ClientPoint Alternatives (September 2025)

Dock is a client-facing workspace that customers love. Dock makes it easy to create sales proposals, onboarding plans, client portals, and project hubs.

Valuecase spaces are the best way to drive engagement and alignment with your prospects - from first touch, to onboarding, and beyond.

Increase deal velocity with web-based proposal software. Get real-time buyer analytics. Start your free 14-day trial with Qwilr.

Aligned moves the chaotic back-and-forth, into single a customer workspace, that helps manage deal complexity and standardize playbooks.

Get your digital sales needs covered with ease in our all-in-one software! Sign up for your free account today and close deals faster.

Chat, video, signature, document management made easy and secure. The all-in one professional platform for client interactions and collaboration.

The modern, affordable CRM teams love. Sell smarter, grow faster and build lasting customer relationships. Watch a demo-on-demand now.

Engage prospects and customers without spray and pray. Build personalized, engaging sequences that drive revenue and save time.

ClearSlide is the most complete platform for Sales Enablement + Engagement that integrates content, communications and actionable insights.

An all-in-one free platform to manage your team and run your sales, Bitrix24 is designed to be seamlessly integrated into all your business processes and help you manage them with the highest precision and efficiency.

Create professional business proposals in minutes. Impress clients, enhance your brand, and close deals with confidence.

Cuvama makes selling and delivering value easy. We enable even your most average reps to sound like an expert and sell value, not products.

Recapped is the #1 platform for B2B sellers to collaborate with their prospects, customers, and partners. Execute the perfect sales process, enable your buyers, and forecast accurately with the Customer Collaboration Platform, Mutual Action Plans, Digital Sales Rooms, and Customer Onboarding Checklists. Enforce sales processes and sales methodologies like MEDDPICC, MEDDICC, BANT, and more.

Give your sales team the edge with winning references. Check out RO Innovation. Customer reference management software for companies that win.

SuiteFiles is a digital workspace built to unlock new revenue streams, improve client experiences, and reduce overheads.

Fusioo helps growing businesses get organized. Create your custom online database and manage everything in one place.

Help Salespeople Tell Customer Success Stories with an interactive place for salespeople to share these stories. Zebrafi helps to qualify prospects and increases deal size, velocity, and close rates.

CallProof Mobile CRM is the leading sales tracking app & web portal that automates sales reporting activities so you can sell more.

Built specifically for managing clients the sales process, Forekast is a CRM that enables you to measure, optimize, and grow your business.

Auto-personalised & interactive digital sales rooms that close more deals, quicker. From post demo all the way to customer onboarding and success. Buyer enablement is the new secret revenue teams should know about.

4Degrees is a Relationship Intelligence CRM Platform Designed to Empower Relationship Driven Teams to Better Leverage Their Networks to Eliminate Busy Work and Move More Deals Forward.

Stageset removes the chaos in B2B sales. Share everything your buyers need, and stand out with digital sales rooms. Free account available.

Audit Dashboard software improves workflow for CPA firms and their clients. Think secure portal technology with a dynamic prepared by client (PBC) request list

Yesware helps high-performing sales teams do meaningful email outreach at scale. If you need to drive more revenue through email outreach, but complex platforms are overkill — try Yesware.

EverReady saves valuable time for sales teams by removing the constraints associated with data entry in the CRM.

Book clients, manage projects, and get paid all in one place on HoneyBook. The clientflow management platform for independent businesses. Get started with a free 7-day trial.

The One-Stop-Solution for Client Communication

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

Use Dubsado to sign contracts, collect payments, send custom forms, and get your time back with powerful workflows — all in one place.

Showpad's content management platform is leveraged by marketing and sales teams to quickly equip sales teams with ideal content for sharing with prospects.

The #1 Sales Engagement Software to send personalized emails & automated follow-ups at scale. Leave the manual & repetitive tasks to Klenty. Focus more on building relationships and closing deals.

Sector leading SaaS companies, like ChurnZero, WebPT, Restaurant365, and Phenom, choose ReachSuite to increase qualified pipeline, win rates, and Net Dollar Retention in this efficiency-oriented economy.

Build deal-winning business cases in seconds. The AI-powered Collaborative Business Case Platform for value-based sales professionals.

We build Customer Success Software that empowers organizations to acquire, service, and grow lifelong customers. Planhat is the #1 Customer Success Platform.

Transform your sales team with our cutting-edge AI Buyer Enablement Platform. Win more deals, repeatedly.

The Easiest Way to Collaborate with People Inside or Outside of Your Company. Secure online workspaces that are user-friendly and quick to implement.

MyDocSafe is an electronic signature, secure client portal and proposals platform for customer onboarding and client management.

Powering hotel sales teams with deal closing sales technology. Elevate your customer buying experience and maximize your Groups, Meetings and Events sales efforts. Hotel Proposal and RFP.

Give customers a one-stop shop experience with white label client portal software that streamlines messaging, payments, file-sharing, help centers, and more.

CaptivateIQ is the leading sales commission software helping companies turn sales expenses into business drivers. Demo the #1 rated commission tracker!

Everything you need for your client-based business. Built for solopreneurs and teams.

Real estate software that allows you to customise proposals, sign digital contracts and run listing campaigns in one end-to-end workflow. Book a demo today.

CPQ tools to empower sales, partners, and customers to configure complex products and services, deliver accurate quotes, and create smarter deals.

Create the best booking experience for your customers with fully customizable online scheduling. Trusted by 1M+ users worldwide.

Caflou will help you effectively manage teams, projects, customer relations and finances. All in one place, from anywhere, at an affordable price.

Conga CLM provides an end-to-end contract lifecycle management solution built within Salesforce. Create, negotiate, and execute contracts with automation.

Boost sales with Ring.io: Engage customers directly, automate tasks, and close deals faster. Elevate your sales game now.

Take your service firm to the next level with a stunning client portal & powerful tools to work with clients: files, contracts, messaging, tasks, CRM, billing & more.

Ahsuite’s client portal software takes the stress out of working with clients. Sign up for free and make your first client portal in minutes.

Proposal software that gives sales leaders control and visibility into the most important stage of their sales process. Try Proposify free for 14 days.

Much more than just another live chat tool — increase conversions, acquire new users & grow your business.

Manage, Grow and Monetize your Business with old and new clients online

Great client meetings start here - Highly customisable meeting rooms with powerful collaboration - easily integrated in your workflow

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance. AgencyZoom is an easy to use, robust insurance sales and automation software to help insurance agents grow their book of business.

SmartSuite is a collaborative work management platform that enables teams to plan, track and manage workflows, projects and everyday tasks. Try it free today!

Win clients for life with Copper CRM software solutions. Give us a try and see how we can help your business build stronger customer relationships.

ConnectPointz seamlessly integrates your supply chain by linking supply-side vendors and sales side retailers via a state-of-the-art, automated process allowing you to more easily manage both sides of your business.

Crono is the AI-Powered Sales Outbound Platform to supercharge your outbound prospecting. Change your sales game with Crono!

Endpoint is a digital title and escrow company built to make home closings easy for home buyers, sellers, agents, and proptech companies.

Dooly helps revenue teams win more deals by improving CRM hygiene, running a winning sales process, and eliminating low value work.

The only full lifecycle platform designed by project managers; delivering real-time collaboration, powerful automated reports, and accurate forecasting.

Let Customers Schedule Time with You, Qualify and Route Prospects to the Right Team, Control Meeting Handoff Processes - All in One Place, Fully Automated.

servicePath CPQ+ is a Configure Price Quote (CPQ) platform that is specifically designed to make complex quotes simple in Salesforce.

Securely collaborate on documents in cloud-based portals. Enhance client relationships by centralizing people, documents, and actions.

Chat Breezes is a social commerce platform that helps businesses connect with customers, streamline operations, and boost sales. Start your free trial today!

We offer leading software for moving companies and movers to streamline their business. Contact us today for a free live demo with MovePoint software.

When you’re starting or building a business… How do you handle the everyday challenges of organizing, planning, funding, managing, marketing, policies, procedures, sales, and everything else? Easily. With Business Power Tools. Free Trial

Klyck makes it easy to create, organize and share your knowledge, documents, data and more. Bring your content to life.

A Lead generation, Visitor Tracking, Website analytics and real time engagement software. Get Quality companies and connect with the prospects.

The best all-in-one coaching software that helps coaches streamline workflow and improve business efficiency. Start your free trial today.

Share your personalised sales collateral with a deal room link and wow your buyers with ultimate virtual selling environment. Start your free trial now!

Trailhead, the fun way to learn Salesforce

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

PandaDoc streamlines proposals, quotes & other business document workflows - Trusted by 50K+ Clients - SOC 2, HIPAA & GDPR Compliant!

Streamline your wholesale Amazon business with our CRM tool. A CRM for Amazon sellers allows you to pull in product and supplier data for faster growth.

Create error-free invoices, professional quotes, and manage your customers. From time registration to project management, CoManage supports you with your business needs.

SmartTask is the best online collaboration tool to manage your team's progress. Simple yet Powerful enough to handle all business operations. Track tasks, projects, customer interactions and stay connected with team's progress

Zoho Bookings is an appointment scheduling software that empowers any business to effortlessly schedule meetings with clients.

Demostack is the demo experience platform that lets you accelerate revenue with better product storytelling. Spin up a sales demo environment in minutes, tailor the story, and win more deals faster.

Making offline commerce as searchable and easy to understand as the internet.

The best way to welcome clients and manage new requests. Onboarding workflow, Custom portal, eSignature, Online payment, Workflows, client management mobile app ... Try it free.

Connect with clients at the peak of their interest. Appointment scheduling, in-browser video calls, and secure payments all in one. 100% free.

Créez simplement des programmes de training gamifiés, engagez durablement vos équipes et améliorez leurs résultats en continu.

Simple but powerful solutions to help service-driven businesses dominate their competition, retain their customers and grow smarter.

Interactive, personalized spaces for sales & CS teams and their buyers. Win deals & onboard clients on autopilot.

A G2 Crowd Market Leader, Nimble helps you build relationships everywhere you engage -- from your inbox to across the web. Try it free - no credit card required.

Empower your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals with SAP CPQ.

monday.com is an open, work platform where anyone can create the tools they need to run every aspect of their work.

monday.com is an open, work platform where anyone can create the tools they need to run every aspect of their work.

Visualize any sales methodology (MEDDIC, MEDDPICC) and qualify your opportunities more effectively with the iSEEit Salesforce Opportunity Management Tool.

Engage AI empowers LinkedIn power users with Generative AI. Craft meaningful LinkedIn comments and content that allow you to stand out, break the ice, and start conversations even with prospects who are usually unresponsive to calls, messages, and emails.

The #1 App for anyone with clients. PocketSuite makes it easy for your clients to book and pay you. And, it’s completely free.

Zoho SalesIQ is a complete customer engagement platform, that helps businesses to efficiently engage their website visitors & customers, at all times. Try now!

Calendly is the modern scheduling platform that makes “finding time” a breeze. When connecting is easy, your teams can get more done.

The smart, stress-free way to gather content, information and documents from your clients. Used by digital agencies, accountants, lawyers and more.

Send your customers digital sales rooms & client onboarding plans to build momentum and drive action. The best part? Arrows is seamlessly connected to your pipelines in HubSpot.

Litera's transaction management software provides a secure and collaborative digital workspace and intelligent process automation for law firms.

A modern, simple, and blazingly fast way to collaborate – bring knowledge, docs, and projects together in one place.

CPQ software everyone in the company swears by. Not at. Reduce quote generation from hours (or days) to minutes with Experlogix CPQ