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> Reviews of ClientPoint. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if ClientPoint is a good fit for you!

Source: https://www.softwareadvice.com/crm/paperless-proposal-profile/reviews

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ClientPoint Reviews

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# ClientPoint Reviews

## Reviews Summary

## Overall Rating

4.6

* * *

## Ratings Breakdown

5

(109)

4

(47)

3

(9)

2

(1)

1

(1)

## Secondary Ratings

Ease-of-use

4.5

Customer Support

4.6

Value for money

4.3

Functionality

4.4

* * *

### Pros

"I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors."

"They worked with us on development and were responsive when asked."

"I love being able to see which documents were of the most interest to the recipient."

### Cons

"The dashboard customization options are somewhat limited. While it provides basic personalization features, it doesn't allow for extensive tailoring to specific user preferences or needs."

"Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case."

"Sometimes the system freezes and is slow."

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ClientPoint Reviews, Pros and Cons - 2026 Software Advice