Softwr

Customer Success · head to head

ClientPoint vs Close

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Close logo

Close

SaaS

The inside sales CRM of choice for startups & SMBs

From
$9/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: 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; Close hidden costs beyond subscription: calling charges (~$0.02/minute), SMS usage fees, phone numbers ($1-5/month), AI call assistant ($50/month + $0.02/min transcription)
  • They diverge on capability: ClientPoint covers Multimedia proposals, Close covers Built-in calling.

Where they differ

Only the attributes on which ClientPoint and Close actually diverge.

Attributes where ClientPoint and Close differ
AttributeClientPointClose
Starting price$65/month$9/month
Pricing modelsubscriptionUnknown
PlatformsWebWeb, iOS, Android
CategoryCustomer SuccessSaaS
Founded20092013

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 ClientPoint

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

Only in Close

  • Built-in calling
  • Email automation
  • SMS messaging
  • Pipeline management
  • Lead management
  • Activity tracking
  • Reporting
  • Mobile app

Both cover

  • DocuSign
  • Web support

What people use each for

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

ClientPoint

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

Close

  • Inside salesnot ClientPoint
  • Outbound salesnot ClientPoint
  • Lead managementnot ClientPoint
  • Sales engagementnot ClientPoint
  • Pipeline trackingnot ClientPoint

Where each one falls short

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

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

Close

  • Hidden costs beyond subscription: calling charges (~$0.02/minute), SMS usage fees, phone numbers ($1-5/month), AI call assistant ($50/month + $0.02/min transcription)
  • No built-in lead lists, company intelligence, or contact enrichment; must source leads separately
  • Limited marketing automation compared to competitors like HubSpot; lacks lead scoring and nurturing campaigns
  • Calling cost at scale can double effective monthly cost for high-volume SDR teams making 50+ calls per day
  • Limited customization of data model compared to Salesforce; cannot create fully custom objects or complex relationships

Pricing, plan by plan

ClientPoint

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

Close

$9/month
  • Solo$9/month (annual)
    • 1 user only
    • 10,000 leads max
    • Calling, email, SMS
  • Essentials$35/month (annual)
    • Unlimited contacts
    • Team collaboration
    • 1,000 AI credits/month
  • Growth$99/month (annual)
    • Automation workflows
    • Power dialer
    • Bulk email
  • Scale$139/month (annual)
    • Role-based permissions
    • Predictive dialer
    • Unlimited recording

Which should you pick?

Choose ClientPoint if

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

Choose Close if

  • You need built-in calling.
  • You work on Web, iOS, Android.
  • You also want email automation.
Close review

Questions people ask

Is ClientPoint or Close better?
Neither clearly leads. ClientPoint starts at $65/month and Close at $9/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Close?
ClientPoint starts at $65/month and Close at $9/month.
Does ClientPoint or Close run on more platforms?
ClientPoint runs on Web. Close runs on Web, iOS, Android.
What is ClientPoint best used for?
ClientPoint is most often used for sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing. Of those, sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing is not what Close is typically brought in for.
What can ClientPoint do that Close cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Close covers Built-in calling, Email automation, SMS messaging, Pipeline management. Both handle DocuSign, Web support.

Answered from the vendors’ own pages

Close: What are Close's pricing plans and what do they include?

Close offers four plans: Solo ($9-19/user/month), Essentials ($35-49), Growth ($99-109), and Scale ($139-149). All include calling, email, SMS, and Chloe AI agent access. Essentials adds unlimited contacts and team collaboration. Growth adds automation, power dialer, and custom activities. Scale adds role-based permissions and unlimited recording. Annual billing saves up to 50%.

Source
Close: What are the hidden costs in Close's pricing beyond the subscription?

Close charges usage-based fees for calling (~$0.02 per minute), SMS charges per message, and phone number rentals ($1-5/month). The AI Call Assistant add-on costs $50/month plus $0.02 per minute for transcription. Heavy outbound calling teams can see their total costs increase 30-50% beyond the base seat price.

Source
Close: What is Chloe, Close's AI sales agent, and what can it do?

Chloe is an AI sales agent built into Close that automatically calls leads, qualifies prospects through real conversations, and can book meetings while updating the CRM automatically. Chloe features AI-generated call summaries, transcripts, and action items automatically logged to contacts.

Source
Close: Does Close include lead lists, data enrichment, or contact information?

No. Close does not provide built-in lead lists, company intelligence, or contact enrichment features. Organizations must source leads separately or use third-party data providers. This differs from platforms like HubSpot which include integrated lead databases.

Source
Close: What communication features does Close include?

Close includes built-in calling with automatic call logging, email templates and bulk email capabilities, SMS messaging with tracking and automation, email syncing with Gmail, and automated follow-up workflows. All communication happens within the CRM platform.

Source
Close: Does Close have marketing automation capabilities?

Close's marketing automation features are limited compared to HubSpot. It includes basic email sequences, task reminders, and workflow automation, but lacks advanced lead scoring, nurturing campaigns, and detailed marketing analytics. Organizations requiring extensive marketing automation need separate tools.

Source
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