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Was ist ClientPoint?

ClientPoint, ehemals Paperless Proposal. Das Unternehmen hilft dir, mehr Geschäfte zu gewinnen. Erhalte höhere Abschlussraten, kürzere Verkaufszyklen und blitzschnelle Angebotserstellung mit der erstklassigen Vertriebsunterstützungslösung. Erstelle, sende, verwalte und verfolge schnell ansprechende Multimedia-E-Brochures, Angebote, Preis- und Produktangebote, Verträge, Präsentationen und mehr. Integration mit Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Basis, DocuSign, Sertifi und Right Signature.

Wer verwendet ClientPoint?

Alle Vertriebsteams und vertikalen Märkte, die eine leistungsstarke, konsistente, schnelle Angebotserstellungs- und Verkaufsunterstützungslösung benötigen.

ClientPoint Software - 1
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Du bist nicht sicher, ob ClientPoint das Richtige ist? Mit einer beliebten Alternative vergleichen

ClientPoint

ClientPoint

4,6 (154)
95,00 $
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4,5 (154)
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Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über ClientPoint

Durchschnittliche Bewertung

Gesamt
4,6
Benutzerfreundlichkeit
4,5
Kundenservice
4,7
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,3

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
67%
4
27%
3
6%
2
1%
Jay
Jay
Marketing Strategist in USA
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

ClientPoint > PandaDoc

5,0 vor 4 Jahren

Kommentare: Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional

Vorteile:

The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on.

Nachteile:

While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else

Antwort von ClientPoint

vor 4 Jahren

Hi Jay, we're so happy that you are delighted with ClientPoint. We recognize that each of our clients is unique and we find it best to take a more hands-on approach. We also appreciate your feedback and will share this with our product team as we continue to innovate.

cathleen
sales in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Everyone that does sales should use this awesome software

5,0 vor 6 Jahren

Kommentare: Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Vorteile:

Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Nachteile:

Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Antwort von ClientPoint

vor 6 Jahren

Hi Cathleen, Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well. Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

Tom
DIRECTOR OF SALES in USA
, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good and Bad

3,0 vor 8 Jahren

Kommentare: Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

Vorteile:

Keeping track of proposals/ easy to organize/ finding old proposals

Nachteile:

Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page

Antwort von ClientPoint

vor 8 Jahren

Tom, Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore. Thanks, Rahat

Josh
Brand Marketing Manager in USA
Hausmeisterservice, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A Game-Changing Service

5,0 vor 8 Jahren

Kommentare: Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.

Vorteile:

The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.

Nachteile:

There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).

Antwort von ClientPoint

vor 8 Jahren

Josh, Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless. Thanks, Rahat

Ryan
Ryan
Regional Sales Director in USA
Hausmeisterservice, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

easy to upload customized documents for proposals

4,0 vor 7 Jahren

Vorteile:

notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal

Nachteile:

can be a little slow in uploading, but not often. would like the proposal review to be more of an overall shot, like a map and maybe some animation effects for the proposal.