ClientPoint – Features, Pricing & Reviews 2025 | Krowdbase
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ClientPoint

ClientPoint is a cloud-based platform for scheduling meetings, creating documents, proposals, contracts, and tracking deals.

What is 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

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Categories

Features

Contact Management
Customizable Branding
Electronic Signature
Proposal Generation
Quotes/Estimates
Bid Management
Collaboration Tools
Content Management
Data Import/Export
Templates

Pricing

Pricing not available

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