ClientPoint in Carlsbad

Review №1

2024-01-09 20:12:18

I have had the privilege of utilizing Client Point for proposals on and off over the last 10 years. They have evolved tremendously offering additional value-adds above the traditional proposal management offering. I am particularly thankful for their responsive support team which took the pressure off of me as the administrator to troubleshoot for our sales users.

Review №2

2023-10-09 18:15:58

Fabulous, easy-to-use, private business relationship platform with the ability to do a lot for enhancing client relationships in individual workspace, meeting with them for messaging or video chat, e-signing proposals/documents without needing to use other software programs and being able to upgrade for more features like on-platform scheduling and automation of sales lifecycle. Highly recommended!

Review №3

2023-12-13 23:02:30

This is a game changer and helps me hit sales quota. It makes it super easy for my clients and prospects to review pricing agreements, sign, chat, schedule and meet with me all in one place, and easy and fast for me to stay organized and get them info as needed and track the views to help close the deal.

Review №4

2023-10-12 03:28:13

Amazing product, co-operative teams, astonishing support, blazing technology, delightful working environment & much more.