ClientPoint

Streamline client relationships with ClientPoint's comprehensive CRM software, featuring customizable workflows, data-driven insights, and seamless integration for improved sales, marketing, and customer success.

Reviews and Ratings of ClientPoint

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4.6 (732)

ROI

21%

Productivity

4%

Value for Money

4.7

Ease of Use

4.3

Support

4.8

Usage by Business Size

30%
69%
1%

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ClientPoint Pricing Plans

Find out which pricing plan is the best fit for you.

Starter

$10/month or $120/year. 100 clients, unlimited contacts, and basic project management.

$10

Pro

$25/month or $300/year. Everything in Starter plus advanced project management, custom fields, and user permissions.

$25

Business

$50/month or $600/year. Everything in Pro plus dedicated support, custom reporting, and single sign-on (SSO).

$50

ClientPoint Product Reviews

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What verified reviews from expects say about
ClientPoint

Insights from field experts about ClientPoint from first hand.

G. Chapman

ClientPoint's intuitive interface and robust features have streamlined our client management process, allowing us to focus on delivering exceptional service. The automated reminders and customizable workflows have saved us valuable time and improved overall efficiency.

R. Hernandez

I've been using ClientPoint for a while now and I'm thoroughly impressed. The intuitive interface makes it easy to design and manage client presentations, and the collaboration features have streamlined our team's workflow significantly. Highly recommend!

S. Ramos

Underwhelming experience with ClientPoint. The user interface was clunky and unresponsive, making it difficult to manage client relationships and track interactions. Features were limited, and integration with other tools was non-existent, wasting valuable time and resources.

H. Thomas

I'm thoroughly impressed with ClientPoint - its user-friendly interface and robust features have streamlined my client management process. Integration with existing systems was seamless, and customer support was top-notch, making it a must-have tool for any business or organization.

R. Baker

I've had the pleasure of using ClientPoint for several months now, and I must say it's been a game-changer for my sales team. The software is incredibly user-friendly, making it easy for new hires to get up to speed quickly. The customizable templates and drag-and-drop functionality have s...

D. Garcia

I've had the pleasure of using ClientPoint for my business and I must say it's been a game-changer. The ease of use is unparalleled - I was able to set up meetings and manage client relationships with minimal training required. The software's intuitive interface allowed me to quickly organ...

T. Martinez

I've been using ClientPoint for my agency's client management and I'm thoroughly impressed. The intuitive interface makes it a breeze to create and manage client relationships, track interactions, and share relevant content. The customizable templates and reporting features have streamline...

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Frequently asked questions about ClientPoint

Find answers to the most relevant queries to be able to make decisions right away.

What is ClientPoint?

ClientPoint is a client relationship management (CRM) software designed to help businesses manage their sales pipeline, customer interactions, and marketing campaigns.


Is ClientPoint easy to use?

Yes, ClientPoint is designed to be user-friendly and intuitive. Our platform requires minimal training and setup, allowing your team to start using it right away.


Can I customize the look and feel of ClientPoint?

Yes, ClientPoint allows you to customize the layout and branding of your dashboard to match your company's identity.


Does ClientPoint integrate with other tools I use?

Yes, ClientPoint integrates with a wide range of third-party apps and services, including email marketing platforms, social media schedulers, and project management tools.


How do I track my sales pipeline in ClientPoint?

ClientPoint allows you to create custom pipelines and stages to track your sales process. You can also set up automatic reminders and notifications to stay on top of upcoming deals.


Can I use ClientPoint on-the-go?

Yes, ClientPoint has a mobile app for both iOS and Android devices, allowing you to access your CRM data and take actions from anywhere.


How do I get support for ClientPoint?

ClientPoint offers 24/7 customer support through phone, email, and live chat. We also have a comprehensive knowledge base and tutorial resources available online.



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