Whether you’re a solopreneur or a global Fortune 100 corporation, we make it easy for people to do business with you, by giving you online relationship workspaces where you do all your business with others.
| Feature | Free | Small Business | Sales Accelerator | Essentials | Enterprise |
|---|---|---|---|---|---|
| One to One Private Workspaces iCreate private, secure workspaces tailored for each relationship. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Group Workspaces iCollaborative spaces shared among teams or departments. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Personal Profile Link iShare a branded page with all your contact and workspace links. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| QR Codes iEasily generate scannable links to your ClientPoint workspace. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Digital Tradeshow Rooms iSet up virtual booths for events or campaigns. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| ClientPoint Website Plugin iEmbed ClientPoint experiences directly on your website. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| ClientPoint Meet iHost virtual meetings with built-in video and scheduling. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| ClientPoint Sign iGet documents signed electronically within ClientPoint. | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Meg (AI Pro) iAdvanced AI assistant to help create, track, and optimize engagement. | Optional iAvailable as add-on | Optional iAvailable as add-on | Optional iAvailable as add-on | Optional iAvailable as add-on | Optional iAvailable as add-on |
| ClientPoint.me Branding iAvailable soon | Optional iAvailable soon | Optional iAvailable soon | Optional iAvailable soon | Optional iAvailable soon | Optional iAvailable soon |
| Branded Portals (ClientPoint Experiences) iCreate immersive, branded online environments for clients. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| Digital Sales Rooms iCentralized digital spaces for selling, presenting, and collaborating. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| Templates iPrebuilt layouts and workflows for faster proposal creation. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| Zapier iConnect ClientPoint with 5000+ apps using Zapier workflows. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| ClientPoint Pay iCollect payments directly inside proposals or portals. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| ClientPoint Schedule iEmbed scheduling to book meetings right in your workspace. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| DAM (Document Asset Management) iOrganize, manage, and reuse content assets across proposals. | — | ✔️ | ✔️ | ✔️ | ✔️ |
| Basic RelationshipAI iAI-powered engagement scoring and recommendations. | — | Optional iAdd-on available soon | Optional iAdd-on available soon | Optional iAdd-on available soon | Optional iAdd-on available soon |
| Proposal Automation iBuild and send proposals using reusable templates and workflows. | — | — | ✔️ | ✔️ | ✔️ |
| Document Automation iDynamically populate documents with data from your CRM or system. | — | — | ✔️ | ✔️ | ✔️ |
| Live Templates iTemplates that update in real time based on content rules. | — | — | ✔️ | ✔️ | ✔️ |
| Tier One Premium Services iSpecialized setup, design, or content services from the ClientPoint team. | — | — | ✔️ | ✔️ | ✔️ |
| Add-On Tools (Where Available) iCustom or packaged feature modules that can be purchased separately. | — | — | Optional iOut-of-the-Box add-on | Optional iCustom add-on | Optional iCustom add-on |
| ClientPoint Design iDesign and edit proposals directly inside ClientPoint (like Canva). | — | Optional iAvailable as Add-On | Optional iAvailable as Add-On | Optional iAvailable as Add-On | Optional iAvailable as Add-On |
| Pricing Tool iCreate interactive pricing tables and custom quote blocks. | — | — | Optional iAvailable as Add-On | Optional iAvailable as Add-On | Optional iAvailable as Add-On |
| CPQ Tool iAdvanced pricing, configuration, and quoting tools for sales teams. | — | — | Optional iAvailable as Add-On | Optional iAvailable as Add-On | Optional iAvailable as Add-On |
| APIs iProgrammatic access for integration with other platforms. | — | — | — | ✔️*Basic APIs Included | ✔️*Basic APIs Included, Advanced APIs available as Add-On |
| CRM Integration iIntegrate ClientPoint with Salesforce, HubSpot, and more. | — | — | — | ✔️*Basic Out-Of-The-Box CRM Integrations Included | ✔️*Basic Out-Of-The-Box CRM Integrations Included, Advanced CRM Integrations Available as Add-On |
| Tier Two Premium Services iPremium implementation, onboarding, or consulting packages. | — | — | — | — | ✔️ |
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