ClientPoint: Product updates, Customer stories, and Insights | 2026 Cuspera

ClientPoint helped Vortex Aquatic Structures cut proposal creation time from 8 hours to just 10 minutes. The sales team now uses ClientPoint to make fast, professional proposals. This led to more pro...posals sent and more sales opportunities. Proposals now look consistent and match the Vortex brand. ClientPoint connects with Salesforce to automate data sharing and proposal management. Sales productivity increased and Vortex stands out from competitors.
Show More..

ClientPoint helped Securitas North America improve their sales proposal process. Before, it took up to 3 hours to make a proposal using a difficult system. With ClientPoint, proposals now take less t...han 30 minutes. Securitas saw a 25% increase in sales in the first year after switching. The sales team finds the system easy to use and management likes the consistent, branded proposals. ClientPoint gives Securitas a strong edge over competitors.
Show More..

ClientPoint helped Seat King, LLC improve their sales proposal process. Before, they used Excel and PDF files, which looked unprofessional and lacked tracking. With ClientPoint, they now create profe...ssional, branded proposals with personalized videos. The sales team finds it easier to make detailed proposals and sends more of them. They can track when prospects view proposals and what pages they spend time on. This has helped Seat King win more new accounts and shorten their sales cycle.
Show More..

ClientPoint helped Phoenix Protective Corporation automate their proposal process. Before, it took 3 hours to make a proposal. Now, it takes only 30 minutes. This change increased sales productivity ...by 600%. Managers can now work together on proposals and add videos. They can send proposals for electronic signature and start projects faster. ClientPoint’s tracking tools give insight into what prospects want. Phoenix Protective Corporation now closes more sales and has grown their business.
Show More..

ClientPoint helped Cypress Creek Pest Control move from paper-based proposals to digital proposals. The company wanted a modern, easy-to-use system to create, send, and track proposals. ClientPoint p...rovided flexible templates and cloud-based tools. Cypress Creek Pest Control doubled its closing rate and increased sales. Clients now see the company as more professional and advanced. The sales team can send more proposals faster, and management can track performance easily.
Show More..

ClientPoint helped Flavours Catering + Events move from manual proposal creation to automated, template-based proposals. Before ClientPoint, they used Word and Excel, which was slow and error-prone. ...With ClientPoint, proposal creation now takes minutes instead of over an hour. Their proposals look more professional and help them win more business. They can track proposal views and conversions with analytics tools. Over five years, they saw a 25% increase in sales each year using ClientPoint.
Show More..