Softwr

Software · head to head

Agile CRM vs ClientPoint

Agile CRM logo

Agile CRM

Software

All-in-one CRM, Marketing, and Service Software

From
Free
Rated
-
Full reviewWebsite
ClientPoint logo

ClientPoint

Software

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite

The short version

  • Only Agile CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: Agile CRM the Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.; ClientPoint pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales
  • They diverge on capability: Agile CRM covers Contact management, ClientPoint covers Multimedia proposals.

Where they differ

Only the attributes on which Agile CRM and ClientPoint actually diverge.

Attributes where Agile CRM and ClientPoint differ
AttributeAgile CRMClientPoint
Starting priceFree$65/month
Free tierYesNo

Identical on both: pricing model (subscription), platforms (Web), user rating (Not yet rated), category (Unknown), founded (2009).

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 Agile CRM

  • Contact management
  • Lead scoring
  • Email automation
  • Marketing automation
  • Service desk
  • Web forms
  • Zapier
  • Slack

Only in ClientPoint

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

Both cover

  • Analytics
  • Web support

What people use each for

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

Agile CRM

  • Sales managementnot ClientPoint
  • Marketing automationnot ClientPoint
  • Customer servicenot ClientPoint

ClientPoint

  • Sales teams building AI-assisted proposal and sales room content who are prepared to go through a sales call for pricingnot Agile CRM

Where each one falls short

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

Agile CRM

  • The Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.

ClientPoint

  • Pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales

Pricing, plan by plan

Agile CRM

Free
  • FreeFree
    • Contact management
    • Task management
  • Starter$9/month
    • Everything in Free
    • Email automation
    • Landing pages
  • Business$39/month
    • Everything in Starter
    • Advanced analytics
    • API access

ClientPoint

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

Which should you pick?

Choose Agile CRM if

  • You need contact management.
  • You want to start without paying.
  • You also want lead scoring.
Agile CRM review

Choose ClientPoint if

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

Questions people ask

Is Agile CRM or ClientPoint better?
Neither clearly leads. Agile CRM starts at Free and ClientPoint at $65/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or ClientPoint?
Agile CRM has a free tier; the other does not. Paid plans start at Free for Agile CRM and $65/month for ClientPoint.
Does Agile CRM or ClientPoint run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Agile CRM for free?
Yes. Agile CRM has a free tier, so you can try it without paying. ClientPoint starts at $65/month.
What is Agile CRM best used for?
Agile CRM is most often used for sales management, marketing automation, customer service. Of those, sales management and marketing automation are not what ClientPoint is typically brought in for.
What can Agile CRM do that ClientPoint cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Team collaboration. Both handle Analytics, Web support.
ShareXLinkedInRedditWhatsAppEmail

Related pages

More on Agile CRM

More on ClientPoint

Keep looking

Other head to heads