Is ClientPoint or Indy better?

Neither clearly leads. ClientPoint starts at $65/month and Indy at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.

Which is cheaper, ClientPoint or Indy?

Indy has a free tier; the other does not. Paid plans start at $65/month for ClientPoint and Free for Indy.

Does ClientPoint or Indy run on more platforms?

ClientPoint runs on Web. Indy runs on Web, iOS, Android.

Can I use Indy for free?

Yes. Indy has a free tier, so you can try it without paying. ClientPoint starts at $65/month.

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 Indy is typically brought in for.

What can ClientPoint do that Indy cannot?

ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Indy covers Contract library, Proposals, Invoicing, Time tracking.

Customer Success · head to head

ClientPoint vs Indy

ClientPoint

Customer Success

Business Proposal Software

From: $65/month
Rated: -

Full review Website

Indy

Proposals

Freelance workflow suite covering proposals, contracts, invoices and time tracking with a usable free tier

From: Free
Rated: -

Full review Website

The short version

Only Indy has a free tier, so it costs nothing to try first.
Each has a real cost: ClientPoint no pricing information published on website or pricing page; Indy the free tier caps documents per month, and an active freelancer passes those caps quickly enough that the free plan is a trial in practice rather than a permanent option.
They diverge on capability: ClientPoint covers Multimedia proposals, Indy covers Contract library.
Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which ClientPoint and Indy actually diverge.

Attributes where ClientPoint and Indy differ
Attribute	ClientPoint	Indy
Starting price	$65/month	Free
Pricing model	subscription	quote
Free tier	No	Yes
Platforms	Web	Web, iOS, Android
Category	Customer Success	Proposals
Founded	2009	Unknown

Identical on both: 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 Indy

Contract library
Proposals
Invoicing
Time tracking
Task and calendar
Client portal
Free tier

What people use each for

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

ClientPoint

Client management platformnot Indy
Project and account managementnot Indy

Indy

A new freelancer who needs a real signed contract before there is revenue to fund a subscriptionnot ClientPoint
Testing whether an all in one freelance bundle suits your workflow before committing money to onenot ClientPoint
Part time or side project freelancing with low monthly document volume that stays inside the free capsnot ClientPoint
Replacing an unsigned emailed quote with a proposal that converts into a contract and an invoicenot 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

Indy

The free tier caps documents per month, and an active freelancer passes those caps quickly enough that the free plan is a trial in practice rather than a permanent option.
Project management and task tracking are shallow, so anyone running several concurrent projects will keep a separate tool and lose the single system benefit.
Reporting on income, utilisation and profitability is thin next to a dedicated accounting or time tracking product.
Payments are processed by a third party gateway, so the card fee applies on top of the subscription and materially changes the cost per invoice on small jobs.
As with every bundle, leaving means separating proposals, contracts, time and invoices out of one export, which is harder than replacing a single purpose tool.

Pricing, plan by plan

ClientPoint

$65/month

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

Indy

Free

Indy$undefined/year
- Free tier with monthly document limits
- Proposals, contracts and invoices
- Time tracking and tasks

Which should you pick?

Choose ClientPoint if

You need multimedia proposals.
You also want video embedding.

ClientPoint review

Choose Indy if

You need contract library.
You want to start without paying.
You work on Web, iOS, Android.
You also want proposals.

Indy review

Questions people ask

Is ClientPoint or Indy better?: Neither clearly leads. ClientPoint starts at $65/month and Indy at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Indy?: Indy has a free tier; the other does not. Paid plans start at $65/month for ClientPoint and Free for Indy.
Does ClientPoint or Indy run on more platforms?: ClientPoint runs on Web. Indy runs on Web, iOS, Android.
Can I use Indy for free?: Yes. Indy has a free tier, so you can try it without paying. ClientPoint starts at $65/month.
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 Indy is typically brought in for.
What can ClientPoint do that Indy cannot?: ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Indy covers Contract library, Proposals, Invoicing, Time tracking.

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

Indy: Is the free tier actually usable?

Yes, for real signed contracts and invoices, but it caps documents per month and active freelancers hit that fairly quickly.

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

Indy: Does it take a percentage of invoices?

The payment gateway charges its standard card fee. That is separate from the subscription and should be modelled per invoice.

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

Indy: Can it manage several concurrent projects?

Only lightly. The task and project features are the weakest part of the product.

Indy: Are the contracts legally sound?

They are standard freelance templates with editable clauses. They are a starting point, not legal advice for your jurisdiction.

Indy: Who is it wrong for?

Agencies, anyone with subcontractors, and freelancers who need real project management or detailed profitability reporting.

ClientPoint vs Indy

ClientPoint

Indy

The short version

Where they differ

What each one covers

Only in ClientPoint

Only in Indy

What people use each for

ClientPoint

Indy

Where each one falls short

ClientPoint

Indy

Pricing, plan by plan

ClientPoint

Indy

Which should you pick?

Choose ClientPoint if

Choose Indy if

Questions people ask

Answered from the vendors’ own pages

Related pages

More on ClientPoint

More on Indy

Keep looking

Other head to heads