Save Over 50% on Essential Business Tools & Make It Easy for People to Do Business with You
Whether you're scheduling meetings, conducting virtual consultations, capturing eSignatures, or keeping clients engaged with communication and insights, ClientPoint ensures frictionless interactions that drive growth. Why overpay for multiple subscriptions when you can save over 50% with one powerful platform? We make it easy for people to do business with you.
A Smarter Way to Manage Business Relationships
Your business is built on relationships, and ClientPoint helps you create, nurture, and grow them seamlessly. By eliminating inefficiencies and streamlining the customer journey, we help you stay connected, organized, and in control. No more juggling multiple tools—just one powerful, intuitive platform designed for success. We make it easy for people to do business with you.
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Turn Every Client Interaction Into a Revenue Opportunity
ClientPoint Small Business isn’t just a set of tools—it’s a profit-driving platform designed to maximize revenue, shorten sales cycles, and increase customer lifetime value. Every feature is built to help you win more business, close deals faster, and generate repeat sales effortlessly.
Attract High-Value Clients & Book More Meetings
Create a seamless first impression with branded business relationship portals, automated scheduling, and real-time chat messaging. The easier it is for prospects to engage, the faster you can convert them into paying customers.
Accelerate Sales & Boost Conversion Rates
Branded virtual meetings, video recordings, and instant eSignatures eliminate friction in your sales process, making it easy for clients to say “yes” without delays. Faster approvals mean faster revenue.
Speed Up Onboarding & Increase Client Retention
Deliver contracts, proposals, and onboarding materials in one organized space, ensuring new customers get up and running quickly. The easier the transition, the higher the long-term value of each client.
Maximize Upsells & Repeat Sales
Real-time analytics and engagement tracking help you identify when customers are ready for an upsell or additional services. Know exactly when and how to follow up to increase deal size.
Optimize Client Communication & Drive Renewals
Centralize all messaging, scheduling, and file sharing to create a seamless experience that keeps customers coming back. The more effortless it is to work with you, the more likely they are to renew, refer, and expand their business with you.
What’s Included in ClientPoint Small Business?
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ClientPoint Schedule – Seamlessly book and manage appointments.
Comparable tools: Calendly - $16/mo, Acuity - $23/mo -
ClientPoint Meet – Host professional, branded virtual meetings.
Comparable tools: Zoom Pro - $15/mo, Microsoft Teams - $12/mo -
ClientPoint Sign – Securely send and collect eSignatures.
Comparable tools: DocuSign - $25/mo, PandaDoc - $19/mo -
Document Sharing – Store, manage, and share documents in one place.
Comparable tools: Dropbox Business - $20/mo, Google Drive - $12/mo -
Video Recording and Sharing – Record and share video messages with ease.
Comparable tools: Loom - $12/mo, Vidyard - $19/mo -
Chat and Direct Messaging – Communicate instantly with built-in direct messaging.
Comparable tools: Slack - $8/mo, Microsoft Teams - $5/mo -
Document Asset Management – Keep track of important files and client assets in one secure place.
Comparable tools: M-Files - $39/mo, Egnyte - $20/mo -
Rich Analytics & Real-Time Alerts – Gain insights into customer behavior, track engagement, and receive instant updates on key interactions.
Comparable tools: HubSpot Analytics - $45/mo, Pendo - $50/mo -
Digital Sales Rooms – Branded, centralized hub for sharing proposals, contracts, sales collateral, videos, and key deal-related content with clients in one organized space.
Comparable tools: Allego Digital Sales Room - $50+/mo, Showpad - $60+/mo, Highspot - $50+/mo
Why Pay Over $120/month?
ClientPoint Small Business: As low as $42/month
One platform, one price
No more juggling multiple tools and subscriptions.
Save over 50% every month
Get enterprise-level features without the high cost.
Streamline your business
A single, seamless experience for managing clients and deals.
Make it easy for people to do business with you.
| Feature | ClientPoint | Alternatives | Monthly Price |
|---|---|---|---|
| Scheduling | ✅ Included | Calendly / Acuity | $16/mo - $23/mo |
| Virtual Meetings | ✅ Included | Teams / Zoom | $12/mo - $15/mo |
| eSign | ✅ Included | PandaDoc / DocuSign | $19/mo - $25/mo |
| Document Sharing | ✅ Included | Google Drive / Dropbox | $12/mo - $20/mo |
| Video Recording & Sharing | ✅ Included | Loom / Vidyard | $12/mo - $19/mo |
| Chat & Direct Messaging | ✅ Included | Teams / Slack | $5/mo - $8/mo |
| Document Asset Management | ✅ Included | Egnyte / M-Files | $20/mo - $39/mo |
| Analytics & Real-Time Alerts | ✅ Included | HubSpot / Pendo | $45/mo - $50/mo |
| Digital Sales Rooms | ✅ Included | Allego / Showpad | $50/mo - $60/mo |
| Total Cost | $42/mo | 78% - 83% Savings | $191/mo - $259/mo |
| Feature | ClientPoint | Alternatives |
|---|---|---|
| Scheduling | Included | $16/mo - $23/mo |
| Virtual Meetings | Included | $12/mo - $15/mo |
| eSign | Included | $19/mo - $25/mo |
| Document Sharing | Included | $12/mo - $20/mo |
| Video Recording & Sharing | Included | $12/mo - $19/mo |
| Chat & Direct Messaging | Included | $5/mo - $8/mo |
| Document Asset Management | Included | $20/mo - $39/mo |
| Analytics & Real-Time Alerts | Included | $45/mo - $50/mo |
| Digital Sales Rooms | Included | $50/mo - $60/mo |
| 78% - 83% Savings | $42/mo | $191/mo - $259/mo |
Make the Smart Switch to ClientPoint Today
With ClientPoint Small Business, you’re not just getting tools—you’re getting a better way to do business. Simplify your workflow, reduce costs, and strengthen relationships with a single solution that makes it easy for people to do business with you.
Get Started for As Low as $42/Month