ClientPoint

We Make it Easy for People to do Business with You

About

A creation, automation, electronic signature and payment platform for offers and personalized documents, with collaborative workspaces for teams, prospects and customers.

Features

Access controls/permissions

Accounting

Activity Dashboard

Activity Tracking

Ad Hoc Reporting

Alerts/Notifications

Appointment Scheduling

Approval process control

Archiving & Retention

Asset Categorization

Audience Targeting

Audio and video recording

Audio File Management

Audit Trail

Auto Formatting

Automated Scheduling

Batch Communications

Batch Processing

Business Process Automation

Calendar management

Calendar Sync

Campaign management

Campaign management Customers

Catalog Management

Chat & Messaging

Collaboration Tools

Communication management

Compliance Tracking

Conferencing video

Contact Management

Content Library

Content management

Contract/License Management

CRM Integration

Customer Database

Customizable Branding

Customizable Templates

Data Import and Export

Data Security

Data Visualization

Discount Management

Discussions/Forums

Document Classification

Document Generation

Document Management

Drag and drop function

Edition Scheduling

Editorial Calendar

Electronic Signature

Email Management

Employee Onboarding

Engagement Tracking

Feedback Management

File conversion

File Management

File Sharing

Financial Management

Full-Text Search

Goal Setting/Tracking

Group Scheduling

Guided Selling

Instant Messaging

Interaction Tracking

Inventory Management

Invoicing

Knowledge base management

KPI Tracking

Lead Scoring

Marketing Automation

@mentions

Metadata Management

Mobile Access

Mobile Signature Entry

Multi-Channel Communication

Multi-Party Signing

Multiple editing formats

Offer Generation

Offer Management

Order Management

Performance Management

Performance Measurement

Predictive Analytics

Price/Margin Management

Process & Workflow Automation

Purchasing & Receiving

Reminders

Renewal Management

Reporting & Analytics

Reporting & Statistics

RFP creation

RFP Responding

Sales History Customers

Sales Pipeline Management

Sales Planning

Scheduling

Scorecards

Screen Sharing

Search/Filter

Secure Data Storage

Self-Service Data Preparation

Self-Service Portal

SEO management

Social Media Integration

Status

Strategic Planning

Tagging

Task Management

Team Collaboration

Template Management

Templates

Third-Party Integrations

Time and Expense Tracking

Timesheet Management

Training management

Version management

Workflow Management

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