ClientPoint Features
What are the features of ClientPoint?
Workflow
- Document Builder Interface
- Assembly and Approval Workflows
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- PDF Creation
- Custom Branding
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- API / Integrations
Top Rated ClientPoint Alternatives
ClientPoint Categories on G2
Filter for Features
File Management
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | Not enough data | |
Metadata | Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | Not enough data | |
OCR Scanning | Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | Not enough data | |
Versioning | Keep track of incrementally changing versions of the same file. | Not enough data | |
Collaboration | Multiple users can collaborate on document creation, annotation, and review. | Not enough data | |
Document Assembly | Autogenerate documents based on templates and form submission. | Not enough data | |
Form Creation | Able to create and manage submittable user forms. | Not enough data | |
Portals and Sites | Able to create user portals and sites. | Not enough data | |
Disposition | Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | Not enough data | |
Search | Can easily find files via a simple and/or advanced search. | Not enough data | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device. | Not enough data | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. | Not enough data |
Workflow
Process Automation | Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | Not enough data | |
Conditions | The workflow engine provides relevant and customizable conditions on which to execute rules. | Not enough data | |
Activities | Any action a user can perform in the system can be specified as an automated action. | Not enough data | |
Records Management | System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | Not enough data | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. | Not enough data | |
Document Builder Interface | See feature definition | Based on 141 ClientPoint reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 85% (Based on 141 reviews) |
Collaborative Creation | Based on 23 ClientPoint reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 82% (Based on 23 reviews) | |
Assembly and Approval Workflows | Based on 126 ClientPoint reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 84% (Based on 126 reviews) |
Platform
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage. | Not enough data | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. | Not enough data | |
APIs | Enables custom integration to external systems. | Not enough data | |
E-Signature | Allows the signor to easily and intuitively sign documents. | Not enough data | |
Proposals | Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
CPQ | Provides users with configure, price and quote capabilties. | Not enough data | |
Video Proposals | Allows users to attach video proposals within the virtual sales room. | Not enough data | |
Content Sharing | Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. | Not enough data | |
Content Management | Provides users with a repoistory of relevant content to share with clients. | Not enough data | |
Video Conferencing | Allows users to run video calls within the browser. | Not enough data | |
Chat | Allows users to chat with prospects within the virtual sales room. | Not enough data |
Document Creation
Customizability: Variables and Fields | Based on 150 ClientPoint reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 86% (Based on 150 reviews) | |
Template Creation and Flexibility | Based on 154 ClientPoint reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 84% (Based on 154 reviews) | |
Rich Media | Based on 134 ClientPoint reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 82% (Based on 134 reviews) | |
Online Document Creation | Based on 29 ClientPoint reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 84% (Based on 29 reviews) | |
PDF Creation | Based on 143 ClientPoint reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 89% (Based on 143 reviews) | |
Custom Branding | Based on 149 ClientPoint reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 87% (Based on 149 reviews) |
Analytics
Engagement Tracking | Based on 144 ClientPoint reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 88% (Based on 144 reviews) | |
Proposal Effectiveness Reporting | Based on 136 ClientPoint reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 87% (Based on 136 reviews) | |
Reporting and Dashboards | Based on 140 ClientPoint reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 87% (Based on 140 reviews) | |
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral This feature was mentioned in 12 ClientPoint reviews. | 92% (Based on 12 reviews) | |
Alerts | As reported in 12 ClientPoint reviews. Notification as to when a prospects interacts with a piece of collateral | 90% (Based on 12 reviews) | |
Account-Based Engagement | The level of engagement for a specific account based on the presented collateral 12 reviewers of ClientPoint have provided feedback on this feature. | 86% (Based on 12 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness This feature was mentioned in 11 ClientPoint reviews. | 89% (Based on 11 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 130 ClientPoint reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 130 reviews) | |
Alerts and Notifications | Based on 138 ClientPoint reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 86% (Based on 138 reviews) | |
CRM Integration | Based on 79 ClientPoint reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 78% (Based on 79 reviews) | |
E-Signature Integration | Based on 107 ClientPoint reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 84% (Based on 107 reviews) | |
API / Integrations | Based on 59 ClientPoint reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 82% (Based on 59 reviews) |
Content Management
Content Import | Based on 11 ClientPoint reviews. Ability to import sales and marketing collateral built outside of the solution | 94% (Based on 11 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product This feature was mentioned in 11 ClientPoint reviews. | 91% (Based on 11 reviews) | |
Templates | As reported in 11 ClientPoint reviews. Pre-built templates for fast and simple content creation | 92% (Based on 11 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral This feature was mentioned in 10 ClientPoint reviews. | 90% (Based on 10 reviews) | |
Content Storage | Based on 11 ClientPoint reviews. Overall storage and organziation capabilities | 89% (Based on 11 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person | Not enough data | |
Screenshare | Virtual presentation capabilities via sharing screens | Not enough data | |
Mobile Presentation | The option to present live on a mobile device | Not enough data |
Data Sources
Software | Integrate with software such as ERP or CRM to use data for document generation | Not enough data | |
Spreadsheets | Allows users to generate documents using information from spreadsheets | Not enough data | |
Documents | Ability to generate new documents using other documents in multiple formats | Not enough data |
Generation
Templates | Include templates for various types of documents such as invoices or quotes | Not enough data | |
Automation | Automate document generation based on customizable rules | Not enough data | |
Branding | Allow users to personalize documents for branding purposes | Not enough data |
Delivery
Workflow | Define and manage workflows for document distribution | Not enough data | |
Schedule | Create a schedule to deliver documents at predefined times | Not enough data | |
Batch | Provide the ability to generate and deliver documents by batch | Not enough data |
Deal Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. | Not enough data | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data |
Administration and Security
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
Regulatory Compliance | Meets required regulartory compliances. | Not enough data |
Integrations
CRM Integration | Provides features to intregate with CRM software. | Not enough data | |
Internal Messaging Systems Integration | Provides features to integrate with internal messaging systems. | Not enough data | |
Video Conferencing Integration | Provides features to integrate with vidoe conferencing software. | Not enough data |
