ClientPoint humanizes technology for all divisions of your company.

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Solutions Center

ClientPoint’s integrated ecosystem allows you to create experiences for all divisions of your company. This combination of powerful proprietary and partner solutions reduces cost, reduces logins, increases overall company performance and humanizes SaaS.

All of our partners in this solutions center have their own ClientPoint experience and in that experience, you can learn more about their solution and schedule a meeting with a solutions expert.

Communications

ClientPoint Meetings

ClientPoint is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. ClientPoint Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms.

Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms.

RingCentral

RingCentral, Inc. (NYSE:RNG) is a leading provider of global enterprise cloud communications and collaboration solutions. More flexible and cost-effective than legacy on-premises systems, RingCentral empowers today’s mobile and distributed workforce to communicate, collaborate, and connect from anywhere, on any device. RingCentral unifies voice, video, team messaging and collaboration, conferencing, online meetings, and integrated contact center solutions. RingCentral’s open platform integrates with leading business apps and enables customers to easily customize business workflows. RingCentral is headquartered in Belmont, California, and has offices around the world.

8 x 8

8x8's business phone systems deliver affordable, cloud-based voice, video, messaging, and contact center solutions, helping you serve customers anytime. ... one global, secure, reliable cloud communications platform, people are more ... Mix and match to address your unique business needs in the most cost-efficient way.

Dialpad

Dialpad Caller ID is available at the Main Company Number, Department, and Individual levels.

When a user places a call, information including the caller's company or department name as well as the phone number are sent to the recipient and displayed on their call display, screen, or externally connected device as the call arrives on their device. This feature can help the caller appear more professional and provide the recipients with the caller information.

Uber Conference

Make your meetings more personal with video conferencing for you and your team.  Screen Sharing Share your screen while streaming video and keep everyone in your meeting on the same page.  Voice Intelligence Built-in AI technology provides you with a complete, searchable transcription of your meeting.  No PINs, No Downloads With zero PINS or forced downloads, meeting participants are never locked out of an important sync.

Talk Desk

Engage customers on any channel, empower agents to work from anywhere, and reduce costs with intelligent self-service. Talkdesk makes transitioning to the cloud quick, easy, and cost-effective with end-to-end contact center solutions designed to keep your business moving forward.

Scheduling

Calendly

Find the perfect meeting time with super easy online appointment scheduling software from Calendly, and say goodbye to phone and email tag. It's 100% free, super easy to use, and you'll love our customer service.

CRM & Marketing Automation

ClientPoint CRM

ClientPoint has its own CRM for those that don’t have an enterprise CRM solution. Your ClientPoint account will also integrate seamlessly with the best CRM solutions in the market.

Our preferred enterprise CRM solutions are below. Many of our partners allow ClientPoint customers to use their CRM at no cost. If you would like us to help you enable your Hubspot or SalesForce Free CRM integration, click Learn More and schedule a meeting.

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

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

Marketo

Marketo is a marketing automation platform that enables marketers to manage personalized multi-channel programs and campaigns to prospects and customers. Marketo works across multiple digital channels, including mobile devices, email, video, website and search advertisements to automate marketing campaigns and sales lead generation for B2B and B2C marketers. The platform promises increased understanding of customers, conversions and sales with personalized, automated campaigns aimed at targeted leads and potential customers. The platform's features include

  • Lead tracking
  • Lead nurturing
  • Campaign analysis
  • Search engine optimization (SEO)
  • Website personalization
  • Digital advertisements
  • CRM integration
  • Social marketing

Hubspot

Take advantage of the Free HubSpot CRM that is integrated for FREE in ClientPoint. The CRM is the freemium, with their marketing automation as their desired upsell.

Every business needs engaged prospects, happy clients, productive partners, inspired investors and enabled employees. Organizing begins as an internal exercise for every company and combining ClientPoint with HubSpot organize your company internally so that your brand is expressed properly to your prospects, clients, partners and investors.

E-Sign

ClientPoint E-Sign

From sales contracts and offer letters to account openings and invoices, agreements are everywhere. With ClientPoint eSignature, you have the ability to complete contracts, approvals, and other agreements in minutes rather than days.

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

DocuSign

From sales contracts and offer letters to account openings and invoices, agreements are everywhere. With DocuSign eSignature, you have the ability to complete contracts, approvals, and other agreements in minutes rather than days.

Proposal & Document Automation

ClientPoint Proposal Automation

ClientPoint has robust document generation, storage and creation tools to make your sales decks, proposals, RFP’s and other content come to life.

Some areas of content creation, we rely on our preferred partners. They are experts in copy writing, explainer video creation and other content that you may need produced over the life of your business.

To schedule a FREE content strategy call with a ClientPoint expert, click Learn More.

Content Management

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ClientPoint Cloud

ClientPoint has robust document generation, storage and creation tools to make your sales decks, proposals, RFP’s and other content come to life.

