ClientPoint

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 [email protected] to get started.)