ClientPoint vs Proposify
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ClientPoint offers fewer features (37 vs 47) and fewer integrations (3 vs 30). Starting price: ClientPoint at $42/mo vs Proposify at $49/mo. ClientPoint has 37 unique features while Proposify has 47 unique features, with 0 features in common.
| ClientPoint | Proposify | |
|---|---|---|
| Category | Sales Engagement | Sales Engagement |
| Total Features | 37 | 47 |
| AI-Powered Features | 5 | 2 |
| Starting Price | $42/mo | $49/mo |
| Pricing Tiers | 5 | 4 |
| Integrations | 3 | 30 |
| Shared Features | 0 | |
| Shared Integrations | 3 | |
| Data Quality | 80% | 73% |
Feature Comparison by Category
AI (3 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| AI Content Assistant | ||
| Basic RelationshipAI™ | ||
| ClientPoint RelationshipAI™ | ||
| Meg (AI Pro) |
Analytics (0 vs 6)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Lead Scoring | ||
| Performance Analytics | ||
| Proposal Tracking | ||
| Signature Tracking | ||
| Team Dashboard | ||
| Win/Loss Analysis |
Automation (2 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Document Automation | ||
| Proposal Automation |
Billing (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Recurring Billing Setup |
Branding (3 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Branded Portals (ClientPoint Experiences) | ||
| ClientPoint.me Branding | ||
| Custom Domain | ||
| Personal Profile Link |
Client Management (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Client Portal |
Collaboration (3 vs 3)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Approval Workflows | ||
| Client Comments | ||
| Group Workspaces | ||
| Live Collaboration | ||
| One-to-One Private Workspaces | ||
| Team Collaboration |
Content (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Rich Media Support |
Content Management (2 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Centralized Content Management | ||
| DAM (Document Asset Management) |
Core (0 vs 8)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Archive & Organize | ||
| Drag & Drop Editor | ||
| E-Signature | ||
| Mobile Preview | ||
| Pricing Tables | ||
| Proposal Expiration | ||
| Proposal Templates | ||
| Version Control |
Customization (0 vs 4)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Brand Customization | ||
| Custom Fields | ||
| Dynamic Sections | ||
| Email Templates |
Data Management (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Bulk Import |
Design (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| ClientPoint Design |
Distribution (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| QR Codes |
E-Signature (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| ClientPoint Sign |
Enterprise (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| White-Label Solution |
Events (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Digital Tradeshow Rooms |
Exports (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| PDF Export |
Integration (4 vs 3)
| Feature | ClientPoint | Proposify |
|---|---|---|
| API Access | ||
| APIs | ||
| Auto-Fill Data | ||
| CRM Integration | ||
| ClientPoint Website Plugin | ||
| Webhooks | ||
| Zapier Integration |
Localization (0 vs 2)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Currency Support | ||
| Multi-Language Support |
Media (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Video Integration |
Meetings (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| ClientPoint Meet |
Payments (1 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| ClientPoint Pay | ||
| Payment Links |
Pricing (0 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Discount & Tax Management |
Productivity (0 vs 6)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Content Library | ||
| Mass Sending | ||
| Proposal Cloning | ||
| Proposal Reminders | ||
| Proposal Search | ||
| Scheduled Sending |
Quoting (2 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| CPQ Tool | ||
| Pricing Tool |
Reporting (3 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Deal Progress Tracking | ||
| Engagement Tracking | ||
| Real-time Engagement Alerts |
Sales (2 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Digital Sales Rooms | ||
| Personalized Follow-up |
Scheduling (1 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| ClientPoint Schedule |
Security (0 vs 4)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Access Control | ||
| Audit Logs | ||
| SSO & SAML | ||
| Two-Factor Authentication |
Services (2 vs 0)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Tier One Premium Services | ||
| Tier Two Premium Services |
Templates (3 vs 1)
| Feature | ClientPoint | Proposify |
|---|---|---|
| Interactive Templates | ||
| Live Templates | ||
| Proposal Templates Library | ||
| Templates |
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 Proposify (47)
AI Content Assistant
Lead Scoring
Performance Analytics
Proposal Tracking
Signature Tracking
Team Dashboard
Win/Loss Analysis
Recurring Billing Setup
Custom Domain
Client Portal
Approval Workflows
Client Comments
Team Collaboration
Rich Media Support
Archive & Organize
Drag & Drop Editor
E-Signature
Mobile Preview
Pricing Tables
Proposal Expiration
+ 27 more unique features
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