In 2008, a regional facility services company built a software tool — a cloud-based system for generating, managing, and tracking sales proposals — to help them compete with two industry giants.
It was a game changer. Sales close rates jumped up. Sales happened more quickly. Salespeople had more time to sell. And ClientPoint was born.
15 years later, those two industry giants are now our clients.
Today, leading brands across six continents and many industries trust ClientPoint to help them save time, increase sales, maximize revenue and make salespeople happy.
Yet our Mission is bigger. We’ve expanded to serve not just sales, but also every business relationship. By bringing all the world’s best business software and tools out of their silos and into one single, powerful Customer Relationship Experience platform, we’re putting people over technology and rehumanizing modern business.
That’s why we call ClientPoint the home of the world’s most profitable relationships.
We know that our greatest talents come alive only when we’re fully ourselves. We’re free from masks, game-playing and corporate politics. We’re sincere, we value others, and we have fun.
We honor our word to ourselves and to others. We do what’s right, every time. We deliver products and services that are sound in structure and performance.
We believe those who iterate fastest tend to win, so we’re flexible and nimble. We like to try new things. We don’t fail, we have learning moments. We test and measure, adjust quickly, and capitalize on what works.
It’s more fun to play and succeed as a team. We do whatever it takes to win together. We give our best, stay positive, and set conflict aside for the sake of the goal. We show up with our own strengths and have each other’s backs. We support each other and cheer each other on.
We expect to win every time. We show up ready to go, with determination, creativity, passion, and perseverance. No room for excuses or explanations — we do what it takes to figure it out and get it done.
We maniacally focus on client needs and expectations, and bring them so much success that they can’t stop raving about us. We constantly find ways to make their lives easier and their relationships more profitable. The main reason we grow is because our clients love us.
A seasoned venture-backed high growth CEO with extensive media, marketing, general management, and board level experience. He has led the growth of large-scale digital media, SaaS, IoT, mobile and app businesses in both the B2C and B2B spaces.
Seasoned serial and parallel entrepreneur and investor. Throughout his career Tom has served in roles such as co-founder, COO, CFO, board member, advisor, partner, and investor.
An experienced CTO with a track record of technology transformations. He has led engineering across multiple companies and built high-performance global teams. Some highlights are architecting mobile and web platforms for critical infrastructure and first responders delivered to US Navy, Air Force, and NASA to mobile platforms for Sprint, Virgin and AMP'd mobile.
A proven SaaS, media and advertising executive with over 20 years of sales leadership and training experience. She has a track record of fast revenue growth and the monetization of new innovative products and platforms. From tech start-ups to fortune 500’s, Jenn leads sales teams to success, exceeding company goals while helping her team achieve their professional and personal goals.
Shane has been a pioneer in the explosion of the Internet and social changes that continue to follow. With 25+ years as an entrepreneur and executive with public and privately held companies, Shane’s experiences span sales leadership, partner development, marketing, product, business strategy, IP creation and corporate development, for a number of major internet media and technology companies, including Net2uitive, WeatherBug, Earth Networks, Altum Digital, and BuySafe (Now Norton Shopping Guarantee). Previously, Shane was a long time professional tennis player and coach.
With more than 10 years of experience in Customer Service, My has experience in project management, web design, and customer support. Every day is an opportunity to delight a customer and be a helping hand.
As a seasoned IT professional with over 15 years of experience, He has led numerous successful technology initiatives that have improved organizational efficiency and productivity. He has built business critical mobile and web systems for both US government and private businesses. He is passionate in leading software teams in an agile environment.
Highly-skilled software development professional bringing more than 10 years in software design, development, and management. I'm passionate about mentoring and supporting teams through technology initiatives, with a focus on system architecture, monitoring, and observability. I have been lead engineering at ClientPoint for over 7 years driving the implementation of the product roadmap and technical enhancements.
An accomplished leader with domestic and international experience Janene has managed operations, project development, organizational redesign, customer service and leading-edge business solutions that generate record-setting revenues.
One of ClientPoint's Co-Founders, Glen Cohen is a seasoned Mid-Market sales professional who is passionate about improving the sales process and empowering salespeople.
As an operations expert, Dave has a passion for optimizing systems and processes. With over 15 years of experience with companies such as Sony and UC San Diego Extension, Dave is continuously looking to help companies achieve their next level of operational efficiency.
Paulo is passionate about becoming the best version of himself. He relishes the opportunity to help companies utilize purpose driven products so they can continue to grow and scale.
Schedule a quick demo to discover how ClientPoint can help.
6790 Embarcadero Lane
Suite 100
Carlsbad, CA 92011