ClientPoint - Chrome Web Store
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ClientPoint

www.clientpoint.me
5.0(

11 ratings

)
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Overview

We Make it Easy for People to do Business with You

This extension is part of the ClientPoint Enterprise Solutions package. If you currently do not have this package, call 888-972-7375 for more information and welcome to your trial of the Relationship Sidebar. Make it easy for people to do business with you by installing the ClientPoint Relationship Sidebar so that it appears on the right-hand side of all your CRM contact record screens. This sidebar is your business relationship workspace where you do all your business with others. Imagine a private and secure virtual office that gives you familiar ways to schedule, meet, chat, network, share content (Documents, videos, images, links etc.), eSign, pay and much more. All in one place. Bring your own tech, or use ours for free! You can use ClientPoint's free built in endpoints, or bring many of your favorite end points (i.e. Zoom, Calendly, AdobeSign, Dropbox, payment links etc.) together into this seamless experience for each of your business relationships. Whether you’re a solopreneur or a global Fortune 100 corporation, ClientPoint users nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. Install the relationship sidebar extension, so you can produce and share materials, schedule and have meetings, negotiate and close deals, and serve customers brilliantly, all in one place…your CRM! (By the way, custom CRM integration packages are available for this extension. Contact sales@clientpoint.net to get started.) ClientPoint is your CRM on Steroids! The ClientPoint Relationship Sidebar is the “R” (the “Relationship”) inside your CRM, but… You can also use ClientPoint completely standalone on any computer or mobile device, to conduct your business relationships conveniently all in one place. Go to ClientPoint.me today to reserve your own custom relationship link for free, that you can share on email signatures, business cards, social media bios and more. This extension is brought to you by ClientPoint, which is an enterprise Business Relationship Enablement platform that serves customers on six continents and in a dozen languages. It’s diverse clientele includes major brands such as Securitas, Life Fitness, Principal, Live Nation, Equifax and many more.

5 out of 511 ratings

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Craig MeyerNov 10, 2023

Cool tool! I really like the free esign and video conferencing from anyone. nice.

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Deborah FrasconeNov 10, 2023

This is really helpful in connecting with my customers. Thanks

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Tanzeel Ur RehmanOct 18, 2023

An amazing tool to connect with the people professionally!

Details

  • Version
    1.0.31
  • Updated
    December 7, 2023
  • Size
    114KiB
  • Languages
    English
  • Developer
    ClientPoint
    6790 Embarcadero Ln Carlsbad, CA 92011 US
    Website
    Email
    cws.developer@clientpoint.net
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

ClientPoint has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

ClientPoint handles the following:

Personally identifiable information

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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