I think it depends on the user. It was relatively affordable so good for someone who likes something that has the functions and that's relatively inexpensive.

Experience has been good especially for someone like me that is not tech savvy and not sure what is needed or even how to set up a crm.

Comprehensive tools to help me keep in touch with my client base with built in. I like the monthly newsletter and campaigns.

It does not integrate with zipforms. No closing transaction piece.

It is a good experience, the mobile app is user friendly and accessible.

Great customer service - always. The system is a great value in comparison to other CRMS.

The integrated tools are great to help keep me organized and the reminders keep me motivated and on task.

My experience has been positive. I like that they continue to come out with new products and seem to listen to their customers as to what we want and need to run our business.

I find the system is absolutely amazing for nurturing leads and staying in touch with past clients. The keep in touch coach is fantastic.

You must individually remove each month for each client - OMG. Their online tutorials are limited and feeble.

They just hear on the phone and email then flush it out. Search option on the Trash box, no.

I love that there is a website and emails that are easy to use, set up and customize for drip campaigns with endless possibilities.

This product is easy to use. The mobile option makes this great for keeping up with my tasks while on the road.

Easy to use, great integration with Zillow leads, website and multi device.

It was easy to use and a great CRM program to keep my business organized. I would have kept it but needed to save money.

Their customer service is fantastic. My overall experience has been very positive with both their team and the use of the product.

I really like how it has the automated plans that help me to be top of completing the touch points with my clients.

Like the feature of tracking sales and dates- follow up on active contracts- The monthy newsletter is worth the price of the product.

Easy of using the product, great customer support and great results from potential clients.

Super flexible in regards to the docs you want to add. Super easy to use and train someone on how to use it as well.

It integrates perfectly with CRM software like Salesforce.

It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.

Since we have started using Paperless Proposal it has saved us a lot of time and money.

We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker.

I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.

Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.

Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.

The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent,  I would highly recommend this tool.

I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.

Pros: Ease of use is great, very organized, customer service is OUTSTANDING.

Because it is new technology to a lot of people some of our customers have found difficult viewing it.

From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional.

Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.

The software is a bit difficult to maneuver and clunky.

A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper.

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.

ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day.

It's also nice you can have other people review a draft before you send it out to clients, all with no printing.

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature.

I hope no one else in my industry buys this so I can use it to kick there ass.

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways.

The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.

Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company.

US Dollar

IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the system's two-way constant wireless sync, realtors can view current contact information, calendar appointments and tasks on the go.


IXACT Contact helps real estate agents build and maintain lasting relationships with current clients, new prospects and referrals by providing a real estate-specific contact management system that not only maintains complete profiles but also prompts users automatically to keep in touch. These reminders can prompt users towards targeted outreach, like targeted email campaigns or follow up calls.


The system is fully web-based, which is useful for realtors, who often spend a lot of time on the move and may be at different locations throughout the day. All of the data is easily accessible through a web browser or a synced smartphone. The system is also Mac OS compatible and is fully supported by Safari, so it can be used on the iPad as well.


Perfect for small real estate teams sharing client and prospect information, IXACT Contact is an easy-to-use solution that helps businesses manage leads, sales opportunities, transactions and contacts.



LongDescription

Property Management

Lead Capture

Activity Tracking

Data Synchronization

Sales Pipeline Management

Referral Tracking

Listing Management

Pipeline Management

Customer Database

Calendar Management

Data Import/Export

Lead Generation

Contact Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Shared Contacts

Marketing Automation

Social Media Integration

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Calendar Sync

For Real Estate

Client/Property Matching

Lead Nurturing

Interaction Tracking

Website Management

Customizable Branding

Commission Management

Goal Setting/Tracking

Contact Database

Lead Qualification

Appointment Management

Third Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

Prospecting Tools

Search/Filter

Web browser (OS agnostic)

$55/month, billed monthly (Lite) or $90/month, billed monthly (Platinum)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

IXACT Contact

Live Online

Webinars

Documentation

Videos

ClientPoint (formerly Paperless Proposal)is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding.


ClientPoint enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard.


Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.


Paperless Proposal offers integration with Salesforce, Microsoft Dynamics, NetSuite, Sertify, RightSignature and DocuSign.



Real-Time Analytics

Content Delivery

Customizable Reports

Proposal Generation

Access Controls/Permissions

Templates

Electronic Signature

Communication Management

Interactive Content

Document Analytics

Collaboration Tools

Churn Management

Content Library

Audit Trail

Version Control

Content Management

Requirements Management

Bid Management

Data Security

Proposal Management

Client Portal

Workflow Management

Video Support

Multi-Party Signing

Knowledge Base Management

Time & Expense Tracking

Community Management

Customizable Templates

Conversion Tracking

Sales Onboarding & Training

Reporting/Analytics

Feedback Management

Quotes/Estimates

Team Collaboration

Archiving & Retention

Third-Party Integrations

Live Chat

RFP Creation

Status Tracking

Document Storage

SSL Security

Single Sign On

Customizable Fields

Mobile Signature Capture

Forms Management

Email Management

File Sharing

Authentication

Drag & Drop

File Management

Commenting/Notes

Engagement Tracking

Purchase Order Management

User Management

Electronic Payments

Personalization

Meeting Management

Payment Processing

Performance Management

Rescheduling

Progress Tracking

Digital Signature

Financial Management

Pre-built Templates

Order Management

Client Database

Invoice Management

Project Management

Brainstorming

Specialty Contracts

Asset Sharing

Client Tracking

Template Management

Scheduling

File Transfer

Customer Experience Management

Self Service Tools

Booking Management

Completion Tracking

Online Payments

On-Demand Communications

First user $95/month.  Additional users as low as $35/month depending upon company needs.

IXACT Contact vs ClientPoint

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons