Business Relationship Proposal Automation

Say Goodbye to Outdated Manual Proposals, Contracts, RFPs and more!

For lighting-fast proposal, RFP, document generation and automation,
- in All Mid-Market and Enterprise Industries -
you can significantly boost deal closures, optimize processes, and save on costs
with ClientPoint Enterprise.

See why ClientPoint Proposal and RFP Software is different from the rest! Get a FREE demo and ask any questions.

OPTIMIZE YOUR SALES CYCLE

Save up to 6 Figures By Supercharging Your Proposal, Contract, Quote, RFP and other Document Creation Process

It's true! Here’s how...

By saving precious time spent creating and editing, collaborating and sending, e-signing and storing proposals, contracts, RFPs, agreements, and work orders your team will reduce admin time from an average of four hours to one hour! That's a 75% time savings!

Take advantage of pricing and CPQ capability, order forms, rich multimedia, schedule and hold online meetings with prospects within the proposal/contract experience itself, sell and sign within a digital sales room. It's private and secure, GDPR-ready, with top hands-on support, enterprise grade.

EMPOWER YOUR SALES TEAM

Full Customization

Our engineers will brand and customize your proposal/contract/document generator, provide templates and feature-rich, point-and-click/drag-and-drop functionality,
CPQ or other tools if required (for your specific industry)
and our responsive client success team will cater to your needs!
Increases win rates by 6% driving an additional $1.4M on average annually

Also true! Here’s how...

By standardizing your proposals/contracts/RFPs/documents, reducing errors, and providing a master content library, CRM and other tool integration so you can import/export client data, on top of engagement analytics that gives your sales team insights into the mind of their buyer you'll improve conversion rates signficantly!!

GET A PERSONALIZED DEMO

Streamline your tech stack and communicate better with your clients

Bid farewell to the complications and expenses of using multiple tools for customer interaction, communication and document signing. With ClientPoint, we simplify your tech stack and enhance efficiency by providing you with an AI-powered business relationship enablement platform so you can schedule meetings, message, video-conference, share content, create proposals, contracts and other documents, e-sign, and manage each of your customers, all in one place.

FEATURED CASE STUDY

Securitas grows sales 25% year-over-year with the help of ClientPoint.

25% more sales and 6x faster proposal generation.

When Securitas finally moved on from using Microsoft Word as a proposal generation tool, they thought they’d fixed their cumbersome sales workflows. Instead, their next tool took salespeople even longer to use and caused resentment in the ranks.

Then they turned to ClientPoint. ClientPoint helped Securitas build custom proposal templates that matched their business needs and brand image. We also trained their sales teams on the new software.

I would recommend ClientPoint to any business.

Bill Barthelemy, COO, Securitas North America

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More case studies

Case Study: Mauzy Heating and Air

Mauzy Heating and Air

RESULTS: Sales increased from $5.7 to $11.4 Million. Proposal data errors were reduced by over 95% and time for proposal creation was decreased by 75%!

Mauzy’s manual proposals were inconsistent and error-prone. Proposals were difficult to track and manage.

ClientPoint worked with the team to build a template that matched their business needs. They were then trained on how to use the ClientPoint system to create, track, and manage all their business proposals on location with prospects.

Case Study: Vortex Aquatic Structures

Vortex Aquatic Structures

RESULTS: Proposal creation time decreased from 4 - 8 hours to 10 - 15 minutes, resulting in far better selling productivity. Tracking and management were also simplified and optimized!

The original system for creating business proposals at Vortex was time intensive and inconsistent. They needed a proposal creation system that would integrate with Salesforce for automation, while making their proposals consistent, accurate, and visually unique.

ClientPoint worked with Vortex to build custom templates and trained the sales teams how to use the ClientPoint system to create, track, and manage all of their business proposals.

EXPLORE YOUR OPTIONS

Real client reviews

“We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included.”

G2 Crowd

“I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal.”

G2 Crowd

“I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.”

Capterra

ClientPoint users have experienced…

30%

30% or more higher close rates

100%

up to 100% Increase in sales

95%

Up to 95% time savings in generating proposals, while reducing or eliminating costly errors

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What our clients are saying

“Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients."

Marsden Building Maintenance

“I believe in the ClientPoint solution, the delivery methodology, and the management team."

John Leiferman, CEO, TEAM Software, an Accel-KKR Company

"ClientPoint plays a key role in the sales
automation process by improving selling
efficiency while ensuring brand quality."

John Ravaris, Executive Vice PresidentSales & Marketing, Harvard Maintenance

SEE IT IN ACTION!

Book a FREE demo and ask any questions. Fill out the form below with your Work Details and click the button to continue...