1.500 consultants, HR professionals and companies worldwide use Pointerpro.
As a consultant or in-company HR expert, you may have tens or hundreds of individuals to assess at once.
With Pointerpro there’s no need for manual resending or chasing. Every invite and reminder runs on autopilot.
- Upload your contact list or sync it via Make, Zapier, or CSV.
- Create an email invitation template and personalize it with variable data collected from your assessment.
- Schedule your invitation to go out at a chosen time.
- Set up automated reminders targeting only those who haven’t completed the assessment.
- Track deliveries, opens, and clicks in the Analyze Email dashboard.
As a consultant or HR professional, you may want an assessment to go out automatically right after a completed training session or a new hire’s first week.
Thanks to Pointerpro, your respondents receive timely, relevant emails. No need for anyone to write individual emails or even click “send.”
- Create a reusable email template and link it to your assessment.
- Connect your CRM, LMS, or HR platform to Pointerpro via API or Make/Zapier.
- When the defined key event is triggered in your system, it automatically triggers the email send in Pointerpro.
- Reminders follow automatically for those who don’t respond.
- You track opens, clicks, and completion rates inside Pointerpro
After running an assessment, you may want to follow up based on each respondent’s results.
And you probably want to offer different recommendations or steps depending on people’s scores or readiness levels.
Thanks to Pointerpro each respondent receives tailored messaging. You implement your expertise at scale.
- Define rule-based email templates linked to your assessment outcomes (e.g., readiness level < 50% triggers email A and > 50% triggers email B).
- Add dynamic variables like name, score, and a personalized PDF report link.
- Pointerpro automatically sends the right email, right after respondent submission, or with a pre-defined delay.
- Each email can include next steps and links to external resources or to book a session.
- You monitor engagement in your Pointerpro account (sent, opened, clicked).
When a consultancy prospect submits a risk assessment or an employee completes their skills assessment, your team or HR officers may want to know very promptly.
That way they can engage further right away.
Thanks to Pointerpro: no more manual checking or missed opportunities. Everyone’s in sync in real time.
- Enable email notifications on assessment completion.
- Add one or multiple internal recipients (e.g., consultant, account manager, HR business partner).
- Customize what’s included in the notification: respondent details, key scores, or links to the full report.
- Pointerpro automatically alerts the right people.
As a consultant or HR professional, your stakeholders may ask for recurring performance summaries or periodical overviews of training participation and outcomes.
Pointerpro allows you to stay transparent and consistent. Offer your stakeholders fresh insights without needing to lift a finger more than once.
- Build an aggregate report template that compiles key metrics from responses.
- Use the PDF Scheduler to set the desired frequency (weekly, monthly, or quarterly).
- Select which contact list should receive it (e.g., management team, HR leadership).
- Pointerpro automatically compiles and sends the latest data on schedule.
- Reports arrive fully branded and filtered by department or time period.
In a 360-review process, when someone submits their self-assessment, they can prompt the email addresses of the people they want to be assessed by.
The result? A smooth assessment process that ultimately comes together in a 360-feedback report.
- Let the subject nominate their reviewers through a short form at the end or beginning of their assessment (they can indicate emails, names, relationships, etc.).
- Pointerpro automatically saves those nominees as new contacts.
- Each rater receives a unique invitation link tied to the correct subject. You can restrict access so only invited raters can respond.
- Reviewers complete their questionnaire.
- Pointerpro allows you to aggregate all responses and associated scores by group to generate a 360 report.
"NOBODY has a product that is exactly like this. I looked for days, and from what I can tell, this checks the box. In fact, it’s what I would have created if I had been designing a program for myself."
CEO of Business Training Works
As an expert, you may have more than a single assessment for respondents to complete.
That’s why Pointerpro lets you organize and run full-fledged assessment campaigns - combining multiple assessments under one coordinated outreach.
It’s a simple and effective way to manage outreach centrally and ensure every assessment reaches the right audience at the right time.
Do you plan on scaling your assessment operations across business units or clients?
Empower your customers, managers, co-workers or partners to run campaigns with your assessments across their networks. You stay in control of your brand and setup.
How? Using Pointerpro’s Distribution Portal you delegate sending invitations, reminders, and follow-ups while keeping full oversight.
"If you can dream it, you can build it. There's no need to look anywhere else."
CEO and founder of Attain Global
We’re ISO 27001:2022 certified!
ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data.
This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.
Turn the entire assessment journey into a brand experience.
Full white labeling of your assessment workflow is included in your subscription. That includes email domains, assessment URLs, and any visual branding you can think of.
Do you want to bring very specific or challenging design ideas to life in your email setup?
Then our professional services team is here to assist and manage.
Given the limitless capabilities of the Pointerpro platform, organizations envision audacious assessment projects to catalyze their business.
Whatever resources you may lack to manage the scope of your imagination, we can handle for you.
You think it, we’ll build it.
An award-winning platform for consultants, coaches, HR managers, and marketers
Pointerpro uses authenticated sending (SPF/DKIM) and optional dedicated IPs to significantly improve deliverability.
The platform also monitors bounce rates and automatically blocks hard-bounced addresses to protect your sender reputation. Combined with clean, personalized templates and well-structured variables, your invitations and reminders are delivered in a safe and reliable way.
No strict cap on volume - but Pointerpro monitors deliverability to protect your sender domain.
If your bounce rate rises above 3%, the system alerts you so you can clean your lists before continuing.
Yes. With the API or Make/Zapier integrations, you can trigger invitations, reminders, and follow-ups the moment something happens in your CRM, LMS, or HR system.
For example: new hire created → onboarding assessment sent automatically.
No. Reminders are only sent to people who haven’t completed the assessment yet. You choose the number of reminders and the spacing between them. With Pointerpro you can ensure every reminder feels timely, relevant, and respectful - not intrusive.
Not at all. Most email automation features - invitations, reminders, follow-ups, and reporting schedules - are fully no-code.
Only if you want API-triggered workflows, you may want to involve a technical colleague. As a matter of fact, Pointerpro offers professional services to accommodate more complex needs like these.
Yes. Many consultants and HR teams use automated emails for invitations and reminders, then follow up manually once someone completes an assessment. Pointerpro’s internal notifications ensure you’re alerted instantly, so no opportunity is missed.
Pointerpro is a software platform to create your own online assessments, automatically generate personalized reports and manage the distribution of assessments.
Your assessment challenges and objectives are unique to you. So is our pricing. Request your quote and find how we can help you.
Yes, we are.
This depends on the plan. You can pay monthly for the Professional and the Enterprise plan.
You’re in safe hands. We’re ISO 27001:2022 certified!
ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data. This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.
Pointerpro’s servers are hosted at Amazon Web Services (AWS) in Ireland (EU/EEA) (more info here), and in Australia for our Australian users, the world’s largest and most reliable cloud infrastructure provider. This ensures compliance with EU data protection regulations and guarantees high standards of security and reliability. All our servers are set up redundantly to prevent loss of data or unavailability of any kind. Our SLA with AWS ensures any issue be taken up with the highest priority. Our specialized infrastructure and operations provider keeps a watchful eye to make sure everything is done following the highest standards and operating smoothly. For more info check Pointerpro’s security statement.
We have over 50 languages supported. You can create each assessment and report in one or more languages. You can check the full supported languages list here.
We offer two approaches: Do-it-yourself (DIY) and done-for-you (DFY).
DIY is a hands-on approach to building everything by yourself. We will ensure you learn how to use the key features to build a great assessment and report. Likewise, we’ll support you until you are ready to go live and launch the assessment to the respondents
DFY is the quickest way to get there. Our team will do the heavy lifting here. You will simply share with us the existing version of the assessment and pdf report and we will translate them into Pointerpro. Once we are done, we will teach you how to make changes to it, teach you how to distribute the assessment for you to master your desired workflow. You can reach out to support@pointerpro.com
It’s best to get started right away but our team is there to help you to feel comfortable when using the tool based on your own needs and timings. We also have a clear onboarding process in place.
We offer a do-it-yourself solution to build your own assessments, ranging from personality to skills to cybersecurity, and far beyond. The aim of our platform is to help you leverage your own expertise. That means, we don’t provide any content for your assessments.
Our onboarding process is designed to help you get up and running smoothly - whether you're starting from scratch or already have something in mind! The Onboarding Team will guide you through the key steps to create and launch your assessments and reports with confidence. After the Onboarding, our support team is available whenever you need extra help or have additional questions.
We are a global company that serves businesses across every industry with stories similar to yours. Check out our gallery of customer case studies or feel free to ask for some other specific cases we can share.
