ClientPoint
NewSell smarter, close faster.
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
- ClientPoint ranks #47 of 55 in Proposals & Contracts with an AI visibility score of 0 (SlateIndex, Nov 2, 2026).
- ClientPoint is most visible on ChatGPT (0) and least on Perplexity (0).
- AI engines name ClientPoint in 0 of the 30 Proposals & Contracts buyer prompts SlateIndex tracks.
About
Company details for ClientPoint
ClientPoint is a web-based sales platform built around persistent, branded digital sales rooms, where proposals, files, meetings and follow-ups sit together behind one link for the buyer. It adds proposal automation and RelationshipAI, which gives sales teams engagement alerts and deal insights. The company says it serves businesses from small companies to large enterprise teams. It ranks #47 of 55 in Proposals & Contracts on SlateIndex and has a visibility score of 0 in the latest weekly run.
Founded in 2009 and headquartered in Carlsbad, California, United States, the company employs 51–200 people. Its differentiator: a single persistent, branded digital sales room where proposals, meetings, files and follow-ups live together, with RelationshipAI insights on buyer engagement.
- Website
- clientpoint.net
- Categories
- Proposals & Contracts
- Company size
- 51–200 employees
- Headquarters
- Carlsbad, California, United States
- Founded
- 2009
- Company type
- Private company
- Funding
- Other Investors
- Deployment
- Web-based, accessed through an internet browser without installing software
- Platforms
- Web browser
- Languages
- 12 supported
- Support
- Live chat, weekdays 8am to 8pm ET, Phone: 888-972-7375, Email: support@clientpoint.net
Read from linkedin.com, capterra.com, clientpoint.net, crunchbase.com · refreshed Nov 2, 2026.
AI visibility
Latest weekly run · Nov 2 · next run Nov 9
Visibility score trend
Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.
Changes appear after the second weekly run in Proposals & Contracts. PandaDoc leads the category at 79.8%.
Media
Website and product screenshots for ClientPoint
AI mentions & citations
Recent answers that name ClientPoint
No mentions in the latest run.
Products & features
What ClientPoint sells
ClientPoint digital sales rooms
Branded, persistent sales rooms where buyers access proposals, decks, contracts, files, video and meetings through one link.
Proposal automation
Prebuilt templates and automated steps for building and sending proposals.
RelationshipAI
Engagement alerts, deal progress tracking and next-step guidance built into the sales room.
Target market & buyers
B2B sales, marketing and customer success teams at businesses from small companies to enterprises.
Notable customers include Securitas, Vortex Aquatic Structures, Mauzy Heating and Air, Marsden Building Maintenance.
Funding & recent developments
Funding
| Round | Year | Amount |
|---|---|---|
| Round with Simplexity Venture Studio Fund | 2017 | — |
| Other Investors | — | — |
| Latest known round | Total raised |
|---|---|
| Other Investors | — |
Recent developments
- Dec 2025ProductClientPoint for Small Business launch and ClientPoint Design rollout
The vendor says it launched ClientPoint for Small Business in 2025 and rolled out ClientPoint Design, according to its December 2025 blog post.
- Jul 2025PartnershipRenewed strategic partnership with Innovia Co-op
Innovia Co-op announced a renewed strategic partnership offering ClientPoint to its members at preferred pricing.
- May 2025CompanyNamed in 2025 Gartner Market Guide for Digital Sales Rooms
Per LeadIQ, the vendor says it was named a top vendor in the 2025 Gartner Market Guide for Digital Sales Rooms.
Cite as: SlateIndex, “ClientPoint AI visibility profile”, https://slateindex.ai/brand/clientpoint, data of Nov 2, 2026. Licence: CC BY 4.0.