ClientPoint
Quickly Create, Manage, and Track your proposals in HubSpot.
제작자 - ClientPoint
설치 - 설치 수 90개 이상
평가 - 1.5(2)
요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
ClientPoint 구독 - ClientPoint 플랜
개요
1/3
Buyers have changed. It's time to evolve.
Our enterprise sales proposal platform gives you the tools to easily educate, interact with and close today's buyers.
• Provides proposal automation, management, delivery and tracking directly from a HubSpot deal.
• Timeline events are pushed back into the deal and contact enabling triggers and list based on proposal activity.
• When someone else in your prospect's organization views your proposal the contact will automatically be added into HubSpot CRM.
기능
Make Proposals Easy
Quickly create, send, manage and track engaging multimedia eBrochures, proposals, quotes, contracts and more from HubSpot. Shorten the sales cycle and increase customer close rates with analytics. Include all office files, product videos, templates and pricing tools.
Reduce Time Spent Creating Proposals
Make Proposals easy. Increase Sales. Stand out from your competition. On average, ClientPoint users increase their sales by 30-50% while reducing the time they spend on proposals by 80%.
Increase Win Rates by an Average of 30%
Integrate multimedia in your proposals, leverage proposal automation, increase proposal data intelligence.
앱 기능
공유 데이터
Client | ||
ClientPoint | ||
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리뷰
- 2020년 8월 5일
integration is too long
Frustrated. takes too long to enter all client info i get discouraged and stop the process and just go back to normal email.
presentations for clients but my accounts cannot be auto uploaded and only when I have a deal in HubSpot. Even then I cannot transfer customer info, email etc to clientpoint.
Beas, T.
소비자 제품 - 직원 2~5명
- 2020년 7월 22일
Only works with Deals
Doesn't pull Contact info from HubSpot as it only works with Deals. If you simply want to create a clientpoint portal for a specific Company with XX number of Contacts it won't work, you need to create a Deal. The only way around it is to copy the link and invite potential clients via Outlook or directly from HubSpot. Definitely needs more work to expand capabilities.
Product presentation
quick live feed via Deals
everything mentioned above
Brooker, V.
전자 공학 - 직원 26~50명
가격 책정
ClientPoint
US$0
Contact us to find the plan that is right for you
Create, customize, send, and sign consistent, engaging content — fast.
Create or access your master content library filled with documents, brochures, videos & more.
Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list.
A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized proposals, sales and marketing content and contracts.
ClientPoint
US$0
Contact us to find the plan that is right for you
Create, customize, send, and sign consistent, engaging content — fast.
Create or access your master content library filled with documents, brochures, videos & more.
Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list.
A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized proposals, sales and marketing content and contracts.
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2023.10.12.
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