FloorSchedule vs ClientPoint

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FloorSchedule

Category: Task Management Tool

Industries: Marketing, Real Estate, Education, Communicatiom

Pricing

Monthly Subscription

$16/month

Prepaid 12 Months

$168/year ($14/month prepaid)

ClientPoint

Category: Task Management Tool

Industries: Marketing, Business, Education

Pricing

Author User

$95 per user monthly

Standard User

$65 per user monthly

Associate User

$35 per user monthly

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Most popular feedback for FloorSchedule

Once I learned the basics of using it, the software is easy. I just have to figure out the logistics of the cumbersome properties I mentioned above, and I'm not sure how to do that. But from the standpoint of creating a schedule at the click of a button, it's been a great help!

Andrea L.

About FloorSchedule

Brokers and Managers: It's time to do your floor time / phone time schedule and everyone has a different request. Create a fair and balanced schedule in minutes. Includes Requests Off, Holidays, Vacations, Automatic and Manual Scheduling, Editing, Unlimited Shifts, One or more per Shift, 99+ agents. On Line Viewing, Printing, Email, Reports, Multiple Locations, Export, Custom events, Full Support! Free to try. No credit card required. $12/month or $10/month prepaid. Read our Realtor reviews.

Most 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.

FloorSchedule reviews

I like that I can add request off for agents and change it each month. I like that it auto saves what I am doing. I like that when I have added special requests in and I go to make a change, it reminds me that the agent has asked for that off but will also still let me override that and still put them in. I like that I can print the reports and have it in front of me while I make changes to the schedule. Easy to pdf and save copies in my computer.

- The overall experience has been positive. It is a helpful tool for a large office.

The overall experience has been positive. It is a helpful tool for a large office.

- Tamera H. Administrative Manager

When I change a shift to Available that the system sent out an automatic email to everyone letting them know or show in red on the agent/participant's view.

- Lauren B. Office Manager

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

Pros & cons

FloorSchedule

Pros
Being able to enter the parameters into the software for each agent's schedule, and have the software create the schedule was the reason I reached out to my Corporate office for help
We've been able to save man hours every month on what is sometimes a complicated schedule, which more than pays for using the program
FloorSchedule does a better job at distributing shifts evenly than an individual does
I have found this software to be very use friendly."
Cons
I also find it strange that when I go to print the calendar pdf, that there is no actual "print" button and that I have to right click to open my printers
I solve the problem of unfairness and also scheduling on days people aren't available
The option buttons should be larger
Also, I find it difficult to work in a backwards way of thinking: 'What shifts can't people do
With multiple locations, the calendar orders the shifts in an odd way
However, it gets the job done."

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."

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