Softwr

Customer Success · head to head

ClientPoint vs Cone

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Cone logo

Cone

Proposals

Proposal to payment software for accounting and bookkeeping firms, with engagement letters and direct debit

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Cone the product is shaped around accountancy engagements, so a freelancer or agency outside professional services pays for engagement letter and compliance features they will never open.
  • They diverge on capability: ClientPoint covers Multimedia proposals, Cone covers Engagement letters.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which ClientPoint and Cone actually diverge.

Attributes where ClientPoint and Cone differ
AttributeClientPointCone
Starting price$65/monthOn request
Pricing modelsubscriptionquote
CategoryCustomer SuccessProposals
Founded2009Unknown

Identical on both: free tier (No), platforms (Web), 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 Cone

  • Engagement letters
  • Electronic signature
  • Recurring billing
  • Direct debit collection
  • Scope creep flagging
  • Service line templates
  • Client onboarding tasks

What people use each for

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

ClientPoint

  • Client management platformnot Cone
  • Project and account managementnot Cone

Cone

  • A bookkeeping practice moving clients from ad hoc invoicing onto signed recurring fee agreementsnot ClientPoint
  • An accountancy firm that needs engagement letter wording attached to every proposal for compliance reasonsnot ClientPoint
  • A practice losing revenue to out of scope work that is never billed because nobody notices itnot ClientPoint
  • Standardising pricing across a firm so that partners stop quoting the same service at different ratesnot 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

Cone

  • The product is shaped around accountancy engagements, so a freelancer or agency outside professional services pays for engagement letter and compliance features they will never open.
  • Recurring collection depends on which payment rails are supported in your country, and direct debit coverage varies enough that the headline benefit may not apply to your client base.
  • Practice management integration is shallower than the incumbents, so client records often exist in two systems and have to be reconciled.
  • Pricing is not published, which makes it hard to compare against a general proposal tool without entering a sales process first.
  • As a younger vendor in a market that consolidates through acquisition, roadmap continuity carries more risk than choosing an established practice software supplier.

Pricing, plan by plan

ClientPoint

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

Cone

On request
  • Cone$undefined/year
    • Proposals and engagement letters
    • Electronic signature
    • Recurring billing and direct debit mandates

Which should you pick?

Choose ClientPoint if

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

Choose Cone if

  • You need engagement letters.
  • You also want electronic signature.
Cone review

Questions people ask

Is ClientPoint or Cone better?
Neither clearly leads. ClientPoint starts at $65/month and Cone at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Cone?
ClientPoint starts at $65/month and Cone at On request.
Does ClientPoint or Cone 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 Cone is typically brought in for.
What can ClientPoint do that Cone cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Cone covers Engagement letters, Electronic signature, Recurring billing, Direct debit collection.

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
Cone: Is this only for accountants?

It is designed for accounting and bookkeeping firms. Other professional services firms use it, but general freelancers will find most of it irrelevant.

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
Cone: Does it handle recurring fees?

Yes, and that is the main reason firms adopt it. Acceptance creates the fee schedule and the collection mandate together.

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
Cone: How are payments collected?

Through supported card and direct debit providers, whose processing fees apply on top of the subscription.

Cone: What is scope creep flagging?

It compares work performed against the scope agreed in the proposal and surfaces the difference so it can be billed rather than absorbed.

Cone: Is pricing published?

Not in a form that can be quoted reliably. Expect a sales conversation before you can compare it on cost.

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