# ClientPoint Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ClientPoint Software - reviews, pricing plans, popular comparisons to other Digital Signature products and more.

Source: https://www.capterra.com/p/120209/ClientPoint

---

# 

 ClientPoint Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ClientPoint

## What is ClientPoint?

ClientPoint Enterprise platform helps you easily manage business relationship workspaces ("ClientPoints") where you can create, manage and e-sign documents, contracts, agreements, invoices, approvals, proposals, as well as schedule, message, video chat, share content, all in one place. ClientPoint Sign allows you to easily tag a document for signature, send, track customer engagement, and store it all in one place. Provide customers with ONE link to review, collaborate, redline, download and sign. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform

## What is ClientPoint used for?

[Proposal Management](https://www.capterra.com/proposal-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Contract Management](https://www.capterra.com/contract-management-software/)

Top alternative

Featured

Overall rating

Based on 166 user reviews

Reviews sentiment

Positive

94%

Neutral

5%

Negative

1%

Starting price

$83

Flat Rate, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ClientPoint?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.clientpoint.net&name=ClientPoint)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ClientPoint

4.6 (166)

VS.

[4.7 (9,330)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting Price

$83

Flat Rate, Per Month

Starting Price

$15

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (165)

Ease Of Use

4.7 (9,322)

Value For Money

4.4 (111)

Value For Money

4.5 (5,786)

Customer Service

4.7 (158)

Customer Service

4.5 (5,478)

## ClientPoint alternatives

[4.7 (679)](https://www.capterra.com/p/162588/HoneyBook/reviews/)

Starting price

$36.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.5 (1,245)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.5 (187)](https://www.capterra.com/p/148054/Responsive/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Electronic Signature

4.7 (9)

66.67% of 9 reviewers that rated this feature as important or highly important

Digitally sign online documents

Document Management

4.3 (8)

62.50% of 8 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Customizable Templates

4.3 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Document Review

4.3 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Review and analyze existing information across documents

Templates

4.7 (6)

100.00% of 6 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

Data Import/Export

4.6 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

ClientPoint 153 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Organize assets into folders and subfolders or tag assets based on a custom file hierarchy

Collection of all assets in the system

Share access to files and assets with individuals

Assign issues and tasks based on availability or required skills

Record audio and/or video

A record of all activities within the system, including user access, changes made, etc.

Verify the identity of users/devices to enable secure access

Automatically formats data in a predetermined way

Software's ability to perform similar action on multiple similar files simultaneously

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

An agreement between a business and an external supplier for the delivery of a set of products or services

Track and manage schedules and meetings via an integrated calendar

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Communicate using direct chat or messages within the system

An itemized to do list that can be edited as tasks are completed

Identify customers at risk of migration and activate strategies to retain them

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Integration with content management software

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Distributing content through various platforms or channels

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Digitally share pre-made materials and self-created content with others

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

A website or login for customers to access information

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Protect sensitive data for digital privacy

Electronic signing method that validates the authenticity and integrity of a digital document

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Convert files to a different format

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Move files across different systems or networks

Find & retrieve relevant data or documents

Plan, manage, and track the financial activities of an individual or organization

Caters to sales teams

Adds a customizable form to the landing page, usually for the purposes of lead generation

Automate repetitive tasks such as filling out information or creating certain types of forms

Store, manage and track all forms in a centralized location

Store and manage images

Organize, prioritize, and manage incoming communications

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Ability to chat online in real time

Manage the process of planning and scheduling meetings, including agenda creation

Collect and maintain structured information that describes data or content

Access software remotely via mobile devices

Access the system via a mobile application

Capture signatures via mobile devices

Manage and support multiple languages

Share documents with different users to collect multiple signatures

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Create content in various formats, such as print, PDF, HTML and more

Generate personalized communications upon request to meet customer needs

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Accept and process online payment transactions

Track all opportunities for potential sales and convert them into recurring revenue

Manage and track customer orders for goods, investments, or any other purchases

Accept, record, and reconcile financial transactions

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Streamlining repetitive tasks and activities through automated and predefined workflows

Plan and coordinate all the resources, costs and time needed to execute assignments

Create proposals based on costs of labor and materials

Create, send, and track purchase orders and their statuses

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Enables creation, management, and tracking of product requirements & features during product production/development

The process of creating a questionnaire and submitting it to prospective vendors.

Manage and process incoming documents detailing requests for proposals

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Define sales targets and create strategies to meet goals or marketing results

Plan availability and assign specific time slots for tasks and resources

Digitally share screen view with others

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

An agreement between a buyer and a seller for the sale and delivery of goods or services

Allow users to access multiple services after entering their login credentials once

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Track the status over time for a request, process, asset, or transaction

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Allow multiple team members to edit and work on the same document

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Review data from past periods to reveal recurring tendencies and predict future performance

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track revisions and updates made to files and navigate between different versions

Connect with meeting participants remotely over video

Store and manage online video content

Supports various video file formats

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (119)

4.4

Based on 119 reviews

## Pricing

Value for money

4.4 (111)

Free Version

[View pricing plan details](https://www.capterra.com/p/120209/ClientPoint/pricing/)

Free

$0.00

It includes:

-   Custom Profiles
-   QR Codes
-   Chat Tools
-   Group Management
-   Video Meetings
-   Calendaring
-   Document Sharing
-   90 Days Message History

Sales Accelerator

$83.00

Flat Rate,Per Month

It includes:

-   Generate Proposals
-   Marketing Management
-   eSignature
-   Dashboards and Reports
-   Video Marketing
-   Sales Tools
-   Priority Support
-   CRM Integration

Enterprise Essentials

$333.00

Flat Rate,Per Month

It includes:

-   Document Automation
-   Customer Portals
-   Content Library
-   Live Dashboard
-   Automated Notifications
-   Calendar Scheduling
-   SOC 2 Type 2
-   GDPR Compliant

Value for money

4.4 (111)

4.4

Based on 111 reviews

## Integrations

[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[

HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (158)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (158)

4.7

Based on 158 reviews

## User reviews

Overall rating

4.6

Based on 166 reviews

Filter by rating

5(109)

4(47)

3(9)

2(1)

1(0)

Mentioned topic

Sorted by most recent

TB

Tony B.

