The ClientPoint Relationship Sidebar is a Chrome Extension that overlays on top of your CRM and/or any website to give you quick access to connect and interact with your contacts from anywhere online. Schedule, meet, sign, share content, and collaborate right there. It is a "Relationship Centric”, powerful, secure, and cost-effective solution that makes it easy for people to do business with you.
Utilize our Intelligent Contact Detection available as part of the Chrome Extension to screen for emails on any webpage and invite them to connect with you.
What problem does it solve?
Everything in the B2C world is clean and everything’s in one place. But the customer experience in the business world is total chaos with an average of 15 client logins, anchored by email. Every company experiences this problem in different ways. For some, it slows down sales, for others it makes supporting customers really hard. ClientPoint fixes that by providing you the ability to Meet, Schedule, share content, Sign and so much more.
Profile and Relationship Link:
Our Chrome extension gives you the opportunity to create your own unique profile link that you can share with anyone. It's your single link for all relationships.
The profile link is where users can add their bio, company name, profile picture, and a little bit about themselves. Users can add this link to their email signature, and social media sites.
How to install it?
- Install the extension by going to your Chrome Web Store and searching "ClientPoint" or click here.
- Click "Get" to install the extension to your browser and give it the required permissions.
- Once successfully installed, you will be able to see the purple ClientPoint icon
on the right-hand side of your browser.
Using our Intelligent Contact Detection:
- In Chrome, navigate to any website or your CRM.
- Open the ClientPoint Chrome Extension, look for this icon
- Click on the person who you wish to connect with.
Tip: You must be at a contact level on the webpage or CRM for the extension to detect and prompt for connection. Meaning, an email address must be displayed somewhere on the page.
You will be prompted to connect with the user, and they will receive an email invitation to join you on ClientPoint and start your 1:1 business relationship.
What's Next?
Once the user accepts the invitation via their email, they will be connected with you in your 1:1 business workspace in ClientPoint. From this point onward, you can easily share content, connect with them for a meeting, and schedule a meeting by sharing your unique ClientPoint Schedule link. There are so many options and possibilities!
Useful Tips:
- Complete your Profile: Make sure you complete your profile including your picture, description, and company so people have the most up-to-date and relevant information about who you are.
- Add Calendar and Video Conferencing Links: Make sure to add your calendar and video conference links to your profile.
- Be curious: Make sure to poke around and try all our unique features! Create a group and invite people to join. Try ClientPoint Meet & ClientPoint Schedule.
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