Why SoftwareWorld Chooses ClientPoint:

“SoftwareWorld selected ClientPoint based on its exceptional user reviews highlighting its intuitive interface, robust features, and excellent customer support. Users praised its ability to streamline proposal management, enhance collaboration, and improve efficiency. The platform's customization options and seamless integration with other tools were also noted as significant advantages, making it a preferred choice for businesses seeking comprehensive proposal solutions.”

Highly Recommended

ClientPoint Overview

ClientPoint is a robust digital signature solution designed to facilitate secure and legally binding document signing processes. This cloud-based software allows businesses to streamline workflows by enabling clients, partners, or employees to sign documents electronically from any location. With a user-friendly interface, ClientPoint ensures that both parties can sign, send, and manage documents easily, reducing the time and cost associated with traditional paper-based methods. It offers encryption and compliance features, ensuring the integrity and security of signed documents, which are critical for industries with strict regulatory requirements. The software integrates seamlessly with CRM, accounting, and document management systems, making it versatile across different business functions. ClientPoint also supports tracking and notifications, ensuring all signing parties are kept informed throughout the process. Whether for contracts, agreements, or forms, ClientPoint helps companies enhance productivity, improve customer experience, and minimize paperwork.

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ClientPoint Screenshot & Video

Contact Details

  • Vendor Name ClientPoint
  • Founded 2007
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Chinese (Simplified)


Industries

Advertising & Marketing, Consumer Services, Mechanical or Industrial Engineering, Real Estate

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ClientPoint Features

  • Arrow Icon Scorecards
  • Arrow Icon Visual Analytics
  • Arrow Icon Key Performance Indicators
  • Arrow Icon Trend Analysis
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Progress Tracking
  • Arrow Icon Predictive Analytics
  • Arrow Icon Performance Metrics
  • Arrow Icon Financial Management
  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Dashboard
  • Arrow Icon Data Visualization
  • Arrow Icon Strategic Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Data Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Extraction
  • Arrow Icon KPI Monitoring
  • Arrow Icon Benchmarking
  • Arrow Icon Activity Planning
  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Business Process Automation
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Configurable Workflow
  • Arrow Icon Process Change Tracking
  • Arrow Icon Business Process Control
  • Arrow Icon Forms Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon No-Code
  • Arrow Icon Third Party Integrations
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Process Modeling & Designing
  • Arrow Icon Task Management
  • Arrow Icon Audit Trail
  • Arrow Icon Customizable Fields
  • Arrow Icon Monitoring
  • Arrow Icon Email Management
  • Arrow Icon Data Visualization
  • Arrow Icon Calendar Management
  • Arrow Icon User Management
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Forms Automation
  • Arrow Icon Categorization/Grouping
  • Arrow Icon Filtering
  • Arrow Icon Campaign Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Audience Targeting
  • Arrow Icon Social Media Integration
  • Arrow Icon Social Promotion
  • Arrow Icon Template Management
  • Arrow Icon SEO Management
  • Arrow Icon Conversion Tracking
  • Arrow Icon Activity Dashboard
  • Arrow Icon Campaign Planning
  • Arrow Icon Editorial Calendar
  • Arrow Icon Content Library
  • Arrow Icon Drag & Drop
  • Arrow Icon Publish Scheduling
  • Arrow Icon Content Management
  • Arrow Icon Campaign Analytics
  • Arrow Icon Multi-Channel Campaigns
  • Arrow Icon Engagement Tracking
  • Arrow Icon Social Media Monitoring
  • Arrow Icon Email Marketing
  • Arrow Icon Project Management
  • Arrow Icon Screen Sharing
  • Arrow Icon Drag & Drop
  • Arrow Icon @mentions
  • Arrow Icon Communication Management
  • Arrow Icon Discussions/Forums
  • Arrow Icon Commenting/Notes
  • Arrow Icon File Sharing
  • Arrow Icon Real Time Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Video Conferencing
  • Arrow Icon Chat/Messaging
  • Arrow Icon Version Control
  • Arrow Icon Task Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Content Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Task Scheduling
  • Arrow Icon To-Do List
  • Arrow Icon Prioritization
  • Arrow Icon Tagging
  • Arrow Icon Assignment Management
  • Arrow Icon Churn Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Email Management
  • Arrow Icon Social Media Integration
  • Arrow Icon CRM
  • Arrow Icon Multi-Language
  • Arrow Icon Real Time Analytics
  • Arrow Icon Campaign Management
  • Arrow Icon Content Management
  • Arrow Icon Event Triggered Actions
  • Arrow Icon Feedback Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Customer Database
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Customer Experience Management
  • Arrow Icon Communication Management
  • Arrow Icon Live Chat
  • Arrow Icon Customer Segmentation
  • Arrow Icon Visual Analytics
  • Arrow Icon Customer History
  • Arrow Icon Customer Portal
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Chat/Messaging
  • Arrow Icon Client Management
  • Arrow Icon Client Portal
  • Arrow Icon Collaboration Tools
  • Arrow Icon Communication Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Document Management
  • Arrow Icon Electronic Forms
  • Arrow Icon Email Management
  • Arrow Icon Onboarding
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Task Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Workflow Management
  • Arrow Icon Version Control
  • Arrow Icon Completion Tracking
  • Arrow Icon Team Collaboration
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Electronic Signature
  • Arrow Icon Workflow Management
  • Arrow Icon Digital Signature
  • Arrow Icon Data Extraction
  • Arrow Icon Customizable Branding
  • Arrow Icon Pre-built Templates
  • Arrow Icon Approval Process Control
  • Arrow Icon Full Text Search
  • Arrow Icon Document Storage
  • Arrow Icon Reminders
  • Arrow Icon CRM
  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Template Management
  • Arrow Icon Workflow Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon CRM
  • Arrow Icon Interaction Tracking
  • Arrow Icon Content Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon On-Demand Communications
  • Arrow Icon Personalization
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Interactive Content
  • Arrow Icon Video Support
  • Arrow Icon Customer Database
  • Arrow Icon Chat/Messaging
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Batch Communications
  • Arrow Icon Customer History
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Feedback Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Workflow Management
  • Arrow Icon Asset Categorization
  • Arrow Icon API
  • Arrow Icon File Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Mobile App
  • Arrow Icon Tagging
  • Arrow Icon Metadata Management
  • Arrow Icon Content Management
  • Arrow Icon File Sharing
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reminders
  • Arrow Icon Document Management
  • Arrow Icon Document Storage
  • Arrow Icon Multi-Party Signing
  • Arrow Icon Mobile Signature Capture
  • Arrow Icon Customizable Branding
  • Arrow Icon Electronic Signature
  • Arrow Icon Authentication
  • Arrow Icon Document Analytics
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon Data Security
  • Arrow Icon Audit Trail
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Multiple Output Formats
  • Arrow Icon Batch Processing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Digital Signature
  • Arrow Icon Templates
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • Arrow Icon RFP Responding
  • Arrow Icon Bid Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Vendor Management
  • Arrow Icon Progress Tracking
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Knowledge Library
  • Arrow Icon Data Import/Export
  • Arrow Icon RFP Creation
  • Arrow Icon Templates
  • Arrow Icon Requirements Management
  • Arrow Icon Content Management
  • Arrow Icon Email Management
  • Arrow Icon Personalization
  • Arrow Icon Audio/Video Recording
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Onboarding & Training
  • Arrow Icon Engagement Tracking
  • Arrow Icon Video Support
  • Arrow Icon Audio File Management
  • Arrow Icon Goal Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Meeting Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Onboarding & Training
  • Arrow Icon Activity Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Customizable Branding
  • Arrow Icon Campaign Management
  • Arrow Icon Document Management
  • Arrow Icon Communication Management
  • Arrow Icon Campaign Management
  • Arrow Icon Calendar Management
  • Arrow Icon Prospecting Tools
  • Arrow Icon Content Management
  • Arrow Icon Performance Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Business Process Automation
  • Arrow Icon Lead Generation
  • Arrow Icon Auto-Dialer
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Strategic Planning
  • Arrow Icon Real-time Scheduling
  • Arrow Icon Online Booking
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Availability Management
  • Arrow Icon Group Scheduling
  • Arrow Icon Automated Scheduling
  • Arrow Icon Multi-Location
  • Arrow Icon Self Service Portal
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Timesheet Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Room Booking
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Calendar Sync
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Mobile Access
  • Arrow Icon Reminders
  • Arrow Icon Booking Management
  • Arrow Icon Task Scheduling

