How ClientPoint Works

A simple platform for better sales & stronger relationships.

Our business relationship enablement, document generation, proposal automation, and e-sign platform gives you the tools to easily nurture, connect with, educate, close, and onboard modern buyers.
How ClientPoint Works 6 Step Method TRANSPARENT for a LIGHT BG

Create, customize, and send consistent, engaging content — fast.

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Create or access your master content library filled with documents, brochures, videos & more. Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list.
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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.

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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.....

ClientPoint plays nice with top sales, marketing & CRM solutions

We’re experts in fitting seamlessly within your existing workflows, like your CRM, with critical features like single sign-on, and no double entry of data.
salesforce
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Hubspot
ZOHO
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Track content to keep the
conversation going.

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Manage all shared sales & customer content from one interface. See at a glance whether materials have been sent, viewed, downloaded, or signed.
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A live dashboard and automated notifications empower sales and support people to keep a constant eye on every deal and every relationship.
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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.

Sales & Customer Expansion Superchargers

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Prospects & customers can e-sign from within ClientPoint. Multiple signature points supported for faster and easier approval.
Personalize Your Pitch

Use your webcam or smartphone to add videos directly into your content and improve close rates by personally connecting with your prospect/client.

Managers: continuously
optimize your pipeline.

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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.

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Administrators can easily set User Permissions to give them access and editing ability based upon your preferences.

“To see at a glance our activity levels by location and exactly how we are doing is extremely valuable and insightful. I also like how we can see all the way down to how much time each of our clients are spending looking at our proposals, down to the page by page level. We can monitor the activity of each of our salespeople to see how each person is performing and if there are any problems we need to address.”
Bill Barthelemy, COO, Securitas North America

See for yourself.

Schedule a quick demo to see how ClientPoint works.