Welcome to ClientPoint

We're absolutely delighted that you're considering ClientPoint to elevate your Marketing, Sales, and Service endeavors. At ClientPoint, we're committed to empowering our clients and ensuring their success every step of the way. Our mission at ClientPoint is to digitally super-empower business by bringing the best tools, technology and practices into an unequaled platform for creating the world’s most profitable relationships.

Introducing the ClientPoint Essentials Subscription Packages - meticulously crafted to cater to the unique needs of nonprofits, small businesses, and early-stage startups. With the Essentials package, you gain access to the same robust platform that powers our largest clients, all at a fraction of the cost. Why? Because we firmly believe in your potential to scale and we're eager to be a part of your journey towards success.

Are you ready to embark on this exciting adventure with ClientPoint? Click "apply now" and complete an application to determine your eligibility for one of the ClientPoint Essentials Subscription Packages. Let's innovate, grow, and thrive together.

Non-Profit
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Qualification requirements:
  • Nonprofits must verify their status, which requires them to be a recognized charitable organization by providing their IRS 501(c)(3) letter.
  • Must not have a legislative or political activity as a primary focus.
  • Must create a ClientPoint account
Startup

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Qualification requirements:
  • The company should generally have less than $2 million in funding
  • Must have fewer than 25 total employees including contractors and part-time, globally.
  • Is no more than 3 years from their founding date
  • Must create a ClientPoint account
Small Business
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Qualification requirements:
  • The company must have fewer than 10 total employees full-time / part-time and no more than 10 contractors, globally
  • The company generally has less than $5 million in annual revenue
  • Company is not an affiliate or wholly owned by another corporation
  • Privately held company (not publicly traded)
  • Company is not a franchise
  • Must create a ClientPoint account