Average Ratings 1 Rating
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Description
Ascendx is a robust SaaS platform tailored for enterprises, aimed at enhancing Salesforce through innovative AI-powered solutions spanning sales, service, data management, and operational workflows. Its extensive suite encompasses tools for sales enablement, automated customer service, workflow orchestration, seamless data integration, and enhancing point-of-sale experiences. The platform streamlines lead and case management while maintaining secure data practices and facilitating real-time data replication to systems like Snowflake. Additionally, Ascendx provides document automation capabilities within Salesforce and supports mobile and in-store transactions that are fully integrated with CRM data. With its flexible modular architecture, Ascendx allows businesses to implement only the solutions they require, guaranteeing both scalability and compliance with industry standards. By leveraging Ascendx, organizations can fully realize the capabilities of their CRM systems, thereby driving growth and efficiency. Ultimately, Ascendx serves as a vital partner in transforming how enterprises engage with their customers.
Description
Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform.
Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs.
Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.
API Access
Has API
No
API Access
Has API
No
Integrations
Caterease
No
Crypto Backoffice
Yes
Docusign
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Marketing Hub
No
MYOB
No
Microsoft 365
No
NetSuite
No
Pipedrive
No
Integrations
Caterease
Yes
Crypto Backoffice
No
Docusign
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Marketing Hub
Yes
MYOB
Yes
Microsoft 365
Yes
NetSuite
Yes
Pipedrive
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ascendx
Founded
2023
Country
United Kingdom
Website
ascendx.cloud/
Vendor Details
Company Name
ClientPoint
Founded
2007
Country
United States
Website
www.ClientPoint.net
Product Features
Data Governance
Access Control
No
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
Data Management
Customer Data
No
Data Analysis
No
Data Capture
No
Data Integration
No
Data Migration
No
Data Quality Control
No
Data Security
No
Information Governance
No
Master Data Management
No
Match & Merge
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Sales Acceleration
CPQ
Yes
Campaign Management
No
Dialer
No
Email Sequencing
Yes
Email Templates
Yes
Email Tracking
Yes
List Building
No
Meeting Scheduler
Yes
Predictive Analytics
Yes
Reporting
Yes
Sales Gamification
No
Sales Intelligence
Yes
Sales Workflow Management
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
Yes
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
Yes