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Customer Success · head to head

ClientPoint vs Planhat

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: ClientPoint covers Multimedia proposals, Planhat covers Customer portals.
  • Prices and features above were last checked on 2 September 2026.

Where they differ

Only the attributes on which ClientPoint and Planhat actually diverge.

Attributes where ClientPoint and Planhat differ
AttributeClientPointPlanhat
Starting price$65/monthOn request
Pricing modelsubscriptionUnknown
Founded20092015

Identical on both: 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 Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Segment
  • Stripe

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 Planhat
  • Project and account managementnot Planhat

Planhat

  • Customer Successnot ClientPoint
  • Customer Portalsnot ClientPoint
  • Data Managementnot 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

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

Pricing, plan by plan

ClientPoint

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

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$undefined/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Which should you pick?

Choose ClientPoint if

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

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Questions people ask

Is ClientPoint or Planhat better?
Neither clearly leads. ClientPoint starts at $65/month and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Planhat?
ClientPoint starts at $65/month and Planhat at On request.
Does ClientPoint or Planhat 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 Planhat is typically brought in for.
What can ClientPoint do that Planhat cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. 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
Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

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
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

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
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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