





ClickPoint dialing solution






Supported Operating System(s):
Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10About ClickPoint (formerly SalesExec)
ClickPoint is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. ClickPoint 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.
ClickPoint 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 ...
ClickPoint dialing solution
Supported Operating System(s):
Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
June 2019
Talya from TransitionHR
Company Size: 11-50 employees
Industry: Professional Training & Coaching
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
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 (formerly SalesExec)
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.
Response from ClickPoint Software
Replied June 2019
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.
June 2019
Casey from The Clavier Group
Company Size: 11-50 employees
Industry: Retail
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
June 2019
Simplicity at its finest
The reminders and workflows make working with potential clients seamless.
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 (formerly SalesExec)
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 (formerly SalesExec)
We are a small business and just needed a product that was simple to use.
June 2019
Tony from Aptive
Company Size: 1,001-5,000 employees
Industry: Environmental Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
3.0
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
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 (formerly SalesExec)
Our CMO had previous experience with the company and highly recommended them. They allowed us to beta test their new product offerings as well
Response from ClickPoint Software
Replied June 2019
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.
June 2019
Jim from JRM Enterprises
Company Size: 2-10 employees
Industry: Consumer Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
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 (formerly SalesExec)
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.
June 2019
Greg from iLending Mortgage
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
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.
Response from ClickPoint Software
Replied June 2019
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.