Softwr

Customer Success · head to head

ClientPoint vs Custify

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Custify logo

Custify

Customer Success

Customer Success Software for SaaS

From
$399/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Custify no mobile app for on-the-go customer success management
  • They diverge on capability: ClientPoint covers Multimedia proposals, Custify covers Health scores.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which ClientPoint and Custify actually diverge.

Attributes where ClientPoint and Custify differ
AttributeClientPointCustify
Starting price$65/month$399/month
Pricing modelsubscriptionUnknown
Founded20092017

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 ClientPoint

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

Only in Custify

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

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 Custify
  • Project and account managementnot Custify

Custify

  • Customer Successnot ClientPoint
  • Saasnot ClientPoint
  • Automationnot 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

Custify

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

Pricing, plan by plan

ClientPoint

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

Custify

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

Which should you pick?

Choose ClientPoint if

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

Choose Custify if

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

Questions people ask

Is ClientPoint or Custify better?
Neither clearly leads. ClientPoint starts at $65/month and Custify at $399/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Custify?
ClientPoint starts at $65/month and Custify at $399/month.
Does ClientPoint or Custify 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 Custify is typically brought in for.
What can ClientPoint do that Custify cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Custify covers Health scores, Playbooks, Task automation, Customer 360. 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
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
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
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
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
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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