Empower your sales person to win more business directly from Zoho CRM. With the ClientPoint extension, create, send, manage, and track engaging multimedia eBrochures, proposals, quotes, contracts, and more right from a deal. The extension includes all office files, product videos, templates, and pricing tools. By reducing the time it takes to create a proposal, our solution shortens anywhere from 80-90 percent of the sales cycle
Key Features:
Enjoy single sign-on from Zoho to ClientPoint.
See closed tasks automatically pushed back into the deal in Zoho CRM, as the proposal is created, viewed, signed, etc.
Create proposals directly from a deal in Zoho CRM, and see all past proposals in a related list, with easy access to their details and status. (The status of a proposal is automatically updated on the deal.)
Analyze what part of a proposal was viewed and for how long. Upload videos, and record personal video messages. Create custom pricing tools and templates. Know where the proposal is in the sales process with custom statuses: unsent, sent, viewed, or signed. Enjoy eSignature for faster client approval.
ClientPoint 6800 Embarcadero Lane Carlsbad, CA 92011
EMPOWER YOUR SALES REPS TO WIN MORE BUSINESS DIRECTLY FROM Zoho CRM! Quickly create, send, manage and track engaging multimedia eBrochures, proposals, quotes, contracts and more right from a deal. Shorten the sales cycle and customer close rates with analytics. Include all office files, product videos, templates and pricing tools. Our solution offers wins in the area of 80-90 percentage reductions in time spent creating proposals and increases in win rates of 30 percentage on average.
You need to be signed in to report inappropriate content. Alternatively, you could drop us a message at abuse@zohomarketplace.com explaining the situation.
Now, share this app privately just by sending them an email
To
Hello,
I would recommend you to try ClientPoint. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
You will be able to share this app only after it is published.
You will be able to report issues regarding this app only after it gets published.
You will be able to request for demo regarding this app only after it gets published.
Would you please take a moment to leave us a review of your experience?
Note: Your review, along with your details (name and profile photo), will be visible to all users. The vendor will be notified (upon approval after the moderation process). They may contact you for further information to enhance their application. The review will be visible in all data centers where the extension is available.
Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
Portal Name :
Please login to submit your comments
Please login to your account.
We're sorry that you've decided to cancel your subscription for the ClientPoint. Please let us know why you're cancelling this service, so we can try and help resolve the issue.
The extension did not work.
It did not function as described.
I have found an alternative that does the job better.
I didn't receive adequate support or help resources to utilize this extension fully.
I am no longer using its parent product.
Other. Please specify.
Subject
Subject cannot be blank
Details
Message cannot be blank
Your review successfully sumbitted. Thanks for the feedback
Are you sure you want to delete the developer?
App Name
Vendor Name
Receive promotions
You have not subscribed to receive offers or promotions from any vendor.
You can add a new developer only after updating your company profile.
Kindly click on Update in company profile tab to proceed further.
Payment facility is not available in your region yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
This extension is not available for your region. Please mail us at sales@zohomarketplace.com for more information.
You are unauthorized login to this portal. Please check your portal URL.