Marg ClientPoint

Marg ERP 9+

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ClientPoint is a digital proposal management software that helps enterprises with business relationship workspace management for individual partners, prospects, and customers alike. With ClientPoint, organisations are allowed to share materials, schedule meetings, and meet clients online as per convenience. Users can start working with the platform in a step-by-step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPoint, have experienced 30% higher closing rates, 100% increase in sales, and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce, and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders, and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols. It runs over
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ClientPoint

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • Master Content Library
  • Built-In Editing Tools
  • Intuitive Online Viewer
  • Shared Sales Content
  • Live Dashboard
  • Automated Notifications
  • Powerful Analytics
  • E-signatures
  • Personalize Your Pitch
  • User Permissions
  • Master Content Library
  • Built-In Editing Tools
  • Intuitive Online Viewer
  • Shared Sales Content
  • Live Dashboard
  • Automated Notifications
  • Powerful Analytics
  • E-signatures
  • Personalize Your Pitch
  • User Permissions

Key Specification

Other Categories:
Proposal Software
Deployment: Cloud Hosted
Customer Support:
Customization: No
Languages Support: English

Who uses ClientPoint

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: ClientPoint
  • Headquarter: Carlsbad, California United States

ClientPoint Description

Key Features & Specifications

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing
  • Document Audit Trail
  • CRM Integration
  • Document Library
  • e-Signature
  • Customizable Branding
  • Customer Pipeline
  • Alert Notifications
  • Access Control

ClientPoint Video

Alternative

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Proposal software for smart sales automation and winning more deals

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The easy and effective CRM for closing deals

4.5 (2511 Reviews)
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CRM9 Verified

Your One Stop Solution For Your Business Needs.

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Frequently asked questions

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ClientPoint has 1 plans,

  • ClientPoint USD 0.00

ClientPoint is the Proposal Software used for the below functionalities.

Top 5 ClientPoint features

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing

ClientPoint is not allowing Free Trial.

ClientPoint provides Help Guides,Blogs,Video Guides for the software training.

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