The content library, template creation and other tools ensure that your content is always the most current version. Easily update all your partners in one step with our Content Management Platform that levels up how you feature yours and your partner solutions.

To schedule a FREE content strategy call with a ClientPoint expert, click Learn More.

Contentful

Contentful is the flexible and future-friendly content management platform that lets you easily publish content across platforms. Create content once and publish it beautifully anywhere! Editors manage content interactively in an easy-to-use editing interface, while developers deliver the content with the programming language and template framework of their choice. Our customers choose us because of the flexibility and stability of our content modelling and and content delivery. Give us a shot! Learn more about Contentful

Icertis

ClientPoint has powerful content and contract solutions.  For some of our clients, Artificial Intelligence is becoming a must have capability to round out their content strategy.  iCertis AI Applications Bring Static Contracts to Life Contracts are the foundation of commerce, and for the first time in history, they are being digitized. Applying Artificial Intelligence (AI) to this new pool of digitized data transforms contracts from static documents into live contracts which can interact with humans, surrounding systems and ultimately even other contracts. The Icertis AI apps enable companies to solve previously intractable enterprise contract management challenges that are uniquely suited to an AI-powered solution.

Click Learn More to schedule a time to speak with an AI specialist.

EXPEDIENCE

Expedience integration in ClientPoint automates your RFP & RFI process.

Built on the familiar Microsoft Word ribbon interface, makes user adoption swift and lasting. Full-featured but easy to use, proposal and sales teams easily navigate content pull-down gallery menus, visually browse content with thumbnails, perform question and key-word searches, and more.

ClientPoint’s Expedience integration stores native Microsoft Word content that can be richly pre-formatted to conform to your precise corporate branding and style guides.

Click Learn More to schedule a meeting with a ClientPoint RFP & RFI specialist.

Top of Funnel and Content Strategy

APOLLO

Data-driven revenue growth.

Prospect from 200M business contacts and 10M companies, find verified emails and direct dials, and give your existing sales tools superpowers.

Infotanks Media

Bad data costs the U.S $3 trillion per year and is the most common reason for unsuccessful sales and marketing campaigns.

Infotanks Media is on a mission to keep your business out of this unfortunate mess. Our data experts work hard to provide accurate, authentic, and effective data stacks that guarantee high deliverability rates and better ROI.

Etailinsights

Want to increase your sales productivity?

etailinsights just made prospecting that much easier! With our Shopping Cart Analyzer, you’ll be able to view an online retailer’s contact and technology information directly from your browser. It’s an addicting sales tool that can easily be incorporated into your daily sales prospecting process. With a click of a button, the plugin will generate detailed insights on an online retailer’s industry, current technologies, and executive contacts. The ease of use and ability to have contact information at your fingertips will be a huge asset to sales professionals who need quality information and fast. You must be a current user to the etailinsights service in order to take advantage of this plugin. Interested in hearing more

Digital Brew

Looking for an amazing quality, done-for-you business website for your small-but-amazing business?

Ready to launch a new brand or upgrade your current design and content? We’re the creative digital agency you need.

Content Launch

Many content marketing tools are expensive or don’t do everything you need them to do. Content Launch is the first complete content marketing workflow, management and distribution application designed for ease of use. It’s the perfect solution for agencies and SMB’s looking for an effective, affordable content marketing application.

Project Management

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ClientPoint Project Management

ClientPoint has robust project management tools to ensure that everyone that needs to get work done, can get it done in one place. The more organized you are, the faster your business can grow.

Some areas of project management, we rely on our preferred partners. Our integrated partners are trusted by millions to get organized and stay that way.

To schedule a FREE Project Management best practices call with a ClientPoint expert, click Learn More.

Basecamp

Trusted by millions, Basecamp puts everything you need to get work done in one place. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide. Get organized and stay that way with Basecamp projects.

Slack

Slack brings team communication and collaboration into one place so you can get more work done, whether you belong to a large enterprise or a small business. Check off your to-do list and move your projects forward by bringing the right people, conversations, tools, and information you need together. Slack is available on any device, so you can find and access your team and your work.

Infrastructure

Avant

The pace of change in IT is too fast for any one CIO to keep up. That’s why 87% of Enterprises that are ahead of the technology curve have a Trusted Advisor guiding them behind the scenes*. We’re the platform behind the Trusted Advisors™.

Featured Customers

PDFTRON

POWERING TRANSFORMATION

Bring PDF, CAD, & MS Office capabilities to any software

Click Learn More to schedule a meeting with a PDFTRON Expert and see how PDFTRON uses ClientPoint to grow their business

TRACKTIK

Optimize your security workforce management

TrackTik connects your frontline, back office, management, and customers in one place to bring fluidity to your security operations.

A single software solution that allows you to follow the progression of your guards, reduce manual tasks, lower costs, and demonstrate your value.

Click Learn More to schedule a meeting with a TrackTik Expert and see how TrackTik uses ClientPoint to grow their business.

Valued Customers

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