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What is UpMail?
UpMail allows you to boost your productivity by streamlining both the prospecting and proposal processes, while also harmonizing your sales and marketing strategies through improved email communication that upholds your brand's identity. Although our team is compact, we possess extensive expertise in sales, digital marketing, CRM, and custom software solutions tailored specifically for the hospitality industry. With our offices strategically located in London and Paris, we are well-equipped to cater to clients around the globe. Our platform empowers you to effortlessly design dynamic templates with easily interchangeable content, enabling your team to work from a single adaptable template for various scenarios. The proposals we provide are not just highly customizable; they are also incredibly flexible to accommodate your unique requirements. By maximizing your digital resources, effectively communicating your sales message, and ensuring uniformity across your team with our innovative tools, you can enhance your overall performance. Additionally, by digitizing your workflow and seamlessly uploading your templated contracts and documents, you can streamline your processes. Make direct edits in your browser without the inconvenience of re-uploading files, and leverage our integrated e-signature functionality to stay ahead in your sales cycle, facilitating the timely execution of all essential agreements. This all-encompassing approach fosters a more integrated and efficient workflow throughout your organization, ultimately driving your success in the market.
What is ClientPoint?
Streamlining the management of proposals, contracts, and client interactions has become significantly more efficient. ClientPoint Enterprise enhances document creation, automation, and AI-driven collaboration through specialized ClientPoints—workspaces designed specifically for engaging with prospects, customers, and partners. Users can easily schedule meetings, engage in chats, conduct video conferences, share materials, electronically sign documents, and even handle payments, all within a unified platform.
Furthermore, you can effortlessly integrate your CRM, ERP, BI, and various other business applications, or take advantage of ClientPoint’s tailored CPQ and endpoint solutions to enhance your technology ecosystem and reduce unnecessary expenses. In addition, the platform boasts a comprehensive content library, document storage, templates for creation, and automated processes for developing sales decks, proposals, and RFPs.
Pricing structures are customized to align with your specific business requirements, branding, and desired level of personalization. For independent entrepreneurs and casual users, ClientPoint.me provides a complimentary solution that caters to basic needs. By offering such versatile features, ClientPoint ensures that businesses can maintain a competitive edge in their client engagement strategies.
Integrations Supported
Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
NetSuite
Pipedrive
Sertifi
Integrations Supported
Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
NetSuite
Pipedrive
Sertifi
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
UpMail
Date Founded
2013
Company Location
United Kingdom
Company Website
www.upmailsolutions.com
Company Facts
Organization Name
ClientPoint
Date Founded
2007
Company Location
United States
Company Website
www.ClientPoint.net
Categories and Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management