Softwr

Customer Success · head to head

Custify vs ClientPoint

Custify logo

Custify

Customer Success

Customer Success Software for SaaS

From
$399/month
Rated
-
Full reviewWebsite
ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Custify no mobile app for on-the-go customer success management; 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
  • They diverge on capability: Custify covers Health scores, ClientPoint covers Multimedia proposals.

Where they differ

Only the attributes on which Custify and ClientPoint actually diverge.

Attributes where Custify and ClientPoint differ
AttributeCustifyClientPoint
Starting price$399/month$65/month
Pricing modelUnknownsubscription
Founded20172009

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 Custify

  • Health scores
  • Playbooks
  • Task automation
  • Customer 360
  • Churn alerts
  • Intercom
  • Stripe

Only in ClientPoint

  • Multimedia proposals
  • Video embedding
  • E-signatures
  • Analytics
  • Team collaboration
  • Microsoft Dynamics
  • DocuSign

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

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

Custify

  • Customer Successnot ClientPoint
  • Saasnot ClientPoint
  • Automationnot ClientPoint

ClientPoint

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

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Custify

  • No mobile app for on-the-go customer success management
  • Limited reporting customization options

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

Pricing, plan by plan

Custify

$399/month
  • Starter$399/month
    • Customer 360 view
    • Basic health scoring
    • Task management
  • Growth$undefined/mo
    • Expansion opportunity identification
    • Advanced automation
    • Custom dashboards

ClientPoint

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

Which should you pick?

Choose Custify if

  • You need health scores.
  • You also want playbooks.
Custify review

Choose ClientPoint if

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

Questions people ask

Is Custify or ClientPoint better?
Neither clearly leads. Custify starts at $399/month and ClientPoint at $65/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Custify or ClientPoint?
Custify starts at $399/month and ClientPoint at $65/month.
Does Custify or ClientPoint run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Custify best used for?
Custify is most often used for customer success, saas, automation. Of those, customer success and saas are not what ClientPoint is typically brought in for.
What can Custify do that ClientPoint cannot?
Custify covers Health scores, Playbooks, Task automation, Customer 360. ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Both handle Salesforce, HubSpot, Web support.

Answered from the vendors’ own pages

Custify: How much does Custify cost?

Custify pricing starts at $399-$899 per month depending on team size and seats. Pricing is quote-based for larger teams, with no per-seat fees on higher tiers.

Source
Custify: What CRM systems does Custify integrate with?

Custify integrates with HubSpot, Salesforce, Zoho CRM, Zendesk Sell, Intercom, Pipedrive, Close CRM, Freshworks CRM, and 200+ other applications through Zapier.

Source
Custify: Does Custify have a mobile app?

No, Custify does not offer a dedicated mobile app. It is a cloud-based web platform accessible via browser on mobile devices.

Source
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Related pages

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