ClientPoint's new homepage provides easy access to your Virtual Office. ClientPoint gives you a private online portal to build & manage relationships with prospects, clients, colleagues, and partners. Schedule, meet, share content, e-sign and so much more!
Scheduler
Connect ClientPoint to your main calendar so that people can easily schedule meetings with you in your virtual office. After connecting your calendar to ClientPoint, you may "Copy Link" to paste this in your business email signature as your "Schedule a Meeting with Me" link. Make your Scheduler interactive by clicking "Edit" and adding more files to serve as your Scheduler and eBrochure at once. Need to know how to set up your Scheduler? Click here.
Meet
This is your meeting portal, click Start Meeting to meet with prospects who scheduled in your Scheduler, or you may also send this link to meet with them. You may customize the meeting portal by adding more files, just hit Edit for easy access.
Build and Manage Relationships
New ClientPoint is where you create a ClientPoint, customize by adding different files or sending documents to be signed. Manage ClientPoints is where you track and manage ClientPoints. Proposals and templates are stored in your Management Center. It is where you can view and edit proposals and templates, track proposal view status, expiration date, analytics, comments and more. Click here to learn the basics of how to create a ClientPoint.
Recently Accesses as Editor
Recently accessed with where you will find the last few ClientPoint you were just in. Before you would go the Manage then filter or search for the ClientPoint you wanted to work with. Now you can go there straight from your home screen.