ClearSlide vs. ClientPoint Comparison


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		Related Products HubSpot CRM HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes. 25,028 Ratings Visit Website Air Centralize your team's content in a workspace that's organized, versioned, and easy to share. Sure, Air stores your content. But it also has smart search, guest permissions, custom layouts, version tracking, and hassle-free sharing that makes every part of the creative process easier and more enjoyable. Stop hiding your assets in folders and zip files. Plan social media posts, create lightweight presentations, and organize your content in a workspace that reflects your brand. Navigate your workspace like a search engine. Built-in features like image recognition and smart tags enable anyone on your team to jump in and locate assets all by themselves. Now the only painful part of the feedback cycle is the feedback. Create public boards and allow guests to upload directly into your workspace. Leave comments, have discussions, and make selects with context. Track new changes and clearly identify the latest asset version. 738 Ratings Visit Website 3CX 3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box. Suitable for any business size or industry 3CX can accommodate every need; from mobility and status to advanced contact center features and more, at a fraction of the cost. Ideal for companies working remotely, 3CX includes mobile apps, video conferencing and website live chat. Installation, management and maintenance of the PBX is so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise on Windows, Linux or in the cloud. Alternatively you can choose to have it hosted by 3CX for a completely hassle-free solution. 1,168 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly. 248 Ratings Visit Website Sendbird Sendbird is the omnichannel AI agent platform enterprises choose to elevate customer experience, by initiating autonomous support & sales conversations, keeping humans in the loop for complex inquiries, and re-engaging customers with proactive business messages. Combining omnichannel AI and a battle-tested, award-winning communication APIs, Sendbird enables businesses to build AI agents and meaningful customer connections at scale. Sendbird’s AI-powered customer service platform helps businesses deliver scalable, omnichannel support through intelligent AI agents. These agents work seamlessly across channels like mobile apps, web, SMS, and social media, providing instant and proactive assistance to customers 24/7. With the ability to integrate into existing customer support tools, the platform enhances resolution rates, reduces response times, and improves customer experience by offering a unified view of all interactions. 139 Ratings Visit Website RingCentral RingEX RingCentral RingEX is a powerful cloud-based phone system that helps optimize your business communications. Providing enterprise-grade business communication tools for voice, fax, text, and video as well as bring your own device to work (BYOD) capability, RingCentral RingEX enables you to work where you want and how you want. Core features of RingCentral RingEX include auto-recording, conferencing, and unlimited long-distance and local calling. RingCentral RingEX's call management features can also be customized by configuring call forwarding, answering rules, message alerts, and missed-call notifications. 3,089 Ratings Phone.com Voice. Text. Video. Fax. Conferencing. Collaboration. Phone.com is the modern, work-from-anywhere solution for today’s agile, mobile, and always-on entrepreneurs and growing businesses. The Phone.com solution includes advanced business phone features your growing business needs to serve your customers effectively and professionally. Advanced call handling options enhance your company image, and mobility features keep you connected anytime, anywhere with colleagues, customers, and partners whether you’re in the office or on the go. 5 Ratings Visit Website SalesTarget.ai SalesTarget.ai is the all-in-one sales game-changer that helps you discover, engage, and close more deals—faster. With Lead Explorer, you get instant access to 50M+ verified B2B leads across industries, complete with advanced filters to zero in on your perfect prospects. Our powerful Cold Email Outreach module lets you connect unlimited email accounts, automate outreach at scale, and maintain top deliverability. Plus, our built-in AI-powered CRM is designed so your entire sales flow—leads, emails, pipelines, tasks, and follow-ups—works seamlessly in one place. The latest innovation is Co-pilot, your AI sidekick that generates lead lists, writes sequences, and even schedules campaigns for you—so you can focus on closing, not managing tools. Whether you’re a start-up, sales team, or agency, SalesTarget.ai gives you everything you need to supercharge growth in one powerful platform. 13 Ratings Visit Website CallShaper CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions. 24 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 9,334 Ratings Visit Website
About Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.	About ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies of all sizes in a variety of industries	Audience Enterprise and SMB (small and medium size businesses) that want a business/sales relationship enablement platform that makes it easy to create a superior client experience throughout each stage of the customer lifecycle. ClientPoint connects to all your favorite SaaS tools, and your other systems, processes and stakeholders. From Marketing (prospect engagement & content curation), to Sales/Business Development (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $35.00 per user per month Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 4.3 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Bigtincan Founded: 2010 United States www.clearslide.com	Company Information ClientPoint Founded: 2007 United States www.ClientPoint.net
Alternatives Outgrow	Alternatives OneMob
Crescendo Sependa, Inc	DocSales
Degpeg	trumpet
Showpad	Zomentum
OneMob View All	ClearSlide Bigtincan View All
Categories Content Experience Digital Sales Room Email Tracking Personalized Video Sales Coaching Sales Content Management Sales Enablement Sales Engagement Sales Force Automation Video Conferencing Video Email Web Conferencing	Categories Digital Sales Room Personalized Video Proposal Management Sales Acceleration Sales Enablement
Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Show More Features Email Tracking Features A/B Testing Audience Segmentation Campaign Management Event-Based Notifications Location Tracking Team Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management	Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Show More Features Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management
Integrations Caterease Chorus by ZoomInfo Docusign ExecVision Gong HubSpot CRM HubSpot Customer Platform HubSpot Marketing Hub MYOB Microsoft 365 Microsoft Dynamics 365 NetSuite Pipedrive Rippling SalesDirector.ai Salesforce Sertifi Slack Zendesk Sell Zoho CRM Show More Integrations View All 8 Integrations	Integrations Caterease Chorus by ZoomInfo Docusign ExecVision Gong HubSpot CRM HubSpot Customer Platform HubSpot Marketing Hub MYOB Microsoft 365 Microsoft Dynamics 365 NetSuite Pipedrive Rippling SalesDirector.ai Salesforce Sertifi Slack Zendesk Sell Zoho CRM Show More Integrations View All 12 Integrations
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