# Compare ClientPoint vs Relayto 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare ClientPoint and Relayto based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/120209-217021/ClientPoint-vs-Relayto

---

# ClientPoint vs Relayto Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ClientPointRelayto2/4 selected

[ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.6 (166)](https://www.capterra.com/p/120209/ClientPoint/reviews/)

[Relayto](https://www.capterra.com/p/217021/Relayto/)[4.8 (198)](https://www.capterra.com/p/217021/Relayto/reviews/)

[## ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.6 (166)](https://www.capterra.com/p/120209/ClientPoint/reviews/)

Starting Price

$83.00/month

Value-for-Money

4.4

Functionality

4.4

Ease of Use

4.6

Customer Service

4.7

Reviews Sentiment

JK

TB

Based on [166 reviews](#user-reviews)

Positive

156

Neutral

9

Negative

1

[## Relayto](https://www.capterra.com/p/217021/Relayto/)[4.8 (198)](https://www.capterra.com/p/217021/Relayto/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.7

Functionality

4.7

Ease of Use

4.7

Customer Service

4.7

Reviews Sentiment

Based on [198 reviews](#user-reviews)

Positive

193

Neutral

5

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

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User rating

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of reviewers  
rated it above 4 stars

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## Summary

* * *

Key features rated by users

Features selected based on 1,716 reviews from proposal management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

82%Fit

High performer

Feature ratings

Quotes/Estimates

4.8

Proposal Generation

4.8

Document Review

4.3

Electronic Signature

4.7

Templates

4.7

\--%Fit

Missing features

Not enough reviews

Feature ratings

Quotes/Estimates

NA

Proposal Generation

NA

Document Review

NA

Electronic Signature

NA

Templates

\--

User satisfaction

User satisfaction

4.6

User reviews[166](https://www.capterra.com/p/120209/ClientPoint/reviews/)

Ease of use

4.6

Functionality

4.4

Value for money

4.4

Customer support

4.7

User satisfaction

4.8

User reviews[198](https://www.capterra.com/p/217021/Relayto/reviews/)

Ease of use

4.7

Functionality

4.7

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$83Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

All sales, business, client success teams and vertical markets like SaaS, facility services, IT, security, business, marketing agencies, etc., need a powerful digital sales and support workspace.

Best for

B2B marketers B2B sellers

## User reviews

Pros & cons

JK

Jeff K.

President

> "As a platform designed to streamline client interactions and presentations, it has helped us enhance our client communication and sales presentation delivery."

[See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___6330974)

AS

Ari S.

Sales Manager

> "It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement"

[See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___3149249)

[View Reviews](https://www.capterra.com/p/120209/ClientPoint/reviews/)

VR

Verified Reviewer

Studnet

> "Instead of sharing a traditional PDF or slide deck, I can present information in a way that is easier to navigate and more appealing..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7117493)

BF

Billy F.

Master Student

> "The platform definitely has a learning curve that can feel a bit daunting when you first jump in."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7067474)

AL

Aliyah L.

Intern

> "I highly recommend this service due to its customization features and visually appealing elements to enhance the quality of my..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7060928)

Daria D.

Intern Designer

> "What I found challenging about RELAYTO was embedding the code for my Lottie file. As it was my first time working with this feature,..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6319779)

YL

Yoselin L.

Office clerk

> "I like the function Relayto used to optimize my marketing content, as it helps me to attract more audiences."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6801095)

MK

Meezo K.

Student

> "Sometimes it quite wasn't very clear to navigate through the features on the website."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6784381)

Tanuj J.

Student

> "Additionally, a vast catalog of templates from Google Slides and PowerPoint makes it easy for new users to jump right into RELAYTO..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6324730)

LP

Lucia P.

UX Designer

> "This is one limitation becasue if it doesn't look the way you want it to when making RELAYTO edits, you have to go back to the PDF..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___5086426)

OO

Onyinyechi O.

Administrative Virtual Assistant

> "The ability to customize the layout and preview the content was particularly helpful, ensuring that my final submission was both..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6453254)

VR

Verified Reviewer

Marketing Specialist

> "I don't know how to display the video in article."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6291956)

MM

Maina M.

Director

> "RELAYTO allows individuals and enterprises to have a seamless digital experience turning raw data into clear and dynamic content,..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6562696)

YL

Yukai L.

Researcher

> "I can only notice little features I am not satisfied."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6251125)

MM

Maina M.

Director

> "I love the interactivity and use cases of RELAYTO which allow me to quickly generate and organize my work into a digital publisher..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6562696)

PM

Pranavi M.

Marketing Specialist

> "As per my personal experience with the platform, initially, the wealth of features offered was quite intimidating for me. But soon..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4915763)

MT

Muskan T.

Digital Marketing Executive

> "The platform's ability to turn traditional documents into interactive, engaging content is a standout feature that sets it apart from..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6409656)

LX

LingXiang X.

designer

> "I did encounter several bugs with animation and image upload."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___5008193)

WM

William M.

Student

> "The real-time analytics and user notifications are a game-changer for understanding how people interact with your content and..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6379754)

Manish R.

Functional Tester

> "There is no Android mobile application available for the user to use with this software."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4974896)

BR

Balamurali R.

AI Intern

> "The platform encourages better storytelling and helps information feel more digestible."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7100892)

VR

Verified Reviewer

Freelance UX Researcher

> "Trying to figure out the functionality of features on RELAYTO takes more time than I expected."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6179533)

VR

Verified Reviewer

NO

> "Relayto helps me present ideas in a fresh, professional way without much effort."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7035980)

VR

Verified Reviewer

UI Designer

> "At the beginning, the learning curve can be a little difficult due to the tool being innovative and unfamiliar to the user."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4825312)

CM

Colton M.

