how ClientPoint can integrate with your existing software, databases, and systems.