ClientPoint
We make it easy for people to do Business with you
Ranked #9 in Customer portal software for small businesses, and on 1 more ranking.
ClientPoint streamlines sales for teams of all sizes through intuitive digital sales rooms. It offers advanced proposal automation and RelationshipAI insights to accelerate deals.
At a glance
| Best for | Sales teams |
From ClientPoint's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
Its website also mentions:
- Integrations
What stands out
The product keeps proposals and assets in one link buyers can revisit.
“Keep proposals, decks, contracts, and assets in one link buyers can revisit anytime — without chasing attachments.”ClientPoint, own website
ClientPoint delivers real-time alerts and engagement insights to help close deals.
“RelationshipAI delivers real-time alerts, engagement insights, and guidance to help your team close with confidence.”ClientPoint, own website
How it ranks
ClientPoint is ranked 9th of 10 in Customer portal software for small businesses (Lister Score 82.0) and 9th of 10 in White-label customer portal software (Lister Score 82.0).
#9 in Customer portal software for small businesses · Lister Score 82.0
Keeps proposals and assets in one link buyers can revisit.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 14; buying information on its own site 8.
“ClientPoint replaces the mess with a single, persistent digital sales room — where proposals, meetings, files, and follow-ups all live together.”ClientPoint, own website
“ClientPoint streamlines sales for solopreneurs to enterprise teams — offering intuitive digital sales rooms, advanced proposal automation, and RelationshipAI™ – driven insights to accelerate every deal.”ClientPoint, own website
| Rank | Customer portal software for small businesses | Score |
|---|---|---|
| 1 | MyDocSafe | 100.0 |
| 2 | ClientSuccess | 92.0 |
| 3 | HoneyBook | 92.0 |
| 4 | Bloom | 90.0 |
| 5 | Bonsai | 90.0 |
| 6 | Quenza | 90.0 |
| 7 | ManyRequests | 88.0 |
| 8 | SuiteDash | 88.0 |
| 9 | ClientPoint | 82.0 |
| 10 | Airties | 78.0 |
#9 in White-label customer portal software · Lister Score 82.0
Keeps proposals and assets in one link buyers can revisit.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 14; buying information on its own site 8.
“ClientPoint replaces the mess with a single, persistent digital sales room — where proposals, meetings, files, and follow-ups all live together.”ClientPoint, own website
“ClientPoint is your branded digital sales room — a persistent, AI-powered portal where your buyers can access everything they need to say “yes” faster.”ClientPoint, own website
| Rank | White-label customer portal software | Score |
|---|---|---|
| 1 | Clinked | 98.0 |
| 2 | Bloom | 90.0 |
| 3 | Corso | 90.0 |
| 4 | ManyRequests | 90.0 |
| 5 | Quenza | 90.0 |
| 6 | Familyworks | 88.0 |
| 7 | SuiteDash | 88.0 |
| 8 | Advizzo | 82.0 |
| 9 | ClientPoint | 82.0 |
| 10 | dacadoo | 82.0 |
Frequently asked questions
How does ClientPoint rank on Lister?
ClientPoint is ranked 9th of 10 in Customer portal software for small businesses (Lister Score 82.0) and 9th of 10 in White-label customer portal software (Lister Score 82.0).