Better Proposals |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
|
| Description | ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. Read more | Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies and recruitment teams to create beautiful sales proposals for their individual prospects and close more deals. The software comes loaded with a variety of templates and modular building blocks, which can be used to create unique sales proposals in no time. Further, businesses can depend on Qwilr to accelerate, automate, impress and scale their overall reach in an efficient way. The software with its inbuilt integration mechanism facilitates B2B companies to create personalised documents as per need. They get to collaborate with leading CRM, accounting and sales platforms, like Hubspot, Xero, Slack, Quickbooks, Stripe, Salesforce and more. Further, Qwilr’s API helps users create customised proposals, invoices, quotes and other essential documents with ease. Its inbuilt ROI calculator, personalised proposal generating service and a vast library of reusable blocks turn out to be of great use. Read more |
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| SW Score & Breakdown |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| SaaSworthy Awards |
Not Available
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# 5 Most Popular |
| Total Features |
8 Features
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13 Features
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| Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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| Platforms Supported |
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| User Rating |
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| Review Summary |
ClientPoint is a popular platform for creating and sending professional proposals. Users consistently praise its ease of use, intuitive interface, and time-saving features. They appreciate the ability to track proposal views and create templates, which streamline the process and allow for efficient customization. While some users mention minor drawbacks like occasional slow loading times and formatting issues, the overall consensus is positive, with ClientPoint proving itself to be a valuable tool for boosting sales and improving productivity. |
User reviews highlight Qwilr's strengths in creating visually appealing and interactive proposals that enhance client engagement. Users praise its ease of use, quick setup, and robust integrations with CRM platforms like HubSpot. The platform's templating system and ability to track proposal views are also appreciated. However, some users express concerns about limited design customization options, particularly with formatting and image placement. Additionally, a few users mention occasional bugs and a desire for more robust reporting features. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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ClientPoint Custom |
Business $66.00 $75.00 per month Enterprise $490.00 $490.00 per user / month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 2 More
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Not Available |
| Videos |
+ 2 More
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+ 2 More
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| Company Details | Located in: Carlsbad, California | Located in: Redfern, New South Wales Founded in: 2014 |
| Contact Details |
888-972-7375 |
Not available |
| Social Media Handles |
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