Proposal automation for sales teams
We modernised ClientPoint’s proposal platform, connecting content creation, engagement tracking and electronic signatures with sales systems.
Who we built this for.
ClientPoint is an enterprise, cloud-based proposal creation and management solution: business proposals, contracts, and quotes created, sent, managed, and tracked in minutes, with multimedia content and real-time engagement analytics.
Softobiz remodeled the existing application with newer technology, architecture, and features after off-the-shelf proposal tools failed the client, the largest independently owned facility services company in Southern California.
What stood in the way.
Static proposals
Existing tools could not create interactive proposals with varied content types.
Confidentiality gaps
Data breach prevention and secure e-signature were missing.
No engagement insight
Sales teams had no real-time analytics on how proposals performed.
Endless recreation
Every proposal started from scratch, every time.
The solution, piece by piece.
A multimedia proposal engine
Images, video messages, testimonials, presentations, and e-brochures inside every proposal, with a reusable content library.
CRM and ERP integrations
Salesforce, NetSuite, Zoho, Microsoft Dynamics, HubSpot, and more connect the proposal lifecycle to the systems of record.
E-signature without friction
Sertifi and Right Signature integration lets multiple parties sign digitally, no download-sign-upload loop.
Engagement analytics
Who viewed the proposal, how long they stayed on each section, and who they shared it with, in real time, with team performance reporting on top.
360-degree security
Access permissions controlled solely by administrators.
What changed for the client.
30%
Higher close rates
Companies using ClientPoint now experience 30% higher close rates.
2,000+
A growing client base
Trusted by world-leading brands including Dematic and Equifax.
Faster sales cycles
Proposal creation and signature collapsed from days to minutes.
Data-led selling
Engagement analytics tell teams which proposals work and why.
The capabilities that carried this engagement.
The fastest sales team wins, so speed up the paperwork.
Talk to the team that remodels the platforms your revenue runs on.