Getting Started is Easy

Go at your own pace, or allow us to start working immediately configuring the account for you. We make it easy for your salespople to start converting more leads to customers.

Monthly Billing

no contract

20% off

Annual Billing

20% OFF

After free trial period

$

per Active User
per Month

Receive Additional Discounts With a Calling Plan

No Calling Plan
5,000
20,000
70,000
100,000

% Discount

Dialing Minutes Per Month

Included Services

Free Credits

Start a free trial with over $100 in free dialing, texting, user license, and configuration credits. Once you register for a free trial, our team will assist you in creating a live pilot so you can try before buying.

Start Free Trial

Data Migration & Import

$0 Data Migration. Do you currently have data in another CRM or sales solution? No problem, we will import your data directly into SalesExec for Free.

$0 Data Import. Our team will import your data, saving you valuable time, giving you a clean start with SalesExec.

Schedule a call

Dedicated Support

Are you tired of sending tickets and waiting for support?

ClickPoint provides a customer success manager dedicated to your account, available via chat, phone, and email. Get access to real-time support via chat and guided user tours, videos, and product updates.

Schedule a call

Included Features

Power Dialer
Dial leads prioritized by hottest leads, newest or oldest, time zone, and state calling rules.

Pull Lead Dialing
Salespeople request leads, and the system serves up the best match, no guessing, no cherry-picking.

Local Presence Dialing
Improve contact rate by using a local area code that matches the prospect area code.

Pre-Recorded Voicemail Drops
Record personalized voicemails and leave them with the click of a button.

Transfer Calls
Transfer calls to other teammates or into different departments with a click of a button.

Sales Scripts
Create useful sales scripts, personalized for each prospect or type of product your selling.

Calendar and Appointments
Appointment setters can book appointments for sales team members from the same solution.

Mobile Application
Download Android and IOS mobile application, built for responding to texts, getting directions, or click-to-dial.

Purchase Numbers
Purchase or port local or toll-free numbers to capture incoming calls and routing them to your team.

Call Capture
Intelligently route calls to your salespeople, branches, or call centers from direct mail, your website, or Google CPC campaigns.

Call Distribution
Route your inbound calls based on skill, state, zip, keypress, and route them via shotgun, or round-robin.

Call Queues
Create teams that handle certain types of calls, with overflow and availability monitoring to ensure all requests connect with a live agent or salesperson.

Available Agent
Route calls to available agents, ensuring you never drop calls and miss opportunities.

Call Recordings
Verify sales communication by listening to recorded calls and using them for training opportunities.

Third-Party Lead Source Integration
Easily acquire leads with Integrations to hundreds of lead providers like LendingTree, Quinstreet, Zillow, and more.

Configure Sales Workflow
Configure multi-channel sales workflow with automation to prioritize leads through a proven process.

Campaign Segmentation
Segment and filter your leads by workflow, status, and by categories with easy drag and drop configuration.

Roles and Permissions
Create roles that have permission settings, so each view is different for your administrators vs. your salespeople.

Lead Distribution Rules
Deliver and prioritize leads intelligently for your salespeople, so they can work their hottest leads without having to think about what to do next.

Lead Verification
Easily set rules to remove duplicate leads, mark leads for do not contact, return bad leads, and enhance lead information with integrations to Google Analytics, Experian, and more.

Lead Capture
Capture web leads and phone calls, instantly build integrations to lead sources, so that web leads flow immediately to your team.

Lead Management
Segment your sales channels, personalize content and outreach, and track lead status through your sales process.

Email Marketing
Create personalized email templates, send triggered emails based on events or actions, schedule automated drip email campaigns, send emails in bulk, track open rates, ISP delivery and click-through rates.

Whitelisted Email Delivery
SendGrid integration ensures all emails make it to an inbox with opt-out and included compliance features.

Text SMS
Create Text SMS templates, respond to text replies with real-time response notifications, and automatically deliver Text SMS messages with nurture.

