ClientPoint
Quickly Create, Manage, and Track your proposals in HubSpot.
Built by - ClientPoint
Installs - 90+ installs
Rating - 1.5(2)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
ClientPoint Subscription - ClientPoint plan
Overview
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.
Features
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.
App Functionality
Shared Data
Client | ||
ClientPoint | ||
ClientPoint | ||
Events | ||
Recipients |
Reviews
- Aug 5, 2020
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.
Consumer Products - 2 to 5 employees
- Jul 22, 2020
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.
Electronics - 26 to 50 employees
Pricing
ClientPoint
$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
$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.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/12/2023
More info
Built by - ClientPoint
Installs - 90+ installs
Categories Languages this app is available in English
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