A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized proposals, sales and marketing content and contracts.
All your content is shared in one intuitive online viewer that is 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 beyond.....
Powerful analytics show you who viewed your content, how long they spent on each piece of content and if they shared or downloaded it. Use this data to have laser focused follow ups with both prospects & clients.
Whether integrated into your CRM or stand alone you can have the finger on the pulse of your team. View performance by sales rep, Division, Region, Market or Service and generate detailed reports to help your teams sell better & support clients more powerfully.
Administrators can easily set User Permissions to give them access and editing ability based upon your preferences.
Schedule a quick demo to see how ClientPoint works.