Student

> "The platform is stunning, and the ability to track engagement makes it a powerful tool for sales and marketing teams."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6678619)

Anil K.

Web developer

> "The search feature is not as robust as I would want."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4983634)

BF

Billy F.

Master Student

> "As a student with a background in Information Systems and design, I’m always looking for ways to optimize my workflow."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7067474)

Anil K.

Web developer

> "The softwere might be tough to use while creating and editing documents."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4983634)

OO

Onyinyechi O.

Administrative Virtual Assistant

> "The design interface is intuitive and offers a variety of templates that make it easy to create a polished and visually engaging..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6453254)

Farhan S.

Digital marketer

> "The tool's customisation options are limited and may not meet all its branding and design requirements."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4601412)

YL

Yukai L.

Researcher

> "Relayto provides up to date service in customizing interactive document, which is definitely an innovative service."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6251125)

Minaxi G.

QA Engineer

> "I think sometimes it lags when I am working on it."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4952750)

AH

Alice H.

Market Research Intern

> "The interface is clean, the editing tools are intuitive, and the final outputs look very professional."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6810374)

Anil K.

Web developer

> "The mobile app is not as easy to use as the online app."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4983634)

CM

Colton M.

Student

> "Instead of traditional PDFs and slides, I can now deliver interactive presentations that engage viewers."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6678619)

Jonick J.

BEST APPS FOR NEW GENERATION

> "Since my competitors generally use similar formats, PDFs and other static presentation styles are becoming an increasing eyesore."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___3692944)

ASHAJU J.

Administrative Virtual Assistant

> "I also love the level of customization it offers, from color and fonts to layout and structure"

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6737178)

VR

Verified Reviewer

Consultant

> "There's no cons I can think of from the top of my head for Relayto"

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4806010)

Daria D.

Intern Designer

> "What I like best about RELAYTO is how quickly I understood the platform thanks to the comprehensive onboarding process and helpful..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6319779)

VR

Verified Reviewer

Student

> "The initial learning curve can be quite daunting."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4824942)

VR

Verified Reviewer

Private Equity Research Analyst Internpreneur

> "Additionally, there are many ways to personalize and adapt the document to fit the specific experience or need you are looking for."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6258422)

VK

Vigneshwar K.

Business Development Lead

> "The website is buggy."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4814916)

WM

William M.

Student

> "Embedding different types of media without needing any coding skills is super convenient and makes the content more engaging."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6379754)

VR

Verified Reviewer

Dentist

> "Even though there weren't any hard issues that we faced, there were issues initially where we found it a bit challenging to navigate..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4699104)

BR

Balamurali R.

AI Intern

> "It’s also rewarding to use once you get comfortable with the interface, and the overall experience feels smooth and modern."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7100892)

EZ

Elizaveta Z.

UX Designer

> "Not a problem for me personally but my clients can be very impatient."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4721034)

VR

Verified Reviewer

Studnet

> "Overall, it makes content feel more modern and professional."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___7117493)

COS

Carolina Oliveira S.

business owner and teacher

> "I was struggling with marketing. "

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4825474)

XW

Xingwen W.

UIUX Designer

> "I've found Relayto to be an essential tool for anyone in client service and consulting, helping to create memorable presentation..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___6189013)

Piyush G.

Digital Marketing Manager

> "There is no such thing that I don't like about this tool however it is little expensive but then they provide this much value to the..."

[See full review](https://www.capterra.com/p/217021/Relayto/#Capterra___4169380)

[View Reviews](https://www.capterra.com/p/217021/Relayto/reviews/)

## User interface

[ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)

4.59 (166)

[Relayto](https://www.capterra.com/p/217021/Relayto/)

4.78 (198)

### Features

ClientPoint

Top features

30/34

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automatic Formatting
-   Client Portal
-   Collaboration Tools
-   Contact Management
-   Content Library
-   Contract/License Management
-   CRM
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Management
-   Document Review
-   Electronic Signature
-   Generative AI
-   Knowledge Base Management
-   Proposal Generation
-   Quotes/Estimates
-   Reminders
-   Reporting & Statistics
-   RFP Management
-   Task Management
-   Templates
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/120209/ClientPoint/#features)

Relayto

14/34

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automatic Formatting
-   Client Portal
-   Collaboration Tools
-   Contact Management
-   Content Library
-   Contract/License Management
-   CRM
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Management
-   Document Review
-   Electronic Signature
-   Generative AI
-   Knowledge Base Management
-   Proposal Generation
-   Quotes/Estimates
-   Reminders
-   Reporting & Statistics
-   RFP Management
-   Task Management
-   Templates
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/217021/Relayto/#features)

### Recognition

No recognitions have been awarded to ClientPoint

No recognitions have been awarded to Relayto

### Deployment & support

ClientPoint

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Relayto

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

ClientPoint

-   By ClientPoint
-   Located in United States
-   Founded in 2007

Relayto

-   By Relayto
-   Located in United States
-   Founded in

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[ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.59 (166)](https://www.capterra.com/p/120209/ClientPoint/reviews/)

vs

[Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (298)](https://www.capterra.com/p/133332/Proposify/reviews/)

$83/month

Price

$19/month

4.4

Features

4.3

4.6

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/120209-133332/ClientPoint-vs-Proposify)

[Relayto](https://www.capterra.com/p/217021/Relayto/)[4.78 (198)](https://www.capterra.com/p/217021/Relayto/reviews/)

vs

[Flipsnack](https://www.capterra.com/p/176854/Flipsnack/)[4.57 (307)](https://www.capterra.com/p/176854/Flipsnack/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.7

Features

4.3

4.7

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/176854-217021/Flipsnack-vs-Relayto)