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ClickPoint

ClickPoint Software enhances field sales through automated distribution of leads and efficient route planning. Although its design focuses more on usability tha...

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ClickPoint Software enhances field sales through automated distribution of leads and efficient route planning. Although its design focuses more on usability tha...

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Product Overview

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.

Product Details

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.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
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✘ sales pipeline
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✘ donation tracking
✔ email integration
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✔ contact management
✘ content management
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✘ financial tracking
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✘ invoice management
✘ payment processing
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✘ accounts receivable
✘ alertsnotifications
✔ analytics reporting
✘ automated workflows
✘ bank reconciliation
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✔ customer segmentation
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✔ opportunity management
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✘ social media integration
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✘ crm for equipment dealers
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✘ customizable hr workflows
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✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Exceptional and responsive customer support team
  • ✔ Easy to use and intuitive interface
  • ✔ Powerful and secure lead management tools

Cons

  • ✘ Limited flexibility in custom reporting tools
  • ✘ Lacks lead payout visibility in vendor portal

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, ClickPoint provides a mobile app for both iOS and Android.

Typical users include professionals in the mortgage, insurance, and home services industries.

ClickPoint software price plans start at $450/month for 5 users, with additional users at $65/month and Power Dialer at $155/month. Request a personalized ClickPoint cost quote for your business today!

Yes, ClickPoint Software offers a REST API.

The software integrates with various third-party solutions including Zapier, QuickBooks, and Google Calendar.

ClickPoint is primarily available in English.

ClickPoint software offers 24/7 support through phone, chat, and email. Dedicated onboarding and training are also provided.