These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster.

I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well. The onboarding process and training we received were very helpful. Often we have to use products are not as user friendly out of the box. The learning curve is short and the ClientPoint implementation staff were proactive and very supportive. From our customers perspective it is easier for them to research us and make a decision in less time as everything they need is in the package we set up in ClientPoint.

Once you have set up everything the way you want, very easy & quick to do a proposal & track what is happening with it.