task2bill vs ClientPoint

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task2bill

Category: Task Management Tool

Industries: Finance, Communication, Business, Marketing

Pricing

STARTER

$15/month

PRO

$25/month

ADVANCED

$50/month

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 task2bill

We are delighted to know that we can count on a project manager with essential features such as billing when it comes to service projects. Facilitates the work of managing all tasks and making the final product reach our target audience. The design of its interface is modern and easy to use, the functions of linking milestones and tasks can help you to visualize quickly the most important aspects of the project and help you solve them as soon as possible.

Geraldine M.

About task2bill

Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business.

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.

task2bill reviews

The availability of billing and project management system in one platform.

- Sourav Film Maker

The application is too much flexible and it fit with my both business. I am really happy to use the system.

- William Patey

Task2Bill has unique features much recommended by the users.

- Steve

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

task2bill

Pros
The availability of billing and project management system in one platform
The UI is very attractive
It is easy to use and runs fairly fast
We can initiate task easily
Till date I have used many tools but this project management tool is perfect for the industryI like the UI, easy navigation and it works super fast
The Kanban is perfect
Our developers can easily log the hours for particular tasks
It is perfect project management tool, I ever used.
Cons
I have found it of great use for my company
Hardly any cons though I believe time tracking section can improve a little
They need to improve the meeting module a bit.

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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