Manage Screen Update

Your ClientPoint Manage Screen stores all of your proposals and templates, so we know how important it is for you to find the info you need from the Manage screen, fast. Our recent update allows your admins to configure the manage screen unique to your needs.

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Signed Proposal Notifications

With this update, you can now notify your entire team when a proposal is approved and signed by your client! Have your admin set this up and your team will thank you for being in the know!

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Leave Us Feedback 

The ClientPoint team is always looking to make improvements to our software and we know the best way to do that is to hear directly from our users. After this week, you'll see a new feedback button on the top right of your tool. Be sure to let us know if there is anything missing to make your experience flawless!