ClickPoint
Optimize your field sales with ClickPoint Software's automated lead distribution and route optimization, reducing windshield time for maximum efficiency.
ClickPoint Software enhances field sales through automated distribution of leads and efficient route planning. Although its design focuses more on usability than visual appeal, the system's capability for offline mobile access and live tracking greatly minimizes travel time for sectors such as solar energy and home services.
What Is ClickPoint?
ClickPoint Software is a cloud-centric CRM tailored for field sales teams operating in sectors such as home services, insurance, and direct sales. It streamlines the lead distribution process by automatically assigning leads based on the geographic area and the availability of representatives, which minimizes travel time through AI-driven route optimization. With its mobile application that works offline, sales reps can access customer information and update records even when they are not connected to the internet.
This solution is particularly suitable for small to medium-sized enterprises, addressing issues related to territory management and immediate team coordination, thereby accelerating the deal-closing process for sales organizations.
ClickPoint Pricing
The cost of ClickPoint depends on the number of users and selected features. The pricing plans include:
Teams of 5 (Starter): $450/month
Additional Users: $65 per active user/month
If you utilize ClickPoint’s integrated dialer or calling features, the pricing is as follows:
Unlimited Dialing Plan: $155/month (unlimited dialing)
Calling Services: $0.025 per minute
Texting Services: $0.02 per message
Phone Numbers: $2/month, $3 for toll-free numbers/month
Contact us for a customized ClickPoint pricing quote tailored for your business!
Please note that pricing may change.
ClickPoint Integrations
The software allows integration with various systems and platforms, including:
Cheetah Mail
Experian
Zillow
SoftVu
Nextiva
RingCentral
Zapier
Schedule a complimentary ClickPoint demo to discover more about its integration capabilities.
Who Is ClickPoint For?
This software serves businesses spanning numerous industries and sectors, including:
Home services
Mortgage and financial services
Education
Solar energy providers
Pest control companies
Debt settlement agencies
Is ClickPoint Right For You?
If you are seeking an efficient method to manage leads and enhance your deal-closing rate, ClickPoint might be an excellent choice for sales-oriented teams that require intelligent lead routing, prompt follow-ups, and a clear overview of representative performance. This tool is especially beneficial in sectors like mortgage, insurance, and home services where timing is crucial. In 2014, it received the LeadsCouncil “Leader” Award for Best Lead Distribution Solution.
By adhering to TCPA, CAN-SPAM, GDPR regulations, and more, ClickPoint prioritizes regulatory compliance while safeguarding your data. Built on Azure infrastructure, it provides enterprise-level security, scalability options, and two-factor authentication suitable for teams of any size. If your organization needs dependable and secure CRM and lead management solutions, ClickPoint may be the ideal match for you.
If you still have questions about whether ClickPoint software is suitable for your needs, reach out to our customer support team at info@softwareseekers.com for further assistance.