ClientPoint
We Make it Easy for People to do Business with You
ClientPoint is a cloud-based platform for managing business relationship workspaces with prospects, customers, and partners. It addresses the fragmentation of the B2B buyer journey, where disconnected tools, email threads, and scattered content create friction, by consolidating proposals, meetings, files, and follow-ups into a single persistent digital sales room.
Core capabilities include branded digital sales rooms, proposal automation with prebuilt templates, real-time engagement tracking, and RelationshipAI-driven insights that surface alerts, deal progress, and next-best actions. The platform integrates with CRM and business systems including Salesforce, Microsoft Dynamics, NetSuite, HubSpot, Zoho, and Pipedrive, along with e-signature tools such as DocuSign, Sertifi, and RightSignature. It runs in the browser with role-based permissions and SSL encryption.
ClientPoint is designed for marketing, sales, sales operations, and customer support teams across organizations of varying sizes. Access is through a browser-based login with user or group permissions; packaging details such as plans, trials, or seat-based pricing are not specified on these pages.
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