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Proposals · head to head

17hats vs ClientPoint

17hats logo

17hats

Proposals

Small business client workflow with quotes, contracts, invoices and automated follow up sequences

From
On request
Rated
-
Full reviewWebsite
ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: 17hats the interface is visibly older than newer competitors, which matters because the client facing documents are part of how a small business presents itself.; ClientPoint no pricing information published on website or pricing page
  • They diverge on capability: 17hats covers Workflow automation, ClientPoint covers Multimedia proposals.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which 17hats and ClientPoint actually diverge.

Attributes where 17hats and ClientPoint differ
Attribute17hatsClientPoint
Starting priceOn request$65/month
Pricing modelquotesubscription
PlatformsWeb, iOS, AndroidWeb
CategoryProposalsCustomer Success
FoundedUnknown2009

Identical on both: free tier (No), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in 17hats

  • Workflow automation
  • Quotes and contracts
  • Invoicing and payments
  • Lead capture forms
  • Questionnaires
  • Bookkeeping basics
  • Calendar and time tracking

Only in ClientPoint

  • Multimedia proposals
  • Video embedding
  • E-signatures
  • Analytics
  • Team collaboration
  • Salesforce
  • HubSpot
  • Microsoft Dynamics

What people use each for

The jobs each tool is most often brought in to do.

17hats

  • A photographer or event professional running the same booking sequence dozens of times a yearnot ClientPoint
  • Automating deposit invoices and reminders so that chasing payment stops being a weekly tasknot ClientPoint
  • Capturing enquiries through a public form that starts a quote and contract workflow without manual entrynot ClientPoint
  • A sole trader who wants client records, contracts and basic bookkeeping in one place rather than threenot ClientPoint

ClientPoint

  • Client management platformnot 17hats
  • Project and account managementnot 17hats

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

17hats

  • The interface is visibly older than newer competitors, which matters because the client facing documents are part of how a small business presents itself.
  • The workflow builder takes real time to learn and configure, so the automation benefit arrives weeks after purchase rather than on the first day.
  • A consultancy where no two engagements are alike gets little from the workflow engine, which is most of what the price pays for.
  • It is built around a single operator, so a business adding staff or subcontractors runs into structural limits rather than a higher tier.
  • Payments run through third party gateways, so card processing fees apply in addition to the subscription and should be included when comparing cost per booking.

ClientPoint

  • No pricing information published on website or pricing page
  • Customers must contact sales or schedule demo to learn pricing
  • Suggests custom pricing tailored to organization size from solopreneurs to enterprise

Pricing, plan by plan

17hats

On request
  • 17hats$undefined/year
    • Quotes, contracts and electronic signature
    • Invoicing and online payment
    • Workflow automation sequences

ClientPoint

$65/month
  • Professional$65/month
    • Multimedia proposals
    • Templates
    • Analytics
  • Enterprise$125/month
    • Custom branding
    • Advanced analytics
    • API

Which should you pick?

Choose 17hats if

  • You need workflow automation.
  • You work on Web, iOS, Android.
  • You also want quotes and contracts.
17hats review

Choose ClientPoint if

  • You need multimedia proposals.
  • You also want video embedding.
ClientPoint review

Questions people ask

Is 17hats or ClientPoint better?
Neither clearly leads. 17hats starts at On request and ClientPoint at $65/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, 17hats or ClientPoint?
17hats starts at On request and ClientPoint at $65/month.
Does 17hats or ClientPoint run on more platforms?
17hats runs on Web, iOS, Android. ClientPoint runs on Web.
What is 17hats best used for?
17hats is most often used for a photographer or event professional running the same booking sequence dozens of times a year, automating deposit invoices and reminders so that chasing payment stops being a weekly task, capturing enquiries through a public form that starts a quote and contract workflow without manual entry, a sole trader who wants client records, contracts and basic bookkeeping in one place rather than three. Of those, a photographer or event professional running the same booking sequence dozens of times a year and automating deposit invoices and reminders so that chasing payment stops being a weekly task are not what ClientPoint is typically brought in for.
What can 17hats do that ClientPoint cannot?
17hats covers Workflow automation, Quotes and contracts, Invoicing and payments, Lead capture forms. ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics.

Answered from the vendors’ own pages

17hats: What is the main reason to choose it?

The workflow engine. If your bookings follow the same sequence every time, that sequence can be automated once and reused.

ClientPoint: How much does ClientPoint cost?

ClientPoint does not publish pricing online. Contact the sales team at [email protected] or 888-972-7375 to request pricing information.

Source
17hats: Is it worth it for bespoke consulting work?

Rarely. Without repeatable engagements the automation, which is the main value, has nothing to automate.

ClientPoint: Does ClientPoint offer different pricing for small versus large organizations?

ClientPoint indicates it serves solopreneurs through enterprise teams, suggesting pricing is customized based on organization size and requirements.

Source
17hats: Does it handle bookkeeping?

At sole trader level. It is not a replacement for accounting software once complexity grows.

ClientPoint: Can I schedule a demo to see ClientPoint's pricing?

Yes, ClientPoint offers scheduling a demo through their website. Pricing details are typically discussed during the demo or follow-up conversation with sales.

Source
17hats: Can I add team members?

It is designed for a single operator, and multi person use is awkward rather than supported properly.

17hats: How long before it saves time?

Not immediately. Budget for a configuration period before the workflow automation starts paying back.

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