ClientPoint: Make Business Relationships Easy
ClientPoint is a browser extension designed to enhance your business relationships. It is part of the ClientPoint Enterprise Solutions package and offers a range of features to streamline your CRM experience.
With ClientPoint Relationship Sidebar, you can easily access your business relationship workspace, which appears on the right-hand side of all your CRM contact record screens. This virtual office provides familiar tools for scheduling, meeting, chatting, networking, sharing content (documents, videos, images, links), eSign, and even making payments.
What sets ClientPoint apart is its ability to integrate with various endpoints, such as Zoom, Calendly, AdobeSign, Dropbox, and payment links, creating a seamless experience for each of your business relationships. Whether you're a solopreneur or a global corporation, ClientPoint helps you nurture leads, propose and close deals faster, and onboard and serve clients more effectively.
While the extension is designed to integrate with your CRM, it can also be used as a standalone tool on any computer or mobile device. You can reserve your own custom relationship link for free at ClientPoint.me and conveniently conduct your business relationships all in one place.
ClientPoint is a trusted enterprise Business Relationship Enablement platform serving customers worldwide, including major brands like Securitas, Life Fitness, Principal, Live Nation, Equifax, and more.
