# 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.

Page: https://slateindex.ai/brand/clientpoint · data of 2026-11-02

## Facts

- Founded: 2009
- Headquarters: Carlsbad, California, United States
- Employees: 51–200
- Company type: Private company
- Latest funding: Other Investors
- Deployment: Web-based, accessed through an internet browser without installing software
- Best for: Sales, marketing and client success teams at businesses of all sizes, from small businesses to enterprises, that send proposals and manage buyer relationships.

## Products

- 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.

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| Proposals & Contracts | 47 of 55 | 0.0 | 0 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 0.0 | 0.0% |
| google_ai_mode | 0.0 | 0.0% |
| perplexity | 0.0 | 0.0% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “ClientPoint AI visibility profile”, https://slateindex.ai/brand/clientpoint, data of 2026-11-02. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).