ClickPoint 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ClickPoint

4.7

(22)

Pricing

Starting at $450.00 per month

About ClickPoint

SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads, and intelligently prioritizes their delivery to salespeople and teams. The solution is easily configured for any vertical, with built-in best practices to improve sales efficiency.

SalesExec integrates with RingResponse, enabling salespeople to quickly reach prospects via Text SMS or email nurture while improving contact rates with local presence dialing, transfer capabilities, screen pops, dynamic scripts, and the ability to leave pre-recorded voicemails. With a simple user interface designed for salespeople in a high-velocity sales environment, they have everything they need to reach more prospects.

Sal;esExec sales acceleration features a robust API, and the company provides professional services to integrate with all your favorite internal applications. Additional capabilities include Android and IOS mobile applications, animated scoreboard reports, customized dashboards for management, workflow automation, lead routing, scripts, guided selling,...

ClickPoint Screenshots

ClickPoint Pricing and Plans

Starting price: $450.00 per month

Free Trial

Free Version

Basic

$450.00

per user, per month

Plan includes:

Call Routing
Data Migration
Dedicated Success Manager
Lead Management
Marketing Automation
Outobud Dialing
Reporting and Metrics
World Class Support

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ClickPoint Features

Popular features found in Lead Management
Campaign Management
Contact Management
CRM
Lead Capture
Lead Segmentation
Prospecting Tools
Reporting/Analytics
Task Management
Workflow Management
More features of ClickPoint
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Auto-Dialer
Automated Responses
Automatic Call Distribution
Blended Call Center
Calendar Management
Calendar/Reminder System
Callback Scheduling
Call Center Management
Call Disposition
Caller ID
Call List Management
Call Logging
Call Monitoring
Call Recording
Call Reporting
Call Routing
Call Scripting
Call Tracking
Call Tracking Metrics
Call Transfer
Campaign Analytics
Campaign Scheduling
Channel Management
Computer Telephony Integration
Contact Database
Content Management
Conversion Tracking
Customer Database
Customer Segmentation
Customizable Fields
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Inbound Call Center
Interaction Tracking
Internal Chat Integration
IVR
Lead Distribution
Lead Engagement
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Manual Dialer
Marketing Automation
Mass Texting
Mobile Access
Mobile App
Monitoring
Opportunity Management
Outbound Call Center
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Prioritization
Progressive Dialer
Proposal Generation
Queue Management
Real-Time Data
Real-Time Notifications
Referral Tracking
Relationship Tracking
Reporting & Statistics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Scheduled Messaging
Segmentation
Social Media Integration
Source Tracking
Team Assignments
Template Management
Territory Management
Third-Party Integrations
Voice Mail
Web Forms

ClickPoint Integrations

Zapier

Microsoft Outlook

PestPac

Gmail

Nextiva

Five9

ClickPoint User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

23%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.8

Functionality

4.5

Talya L.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2019

Great System for Great Value

Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.

Cons:

User reporting needs improvement and integrations with other systems would make looking at data easier.

Reasons for switching to ClickPoint

Velocify was charging 3 times more in price and was consistently going down in service. It became unreliable and their support team didn't know how to manage all the downtimes and just got frustrated themselves with dealing with angry customers such as ourselves. The price also didn't justify the product, new improvements were not being made.

Vendor Response

Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates.

Replied June 2019

Casey S.

Verified reviewer

Retail

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2019

Simplicity at its finest

The reminders and workflows make working with potential clients seamless.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

SalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner.

Cons:

There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.

Reasons for choosing ClickPoint

The staff behind the product made you feel important. Not just another account. That and the simplicity of the product.

Reasons for switching to ClickPoint

We are a small business and just needed a product that was simple to use.

Adel L.

Verified reviewer

Computer Software

Self-Employed

Used other for free trial

Review source

Reviewed July 2021

overall, I like it.

the process and way it generates leads is pretty helpful seeing that I'm not savvy when it comes to that side of things, especially when it comes to the price of leads. the options they give helps to narrow things down so you can get the best leads for your budget.

Ratings Breakdown

Ease of use

Functionality

Pros:

I love the look of the software, its organized and once you get familiar with how it works and you use it correctly I'm pretty sure you will see improvements

Cons:

Considering what I was using before, this was a big improvement on it so its hard for me to complain. Going through the setup is a tiny bit challenging, but I am sure that's just a me thing.

Jim H.

Verified reviewer

Consumer Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2019

Great experience with SalesExec software and staff

We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec.

Cons:

Would like to see more integrations with other software and saas solutions moving forward.

Reasons for choosing ClickPoint

We were also using LeadExec by Clickpoint Software, the maker of SalesExec, and had nothing but positive results and service for the five years we used it. It made sense to go with SalesExec assuming the platform would be able to meet our needs, and it did, 100 percent.

Tony B.

Verified reviewer

Environmental Services

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

Used for call center

It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads.

Cons:

Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little

Reasons for choosing ClickPoint

Our CMO had previous experience with the company and highly recommended them. They allowed us to beta test their new product offerings as well

Vendor Response

Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution.

Replied June 2019

Greg M.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

Sales-Exec CRM

Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one.

Cons:

I wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen.

Vendor Response

Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen.

Replied June 2019

Stephen S.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed June 2019

SalesExec From A Long Time Customer

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It just plain works. No downtime, no bugs, no useless features. On the rare occassion, I needed to call customer service they were awesome. Rock solid software and company. One of the better decisions I have made for my company.

Cons:

There really isn't the least favorite aspect of the software or company. It does what they advertise it does. It has the basic no-nonsense functionality and you can also get as sophisticated as you want.

Vendor Response

Thank you for the feedback and review Stephen. We enjoy supporting you and all of your sales efforts. It has been a pleasure working with you to help you achieve your goals.

Replied June 2019

Janel J.

Verified reviewer

Outsourcing/ Offshoring

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed July 2022

Great CRM !

highly recommended

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Great Services, the sales team doing their job well .

Cons:

There are some delays but still fulfil there promises

Cole R.

Verified reviewer

Marketing and Advertising

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed June 2019

Great and affordable CRM

I have loved being part of their betas and innovative iterations of the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

• Ease of use • Comprehensive suite • innovative platform with new offerings all the time

Cons:

Set up take some development lift on both sides.

Vendor Response

Cole, thank you for the feedback. We love you being part of our communications solution beta as well. Your input and feedback has been invaluable as we work to create the best dialing solution for our customers.

Replied June 2019

Verified

Reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed March 2023

Efficient Lead Management Made Easy with ClickPoint

Ratings Breakdown

Ease of use

Functionality

Pros:

ClickPoint's lead management software is a game-changer in the sales industry. It streamlines my sales processes and helps me keep track of leads in an organized way. I've been using it for a few months now and it has made my job so much easier! They also have great customer service if I ever need help or have any questions. Highly recommend ClickPoint to anyone looking for an efficient and reliable lead management software.

Cons:

At the moment, I am unable to discover any drawbacks.

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