Traction Tools vs ClientPoint

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Traction Tools

Category: Task Management Tool

Industries: Marketing, Educaiton, Social Media

Pricing

Base ($149/mo)

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 Traction Tools

Traction Tools helps users follow Traction / EOS to a T. Capturing action items and issues is easy. The software makes it simple to conduct L10s. I highly recommend using Traction Tools if your company is running on EOS.

Katie K.

About Traction Tools

Traction Tools is a web-based business management software that allows you to align all parts of your organization. With Traction Tools, you'll be able to organize your To-Dos, manage team member roles, run meetings and visualize goals. This software is designed for entrepreneurs.

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.

Traction Tools reviews

It's been a true game-changer in our business. We started using EOS to run our business a little over a year ago. Until bringing on Traction Tools, is was difficult to track and implement the processes on our own. Traction Tools has really now become a platform that consistently keeps everyone in the business on track, focused on where we are going, and driving accountability across every position in the company.

- Abigail K. Owner

Extremely easy to use, very reliable up-time, and the best customer service I have ever experienced.

- Tyler D. CEO / Visionary

BY the same token, sometimes the very structure that I just praised becomes cumbersome. It can be difficult to figure out what comes next. It's not always clear how to take it to the next topic. And when it comes to building Rocks or adding things to the Traction-site, it wasn't intuitive as to how to do it.

- Lisa C. Financial Systems 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

Traction Tools

Pros
When using the Traction Tools website for Traction Meetings, it's VERY user-friendly
When you start a meeting, it keeps everyone in the meeting on track with what there is to discuss
to-dos and tasks
Works well for alignment.
Cons
It is not quite as customizable as I wish it were and it can be a little confusing to navigate
More of a concern with the EOS methodology that we feel with this software is that sometimes it rewards solving issues with false urgency, and can make it difficult to focus on the overall strategy as we investigate issues.

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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