ClientPoint vs Fathom
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ClientPoint offers more features (37 vs 36) and fewer integrations (3 vs 5). Starting price: ClientPoint at $42/mo vs Fathom at $19/mo. ClientPoint has 37 unique features while Fathom has 36 unique features, with 0 features in common.
| ClientPoint | Fathom | |
|---|---|---|
| Category | Sales Engagement | Sales Engagement |
| Total Features | 37 | 36 |
| AI-Powered Features | 5 | 13 |
| Starting Price | $42/mo | $19/mo |
| Pricing Tiers | 5 | 4 |
| Integrations | 3 | 5 |
| Shared Features | 0 | |
| Shared Integrations | 1 | |
| Data Quality | 80% | 80% |
Feature Comparison by Category
AI (3 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Basic RelationshipAI™ | ||
| ClientPoint RelationshipAI™ | ||
| Meg (AI Pro) |
AI Insights (0 vs 7)
| Feature | ClientPoint | Fathom |
|---|---|---|
| AI Follow-up Emails | ||
| AI-Generated Action Items | ||
| Advanced Summaries | ||
| Ask Fathom (Conversational AI) | ||
| Basic Summaries | ||
| Custom Meeting Bot | ||
| Instant AI Call Summaries |
Analytics (0 vs 2)
| Feature | ClientPoint | Fathom |
|---|---|---|
| AI Scorecards | ||
| Coaching Metrics |
Automation (2 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Document Automation | ||
| Proposal Automation |
Branding (3 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Branded Portals (ClientPoint Experiences) | ||
| ClientPoint.me Branding | ||
| Personal Profile Link |
CRM Integration (0 vs 2)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Customer View | ||
| Deal View |
Collaboration (3 vs 4)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Comments & Mentions | ||
| Group Workspaces | ||
| Live Collaboration | ||
| One-to-One Private Workspaces | ||
| Team Folders | ||
| Team Playlists | ||
| Team Workspace |
Content Management (2 vs 1)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Centralized Content Management | ||
| Clips and Playlists | ||
| DAM (Document Asset Management) |
Design (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| ClientPoint Design |
Distribution (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| QR Codes |
E-Signature (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| ClientPoint Sign |
Events (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Digital Tradeshow Rooms |
Integration (4 vs 5)
| Feature | ClientPoint | Fathom |
|---|---|---|
| APIs | ||
| Automation Integrations | ||
| CRM Integration | ||
| CRM Syncs | ||
| ClientPoint Website Plugin | ||
| Field Sync | ||
| Public API | ||
| Slack Integration | ||
| Zapier Integration |
Media (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Video Integration |
Meetings (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| ClientPoint Meet |
Payments (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| ClientPoint Pay |
Quoting (2 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| CPQ Tool | ||
| Pricing Tool |
Recording (0 vs 3)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Call Downloads | ||
| Unlimited Call Storage | ||
| Unlimited Recordings |
Reporting (3 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Deal Progress Tracking | ||
| Engagement Tracking | ||
| Real-time Engagement Alerts |
Sales (2 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Digital Sales Rooms | ||
| Personalized Follow-up |
Scheduling (1 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| ClientPoint Schedule |
Search & Discovery (0 vs 4)
| Feature | ClientPoint | Fathom |
|---|---|---|
| AI Search Alerts | ||
| Attendee and Keyword Search | ||
| Global Team Search | ||
| Keyword Alerts |
Security (0 vs 3)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Advanced Security Controls | ||
| Custom Data Retention Policies | ||
| Single Sign-On (SSO) |
Services (2 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Tier One Premium Services | ||
| Tier Two Premium Services |
Settings (0 vs 2)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Custom Bot Name | ||
| Disable In-Meeting Banner |
Support (0 vs 1)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Professional Services |
Templates (3 vs 0)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Interactive Templates | ||
| Live Templates | ||
| Templates |
Transcription (0 vs 2)
| Feature | ClientPoint | Fathom |
|---|---|---|
| Customized Transcription Vocabulary | ||
| Unlimited Transcriptions |
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
Only in Fathom (36)
Advanced Summaries
AI Follow-up Emails
AI-Generated Action Items
Ask Fathom (Conversational AI)
Basic Summaries
Custom Meeting Bot
Instant AI Call Summaries
AI Scorecards
Coaching Metrics
Comments & Mentions
Team Folders
Team Playlists
Team Workspace
Clips and Playlists
Customer View
Deal View
Automation Integrations
CRM Syncs
Field Sync
Public API
+ 16 more unique features
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