ClientPoint vs Yesware
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ClientPoint offers fewer features (37 vs 90) and fewer integrations (3 vs 13). Starting price: ClientPoint at $42/mo vs Yesware at $19/mo. ClientPoint has 37 unique features while Yesware has 90 unique features, with 0 features in common.
| ClientPoint | Yesware | |
|---|---|---|
| Category | Sales Engagement | Sales Engagement |
| Total Features | 37 | 90 |
| AI-Powered Features | 5 | 2 |
| Starting Price | $42/mo | $19/mo |
| Pricing Tiers | 5 | 4 |
| Integrations | 3 | 13 |
| Shared Features | 0 | |
| Shared Integrations | 1 | |
| Data Quality | 80% | 95% |
Feature Comparison by Category
AI (3 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Basic RelationshipAI™ | ||
| ClientPoint RelationshipAI™ | ||
| Meg (AI Pro) |
Analytics (0 vs 2)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Inbox Activity Feed | ||
| Response Insights |
Automation (2 vs 8)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Auto-Remove Recipients | ||
| Custom Touches | ||
| Document Automation | ||
| Email Campaigns | ||
| Multi-Channel Campaigns | ||
| Out of Office Detection | ||
| Proposal Automation | ||
| Reminders | ||
| Save Attachments to Campaigns | ||
| Smart To-Do List |
Billing (0 vs 1)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Pay by Invoice |
Branding (3 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Branded Portals (ClientPoint Experiences) | ||
| ClientPoint.me Branding | ||
| Personal Profile Link |
Collaboration (3 vs 2)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Group Workspaces | ||
| Live Collaboration | ||
| One-to-One Private Workspaces | ||
| Shared Campaigns | ||
| Shared Templates |
Content Management (2 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Centralized Content Management | ||
| DAM (Document Asset Management) |
Customization (0 vs 1)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Hide Yesware Branding |
Data Management (0 vs 1)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Data Enrichment |
Design (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| ClientPoint Design |
Distribution (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| QR Codes |
E-Signature (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| ClientPoint Sign |
Events (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Digital Tradeshow Rooms |
Integration (4 vs 32)
| Feature | ClientPoint | Yesware |
|---|---|---|
| APIs | ||
| Add Leads or Contacts to Campaigns | ||
| Add Salesforce Event Type to Yesware Calendar Sync | ||
| Block additional colleague domains from syncing to Salesforce | ||
| CRM Integration | ||
| Call Touches | ||
| Clari Integration | ||
| ClientPoint Website Plugin | ||
| Copy to Most CRMs | ||
| DocsEnd Integration | ||
| Import List Views to Campaigns | ||
| LinkedIn Connect Requests from Sidebar | ||
| LinkedIn Sales Navigator Sidebar | ||
| LinkedIn Touches | ||
| LinkedIn inMail from Sidebar |
Media (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Video Integration |
Meetings (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| ClientPoint Meet |
Payments (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| ClientPoint Pay |
Personalization (0 vs 1)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Dynamic Merge Fields |
Productivity (0 vs 11)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Colleague Calendaring | ||
| Custom Pre-Meeting Questions | ||
| Email Templates | ||
| Meeting Scheduler | ||
| Meeting Templates | ||
| Personalized Yesware Link Buffer Times | ||
| Save Attachments to Templates | ||
| Send Later | ||
| Tasks, Activities, and Notes | ||
| Unlimited Personal Email Templates | ||
| Unlimited Personal Folders |
Prospecting (0 vs 2)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Contacts | ||
| Prospector |
Quoting (2 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| CPQ Tool | ||
| Pricing Tool |
Reporting (3 vs 12)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Campaign Performance Reports | ||
| Campaign by Campaign Reports | ||
| Campaign by User Reports | ||
| Deal Progress Tracking | ||
| Engagement Tracking | ||
| Link Click Engagement Report | ||
| Personal Activity Report | ||
| Presentation Reports | ||
| Real-time Engagement Alerts | ||
| Recipient Engagement Reports | ||
| Salesforce Managed Package Reporting | ||
| Team Reporting | ||
| Template by Template Reports | ||
| Template by User Reports | ||
| User Reports |
Sales (2 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Digital Sales Rooms | ||
| Personalized Follow-up |
Scheduling (1 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| ClientPoint Schedule |
Security (0 vs 4)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Legal Review | ||
| SOC 2 Type II Compliance | ||
| Security Review | ||
| Trusted IP Ranges |
Services (2 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Tier One Premium Services | ||
| Tier Two Premium Services |
Support (0 vs 5)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Customer Success On-Demand | ||
| Dedicated Customer Success Manager | ||
| Email Support | ||
| Phone Support | ||
| Weekly Webinar Trainings |
Team Management (0 vs 3)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Centralized Team Billing | ||
| Global Policies | ||
| Role-Based Permissions |
Templates (3 vs 0)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Interactive Templates | ||
| Live Templates | ||
| Templates |
Tracking (0 vs 5)
| Feature | ClientPoint | Yesware |
|---|---|---|
| Attachment Tracking | ||
| Email Open Tracking | ||
| Email Touches | ||
| Email Tracking | ||
| Link Tracking |
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 Yesware (90)
Inbox Activity Feed
Response Insights
Auto-Remove Recipients
Custom Touches
Email Campaigns
Multi-Channel Campaigns
Out of Office Detection
Reminders
Save Attachments to Campaigns
Smart To-Do List
Pay by Invoice
Shared Campaigns
Shared Templates
Hide Yesware Branding
Data Enrichment
Add Leads or Contacts to Campaigns
Add Salesforce Event Type to Yesware Calendar Sync
Block additional colleague domains from syncing to Salesforce
Call Touches
Clari Integration
+ 70 more unique features
Want to build your own alternative to ClientPoint or Yesware?
Analyze it with Reap