ClientPoint Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Small Business

$50 Per Month

Sales Accelerator

$83 Per Month

ClientPoint FAQs

ClientPoint is a robust digital signature solution designed to facilitate secure and legally binding document signing processes. This cloud-based software allows businesses to streamline workflows by enabling clients, partners, or employees to sign documents electronically from any location. With a user-friendly interface, ClientPoint ensures that both parties can sign, send, and manage documents easily, reducing the time and cost associated with traditional paper-based methods. It offers encryption and compliance features, ensuring the integrity and security of signed documents, which are critical for industries with strict regulatory requirements. The software integrates seamlessly with CRM, accounting, and document management systems, making it versatile across different business functions. ClientPoint also supports tracking and notifications, ensuring all signing parties are kept informed throughout the process. Whether for contracts, agreements, or forms, ClientPoint helps companies enhance productivity, improve customer experience, and minimize paperwork.

  • Yes, ClientPoint offers a free version.

  • No, ClientPoint does not offer any free trial.

  • No, Credit Card details are not required for the ClientPoint trial.

  • ClientPoint offers the following pricing plans & packages:

    Small Business

    $50 Per Month

    Sales Accelerator

    $83 Per Month

  • ClientPoint supports the following payment frequencies:

    • Monthly Subscription

  • No, ClientPoint does not offer an API.

  • ClientPoint offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • ClientPoint offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • ClientPoint supports the following languages:
    • German , English , French , Italian , Japanese , Dutch , Portuguese , Spanish , Chinese (Simplified)

  • Following are the typical users of the ClientPoint:
    • Self-Employed , Small-Business , Midsize-Business

  • ClientPoint supports the following deployment:
    • Cloud Hosted

  • ClientPoint supports the following devices and operating systems:
    • Web-Based

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ClientPoint vs Proposify

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ClientPoint vs Revv

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