ClientPoint vs Zenkit
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Sir Richard BransonMost popular feedback for ClientPoint
I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.
Bill C.
About ClientPoint
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.
Most popular feedback for Zenkit
Beautifully tracks my business processes and assets Overall: Zenkit allows me to track progress of client projects and embed Kanban views onto private client pages of my company's website-essentially powering my business's client portals. I also use it to track business expenses, save receipts and other documents, and control my work calendar. I love that I can access is on both my desktop and phone.
Elizabeth Leigh J
About Zenkit
Zenkit is the flexible workspace you can use to organize anything. Zenkit lets you view and manipulate your data in multiple intuitive ways to gain deeper insight into your projects. Start with a simple list or Kanban board to plan your process, or switch to a table to input additional data and view analytics.
ClientPoint reviews
Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional
- Jay M. Marketing Strategist
Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.
- Cathleen S. sales
Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.
- Tom D. DIRECTOR OF SALES
Zenkit reviews
“Zenkit is a better Trello than Trello.”
- Matthew Hughes thenextweb.com
“Like you were using your Jedi powers to do it.”
- Curtis Silver forbes.com
“Minimal and distraction-free, but powerful under the hood.”
- Alan Henry lifehacker.com
Pros & cons
ClientPoint
| Pros |
|---|
| Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding |
| The analytics is unmatched and extremely helpful |
| Functionality to customize according to what we need |
| Every successful company has a cutting edge to make them better and Paperless helps highlight ours |
| What I love about this software is that you can share as many documents/files as you like in one single proposal |
| You can customize your proposal to be however you want it to be |
| Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional." |
| Cons |
|---|
| I hope no one else in my industry buys this so I can use it to kick there ass |
| You gotta be crazy if you're not using this for your business |
| The software is a bit difficult to maneuver and clunky |
| I am giving the benefit of the doubt, but my proposals look bad |
| The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit." |
Zenkit
| Pros |
|---|
| Kanban app with multiple view options |
| Includes calendar and mind mapping functions |
| Can create custom fields. |
| Cons |
|---|
| No milestone tracking |
| No recurring option for tasks, meetings |
| Few native integrations. |
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