ClientPoint

What ClientPoint is

ClientPoint is a web-based platform for preparing and sharing client proposals and related materials. Its listed features include document sharing, appointment scheduling, branded virtual meetings, video recording and sharing, and chat and direct messaging. Built-in e-signatures let users handle electronic signing, while online payment collection supports payment workflows. Client activity tracking, analytics and reporting provide ways to follow activity and review results. CRM integrations and custom branding are also included. ClientPoint offers a free plan, with its Small Business plan listed at $42 a month. That plan includes appointment scheduling, branded virtual meetings, e-signatures, document sharing, video recording and sharing, and chat and direct messaging. The product is available on the web. ClientPoint is made by a company founded in 2008 and headquartered in Carlsbad, California, United States.

Who it suits

ClientPoint suits teams that need to share documents, collect signatures and payments, and track client activity. Its listed CRM integrations and custom branding may also fit organizations that want proposals to connect with their existing CRM and brand.

Getting started

1. Visit the ClientPoint website.
2. Start with the free plan, or choose ClientPoint Small Business at $42 a month.
3. Use ClientPoint on the web.
4. Use the paid plan's appointment scheduling, branded virtual meetings, e-signatures, document sharing, video recording and sharing, and chat and direct messaging.

Verdict

ClientPoint brings document sharing, signatures, payment collection, and client activity tracking into a web platform. A free plan is available, while the listed Small Business plan costs $42 a month.