ClientPoint

ClientPoint Enterprise platform helps you easily manage business relationship workspaces ("ClientPoints") where you can create, manage and e-sign documents, contracts, agreements, invoices, approvals, proposals, as well as schedule, message, video chat, share content, all in one place. ClientPoint Sign allows you to easily tag a document for signature, send, track customer engagement, and store it all in one place. Provide customers with ONE link to review, collaborate, redline, download and sign. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFPs. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform

ClientPoint belongs to the CPQ, RFP, Business Performance Management, Business Process Management, Client Onboarding, Collaboration, Content Marketing, Contract Management, Customer Communications Management, Customer Engagement, Digital Asset Management, Digital Signature, Document Generation, Proposal Management, Sales Content Management, Sales Enablement, Sales Engagement Platform category.

ClientPoint offers features such as Contact Management, Customizable Branding, Electronic Signature, Proposal Generation, Quotes/Estimates, Bid Management, Collaboration Tools, Content Management, Data Import/Export, Templates, Financial Management, Performance Metrics, Workflow Management, Access Controls/Permissions, Business Process Automation, Drag & Drop, Third-Party Integrations, Activity Dashboard, Client Management, Client Portal, Communication Management, Document Management, Onboarding, Reporting & Statistics, Calendar Management, Mobile Access, Screen Sharing, Secure Data Storage, Video Conferencing, Content Library, Customizable Templates, Engagement Tracking, Approval Process Control, Audit Trail, Completion Tracking, Digital Signature, Document Storage, Pre-built Templates, Alerts/Notifications, Chat/Messaging, Customer Database, Interaction Tracking, On-Demand Communications, Personalization, Video Support, Live Chat, Reporting/Analytics, Asset Categorization, File Management, Metadata Management, Search/Filter, Data Security, File Sharing, Mobile Signature Capture, Multi-Party Signing, Reminders, Status Tracking, Batch Processing, Multiple Output Formats, RFP Management, Audio/Video Recording, Email Management, Sales Onboarding & Training, Meeting Management, Performance Management, Real-Time Data, Campaign Management.

No, ClientPoint does not offer a free trial.