Marketing Analytics
View real-time stats on opened and clicked email, text delivery, leads generated, calls accepted, routed calls, and marketing source performance.

Marketing Reports

Lead Source Performance
Track cost per acquisition (CPA) and lead source performance across marketing channel, lead source, and advertising campaign.

Lead Penetration Rate
Ensure leads are dialed the optimal amount of times in the first 24-48 hours by lead source or marketing channel.

Sales Performance Reports

Dashboard Reports
Provide real-time snapshots of leads in stages, and summarized sales performance, sharable across your entire organization.

Scoreboard Reports
Highlight sales achievements for your whole team to see on the big screen, motivating them to take the lead on dials, appointments, and other critical metrics.

Call Reports
Track talk time, total calls by a salesperson, abandon rate, and track calls by lead source or marketing channel.

Contact Rate by Time
Track response time to new leads by salesperson, ensuring prospects are responded to in seconds, not minutes or hours.

Included Features

Tony Baluff
Tony Balluff

Director of Inside Sales

“It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads. Leads are called quickly and it has just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center.”

Power Dialer
Dial leads prioritized by hottest leads, newest or oldest, time zone, and state calling rules.

Pull Lead Dialing
Salespeople request leads, and the system serves up the best match, no guessing, no cherry-picking.

Local Presence Dialing
Improve contact rate by using a local area code that matches the prospect area code.

Pre-Recorded Voicemail Drops
Record personalized voicemails and leave them with the click of a button.

Transfer Calls
Transfer calls to other teammates or into different departments with a click of a button.

Sales Scripts
Create useful sales scripts, personalized for each prospect or type of product your selling.

Calendar and Appointments
Appointment setters can book appointments for sales team members from the same solution.

Mobile Application
Download Android and IOS mobile application, built for responding to texts, getting directions, or click-to-dial.

Joel Musgrove
Joel Musgrove

Sr. Vice President

“We work in a fast pace environment and it has been a true asset to work with a company such as Clickpoint that is adaptable and able to move quickly with a customer to meet their needs. Since working with Clickpoint, we have increased our rate of contacting inquiring students, increasing our ability to service more students, and overall impacting our total student body positively.”

Purchase Numbers
Purchase or port local or toll-free numbers to capture incoming calls and routing them to your team.

Call Capture
Intelligently route calls to your salespeople, branches, or call centers from direct mail, your website, or Google CPC campaigns.

Call Distribution
Route your inbound calls based on skill, state, zip, keypress, and route them via shotgun, or round-robin.

Call Queues
Create teams that handle certain types of calls, with overflow and availability monitoring to ensure all requests connect with a live agent or salesperson.

Available Agent
Route calls to available agents, ensuring you never drop calls and miss opportunities.

Call Recordings
Verify sales communication by listening to recorded calls and using them for training opportunities.

Daren Autry
Daren Autry

Operations

“ClickPoint's technology helped increase our sales exponentially. We are up double digits in gross sales. As a results we doubled sales headcount in less than 60 days.”

Third-Party Lead Source Integration
Easily acquire leads with Integrations to hundreds of lead providers like LendingTree, Quinstreet, Zillow, and more.

Configure Sales Workflow
Configure multi-channel sales workflow with automation to prioritize leads through a proven process.

Campaign Segmentation
Segment and filter your leads by workflow, status, and by categories with easy drag and drop configuration.

Roles and Permissions
Create roles that have permission settings, so each view is different for your administrators vs. your salespeople.

Lead Distribution Rules
Deliver and prioritize leads intelligently for your salespeople, so they can work their hottest leads without having to think about what to do next.

Lead Verification
Easily set rules to remove duplicate leads, mark leads for do not contact, return bad leads, and enhance lead information with integrations to Google Analytics, Experian, and more.

Talya Lev-Mor
Talya Lev-Mor

Co-Founder / CTO

“Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly. Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.”

Lead Capture
Capture web leads and phone calls, instantly build integrations to lead sources, so that web leads flow immediately to your team.

Lead Management
Segment your sales channels, personalize content and outreach, and track lead status through your sales process.

