Softwr

Customer Success · head to head

ClientPoint vs Totara

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Totara logo

Totara

LMS

Open source learning, performance and collaboration platform derived from Moodle and sold through partners

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Totara you cannot buy from the vendor. Every purchase runs through a partner who sets its own hosting, services and support pricing, so identical platforms are quoted at materially different totals and buyers must run a partner comparison as well as a product comparison.
  • They diverge on capability: ClientPoint covers Multimedia proposals, Totara covers Organisational hierarchies.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which ClientPoint and Totara actually diverge.

Attributes where ClientPoint and Totara differ
AttributeClientPointTotara
Starting price$65/monthOn request
Pricing modelsubscriptionquote
PlatformsWebWeb, iOS, Android, Linux
CategoryCustomer SuccessLMS
Founded2009Unknown

Identical on both: 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 Totara

  • Organisational hierarchies
  • Compliance and certification
  • Totara Perform
  • Totara Engage
  • Self-hosting
  • Programs and learning plans

What people use each for

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

ClientPoint

  • Client management platformnot Totara
  • Project and account managementnot Totara

Totara

  • Health services and government bodies that must evidence mandatory training by job role across a large hierarchynot ClientPoint
  • Organisations with data residency rules that require the platform to run on their own infrastructurenot ClientPoint
  • Moodle users who need appraisal, competency and compliance features the academic product does not carrynot ClientPoint
  • Buyers who want exit rights over the platform code rather than dependence on a single hosted vendornot 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

Totara

  • You cannot buy from the vendor. Every purchase runs through a partner who sets its own hosting, services and support pricing, so identical platforms are quoted at materially different totals and buyers must run a partner comparison as well as a product comparison.
  • Open source does not mean cheap. Subscription plus partner hosting plus implementation and version upgrade services commonly lands near commercial system cost, and the saving is in control and exit rights rather than in the invoice.
  • The administrative interface carries its Moodle lineage and is dense, so administrator training is a real project cost rather than an afterthought.
  • Major version upgrades are projects, especially where a partner has customised the deployment, and organisations that customise heavily find upgrades slower and dearer over time.
  • The learner facing experience is functional rather than engaging, and organisations wanting a consumer grade learning experience usually front it with something else.

Pricing, plan by plan

ClientPoint

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

Totara

On request
  • Totara subscription via partner$undefined/year
    • Sold only through distribution partners
    • Partner sets hosting, implementation and support pricing
    • Source available under the GPL, but subscription required for supported releases

Which should you pick?

Choose ClientPoint if

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

Choose Totara if

  • You need organisational hierarchies.
  • You work on Web, iOS, Android, Linux.
  • You also want compliance and certification.
Totara review

Questions people ask

Is ClientPoint or Totara better?
Neither clearly leads. ClientPoint starts at $65/month and Totara at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Totara?
ClientPoint starts at $65/month and Totara at On request.
Does ClientPoint or Totara run on more platforms?
ClientPoint runs on Web. Totara runs on Web, iOS, Android, Linux.
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 Totara is typically brought in for.
What can ClientPoint do that Totara cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Totara covers Organisational hierarchies, Compliance and certification, Totara Perform, Totara Engage.

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
Totara: Is Totara free because it is open source?

No. The source is available under the GPL, but supported releases require a subscription, and it is sold through partners who add hosting, implementation and support costs.

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
Totara: How is it different from Moodle?

Moodle is built around courses and academic delivery. Totara adds organisational hierarchies, role based automatic assignment, recurring certification and appraisal, which is what workplace compliance reporting needs.

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
Totara: Can we host it ourselves?

Yes. Self hosting is a genuine option and is one of the main reasons regulated and public sector buyers choose it over a hosted only competitor.

Share

Related pages

More on ClientPoint

More on Totara

Keep looking

Other head to heads