Integrate Your Sales Software for Better Proposals

Win more deals faster without breaking your tech stack.

We’re extremely proud of our front-end user experience. But to understand why the most demanding organizations love ClientPoint, you have to peek behind the scenes, where we’ve built robust integrations with top sales, marketing, and ERP solutions.

Sales pipeline optimization requires a cross-platform solution. That’s why we integrate the entire sales process to speed up deals, reduce errors, enhance user adoption, and make life easier for your people.

CRM and business management integrations

Salesforce

Single sign on
Create proposals directly from an opportunity
See previously created proposals right on the opportunity, account, or contact page
Use CRM data in your documents and calculations
Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Microsoft Dynamics CRM

Single sign on
Create proposals directly from an opportunity
See previously created proposals right on the opportunity, account, or contact page
Use CRM data in your documents and calculations
Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
Support for on-premise and cloud instances

NetSuite

Single sign on
Create proposals directly from an opportunity
See previously created proposals right on the opportunity, account, or contact page
Use CRM data in your documents and calculations

HubSpot

Single sign on
Create proposals directly from an opportunity
See previously created proposals right on the opportunity, account, or contact page
Use CRM data in your documents and calculations
Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
Push previously unknown contacts back to Hubspot when they view a proposal
Trigger marketing automation based on proposal activity

Zoho CRM

Single sign on
Create proposals directly from an opportunity
See previously created proposals right on the opportunity, account, or contact page
Use CRM data in your documents and calculations
Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Pipedrive

Create proposals directly from an opportunity
Use CRM data in your documents and calculations
Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

Caterease

Single sign on
Create proposals directly from an event
See previously created proposals right on the event
Use event data in your documents and calculations
Send additional Caterease prints to ClientPoint

E-signatures and more

DocuSign

Dynamically place signature boxes where they belong, no matter how your document changes
Collect multiple signatures from different parties
PCI compliant

Sertifi

Dynamically place signature boxes where they belong, no matter how your document changes
Collect multiple signatures from different parties
PCI compliant

RightSignature

Dynamically place signature boxes where they belong, no matter how your document changes
Collect multiple signatures from different parties
PCI compliant

MYOB

Push product data into MYOB after a deal is closed.

Enterprise integrations

If you’re looking for an integration that’s not on the chart, please reach out. We have a team working every day to integrate ClientPoint with the tools that power our clients’ businesses.

We’re experts in integrating ClientPoint to meet the unique sales-related needs of all departments, including IT, operations, manufacturing, finance, legal, marketing, sales, and business development.

Introducing CustomerOS®

The world is changing faster than ever, and that includes how the best businesses interface with their customers. When you work with ClientPoint we offer you premium business services to help you connect better with your clients. Technology may be all around us, and the choices for effectively communicating with your customers are vast, but using technology must not dehumanize the process of effectively interfacing … online or otherwise … with your clients. With CustomerOS®, we bring you an array of solutions, customized to your unique needs, to connect better with your customers in the modern era of business.

Here’s how we help you:
- Procedures to use digital tools to improve customer relationships and communication.
- Specifications for how to use modern customer interface solutions to make customer communication easier and more effective.
- Systems for marrying multiple modern communication tools together to optimize your customer communication process, based on your company’s specific needs
- Standards for interfacing with customers effectively, which an increasing number of companies are now adopting. That means you’ll know the latest best practices that more and more modern business customer are using, and even expecting from you.
- Resources to train your team in best practices for more easily and effectively communicating with today’s modern customer.

Let ClientPoint connect the silos of your sales process into an integrated whole.