
ClientPoint
Quickly Create, Manage, and Track your proposals in HubSpot.
构建者 - ClientPoint
安装 - 超过 90 次安装
评分 - 1.5(2)
要求
HubSpot 计划 适用于所有 HubSpot 计划 了解更多信息 HubSpot 帐户权限 - 查看必要帐户权限
ClientPoint 订阅 - ClientPoint 计划
概览
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.
功能

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.
应用程序功能
共享数据
![]() Client | ||
![]() ClientPoint | ||
![]() ClientPoint | ||
![]() Events | ||
![]() Recipients |
评论
- 2020年8月5日
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.
消费性产品 - 2 到 5 个员工
- 2020年7月22日
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.
电子产品 - 26 到 50 个员工
定价
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.
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2023/10/12
新品上市


