ClientPoint | Discover the ERP Industry Advantage

ClientPoint Gives Your NetSuite-Powered Team a Revenue Edge

No matter your role in the Quote-to-Cash process, ClientPoint will accelerate your workflow and protect your data's integrity.
Discover the NetSuite user advantage.

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Works Natively with NetSuite & Your Broader Tech Stack

ClientPoint integrates seamlessly with your NetSuite ERP/CRM, your calendar, financing partners, and other essential tech. No disruptions. No double entry. Just a smarter, smoother workflow from initial quote to cash collected.

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Engineered for NetSuite's Ecosystem - Now Rated #1 Globally by Gartner

ClientPoint isn’t just another sales plugin, it's a comprehensive proposal and deal-closing platform, purpose-built for the complexities of B2B sales cycles in industries. That’s why Gartner gave us 100% ratings across every category. ClientPoint provides the control and intelligence needed to scale revenue, close complex deals, and streamline the entire Quote-to-Cash process.

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15 Years of Proven Success in Complex B2B Sales

For more than a decade, we’ve helped companies in high-stakes B2B environments grow - not as a vendor, but as a strategic partner. Our deep roots in complex sales mean our platform is built around your unique workflows. No guesswork. No fluff. Just measurable impact on your QTC velocity.

Accurate Quotes in Minutes Straight from NetSuite Data

Accurate Quotes in Minutes - Straight from NetSuite Data

Speed without sacrificing quality. Build brand-approved, professional multi-option proposals in minutes using real-time product and pricing data pulled directly from NetSuite. Eliminate manual errors and ensure every quote aligns with your central system of record. Spend less time building quotes and more time closing deals.

Track Every Engagement Follow Up with Actionable Intelligence

Track Every Engagement. Follow Up with Actionable Intelligence.

ClientPoint’s real-time tracking gives your sales team unprecedented visibility. See precisely when a proposal is opened, viewed sections, shared content, and how long key stakeholders engage. Smart alerts notify your team the moment a deal heats up, allowing for perfectly timed follow-ups that close deals before the competition even gets a response.

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A Buyer Experience That Builds Trust and Accelerates Decisions

Your proposal shouldn’t just be a price list, it should be a secure, professional digital sales room that builds trust and removes friction. With ClientPoint, you deliver a sleek, modern experience that centralizes all deal-related assets. Showcase ROI calculators, embed case studies and security documentation, collect eSignatures on MSAs, and even accept deposits - all within a single, auditable link that integrates back to the opportunity in NetSuite.

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Meet RelationshipAI: Your NetSuite-Integrated Intelligence Layer

ClientPoint RelationshipAI™ helps your team move faster and smarter, from auto-generating follow-up emails to homeowners to prepping proposal content and surfacing insights on your most profitable deals. It saves hours, boosts productivity, and keeps your team focused on closing.

Sounds Great. Show me a Demo

ClientPoint NetSuite Integration Walk Through

Industry Leaders Who Love ClientPoint.

Greg Myers, President

"Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients"

"ClientPoint has completely transformed the way we present ourselves to clients. We love how polished, professional, and on-brand every proposal looks - no matter who on our team creates it. It's streamlined, intuitive, and powerful - exactly what we needed as we continue to grow and expand as a company." - Genesis Parr, CEO

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ConStrata | Restaurant & Hotel Technology Consultants

Branding Resources - Atlona Logos for Print and Web

Trusted by enterprise names

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CLIENTPOINT'S POWERFUL BEGINNINGS

In 2008, a regional trade services company developed proposal tracking software to outmaneuver industry giants.

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The results: a 30% increase in close rates and an epiphany that led to ClientPoint, a transformative new sales acceleration product.

That was the first time the power of ClientPoint transformed a sales team, but it wouldn’t be the last.

Let's Talk

Want to see ClientPoint in action? Schedule a quick demo and learn how ClientPoint can help you win more contracts, streamline operations and create a better experience for your clients and team