ClientPoint

Read 8 ClientPoint reviews and testimonials from customers, explore 11 case studies and customer success stories, and watch 2 customer videos to see why companies chose ClientPoint as their

ClientPoint enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better.

Show more
  • 8 Testimonials View
  • 11 Case Studies View
  • 2 Customer Videos View
Customer Rating Review Score based on 121 reference ratings
4.8/5.0 (121)

8Testimonials

  • "Our sales team is creating a higher volume of proposals and winning additional new accounts using ClientPoint."

  • “To see at a glance our activity levels by location and exactly how we are doing is extremely valuable and insightful. I also like how we can see all the …

  • “I recommend ClientPoint to other businesses because of its convenience, its ease of access, its ability for easy document and proposal sharing and collaboration, and because of the speed in …

7 more testimonials currently locked

11 Case Studies

  • Marsden Building Maintenance Case Study of Success with Paperless CRM

  • Phoenix Protective Corporation Case Study of Success with ClientPoint

  • Securitas USA Case Study of Success with ClientPoint

10 more case studies currently locked

2 Customer Videos

1 more videos currently locked

Additional ClientPoint Information & Resources

Read ClientPoint Reviews, Testimonials & Customer References from 8 real ClientPoint customers.

Browse ClientPoint Case Studies, Customer Success Stories, & Customer References from 11 businesses that use ClientPoint.

Watch ClientPoint Customer Videos to learn why 2 businesses chose ClientPoint.