--- title: "ClientPoint Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientPoint Software - reviews, pricing plans, popular comparisons to other Digital Signature products and more." source_url: "https://www.capterra.com/p/120209/ClientPoint/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # ClientPoint Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ClientPoint ## 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, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform ## What is ClientPoint used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Contract Management](https://www.capterra.com/contract-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Top alternative Featured Overall rating Based on 167 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 1% Starting price $83 Flat Rate, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Content Marketing / 2025 - Customer Communications Management / 2025 - Digital Asset Management / 2025 Do you work for ClientPoint?[Manage this product listing](https://www.g2.com/products/clientpoint/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientPoint 4.6 (167) VS. [4.7 (9,539)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price $83 Flat Rate, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (166) Ease Of Use 4.7 (9,531) Value For Money 4.3 (112) Value For Money 4.5 (5,973) Customer Service 4.6 (159) Customer Service 4.5 (5,663) ## ClientPoint alternatives [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (695)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (118)](https://www.capterra.com/p/228164/Conga-Document-Generation/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/120209/ClientPoint/alternatives/) ## FAQs about ClientPoint Overview ### What problems does ClientPoint solve? ClientPoint solves slow, inconsistent proposal creation and limited visibility into buyer engagement by centralizing templates, content libraries, collaboration, electronic delivery, signatures, and viewing analytics. Sales teams, proposal managers, business development staff, and client-facing service teams benefit from faster follow-up, shared account notes, consistent materials, and paperless contract workflows. Answer based on 142 reviews Overview ### Which roles and teams benefit most from ClientPoint? ClientPoint is most used by sales, business development, and account management teams to organize buyer-facing presentations, proposals, and follow-up materials. Sales managers and regional directors track deal activity and guide teams, while executives, owners, and operations leaders use shared client information to support revenue discussions and decision-making. Answer based on 145 reviews Overview ### What company size and industries is ClientPoint built for? ClientPoint is built for small businesses, which represent 56% of reviewers, and facilities services and security firms, each at 19%. It supports sales, business, and client success teams across SaaS, IT, facility services, security, business services, and marketing agencies, while also serving midsize businesses (21%) and enterprises (23%). Answer based on 167 reviews Features and Usability ### What are the key features of ClientPoint? ClientPoint includes core proposal generation with customizable templates, a content library, document sharing, and electronic signature workflows. Its differentiating capabilities include proposal view tracking, engagement analytics, and email notifications that show when recipients open proposals and which sections they review. CRM integration, collaboration notes, and role-based permissions support sales-team coordination. Answer based on 108 reviews Pricing ### How much does it cost and what fees or limitations are included? ClientPoint offers a free version, while Sales Accelerator costs $83/month and Enterprise Essentials costs 333/month as flat-rate plans. Free features include chat, calendaring, document sharing, and video meetings. Reviewers reported time and cost savings from faster proposals, but cited added Salesforce integration and upload charges and concerns about annual renewal terms. Answer based on 11 reviews Integrations ### Which third-party tools and platforms does ClientPoint integrate with? ClientPoint integrates with 10 third-party tools across CRM, productivity, and e-signature categories, including HubSpot CRM, HubSpot Marketing Hub, Salesforce Platform, Pipedrive, Zoho CRM, Microsoft 365, Docusign, RightSignature, Sertifi, and Zendesk Sell. Answer based on 4 reviews Getting Started and Support ### How easy is it to onboard and train a team on ClientPoint? ClientPoint offers in-person training, live online sessions, webinars, and documentation for team onboarding. Reviewers describe the setup and onboarding training as helpful, with staff providing follow-up instruction. Sales users often find proposal creation easy after initial guidance, while administrators and users adapting to updates or custom fields may need a more extensive training process. Answer based on 19 reviews Getting Started and Support ### What customer support options does ClientPoint offer, and how do users rate the experience? ClientPoint offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, friendly, knowledgeable, and helpful during implementation, training, and customization requests. Some report occasional response delays, while a small number cite dissatisfaction with renewal policies and customer care when ending service. Answer based on 32 reviews Proposal creation ### How easy is ClientPoint for creating sales proposals? ClientPoint speeds proposal creation with reusable templates, content libraries, and flexible customization for polished, trackable sales documents. Sales teams value consistent branding, online delivery, e-signature workflows, and recipient engagement data that supports follow-up. Complex or industry-specific final formatting can require extra editing, and some template changes depend on support assistance. Answer based on 108 reviews ## Features AI summary Based on 14,535 Digital Signature reviews Capterra data shows that buyers of digital signature software rank the following features as their top priorities: - **Electronic Signature** (**67%** of reviewers rated this feature as critical) - **Data Security** (**59%**) - **Multi-Party Signing** (**54%**) ClientPoint supports all three features that reviewers rate as most important: **Electronic Signature**, **Data Security**, and **Multi-Party Signing**. Together, these capabilities help businesses complete agreements faster, protect sensitive documents, and manage approvals across multiple signers more efficiently, allowing teams to keep document workflows accurate and moving forward. Electronic Signature 4.6 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Digitally sign online documents Data Security 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Multi-Party Signing 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Share documents with different users to collect multiple signatures Audit Trail 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Document Management 4.2 (9) 66.67% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Customizable Templates 4.0 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements ClientPoint 153 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Asset Categorization: Organize assets into folders and subfolders or tag assets based on a custom file hierarchy - Asset Library: Storage, organization, sharing with tagging/metadata - Asset Sharing: Share access to files and assets with individuals - Assignment Management: Assign issues and tasks based on availability or required skills - Audio/Video Recording: Record audio and/or video - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Formatting: Automatically formats data in a predetermined way - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Buy Side (Suppliers): An agreement between a business and an external supplier for the delivery of a set of products or services - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - CMS Integration: Integration with content management software - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Sharing: Digitally share pre-made materials and self-created content with others - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Filtering: Find & retrieve relevant data or documents - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Sales Teams/Organizations: Caters to sales teams - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Image Library: Store and manage images - Inbox Management: Organize, prioritize, and manage incoming communications - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Language: Manage and support multiple languages - Multi-Party Signing: Share documents with different users to collect multiple signatures - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Payment Processing: Accept, record, and reconcile financial transactions - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Scheduling: Plan availability and assign specific time slots for tasks and resources - Screen Sharing: Digitally share screen view with others - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Sell Side (Customers): An agreement between a buyer and a seller for the sale and delivery of goods or services - Single Sign On: Allow users to access multiple services after entering their login credentials once - Specialty Contracts: An agreement that's only valid if signed by all involved parties, sealed, and delivered - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Video Management: Store and manage online video content - Video Support: Supports various video file formats - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (120) 4.4 Based on 120 reviews ## Pricing Value for money 4.3 (112) Free Version [View pricing plan details](https://www.capterra.com/p/120209/ClientPoint/pricing/) Free $0.00 It includes: - Custom Profiles - QR Codes - Chat Tools - Group Management - Video Meetings - Calendaring - Document Sharing - 90 Days Message History Sales Accelerator $83.00 Flat Rate,Per Month It includes: - Generate Proposals - Marketing Management - eSignature - Dashboards and Reports - CRM Integration - Video Marketing - Sales Tools - Priority Support Enterprise Essentials $333.00 Flat Rate,Per Month It includes: - Live Dashboard - GDPR Compliant - SOC 2 Type 2 - Calendar Scheduling - Automated Notifications - Content Library - Customer Portals - Document Automation Enterprise Solutions Custom Quote Available It includes: - Automation - Engagement Analytics - Enterprise Integrations - Digital Asset Management - Role Base Access Control - International Language Suport - API - Onboarding and Training Value for money 4.3 (112) 4.3 Based on 112 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (159) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (159) 4.6 Based on 159 reviews ## User reviews Overall rating 4.6 Based on 167 reviews Filter by rating Counts reflect reviews available in this feed. 5(109) 4(47) 3(9) 2(1) 1(1) Mentioned topic Recent reviews first, then most helpful CO Chief Operating Officer Chief Operating Officer Used the software for: 1-3 years ### "Predatory terms and conditions with no flexibility - customer care is a joke" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 3, 2026 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. Pros The software and support itself is good. They worked with us on development and were responsive when asked. Cons 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. Jay M. Marketing Strategist Used the software for: Less than 1 year ### "ClientPoint > PandaDoc" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 22, 2019 Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional Pros 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. Cons 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 Robert K. Director, Sales Operations Used the software for: 3-5 years ### "Powerful Platform for Sales!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 11, 2024 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! Pros The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent. Cons 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. SD Sarah D. Business Development Coordinator Used the software for: 3-5 years ### "Great tool and room for improvement!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 13, 2024 Pros Ease of building a proposal with lots of moving parts and complex structures Cons Would be nice to edit within like Proposify. Also the site often "spins" and freezes. RM Robin M. Director of IT and Software Architect Used the software for: Less than 1 year ### "Thank you, ClientPoint Team!" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 11, 2024 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. Pros The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing. Cons Overall, I think the UI needs a refresh and performance improvements. TB Tony B. Cfo Used the software for: Less than 1 year ### "Great client base" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 19, 2025 Able to stay in touch with my clients easy software i wish other companies had such a great software thank you Pros It was very easy to use ,great client base very fast server simple software, was able to learn quick and able to access my clients and their needs Cons Nothing easy smooth no lagging and very very informative i will recommend this to all my business and new clients Zack M. Director of Inside Sales Used the software for: 1-3 years ### "Makes producing Quotes on the go simple and easy. The quickest proposal I have ever created." 5.0 March 14, 2018 Pros The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my competition, I can send my proposal before leaving the customers parking lot. Support (when needed) is always quick and easy. Cons Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis. Federico J. Founder and Senior Copywriter Used the software for: Less than 1 year ### "See who's opened your proposal and what they've seen" 5.0 February 1, 2018 Pros I hate writing proposals. Absolutely hate it. Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand. The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't. This helps me follow up with them and understand what makes them buy or not. Cons I'd like to see improvements in the way you search for docs in the media library. Could be way simpler and faster. Timothy Y. Regional Account Manager Used the software for: 1-3 years ### "I used this to send proposals to clients" 5.0 June 7, 2018 great tool for professionals Pros I love that my administrator and my boss can review the proposals before the final is sent to the customer Cons No cons about this product. i have not had a bad experience or used a better similar products or service. LC Loan Coordinator Loan Coordinator Used the software for: Less than 1 year ### "We used this product when trying to decide which software system we would purchase. " 4.0 June 6, 2018 Pros The ability to submit and track a proposal is easy and request are stored for further review or if you need to look back for reference. Cons Navigation was a bit confusing at first but once familiar with this product, ease of use was enhanced. [View all Reviews](https://www.capterra.com/p/120209/ClientPoint/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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