CaptivateIQ vs ClientPoint
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CaptivateIQ offers fewer features (26 vs 37) and more integrations (4 vs 3). Starting price: CaptivateIQ at Contact Sales vs ClientPoint at $42/mo. CaptivateIQ has 26 unique features while ClientPoint has 37 unique features, with 0 features in common.
| CaptivateIQ | ClientPoint | |
|---|---|---|
| Category | Sales Engagement | Sales Engagement |
| Total Features | 26 | 37 |
| AI-Powered Features | 3 | 5 |
| Starting Price | Contact Sales | $42/mo |
| Pricing Tiers | 1 | 5 |
| Integrations | 4 | 3 |
| Shared Features | 0 | |
| Shared Integrations | 2 | |
| Data Quality | 70% | 80% |
Feature Comparison by Category
AI (2 vs 3)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Assist AI | ||
| Basic RelationshipAI™ | ||
| ClientPoint RelationshipAI™ | ||
| Meg (AI Pro) | ||
| Predictive Modeling |
Analysis (1 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Real-time Scenario Modeling |
Automation (2 vs 2)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Commission Automation | ||
| Document Automation | ||
| No-code Calculation Engine | ||
| Proposal Automation |
Branding (0 vs 3)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Branded Portals (ClientPoint Experiences) | ||
| ClientPoint.me Branding | ||
| Personal Profile Link |
Collaboration (0 vs 3)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Group Workspaces | ||
| Live Collaboration | ||
| One-to-One Private Workspaces |
Compensation (5 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Bonus and SPIF Support | ||
| Draw Structure Support | ||
| Eligibility Rules | ||
| Incentive Compensation Management | ||
| Tier and Accelerator Support |
Content Management (0 vs 2)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Centralized Content Management | ||
| DAM (Document Asset Management) |
Data Management (1 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| SmartGrid ELT |
Design (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ClientPoint Design |
Distribution (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| QR Codes |
E-Signature (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ClientPoint Sign |
Events (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Digital Tradeshow Rooms |
Integration (0 vs 4)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| APIs | ||
| CRM Integration | ||
| ClientPoint Website Plugin | ||
| Zapier Integration |
Media (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Video Integration |
Meetings (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ClientPoint Meet |
Payments (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ClientPoint Pay |
Planning (3 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Guided Plan-building | ||
| Logic-based Workbooks | ||
| Sales Capacity and Quota Planning |
Quoting (0 vs 2)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| CPQ Tool | ||
| Pricing Tool |
Reporting (2 vs 3)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ASC-606 Reporting | ||
| Deal Progress Tracking | ||
| Engagement Tracking | ||
| Real-time Engagement Alerts | ||
| Reporting & Analytics |
Sales (0 vs 2)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Digital Sales Rooms | ||
| Personalized Follow-up |
Sales Operations (1 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Territory Management |
Scheduling (0 vs 1)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| ClientPoint Schedule |
Security (4 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Data Isolation | ||
| Encryption at Rest and in Transit | ||
| Role-based Access Permissions | ||
| SOC 2 Compliance |
Services (4 vs 2)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Customer Success and Support | ||
| Implementation Services | ||
| Managed Services | ||
| Tier One Premium Services | ||
| Tier Two Premium Services | ||
| Training and Certifications |
Templates (0 vs 3)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Interactive Templates | ||
| Live Templates | ||
| Templates |
Transparency (1 vs 0)
| Feature | CaptivateIQ | ClientPoint |
|---|---|---|
| Real-time Commission Visibility |
Unique Features
Only in CaptivateIQ (26)
Assist AI
Predictive Modeling
Real-time Scenario Modeling
Commission Automation
No-code Calculation Engine
Bonus and SPIF Support
Draw Structure Support
Eligibility Rules
Incentive Compensation Management
Tier and Accelerator Support
SmartGrid ELT
Guided Plan-building
Logic-based Workbooks
Sales Capacity and Quota Planning
ASC-606 Reporting
Reporting & Analytics
Territory Management
Data Isolation
Encryption at Rest and in Transit
Role-based Access Permissions
+ 6 more unique features
Only in ClientPoint (37)
Basic RelationshipAI™
ClientPoint RelationshipAI™
Meg (AI Pro)
Document Automation
Proposal Automation
Branded Portals (ClientPoint Experiences)
ClientPoint.me Branding
Personal Profile Link
Group Workspaces
Live Collaboration
One-to-One Private Workspaces
Centralized Content Management
DAM (Document Asset Management)
ClientPoint Design
QR Codes
ClientPoint Sign
Digital Tradeshow Rooms
APIs
ClientPoint Website Plugin
CRM Integration
+ 17 more unique features
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