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What is envivo?
Increase your success in closing deals by providing highly tailored offers to potential clients through a personalized microsite, which enables you to organize content effectively for maximum impact, engage in direct conversations with prospects, and send customized email reminders, among various other features. The initial engagement serves as the foundation for a personalized connection with each prospect, evolving from the proposal stage through to signing and finally onboarding. Envivo acts as your all-in-one solution for managing all client interactions, allowing you to handle inquiries, present offers, share essential documents, and manage contracts and onboarding processes effortlessly. This platform empowers you to have meaningful conversations with both customers and prospects, who can easily view your offers from any device, be it a smartphone, tablet, or laptop. By consolidating all your sales activities, Envivo removes the hassle of countless emails, phone calls, and disorganized documents, ensuring that the entire sales journey unfolds within a single digital space. Consequently, you can concentrate on nurturing deeper relationships with your clients while optimizing your operational efficiency. With Envivo, the complexities of sales management are simplified, allowing you to focus on what truly matters: building trust and delivering exceptional service to your clients.
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
Docusign
HubSpot CRM
HubSpot Customer Platform
NetSuite
Pipedrive
Zoho CRM
Caterease
Dropbox Sign
ForgeRock
Freshsales
Integrations Supported
Docusign
HubSpot CRM
HubSpot Customer Platform
NetSuite
Pipedrive
Zoho CRM
Caterease
Dropbox Sign
ForgeRock
Freshsales
API Availability
Has API
API Availability
Has API
Pricing Information
€19 per month
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
envivo.io
Date Founded
2012
Company Location
Germany
Company Website
www.envivo.io
Company Facts
Organization Name
ClientPoint
Date Founded
2007
Company Location
United States
Company Website
www.ClientPoint.net
Categories and Features
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow 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