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
- 5. aug. 2020
integreringen er for lang
Frustrert. tar for lang tid å legge inn all klientinformasjon, jeg blir motløs og stopper prosessen og går bare tilbake til normal e-post.
presentasjoner for kunder, men kontoene mine kan ikke lastes opp automatisk og bare når jeg har en avtale i HubSpot. Selv da kan jeg ikke overføre kundeinfo, e-post osv. Til clientpoint.
Beas, T.
Consumer Products - 2 to 5 employees
- 22. juli 2020
Fungerer bare med Deals
Henter ikke kontaktinformasjon fra HubSpot, da den bare fungerer med Deals. Hvis du bare vil opprette en klientportal for et bestemt selskap med XX antall kontakter, vil det ikke fungere, du må opprette en avtale. Den eneste måten å omgå dette på er å kopiere lenken og invitere potensielle kunder via Outlook eller direkte fra HubSpot. Trenger definitivt mer arbeid for å utvide mulighetene.
Produktpresentasjon
rask live-feed via Deals
alt nevnt ovenfor
Brooker, V.
Electronics - 26 to 50 employees
Pricing
ClientPoint
USD 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
USD 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: 09.11.2025
More info
Built by - ClientPoint
Installs - 90+ installs
Categories Languages this app is available in English
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