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Customer Success · head to head

ClientPoint vs SmartKarrot

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
SmartKarrot logo

SmartKarrot

Customer Success

Intelligent Customer Success Platform

From
$15000/year
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; SmartKarrot the entry Basic plan starts at $15,000 per year and includes only 5 users
  • They diverge on capability: ClientPoint covers Multimedia proposals, SmartKarrot covers Customer 360.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which ClientPoint and SmartKarrot actually diverge.

Attributes where ClientPoint and SmartKarrot differ
AttributeClientPointSmartKarrot
Starting price$65/month$15000/year
Founded20092018

Identical on both: pricing model (subscription), 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 SmartKarrot

  • Customer 360
  • Health monitoring
  • Playbook automation
  • Success planning
  • Touchpoints tracking
  • Slack
  • Intercom

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 SmartKarrot
  • Project and account managementnot SmartKarrot

SmartKarrot

  • Tracking customer onboarding phases and account health for a SaaS businessnot ClientPoint
  • Segmenting accounts and users to target customer success playsnot ClientPoint
  • Reporting on customer success outcomes with embedded BI dashboardsnot 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

SmartKarrot

  • The entry Basic plan starts at $15,000 per year and includes only 5 users
  • All plans are billed annually with no monthly option
  • Basic includes only 2 third party integrations, Growth 3 and Pro 4
  • Usage tracking is limited to 1 SaaS product on Growth and 3 on Pro
  • Growth, Pro and Enterprise plans are all Contact Sales with no published price
  • Basic support is email-based only, with a dedicated CSM starting at Growth
  • SmartKonversation call intelligence is a paid add-on rather than an included feature on Basic, Growth or Pro
  • SmartOps advanced AI trends is an add-on available only on the Enterprise plan
  • Additional Lite users are billed at $10 per user per month on top of the plan fee

Pricing, plan by plan

ClientPoint

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

SmartKarrot

$15000/year
  • Basic$15000/year
    • 5 included users
    • CRM functionality
    • Email and calendar integration
  • Growth$null/year
    • 10 included users
    • All Basic features
    • 1 SaaS product tracking
  • Pro$null/year
    • 25 included users
    • All Growth features
    • 3 SaaS products
  • Enterprise$null/year
    • Custom user count
    • Unlimited customization
    • 3+ SaaS products

Which should you pick?

Choose ClientPoint if

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

Choose SmartKarrot if

  • You need customer 360.
  • You also want health monitoring.
SmartKarrot review

Questions people ask

Is ClientPoint or SmartKarrot better?
Neither clearly leads. ClientPoint starts at $65/month and SmartKarrot at $15000/year, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or SmartKarrot?
ClientPoint starts at $65/month and SmartKarrot at $15000/year.
Does ClientPoint or SmartKarrot 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 SmartKarrot is typically brought in for.
What can ClientPoint do that SmartKarrot cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. SmartKarrot covers Customer 360, Health monitoring, Playbook automation, Success planning. 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
SmartKarrot: How much does SmartKarrot cost?

SmartKarrot's Basic plan costs $15,000 per year for 5 included users with CRM, email and calendar integration, and 2 third-party integrations. Growth and Pro plans require contacting sales for pricing. Enterprise plans are customized based on organizational requirements.

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
SmartKarrot: What support is included in SmartKarrot plans?

The Basic plan includes email-based support only. Growth and Pro plans include a dedicated customer success manager. Enterprise plans offer premium support tier with customized support levels.

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
SmartKarrot: What are SmartKarrot's add-on services?

SmartKarrot offers optional enhancements including SmartKonversation (call intelligence), SmartOps (AI-powered trend analysis), and embedded business intelligence for reporting. These add-ons are available across plan tiers.

Source
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