Compare ClientPoint and ConnectWise CPQ 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (54.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
ClientPoint
Star Rating
(198)4.5 out of 5
Market Segments
Mid-Market (34.3% of reviews)
Entry-Level Pricing
No pricing available
Learn more about ClientPointConnectWise CPQ
Star Rating
(139)4.0 out of 5
Market Segments
Small-Business (54.6% of reviews)
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClientPoint excels in Quality of Support with a score of 9.2, while ConnectWise CPQ lags behind at 7.6. Reviewers mention that ClientPoint's support team is responsive and helpful, making it easier to resolve issues quickly.
- Reviewers mention that ClientPoint offers superior Ease of Use with a score of 8.8 compared to ConnectWise CPQ's 7.8. Users on G2 appreciate the intuitive interface of ClientPoint, which simplifies the quoting process.
- Users say that ClientPoint shines in Document Creation, particularly with its Customizability: Variables and Fields feature, scoring 8.6, while ConnectWise CPQ scores 7.8. Reviewers highlight the flexibility in creating tailored documents as a significant advantage of ClientPoint.
- G2 users report that ClientPoint's Workflow Management capabilities, scoring 8.5, are more robust than ConnectWise CPQ's 7.4. Users mention that the assembly and approval workflows in ClientPoint streamline the process significantly.
- Reviewers mention that ClientPoint's Analytics features, particularly in Engagement Tracking, score 8.8, outperforming ConnectWise CPQ's 7.9. Users appreciate the detailed insights provided by ClientPoint, which help in making informed business decisions.
- Users on G2 report that ClientPoint's Integration APIs score of 8.2 is slightly better than ConnectWise CPQ's 8.0. Reviewers mention that ClientPoint's integrations with CRM systems are seamless, enhancing overall productivity.
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Pricing
Entry-Level Pricing
ClientPoint
No pricing availableConnectWise CPQ
No pricing availableFree Trial
ClientPoint
No trial information availableConnectWise CPQ
No trial information availableRatings
Meets Requirements
8.8
184
8.2
117
Ease of Use
8.8
184
7.8
117
Ease of Setup
8.4
88
7.0
64
Ease of Admin
8.7
86
7.6
64
Quality of Support
9.2
175
7.6
111
Has the product been a good partner in doing business?
9.4
87
8.3
65
Product Direction (% positive)
9.3
187
7.3
117
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Configuration
Not enough data
7.6
39
|
Verified
Not enough data
6.9
28
|
Verified
Not enough data
7.3
34
|
Verified
Not enough data
8.0
38
|
Verified
Not enough data
7.3
34
|
Verified
Not enough data
7.7
43
|
Verified
Pricing
Not enough data
7.9
43
|
Verified
Not enough data
7.6
41
|
Verified
Not enough data
7.5
31
|
Verified
Not enough data
7.9
38
|
Verified
Not enough data
8.0
44
|
Verified
Not enough data
8.1
35
|
Verified
Quoting
Not enough data
7.9
37
Not enough data
8.1
41
|
Verified
Not enough data
8.6
44
|
Verified
Not enough data
7.6
45
|
Verified
Not enough data
8.2
37
|
Verified
Not enough data
7.9
35
|
Verified
Admin
Not enough data
7.7
28
|
Verified
Not enough data
7.7
27
|
Verified
Not enough data
7.5
25
|
Verified
Not enough data
7.9
25
|
Verified
Channels
Not enough data
6.7
27
|
Verified
Not enough data
6.1
28
|
Verified
Not enough data
7.1
29
|
Verified
Not enough data
Feature Not Available
Platform
Not enough data
8.3
26
|
Verified
Not enough data
7.9
19
|
Verified
Not enough data
7.4
12
Not enough data
7.7
25
|
Verified
Not enough data
8.1
26
|
Verified
Not enough data
6.9
26
|
Verified
Document Creation
8.6
150
|
Verified
7.8
73
|
Verified
8.4
154
|
Verified
7.4
75
|
Verified
8.2
134
|
Verified
8.1
64
|
Verified
8.4
29
|
Verified
8.4
72
|
Verified
8.9
143
|
Verified
9.0
75
|
Verified
8.7
149
|
Verified
8.8
73
|
Verified
Workflow
8.5
141
|
Verified
7.4
69
|
Verified
8.2
23
|
Verified
7.6
64
|
Verified
8.4
126
|
Verified
7.6
69
|
Verified
Analytics
8.8
144
|
Verified
Feature Not Available
8.7
136
|
Verified
7.5
60
|
Verified
8.7
140
|
Verified
7.4
66
|
Verified
Administration and Platform
8.7
130
|
Verified
8.4
67
|
Verified
8.6
138
|
Verified
7.8
67
|
Verified
7.8
79
|
Verified
8.3
68
|
Verified
8.4
107
|
Verified
8.7
68
|
Verified
Feature Not Available
8.1
53
|
Verified
8.2
59
|
Verified
8.0
56
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Customer Requirements
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contracts
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sources
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Deal Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration and Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content Management
9.4
11
Not enough data
9.1
11
Not enough data
9.2
11
Not enough data
9.0
10
Not enough data
8.9
11
Not enough data
Analytics
9.2
12
Not enough data
9.0
12
Not enough data
8.6
12
Not enough data
8.9
11
Not enough data
Presentation
8.5
8
Not enough data
7.6
7
Not enough data
8.1
8
Not enough data
File Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClientPoint and ConnectWise CPQ are categorized as Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room, Document Generation, Sales Enablement, and Enterprise Content Management (ECM)
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
ConnectWise CPQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Facilities Services
25.3%
Security and Investigations
21.7%
Marketing and Advertising
6.1%
Information Technology and Services
3.5%
Logistics and Supply Chain
3.0%
Other
40.4%
Information Technology and Services
54.2%
Computer & Network Security
7.5%
Computer Networking
6.7%
Telecommunications
3.3%
Computer Software
3.3%
Other
25.0%
Most Helpful Reviews
ClientPoint
Most Helpful Favorable Review
Steve C.
Verified User in Facilities Services
It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary.
Most Helpful Critical Review
Verified User in Security and Investigations
Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline.
ConnectWise CPQ
Most Helpful Favorable Review
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Most Helpful Critical Review
Kristin G.
Verified User in Accounting
I hate that I can't open tabs on everything. For instance, I will be sitting at my desk and a client will call in and give me their name. I open their page, but I can't right click on the "Company" name to open a new tab, even though it's clickable. I...
Steve C.
Verified User in Facilities Services
It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary.
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Verified User in Security and Investigations
Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline.
Kristin G.
Verified User in Accounting
I hate that I can't open tabs on everything. For instance, I will be sitting at my desk and a client will call in and give me their name. I open their page, but I can't right click on the "Company" name to open a new tab, even though it's clickable. I...
Discussions
Client Point pricing
1 comment
Official Response from ClientPoint
Yasir we have made some vast improvements to our product recently. While we previously did not list our pricing, you can learn more about ClientPoint...Read more
ClientPoint has no more discussions with answers
How does “named user” licensing work?
1 comment
KS
It gives exact number of registered users the right to use a resourceRead more
Do my salespeople need a license if we have one admin that prepares quotes for all of them?
1 comment
DL
No - as long as you don't care that the quotes come from that persons nameRead more
I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?
1 comment
DL
You need a license for all Named users generating quotes under their namesRead more
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