Email Marketing
Create personalized email templates, send triggered emails based on events or actions, schedule automated drip email campaigns, send emails in bulk, track open rates, ISP delivery and click-through rates.

Whitelisted Email Delivery
SendGrid integration ensures all emails make it to an inbox with opt-out and included compliance features.

Text SMS
Create Text SMS templates, respond to text replies with real-time response notifications, and automatically deliver Text SMS messages with nurture.

Marketing Analytics
View real-time stats on opened and clicked email, text delivery, leads generated, calls accepted, routed calls, and marketing source performance.

Stephen Schramke
Stephen Schramke

Founder and CEO

“This is the best lead management software on market. It is easy to use while also being sophisticated enough to handle complex requirements. ClickPoint Software is VERY customer focused. They are quick to respond, will bend over backwards and they follow-up to make sure you are completely satisfied with their support.”
Marketing Reports

Lead Source Performance
Track cost per acquisition (CPA) and lead source performance across marketing channel, lead source, and advertising campaign.

Lead Penetration Rate
Ensure leads are dialed the optimal amount of times in the first 24-48 hours by lead source or marketing channel.

Sales Performance Reports

Dashboard Reports
Provide real-time snapshots of leads in stages, and summarized sales performance, sharable across your entire organization.

Scoreboard Reports
Highlight sales achievements for your whole team to see on the big screen, motivating them to take the lead on dials, appointments, and other critical metrics.

Call Reports
Track talk time, total calls by a salesperson, abandon rate, and track calls by lead source or marketing channel.

Contact Rate by Time
Track response time to new leads by salesperson, ensuring prospects are responded to in seconds, not minutes or hours.

Frequently Asked Questions

If you want to learn more before scheduling a call, check out our videos or product information center

What does the 30-day free trial include?

You get full access to SalesExec for 30 days. No strings attached. We will configure SalesExec for your specific business vertical. We even give you $70 in license fees and $30 in free dialing and texting credits to test out dialing & text SMS.

How do I import my leads into SalesExec?

You can use our import solution to import your Excel file or CSV on your own, of course we assist in helping you the first time and will migrate your data if you have multiple data files.

Are there hidden fees?

There are no hidden fees for storage, support, or features, everyone pays the same low rate for all of our software features, there are no hidden costs, and support is available via chat, email, and phone to assist you when you need it most.

How much does it cost for outbound dialing, routing calls, and texting?

Outbound dialing and inbound call rates per minute are .05 cents, and text SMS messages are .04 cents per transaction. With the added discounts in user license fees, the total cost of ownership for SalesExec, per user is one of the lowest in the industry.

Do you offer discounts?

Yes, we offer several discounts. You can receive a 20% user license discount by moving to an annual plan, and you can obtain additional user license discounts for using the outbound dialing and call routing solution. We offer the lowest onboardingrates in our industry, $0 cost for data imports, $0 for data migrations, and we even provide a smiling customer success manager to help you migrate.

You get full access to SalesExec for 30 days. No strings attached. We will configure SalesExec for your specific business vertical. We even give you $70 in license fees and $30 in free dialing and texting credits to test out dialing & text SMS.

Outbound dialing and inbound call rates per minute are .05 cents, and text SMS messages are .04 cents per transaction. With the added discounts in user license fees, the total cost of ownership for SalesExec, per user is one of the lowest in the industry.

Yes, we offer several discounts. You can receive a 20% user license discount by moving to an annual plan, and you can obtain additional user license discounts for using the outbound dialing and call routing solution. We offer the lowest onboardingrates in our industry, $0 cost for data imports, $0 for data migrations, and we even provide a smiling customer success manager to help you migrate.

You can use our import solution to import your Excel file or CSV on your own, of course we assist in helping you the first time and will migrate your data if you have multiple data files.

There are no hidden fees for storage, support, or features, everyone pays the same low rate for all of our software features, there are no hidden costs, and support is available via chat, email, and phone to assist you when you need it most.