CRX id
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Description from extension meta
We Make it Easy for People to do Business with You
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Description from store
This extension is part of the ClientPoint Enterprise Solutions package. If you currently do not have this package, call 888-972-7375 for more information and welcome to your trial of the Relationship Sidebar.
Make it easy for people to do business with you by installing the ClientPoint Relationship Sidebar so that it appears on the right-hand side of all your CRM contact record screens.
This sidebar is your business relationship workspace where you do all your business with others. Imagine a private and secure virtual office that gives you familiar ways to schedule, meet, chat, network, share content (Documents, videos, images, links etc.), eSign, pay and much more. All in one place.
Bring your own tech, or use ours for free! You can use ClientPoint's free built in endpoints, or bring many of your favorite end points (i.e. Zoom, Calendly, AdobeSign, Dropbox, payment links etc.) together into this seamless experience for each of your business relationships.
Whether you’re a solopreneur or a global Fortune 100 corporation, ClientPoint users nurture leads more effectively, propose & close deals faster, and onboard & serve clients better.
Install the relationship sidebar extension, so you can produce and share materials, schedule and have meetings, negotiate and close deals, and serve customers brilliantly, all in one place…your CRM! (By the way, custom CRM integration packages are available for this extension. Contact [email protected] to get started.)
ClientPoint is your CRM on Steroids! The ClientPoint Relationship Sidebar is the “R” (the “Relationship”) inside your CRM, but…
You can also use ClientPoint completely standalone on any computer or mobile device, to conduct your business relationships conveniently all in one place. Go to ClientPoint.me today to reserve your own custom relationship link for free, that you can share on email signatures, business cards, social media bios and more.
This extension is brought to you by ClientPoint, which is an enterprise Business Relationship Enablement platform that serves customers on six continents and in a dozen languages. It’s diverse clientele includes major brands such as Securitas, Life Fitness, Principal, Live Nation, Equifax and many more.
Latest reviews
- (2023-11-11) Craig Meyer: Cool tool! I really like the free esign and video conferencing from anyone. nice.
- (2023-11-11) Deborah Frascone: This is really helpful in connecting with my customers. Thanks
- (2023-10-18) Tanzeel Ur Rehman: An amazing tool to connect with the people professionally!
- (2023-10-14) Janene Brunk: I love the icon when I am on a web page or in my CRM and it recognizes the contact/relationship. To follows me from computer to phone and pulses like the heartbeat of business.
- (2023-10-13) Natalie C: Fabulous easy to install and use app for allow easier connections with colleagues, friends and clients. It can be used for chat, webcam conferencing, sharing docs, images, electronic signing, proposals and much more. Definitely worth having in your bookmarks!
- (2023-10-13) Shahid Sheikh: ClientPoint's Google Extension is a true game-changer! It seamlessly integrates with Google Workspace, making document management a breeze. I've never been more efficient, and the professional templates and collaboration features are outstanding. Tracking and security options provide peace of mind, and the support team is excellent. Highly recommend for an enhanced Google Workspace experience!
- (2023-10-13) Jenn Meyer: Such a powerful tool! I'm using this over my CRM contact records. I love that all tools are in one place now. The esign is so easy to use! My customers love it. So easy Cheesy!
- (2023-09-27) Asma Sheikh: Oh my God my life has changed since I have downloaded and started using the Relationship Sidebar. Its so much easier to connect as its always just there for me!
- (2023-04-08) Haris Isani: ClientPoint makes easy to build & maintain business relationships with the ease of access.
- (2023-04-06) Bryan Allen: Thank you ClientPoint for making it easier to get business done!