Softwr

Customer Success · head to head

ClientPoint vs Salesforce

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Salesforce logo

Salesforce

CRM

World's #1 CRM

From
$25/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Salesforce sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually
  • They diverge on capability: ClientPoint covers Multimedia proposals, Salesforce covers Contact management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which ClientPoint and Salesforce actually diverge.

Attributes where ClientPoint and Salesforce differ
AttributeClientPointSalesforce
Starting price$65/month$25/month
PlatformsWebWeb, Ios, Android, Api
CategoryCustomer SuccessCRM
Founded20091999

Identical on both: pricing model (subscription), 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 Salesforce

  • Contact management
  • Opportunity management
  • Lead management
  • Reports & dashboards
  • Email integration
  • Workflow automation
  • Mobile access
  • AppExchange

Both cover

  • DocuSign

What people use each for

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

ClientPoint

  • Client management platformnot Salesforce
  • Project and account managementnot Salesforce

Salesforce

  • Sales managementnot ClientPoint
  • Customer servicenot ClientPoint
  • Marketing automationnot ClientPoint
  • Lead generationnot ClientPoint
  • Analytics & reportingnot 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

Salesforce

  • Sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually

Pricing, plan by plan

ClientPoint

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

Salesforce

$25/month
  • Essentials$25/month
    • Account & contact management
    • Opportunity tracking
    • Lead management
  • Professional$80/month
    • Everything in Essentials
    • Complete CRM
    • Lead scoring
  • Enterprise$165/month
    • Everything in Professional
    • Workflow automation
    • Advanced analytics
  • Unlimited$330/month
    • Everything in Enterprise
    • Unlimited customizations
    • 24/7 support

Which should you pick?

Choose ClientPoint if

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

Choose Salesforce if

  • You need contact management.
  • You work on Web, Ios, Android, Api.
  • You also want opportunity management.
Salesforce review

Questions people ask

Is ClientPoint or Salesforce better?
Neither clearly leads. ClientPoint starts at $65/month and Salesforce at $25/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Salesforce?
ClientPoint starts at $65/month and Salesforce at $25/month.
Does ClientPoint or Salesforce run on more platforms?
ClientPoint runs on Web. Salesforce runs on Web, Ios, Android, Api.
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 Salesforce is typically brought in for.
What can ClientPoint do that Salesforce cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Salesforce covers Contact management, Opportunity management, Lead management, Reports & dashboards. Both handle DocuSign.

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
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
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
Share

Related pages

More on ClientPoint

More on Salesforce

Keep looking

Other head to heads