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ClientPoint CustomerOS® is your ultimate relationship transformation tool for your website!

As the virtual front door to your website, this relationship sidebar plugin will revolutionize your connections and conversations with customers, prospects, and even your coworkers. Imagine effortlessly engaging with your website visitors—messaging, chatting, scheduling and hosting video meetings, sharing files, images, or other content, e-signing documents — all in one place. From sales and support to billing, the possibilities are endless.

Instead of a chatbot, allow your customers to select who to talk to and easily sign in with their name and email to chat directly with live customer support or salesperson. Enable the full potential of your website. Allow your visitors to connect with you at the click of a button.

Experience Better Conversions: Experience a 2.8x increase in purchases with live chat engagement.
Delight your customers with live chat and watch your sales soar by 38%.
Offer real-time support during purchases and witness a 44% boost in satisfaction.
Implement CustomerOS for a remarkable 20% rise in conversion rates.
Keep the Conversation Going: Even after guests leave, maintain seamless communication with the ClientPoint experience you’ve created.
Transform your relationships like never before! Install and Activate ClientPoint CustomerOS® today!
Claim a Free ClientPoint Workspace to explore all the functions available here

Notes

If you encounter any issues during the installation process, please reach out to your assigned Client Success Coordinator or contact the ClientPoint Support Team at [email protected] for prompt assistance.

What does this ClientPoint CustomerOS do?

The ClientPoint CustomerOS allows you to chat, schedule meetings, share documents, and engage with your website visitors directly through CustomerOS.

How do I access the ClientPoint CustomerOS settings?

After activating it, manually navigate to the “ClientPoint” menu item in the admin navbar to access the ClientPoint CustomerOS setup page.

Where can I get support if I encounter issues during installation?

If you encounter any issues during the installation process, please reach out to your assigned Client Success Coordinator or contact the ClientPoint Support Team at [email protected] for prompt assistance.

Does this plugin rely on any external services?

Yes, this plugin relies on the CustomerOS service provided by ClientPoint. This service allows the plugin to provide features such as live chat, document sharing, and meeting scheduling. You can learn more about CustomerOS and its terms of use and privacy policies at ClientPoint Privacy Policy.

Where can I learn more about CustomerOS?

You can read more about CustomerOS at ClientPoint CustomerOS Support.

How can I optimize my CustomerOS profile?

Discover how to optimize your profile with healthy tips by clicking on the following link: Profile and Relationship Optimization.

How can I become a partner in CustomerOS?

To become a partner with CustomerOS, visit ClientPoint Partners and explore the available options for partnership opportunities.

Capturing Leads

By muhammadhaseeb07 on May 22, 2024

CustomerOS has transformed our website with its personalized greeting feature, capturing hot leads we previously missed. The widget on our homepage is the icing on the cake, enhancing visitor interaction. Its all-in-one workspace is a brilliant addition, making CRM management seamless. Installation was easy, and the user-friendly interface ensures smooth operation. Highly recommend for anyone looking to boost customer engagement and streamline their CRM process.

Actually quite good

By susanmayer on May 15, 2024

Helps you personally greet website visitors when they show up. Which is actually something we didn’t even think was possible, and is helping us capture really hot leads that were staring us in the face all along, and we didn’t even think about it. The widget on your home page is actually like the icing on the cake. The whole all-in-one workspace part underneath it all is kinda what you’d want your CRM to have. Brilliant add on to our website and relationship process in general.

Make Your Life Easier & Get Some Time Back!

By glencohen (clientpointglen) on May 21, 2024

ClientPoint CustomerOS® makes it super easy for companies and customers to do business together in a secure workspace to schedule meetings, video conference, chat/message, create send & track documents/quotes/proposals/videos, esignature, and payment - all your tech in one place with one link. A true Game Changer!!!

Customer relationship tool for your business site

By iamshahidsheikh on May 10, 2024

ClientPoint CustomerOS has revolutionized how I manage customer relationships. With its user-friendly interface and customizable features, I can easily track interactions, manage contacts, and streamline communication with my relationships and prospects for business.

CustomerOS is your front door to business relations!

By Haris Isani (harisisani99) on May 10, 2024