Softwr

Software · head to head

ClientPoint vs Zoho CRM

ClientPoint logo

ClientPoint

Software

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

Software

The world's favorite CRM

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Zoho CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: ClientPoint pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: ClientPoint covers Multimedia proposals, Zoho CRM covers Lead management.

Where they differ

Only the attributes on which ClientPoint and Zoho CRM actually diverge.

Attributes where ClientPoint and Zoho CRM differ
AttributeClientPointZoho CRM
Starting price$65/monthFree
Free tierNoYes
PlatformsWebWeb, Ios, Android, Api
Founded20091996

Identical on both: pricing model (subscription), user rating (Not yet rated), category (Unknown).

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
  • Team collaboration
  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • DocuSign

Only in Zoho CRM

  • Lead management
  • Deal tracking
  • Contact management
  • Sales automation
  • Mobile CRM
  • Email marketing
  • AI assistant (Zia)
  • G Suite

Both cover

  • Analytics

What people use each for

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

ClientPoint

  • Sales teams building AI-assisted proposal and sales room content who are prepared to go through a sales call for pricingnot Zoho CRM

Zoho CRM

  • Sales automationnot ClientPoint
  • Lead managementnot ClientPoint
  • Customer supportnot ClientPoint
  • Marketing automationnot 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

  • Pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales

Zoho CRM

  • Free tier limited to 3 users only
  • Steep pricing when scaling beyond 10 users
  • Limited offline capabilities compared to some competitors
  • Setup and configuration can require significant customization

Pricing, plan by plan

ClientPoint

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

Zoho CRM

Free
  • FreeFree
    • Up to 3 users
    • Basic modules
    • Standard dashboards
  • Standard$14/month
    • Sales forecasting
    • Custom dashboards
    • Workflow automation
  • Professional$23/month
    • Inventory management
    • AI predictions
    • Advanced customization
  • Enterprise$40/month
    • Zia AI assistant
    • Multi-currency
    • Advanced analytics

Which should you pick?

Choose ClientPoint if

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

Choose Zoho CRM if

  • You need lead management.
  • You want to start without paying.
  • You work on Web, Ios, Android, Api.
  • You also want deal tracking.
Zoho CRM review

Questions people ask

Is ClientPoint or Zoho CRM better?
Neither clearly leads. ClientPoint starts at $65/month and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Zoho CRM?
Zoho CRM has a free tier; the other does not. Paid plans start at $65/month for ClientPoint and Free for Zoho CRM.
Does ClientPoint or Zoho CRM run on more platforms?
ClientPoint runs on Web. Zoho CRM runs on Web, Ios, Android, Api.
Can I use Zoho CRM for free?
Yes. Zoho CRM 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 sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing. Of those, sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing is not what Zoho CRM is typically brought in for.
What can ClientPoint do that Zoho CRM cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Team collaboration. Zoho CRM covers Lead management, Deal tracking, Contact management, Sales automation. Both handle Analytics.

Answered from the vendors’ own pages

Zoho CRM: Does Zoho CRM have a free tier?

Yes. Zoho CRM offers a free plan for up to 3 users that includes core CRM functionality like lead, contact, and account management, basic workflow automation, and customizable dashboards.

Source
Zoho CRM: What does Zoho CRM cost for a paid plan?

Zoho CRM pricing ranges from $14 per user per month for the Standard plan up to $52 per user per month for the Ultimate plan when billed annually. Most sales teams use the Professional plan around $23/user/month or Enterprise at $40/user/month.

Source
Zoho CRM: Is Zoho CRM independent or owned by another company?

Zoho CRM is part of Zoho Corporation, which is independent and bootstrapped. The parent company was founded in 1996 as AdventNet, rebranded to Zoho in 2009, and has never accepted external venture funding.

Source
ShareXLinkedInRedditWhatsAppEmail

Related pages

More on ClientPoint

More on Zoho CRM

Keep looking

Other head to heads