Overview
ClickPoint Software optimizes field sales with automated lead distribution and route optimization. While its interface prioritizes function over aesthetics, the platform’s offline mobile access and real-time tracking significantly reduce windshield time for industries like solar and home services.
ClickPoint Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is ClickPoint?
ClickPoint Software is a cloud-based CRM designed for field sales teams in industries like home services, insurance, and direct sales. It eliminates manual lead distribution by automatically assigning leads based on location and rep availability, reducing travel time with AI-powered route optimization. The platform’s offline-capable mobile app ensures reps can access customer data and update records even without connectivity.
Ideal for small to mid-sized businesses, ClickPoint solves inefficiencies in territory management and real-time team coordination, helping sales organizations close deals faster.
ClickPoint Pricing
ClickPoint cost varies by team size and features selected. Available plans include:
- Teams of 5 (Starter): $450/month
- Additional Users: $65/active user/month
Plans when using ClickPoint’s built-in dialer or call tools to make calls through the platform are:
- Unlimited Dialing Plan: $155/month (unlimited dialing)
- Calling Services: $0.025/minute
- Texting Services: $0.02/message
- Phone Numbers: $2/month, $3/toll‑free number/month
Disclaimer: The pricing is subject to change.
ClickPoint Integrations
The software supports integration with multiple systems and platforms, such as:
- Cheetah Mail
- Experian
- Zillow
- SoftVu
- Nextiva
- RingCentral
- Zapier
Who Is ClickPoint For?
The software caters to businesses across multiple industries, sectors, and businesses, including:
- Home services
- Mortgage and financial services
- Education
- Solar energy providers
- Pest control companies
- Debt settlement agencies
Is ClickPoint Right For You?
Looking for a faster way to manage leads and close more deals? ClickPoint is a great fit for sales-driven teams that need smart lead routing, fast follow-ups, and clear visibility into rep performance. It’s especially useful for industries like mortgage, insurance, and home services where timing is everything. It earned the LeadsCouncil “Leader” Award for Best Lead Distribution Solution in 2014.
By supporting TCPA, CAN‑SPAM, GDPR, and more, ClickPoint ensures regulatory compliance while protecting your data. Built on Azure, it offers enterprise-level security, scalability, and two-factor authentication for teams of all sizes. If you need reliable, secure CRM and lead management, ClickPoint could be your best fit.
Still unsure if ClickPoint software is right for you? Connect with our customer support staff at (661) 384‑7070 for further guidance.
ClickPoint Features
ClickPoint software captures leads from web forms, landing pages, and phone calls, then automatically segments and routes them based on defined criteria. This ensures prospects reach the right sales representatives instantly, reducing delays and missed opportunities, this helps teams manage high volumes without dropping leads
With this feature, sales reps spend less time driving as it provides the fastest, most efficient routes with step-by-step directions between appointments. It also adjusts routes in real time based on traffic conditions or canceled appointments, helping field reps save travel time. This feature directly reduces operational costs and increases daily visit capacity.
With ClickPoint’s smart mobile app, field teams can access customer data, update records, and capture signatures even without internet connectivity. The app syncs automatically once back online, ensuring seamless workflow continuity. This feature is especially valuable in rural areas or industries like pest control with limited coverage.
This feature uses real-time metrics to track rep activity, close rates, and territory coverage through visual heatmaps and reports. Managers can instantly identify coaching opportunities and underperforming regions. This data-driven approach helps optimize sales strategies and resource allocation.
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