--- description: Detaillierte Informationen über ClientPoint zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ClientPoint Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Collaboration Tools](/directory/15/collaboration/software) > [ClientPoint](/software/120209/clientpoint) # ClientPoint Canonical: https://www.capterra.com.de/software/120209/clientpoint Seite: 1 / 8\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/120209/clientpoint?page=2) > ClientPoint, ehemals Paperless Proposal. Erhalte höhere Abschlussraten, kürzere Verkaufszyklen und blitzschnelle Angebotserstellung. > > Bewertung: **4.6/5** von 167 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet ClientPoint? Alle Vertriebsteams und vertikalen Märkte, die eine leistungsstarke, konsistente, schnelle Angebotserstellungs- und Verkaufsunterstützungslösung benötigen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 167 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.3/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: ClientPoint - **Gegründet**: 2007 ## Gewerblicher Kontext - **Startpreis**: 83,00 $ - **Preismodell**: (Kostenlose Version verfügbar) - **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Angebote / Schätzungen - Anpassbare Vorlagen - Audit Trail - Automatisierung von Geschäftsprozessen - Berichterstattung / Analyse - Berichterstattung und Statistik - CRM Integration - Chat / Messaging - Content-Management - Content-Sharing - Datensicherheit - Dokumentenmanagement - E-Mail-Management - Engagement-Tracking - Erinnerungen - Feedback-Management - Filesharing - Finanzmanagement - Inhalt-Bibliothek - Kalenderverwaltung - Kommentare / Notizen - Kommunikationsmanagement - Kundenerlebnis-Management - Kundenmanagement - Kundenportal - Leistungskennzahlen - Live-Chat - Meeting-Management - Mehrere Ausgabeformate - Mehrsprachig - Mobile Unterschriftenerfassung - Mobiler Zugriff - Onboarding - Performance Management - RFP-Management - Sales Planning - Stapelverarbeitung - Statusverfolgung - Third-Party Integrations - Unterzeichnung mehrerer Parteien - Verfolgung von Interaktionen - Visuelle Analytik - Vorgefertigte Vorlagen - Vorlagen - Vorlagen-Management - Werkzeuge zur Zusammenarbeit - Workflow Automation - Zugriffskontrollen / Berechtigungen ... und 22 weitere Funktionen ## Integrationen (13 insgesamt) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Collaboration Tools](https://www.capterra.com.de/directory/15/collaboration/software) ## Ähnliche Kategorien - [Collaboration Tools](https://www.capterra.com.de/directory/15/collaboration/software) - [Angebotsmanagement Software](https://www.capterra.com.de/directory/10032/proposal-management/software) - [Dokumentenerstellung Software](https://www.capterra.com.de/directory/31576/document-generation/software) - [Content-Marketing-Tools](https://www.capterra.com.de/directory/30796/content-marketing/software) - [Vertriebsunterstützung Software](https://www.capterra.com.de/directory/30798/sales-enablement/software) ## Alternativen 1. [Docusign](https://www.capterra.com.de/software/121506/Docusign) — 4.7/5 (9366 reviews) 2. [HoneyBook](https://www.capterra.com.de/software/162588/honeybook) — 4.7/5 (683 reviews) 3. [PandaDoc](https://www.capterra.com.de/software/131735/pandadoc) — 4.5/5 (1252 reviews) 4. [Prospero](https://www.capterra.com.de/software/184953/prospero) — 4.8/5 (135 reviews) 5. [Proposify](https://www.capterra.com.de/software/133332/proposify) — 4.4/5 (299 reviews) ## Nutzerbewertungen ### "ClientPoint \> PandaDoc" — 5.0/5 > **Jay** | *20. November 2019* | Marketing & Werbung | Empfehlungsbewertung: 8.0/10 > > **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 > > Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional ----- ### "Powerful Platform for Sales\!" — 5.0/5 > **Robert** | *5. Dezember 2024* | Professionelles Training & Coaching | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent. > > **Nachteile**: The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets. But in most cases, the change is made quickly. > > We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended\! ----- ### "Predatory terms and conditions with no flexibility - customer care is a joke" — 1.0/5 > **Craig** | *29. Mai 2026* | Hausmeisterservice | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: The software and support itself is good. They worked with us on development and were responsive when asked. > > **Nachteile**: Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle. I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else. > > Soured beyond belief. When I have to pay for an additional year of something that's become redundant because they cling to their contract terms (I hadn't hit my renewal yet, I was somewhere between 30 days and 60 days before my contract expiry) to soak me for thousands of dollars - would not recommend to anyone based on the lack of customer care alone. ----- ### "Great tool and room for improvement\!" — 4.0/5 > **Sarah** | *12. Dezember 2024* | Hausmeisterservice | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Ease of building a proposal with lots of moving parts and complex structures > > **Nachteile**: Would be nice to edit within like Proposify. Also the site often "spins" and freezes. ----- ### "Thank you, ClientPoint Team\!" — 4.0/5 > **Robin** | *5. Dezember 2024* | Bau | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing. > > **Nachteile**: Overall, I think the UI needs a refresh and performance improvements. > > It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors. ----- Seite: 1 / 8\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/120209/clientpoint?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/120209/clientpoint) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten