Clientpoint In-Depth Review: Features, Pricing & Alternatives (2023 Updated)

Welcome to this blog post about Clientpoint, a platform designed to streamline the sales process and improve customer relationships. In this post, we will explore the features and benefits of Clientpoint, including its ability to simplify proposal creation, provide real-time prospect behavior notifications, and customize sales experiences based on prospect interests. We will also discuss the different pricing plans available and how they can meet the needs of businesses of all sizes. Join us as we dive into the world of Clientpoint and discover how it can make doing business easier and more efficient.

Clientpoint Review: What is Clientpoint?

Clientpoint is a sales platform that allows you to create customized proposals and sales experiences in real-time. This cloud-based platform helps you track deals by rep or sales stage, close date, and more. You can also get real-time notifications on prospect behavior and track sales productivity by rep.

Clientpoint Review: How can it be used?

Clientpoint offers several ways to enhance the user’s experience. Here are some additional details about the key workflows that can be implemented with this product:

  • Create customized proposals and sales experiences in real-time: With Clientpoint, users can easily create and customize proposals and sales experiences for their prospects. The platform offers a variety of templates and multimedia options to help users create engaging and informative content. Users can also track prospect behavior in real-time to tailor their proposals to specific needs.
  • Track deals by rep or sales stage, close date, and more: Clientpoint provides detailed analytics and reporting to help users track the progress of their deals. Users can monitor sales stage, close date, rep performance, and more to identify areas for improvement and optimize their sales process.
  • Get real-time notifications on prospect behavior: Clientpoint sends real-time notifications when prospects interact with proposals or sales experiences. This allows users to follow up promptly and tailor their approach to each prospect's needs.

Clientpoint Review: Who is it for?

Clientpoint is a great fit for businesses of all sizes that want to streamline their sales process. It can be used by sales reps, sales managers, and sales teams to create customized proposals and sales experiences in real-time. Additionally, it can be used by marketing teams to track prospect behavior and customer engagement.

Clientpoint Features

Clientpoint is a cloud-based sales platform that provides a range of features to its users, making it a powerful tool for sales teams. Some of the key features that make it stand out include:

  • Customizable sales and proposal experiences in real-time: Clientpoint allows users to customize their sales and proposal experiences in real-time based on who's looking at it and what they're interested in. This level of personalization can help increase engagement and improve the chances of closing deals. For more information on the importance of personalization in sales, check out this article.
  • Real-time notifications on prospect behavior: With Clientpoint, users can stay in the know by getting real-time notifications on prospect behavior. This feature provides valuable insights into how sales prospects consume marketing content, which can help sales teams discover and double down on the content that's working and eliminate what's not. To learn more about the importance of tracking prospect behavior, read this article.
  • Sales productivity tracking: Clientpoint offers sales productivity tracking, which can help sales teams see how they're performing and identify areas for improvement. This feature can be incredibly valuable for coaching, strategizing, and forecasting. For more information on sales productivity tracking, check out this article.
  • Secure, cloud-based platform: Clientpoint's secure, cloud-based platform ensures that users' data is safe and easily accessible from anywhere. This feature can be especially useful for sales teams that work remotely or have team members in different locations. To learn more about cloud-based platforms, check out this article.
  • CRM integration: Clientpoint integrates with users' CRM systems, allowing for a seamless flow of information between the two platforms. This integration can help sales teams work more efficiently and effectively. For more information on CRM systems, check out this article.
  • Proposal automation tools: Clientpoint's proposal automation tools make it easy to build proposals quickly and efficiently. With just a few clicks of the mouse, users can build proposals that once took hours or even days to create. This feature can help sales teams save time and close more deals. For more information on proposal automation, read this article.

Clientpoint Pricing

Clientpoint offers a range of pricing packages to its users. Following are some of the key pricing packages that are available:

  • Free: This package includes basic features such as Clientpoint Business Relationship Network access, 90 days of message history, and Clientpoint Sign (1 per month).
  • Standard: This package includes all of the features of the Free package, as well as 365 days of message history, Clientpoint Sign (5 per month), and Clientpoint Meetings (up to 12 participants, up to 30 hours per meeting).
  • Business Pro: This package includes all of the features of the Standard package, as well as unlimited message history, Clientpoint Sign (unlimited), Clientpoint Meetings (up to 100 participants, up to 30 hours per meeting), and up to 25 simultaneous meetings.
  • Enterprise Solutions: This package includes all of the features of the Business Pro package, as well as Clientpoint Relationship Sidebar, digital sales and support rooms, enterprise proposal automation, digital asset management library, and more.

Clientpoint Alternatives

Here is an expanded section on some of the top alternatives to Clientpoint:

  • Proposify: Proposify is a cloud-based proposal software that allows users to create and send professional-looking proposals in minutes. With Proposify, users can streamline their sales process by creating custom templates, tracking proposal status, and integrating with popular CRMs like Salesforce. Learn more about Proposify.
  • Qwilr: Qwilr is a proposal and sales document platform that enables users to create beautiful, interactive documents that can be shared as web pages. Qwilr offers a range of templates to choose from and allows users to track document views and receive alerts when clients interact with their proposals. Learn more about Qwilr.
  • PandaDoc: PandaDoc is an all-in-one document automation software that enables users to create, send, and track documents online. With PandaDoc, users can create custom proposals, contracts, and quotes, as well as collect electronic signatures and process payments. PandaDoc integrates with popular CRMs like Salesforce and HubSpot. Learn more about PandaDoc.

Clientpoint Review: Pros & Cons


  • Customizable sales and proposal experiences in real-time
  • Real-time notifications on prospect behavior
  • Sales productivity tracking
  • Secure, cloud-based platform
  • CRM integration
  • Proposal automation tools


  • Pricing can be expensive for smaller businesses


Clientpoint is a powerful sales platform that provides a range of features to businesses of all sizes. It is an excellent tool for sales reps, sales managers, and sales teams to create customized proposals and sales experiences in real-time. Although the pricing can be expensive for smaller businesses, the features and functionality make it a great investment for businesses looking to streamline their sales process.

Overall, we highly recommend Clientpoint to any business looking to improve their sales process and increase their sales productivity.

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Upendra Varma

Upendra Varma

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