ClientPoint
clientpoint.netBuild Difficulty: 5/5
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How to Replace ClientPointOverview
Features
37 features across 19 categories
AI(3)
AI-powered engagement scoring and recommendations
AI-powered insights delivering real-time alerts, engagement insights, guidance, and next-best actions to help teams close deals with confidence
Advanced AI assistant to help create, track, and optimize engagement
Automation(2)
Dynamically populate documents with data from your CRM or system
Build and send proposals in minutes with prebuilt templates, files, videos, and call scheduling integrated
Branding(3)
Create immersive, branded online environments for clients
Custom branding options (available soon)
Share a branded page with all contact and workspace links
Collaboration(3)
Collaborative spaces shared among teams or departments
Enable real-time collaboration with live meetings and shared updates in one branded workspace
Create private, secure workspaces tailored for each relationship
Content Management(2)
Keep proposals, decks, contracts, and assets in one link buyers can revisit anytime
Organize, manage, and reuse content assets across proposals
Design(1)
Design and edit proposals directly inside ClientPoint (like Canva)
Distribution(1)
Easily generate scannable links to ClientPoint workspace
E-Signature(1)
Get documents signed electronically within ClientPoint
Events(1)
Set up virtual booths for events or campaigns
Integration(4)
Programmatic access for integration with other platforms
Embed ClientPoint experiences directly on your website
Integrate ClientPoint with Salesforce, HubSpot, and more
Connect ClientPoint with 5000+ apps using Zapier workflows
Media(1)
Add video and testimonials to elevate presentations and make them memorable
Meetings(1)
Host virtual meetings with built-in video and scheduling
Payments(1)
Collect payments directly inside proposals or portals
Quoting(2)
Advanced pricing, configuration, and quoting tools for sales teams
Create interactive pricing tables and custom quote blocks
Reporting(3)
Track deal progress by rep, stage, or account with AI guidance on next steps
See who has viewed content, when they viewed it, and for how long - down to page and video level
Get alerts when buyers open, view, or share proposals, files, and meetings
Sales(2)
Persistent, AI-powered branded portals where buyers can access proposals, meetings, files, and assets in one place to say yes faster
Personalize follow-up based on what buyers are engaging with
Scheduling(1)
Embed scheduling to book meetings right in your workspace
Services(2)
Specialized setup, design, or content services from the ClientPoint team
Premium implementation, onboarding, or consulting packages
Templates(3)
Guided selling experiences and interactive templates that make proposals memorable
Templates that update in real time based on content rules
Prebuilt layouts and workflows for faster proposal creation
Pricing
Free
- ✓One to One Private Workspaces
- ✓Group Workspaces
- ✓Personal Profile Link
- ✓QR Codes
- ✓Digital Tradeshow Rooms
- ✓ClientPoint Website Plugin
- ✓ClientPoint Meet
- ✓ClientPoint Sign
Small Business
- ✓One to One Private Workspaces
- ✓Group Workspaces
- ✓Personal Profile Link
- ✓QR Codes
- ✓Digital Tradeshow Rooms
- ✓ClientPoint Website Plugin
- ✓ClientPoint Meet
- ✓ClientPoint Sign
- ✓Meg (AI Pro) - optional add-on
- ✓Branded Portals
- ✓Digital Sales Rooms
- ✓Templates
- ✓Zapier
- ✓ClientPoint Pay
- ✓ClientPoint Schedule
- ✓DAM
- ✓Basic RelationshipAI - add-on
Sales Accelerator
Popular- ✓One to One Private Workspaces
- ✓Group Workspaces
- ✓Personal Profile Link
- ✓QR Codes
- ✓Digital Tradeshow Rooms
- ✓ClientPoint Website Plugin
- ✓ClientPoint Meet
- ✓ClientPoint Sign
- ✓Meg (AI Pro) - optional add-on
- ✓Branded Portals
- ✓Digital Sales Rooms
- ✓Templates
- ✓Zapier
- ✓ClientPoint Pay
- ✓ClientPoint Schedule
- ✓DAM
- ✓Basic RelationshipAI - add-on
- ✓Proposal Automation
- ✓Document Automation
- ✓Live Templates
- ✓Tier One Premium Services
- ✓ClientPoint Design - add-on
- ✓Pricing Tool - add-on
- ✓CPQ Tool - add-on
Essentials
Popular- ✓One to One Private Workspaces
- ✓Group Workspaces
- ✓Personal Profile Link
- ✓QR Codes
- ✓Digital Tradeshow Rooms
- ✓ClientPoint Website Plugin
- ✓ClientPoint Meet
- ✓ClientPoint Sign
- ✓Meg (AI Pro) - optional add-on
- ✓Branded Portals
- ✓Digital Sales Rooms
- ✓Templates
- ✓Zapier
- ✓ClientPoint Pay
- ✓ClientPoint Schedule
- ✓DAM
- ✓Basic RelationshipAI - add-on
- ✓Proposal Automation
- ✓Document Automation
- ✓Live Templates
- ✓Tier One Premium Services
- ✓ClientPoint Design - add-on
- ✓Pricing Tool - add-on
- ✓CPQ Tool - add-on
- ✓APIs - Basic included
- ✓CRM Integration - Basic out-of-the-box
Enterprise
- ✓One to One Private Workspaces
- ✓Group Workspaces
- ✓Personal Profile Link
- ✓QR Codes
- ✓Digital Tradeshow Rooms
- ✓ClientPoint Website Plugin
- ✓ClientPoint Meet
- ✓ClientPoint Sign
- ✓Meg (AI Pro) - optional add-on
- ✓Branded Portals
- ✓Digital Sales Rooms
- ✓Templates
- ✓Zapier
- ✓ClientPoint Pay
- ✓ClientPoint Schedule
- ✓DAM
- ✓Basic RelationshipAI - optional add-on
- ✓Proposal Automation
- ✓Document Automation
- ✓Live Templates
- ✓Tier One Premium Services
- ✓ClientPoint Design - add-on
- ✓Pricing Tool - add-on
- ✓CPQ Tool - add-on
- ✓APIs - Basic included, Advanced available
- ✓CRM Integration - Basic out-of-the-box, Advanced available
- ✓Tier Two Premium Services
Cost Calculator
Keep Paying ClientPoint
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 37 features at very easy complexity.
Build vs Buy
Should you build a ClientPoint alternative or buy the subscription? Estimate based on 37 features.
Buy ClientPoint
Better ValueBuild Your Own
Buying ClientPoint saves ~$21,840 over 3 years vs building.
Estimates based on 37 features and a BuildScore of 5/5. Actual costs vary.
Integrations
3 known integrations