Cfo

Computer Hardware

### "Great client base"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

June 15, 2025

Able to stay in touch with my clients easy software i wish other companies had such a great software thank you

Pros

It was very easy to use ,great client base very fast server simple software, was able to learn quick and able to access my clients and their needs

Cons

Nothing easy smooth no lagging and very very informative i will recommend this to all my business and new clients

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CB

Candice B.

Business Development

Real Estate

### "Overall a great product!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 12, 2024

My experience is very good. I'm checked in with pretty regularly.

Pros

I love being able to see which documents were of the most interest to the recipient.

Cons

The "Save" and the "Save and Continue" buttons. The saving process seems slow to me. Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thank you so much for your review!

RT

Renard T.

Director of Operations

Facilities Services

### "Feedback Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 12, 2024

Happy overall with ClientPoint, great experience. I am open to meet once or twice a year with a rep on reviewing some of the tools that the software offers, but still not utilizing effectively.

Pros

Notifications when someone is viewing the proposal. Great way of accessing the contracts and proposals.

Cons

Sometimes the system freezes and is slow.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thanks so much for your review!

SD

Sarah D.

Business Development Coordinator

Facilities Services

### "Great tool and room for improvement!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 12, 2024

Pros

Ease of building a proposal with lots of moving parts and complex structures

Cons

Would be nice to edit within like Proposify. Also the site often "spins" and freezes.

Alternatives considered

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

Reasons for choosing ClientPoint

Fulfilled all needs, ease of use, robust platform

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thanks for your feedback.

RM

Robin M.

Director of IT and Software Architect

Construction

### "Thank you, ClientPoint Team!"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 5, 2024

It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors.

Pros

The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing.

Cons

Overall, I think the UI needs a refresh and performance improvements.

Switched from

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

Proposify does not integrate with NetSuite.

Alternatives considered

[airSlate SignNow](https://www.capterra.com/p/154418/SignNow/)

Reasons for choosing ClientPoint

ClientPoint was the best option with NetSuite integration.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thanks kindly for your review

RK

Robert K.

Director, Sales Operations

Professional Training & Coaching

### "Powerful Platform for Sales!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 5, 2024

We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended!

Pros

The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent.

Cons

The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets. But in most cases, the change is made quickly.

Switched from

[RightSignature](https://www.capterra.com/p/220507/RightSignature/)

ClientPoint integrated to our CRM tools!

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Reasons for choosing ClientPoint

Their pre-sale support was spectacular. They worked with us on building templates and testing the tools.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thank you for your feedback and kind comments.

PY

Patty Y.

COO

Insurance

### "Better with ClientPoint!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 5, 2024

Pros

The ability to find solutions for most of our business's challenges and turn them into operational efficiencies.

Cons

Like any new system there is a learning curve but when once you learn to ride without training wheels, I was off to success.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 17, 2024

Thanks so much for your kind comments!

JP

Joseph P.

CEO

Real Estate

### "Great experience, long time user"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

September 1, 2024

Very easy to use, don’t know what we would do without it!

Pros

Really speeds up the proposal generating process and gives clients a central directory for documentation

Cons

Takes a collaborative effort on implementation, but once your templates are up and running, it’s a fast and easy process to create more proposals.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 26, 2024

Hey thank you so much Joseph for your review! We appreciate you as a long-time customer!

AU

Anonymous User

Chef de département commercial chargé de communication

Renewables & Environment

### "Bon gestionnaire de contrat sans papier"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

July 29, 2024

je n'ai pas rencontre de problème particulier avec ClientPoint

Pros

Le traitement des paiement et le suivi des performances

Cons

Impossible de réutiliser des modèles de propositions

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 5, 2024

Thanks for your great review!

JM

Jen M.

Director of Marketing and Business Development

Marketing and Advertising

### "ClientPoint Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

June 5, 2024

Pros

Excellent training and customer service. Quick turnaround times on modification requests. Loved working with Asma!

Cons

Fairly extensive training process. Unable to modify customizable fields without assistance.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 11, 2024

Thank you for your review!

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

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Popular comparisons

[Docusign vs ClientPoint](https://www.capterra.com/compare/120209-121506/ClientPoint-vs-Docusign)[HoneyBook vs ClientPoint](https://www.capterra.com/compare/120209-162588/ClientPoint-vs-HoneyBook)[PandaDoc vs ClientPoint](https://www.capterra.com/compare/120209-131735/ClientPoint-vs-PandaDoc)[Prospero vs ClientPoint](https://www.capterra.com/compare/120209-184953/ClientPoint-vs-Prospero)[Relayto vs ClientPoint](https://www.capterra.com/compare/120209-217021/ClientPoint-vs-Relayto)

[Proposify vs ClientPoint](https://www.capterra.com/compare/120209-133332/ClientPoint-vs-Proposify)[Responsive vs ClientPoint](https://www.capterra.com/compare/120209-148054/ClientPoint-vs-Responsive)[Conga Composer vs ClientPoint](https://www.capterra.com/compare/120209-228164/ClientPoint-vs-Conga-Document-Generation)[Ignition vs ClientPoint](https://www.capterra.com/compare/120209-140861/ClientPoint-vs-Practice-Ignition) 

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