Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales process so much easier.

ClientPoint software has allowed our team to have better visibility into the prospect experience during the proposal stage of our deals. We have seen an improvement in the duration of the sales process through the automation and crm integration. Customer service from ClientPoint has been amazing!

While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site.