ClientPoint

We Make it Easy for People to do Business with You

ClientPoint is purpose-built to help NetSuite users simplify and accelerate every stage of the B2B customer journey.

By giving each customer and prospect a single, secure digital workspace, your team can generate proposals, contracts, and quotes, schedule meetings, collaborate in real time, and collect signatures and payments without juggling disconnected tools.

With powerful automation and AI built in, ClientPoint removes friction, reduces manual work, and helps your team focus on what matters most: building relationships and closing deals.

Key Benefits

• Streamline the entire B2B journey with one digital sales room that replaces email chains, scattered tools, and manual follow-ups
• Accelerate deal velocity by automating proposals, contracts, and payment workflows tied directly to NetSuite records
• Strengthen buyer engagement by delivering a consistent, branded experience throughout the sales process
• Deliver a more responsive, personalized experience with an AI assistant that engages prospects even when your team is offline
• Improve conversion rates and forecasting accuracy by tracking real-time engagement inside each sales room

Customer Quote

ClientPoint has completely transformed the way we present ourselves to clients. We love how polished, professional, and on-brand we are, no matter who on our team presents. The consistency and visual impact alone have elevated our client experience. But what really sets ClientPoint apart is the ability to track activity. It gives our team the visibility we need to follow up at the perfect time, saving us hours of guesswork and boosting our success rates. It's streamlined, intuitive, and powerful. Exactly what we needed as we continue to grow and expand as a company.

- Automate & Elevate Your Client Experience

Sell Smarter, Support Better, and Win More

ClientPoint helps NetSuite users deliver polished, personalized experiences that build buyer confidence. Each prospect or customer gets a secure, interactive digital sales room with everything they need to engage, make decisions, and take action. By centralizing communication, content, and collaboration, your team can present a more professional and unified experience from first touch to final close.

Personalization is easy to scale across your team. Users can quickly add welcome videos, testimonials, pricing pages, product content, and case studies to each sales room. This allows your business to deliver consistent, high-quality experiences that feel tailored to each customer, without requiring extra time or complexity.

ClientPoint enables you to turn your best sales, onboarding, and support processes into repeatable playbooks. Branded templates and pre-approved content make it easy for every team member to stay on message, follow best practices, and reduce errors—especially helpful when ramping new hires or supporting cross-functional collaboration.

By integrating directly with NetSuite, ClientPoint simplifies your tech stack. Proposal generation, scheduling, file sharing, and e-signatures are all brought into one streamlined workspace. This helps reduce tool sprawl, increase data consistency, and empower your team to move faster with fewer manual steps.