Latest ClientPoint product updates to help you create the ultimate digital sales and support room.
Learn more about our latest features updates built with your relationships in mind. Easily Manage a Private Business Relationship Portal with your Prospects, Clients and Partners so that you can Schedule, Meet, Share, Close Deals and Serve your most important relationships brilliantly… all in one place.
Engagement Index
The Engagement Index is measured based on metrics and analytics that is collected from the Recipient's view sessions for each ClientPoint. Track engagement levels for each of your ClientPoints from your Manage screen. Click here to learn more.
Active Session Indicator
On your Manage screen you should see a new column with a green camera icon. This is your Active Session Indicator. When it's green, this means a recipient is currently viewing your ClientPoint. Click on the green dot and politely invite them to a video conference. To learn more click here.
Copy ClientPoint Link
Enable "copy ClientPoint on all pages" to turn on the copy link shortcut. The Copy link icon gives your team the ability to copy the shareable links, anywhere that you see your ClientPoints. Visit our Copy Link article to learn more!