Localist vs ClientPoint

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Localist

Category: Task Management Tool

Industries: Education, Marketing, Business

Pricing

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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 Localist

Our previous website calendar system consisted of our staff manually entering events when the public would email them to us. Even with copy/pasting each field, it would take up some time to process a lot of requests. Now, we can approve or deny events with the click of a button and the public takes the time to format the events themselves. This also allows for required fields so we don't receive events with missing information.

Frankie R.

About Localist

Localist brings together all the event management and marketing automation tools you need in one place. Our user-friendly platform makes all events (free and paid, online and in-person) more discoverable, by centralizing and automating all of your event and calendar assets. With extensive integrations and an API, Localist works with all of your existing tools. And, we centralize the event listings process with a streamlined workflow.

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.

Localist reviews

We looked at many different event software solutions before deciding on Localist. It's a great product, and the customer service is unparalleled.

- Nicky E. Associate Director of Digital Media

I'm very familiar with Localist after having used it for a few years so I'm reluctant to change to a different email merge system but I do find it to be user-friendly and easy to introduce people to.

- Raymond R. Web Designer

In our particular application, there just isn't very much traffic. The idea of a dedicated event calendar can feel like too much when everyone already uses their own CRM or email lists to communicate about events. More flexible integrations would be a nice feature, like if Localist could pull in events automatically from third-party CRMs. Customizeable reminder messages and follow-up messaging would also add value.

- Craig B. Assistant Director

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

Localist

Pros
The solution is very flexible to our needs and the branding capabilities are impressive
The ease of use and empowerment of users to submit events
Localist is very easy to setup and administer and is a very powerful calendar platform to help manage and promote our many events on campus
Administrators love the ease of setup, reporting and the configuration flexibility."
Cons
The webinar on Channels was so confusing that it took me months to figure out what they were talking about
Again, lots of learn-by-doing
We also found an issue with users being able to create their own avatar, in some cases the avatar could be offensive and there is no way to easily "report" that to the calendar admins
Support has been generally terrible
Anything outside of the basic functionality is simply not supported and they have been unwilling to implement ANY requests that we've made
On several occasions the answers provided by support have been blatantly wrong and only through our own channels have we been able to fix problems that the vendor created."

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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