ClientPoint

ClientPoint is a web platform for preparing and sharing client proposals and related materials. It combines document sharing with appointment scheduling, branded virtual meetings, video recording and sharing, and chat and direct messaging. Built-in electronic signatures support signing workflows, while online payment collection supports payments through client interactions. Client activity tracking, analytics, and reporting help teams review engagement and results. CRM integrations connect the platform with customer-management systems, and custom branding adjusts client-facing materials. ClientPoint offers a free plan. Its ClientPoint Small Business plan costs $42 a month, billed as low as $42/month, and includes appointment scheduling, branded virtual meetings, e-signatures, document sharing, video recording and sharing, and chat and direct messaging. The product is available on the web. ClientPoint, the maker, was founded in 2008 and is headquartered in Carlsbad, California, United States. The listed capabilities cover proposal delivery, communication, signing, payment collection, and activity review.

ClientPoint brings proposal sharing and client communication tools together on the web. Its free plan provides an entry point, while the listed paid plan adds a bundled set of scheduling, meeting, signing, sharing, and messaging features.

It suits teams that need web-based proposal sharing alongside meetings, messaging, signatures, payments, and client activity reporting. The free plan fits readers who want to begin without a paid subscription.