Softwr

Customer Success · head to head

ClientPoint vs ClientSuccess

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
ClientSuccess logo

ClientSuccess

Customer Success

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; ClientSuccess setup and configuration requires significant implementation effort
  • They diverge on capability: ClientPoint covers Multimedia proposals, ClientSuccess covers Health scores.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which ClientPoint and ClientSuccess actually diverge.

Attributes where ClientPoint and ClientSuccess differ
AttributeClientPointClientSuccess
Starting price$65/month$99/month
Founded20092014

Identical on both: pricing model (subscription), free tier (No), platforms (Web), user rating (Not yet rated), category (Customer Success).

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 ClientPoint

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

Only in ClientSuccess

  • Health scores
  • Customer lifecycle management
  • Success cycles
  • Pulse surveys
  • Executive dashboards
  • Slack
  • Zendesk

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

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

ClientPoint

  • Client management platformnot ClientSuccess
  • Project and account managementnot ClientSuccess

ClientSuccess

  • Customer Successnot ClientPoint
  • Account Managementnot ClientPoint
  • Retentionnot ClientPoint

Where each one falls short

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

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

ClientSuccess

  • Setup and configuration requires significant implementation effort
  • Custom metrics setup requires some technical knowledge

Pricing, plan by plan

ClientPoint

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

ClientSuccess

$99/month
  • Startup$99/month
    • Basic health scores
    • Customer profiles
  • Growth$199/month
    • Playbooks
    • Automation
    • Reporting

Which should you pick?

Choose ClientPoint if

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

Choose ClientSuccess if

  • You need health scores.
  • You also want customer lifecycle management.
ClientSuccess review

Questions people ask

Is ClientPoint or ClientSuccess better?
Neither clearly leads. ClientPoint starts at $65/month and ClientSuccess at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or ClientSuccess?
ClientPoint starts at $65/month and ClientSuccess at $99/month.
Does ClientPoint or ClientSuccess run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is ClientPoint best used for?
ClientPoint is most often used for client management platform, project and account management. Of those, client management platform and project and account management are not what ClientSuccess is typically brought in for.
What can ClientPoint do that ClientSuccess cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Both handle Salesforce, HubSpot, Web support.

Answered from the vendors’ own pages

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
ClientSuccess: What integrations does ClientSuccess support?

ClientSuccess offers 28+ native integrations including Salesforce, HubSpot, Pendo, Mixpanel, Amplitude, Zendesk, Intercom, Freshdesk, billing systems, Gmail, Outlook, Slack, and Microsoft Teams.

Source
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
ClientSuccess: What features does ClientSuccess provide?

ClientSuccess provides SuccessScore health scoring, Pulse sentiment tracking, SuccessCycles lifecycle playbooks, renewal and revenue management, a 360-degree customer dashboard, and SmartCS AI co-pilot for surfacing insights.

Source
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
ClientSuccess: Who is ClientSuccess designed for?

ClientSuccess is designed for SaaS companies between $5M and $500M ARR. It offers the highest-rated customer success platform for mid-market companies without enterprise-level pricing.

Source
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