ClientPoint
ClientPoint: A collaboration-focused proposal platform with sales rooms, tracking, signatures, and CRM integrations. Ranked #36 of 133 in Proposal Software by our editors (7.2/10); pricing: Free plan; best for sales rooms and client collaboration.
At a glance
- Editor score7.2 / 10
- PricingFree plan
- Best forSales rooms and client collaboration
- Free planYes
- Paid from$42/mo
- Client activity trackingYes
- Founded2008 · Carlsbad, California, United States
- Facts checked21 Sep 2026
Where it wins
- Free plan includes collaboration, document signing, messaging, and scheduling
- Combines proposals, sales rooms, tracking, analytics, and payments
- Integrates with Salesforce, HubSpot, Pipedrive, Stripe, and Zapier
Where it doesn't
- Web-only platform
- Paid plan starts at $42 per month
- May offer more collaboration features than simple proposal workflows
Our verdict on ClientPoint
ClientPoint is a web-based proposal automation and digital sales room platform for sales, marketing, customer success, and other business teams. It supports proposals, quotes, contracts, documents, videos, and other content through branded relationship workspaces. Its focus is broader than proposal creation alone, with client engagement tracking, analytics, real-time alerts, e-signatures, payment collection, scheduling, messaging, and AI-powered deal insights. Teams that want a shared space for presenting content and continuing client conversations should find the product’s scope relevant.
The freemium structure gives buyers a way to start without a paid subscription. The Free plan includes contact collaboration, sharing for files, images, and videos, document signing, messaging, and meeting scheduling. The Small Business plan costs $42 USD per month when billed monthly and adds scheduling and virtual meetings, e-signatures, document sharing and asset management, video recording and sharing, chat and direct messaging, analytics, and real-time alerts. That paid tier is aimed at teams that need more structured content management and engagement visibility than the free offering provides.
ClientPoint also fits organizations that want proposal activity connected to an existing sales stack. Integrations include Salesforce, Microsoft Dynamics CRM, NetSuite, HubSpot, Zoho CRM, Pipedrive, Caterease, Stripe, and Zapier. Stripe supports online payment collection, while templates and content library management help organize reusable materials. The platform is most suitable for teams coordinating proposals, sales content, meetings, and client communication in one workspace. Teams seeking a narrower proposal tool, or access beyond the web, may prefer a more focused alternative.
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ClientPoint pricing
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ClientPoint fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $42/mo |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | Not verified |
| Analytics and reporting | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, SOC 2, SSO/SAML |
| Support | Email, Phone, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: HubSpot, Salesforce, Microsoft Dynamics 365, Zoho CRM, ServiceTitan, Stripe … See all → |
| Pricing | Free plan (source) |
| Website | clientpoint.net |
| Facts checked | 21 Sep 2026 |
ClientPoint integrations
ClientPoint lists 10 integrations on its own site.
- HubSpot
- Salesforce
- Microsoft Dynamics 365
- Zoho CRM
- ServiceTitan
- Stripe
- Zapier
- NetSuite
- DocuSign
- ActiveCampaign
See all ClientPoint integrations →
Alternatives to ClientPoint
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
See all ClientPoint alternatives →
Also Ranked In
ClientPoint is ranked in 6 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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