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Compare ClientPoint and ConnectWise CPQ 
Featured Products
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (54.5% 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)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ClientPointConnectWise CPQ
Star Rating
(141)4.0 out of 5
Market Segments
Small-Business (54.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQClientPoint vs ConnectWise CPQ
When assessing the two solutions, reviewers found ClientPoint easier to use, set up, and administer. Reviewers also preferred doing business with ClientPoint overall.
- Reviewers felt that ClientPoint meets the needs of their business better than ConnectWise CPQ.
- When comparing quality of ongoing product support, reviewers felt that ClientPoint is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of ClientPoint over ConnectWise CPQ.
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
119
Ease of Use
8.8
184
7.8
119
Ease of Setup
8.4
88
7.1
65
Ease of Admin
8.7
86
7.6
65
Quality of Support
9.2
175
7.6
113
Has the product been a good partner in doing business?
9.4
87
8.4
66
Product Direction (% positive)
9.3
187
7.4
119
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
Agentic AI - E-Signature
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 - cpq
Not enough data
7.6
40
Not enough data
6.7
29
|
Verified
Not enough data
7.2
35
|
Verified
Not enough data
8.1
39
|
Verified
Not enough data
7.3
35
|
Verified
Pricing
Not enough data
7.9
44
|
Verified
Not enough data
7.7
42
|
Verified
Not enough data
7.6
32
|
Verified
Not enough data
7.9
39
|
Verified
Not enough data
8.0
45
|
Verified
Not enough data
8.1
36
|
Verified
Quoting
Not enough data
7.9
38
Not enough data
8.1
42
|
Verified
Not enough data
8.6
45
|
Verified
Not enough data
8.2
38
|
Verified
Not enough data
7.9
36
|
Verified
Admin
Not enough data
7.6
29
|
Verified
Not enough data
7.6
28
|
Verified
Not enough data
7.5
26
|
Verified
Not enough data
7.8
26
|
Verified
Channels
Not enough data
6.7
28
|
Verified
Not enough data
7.1
30
|
Verified
Not enough data
Feature Not Available
Platform
Not enough data
8.3
27
|
Verified
Not enough data
7.8
20
|
Verified
Not enough data
7.3
13
Not enough data
8.0
27
|
Verified
Not enough data
6.7
27
|
Verified
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
8.6
150
|
Verified
7.8
74
|
Verified
8.4
154
|
Verified
7.4
76
|
Verified
8.2
134
|
Verified
8.0
65
|
Verified
8.4
29
|
Verified
8.4
73
|
Verified
8.9
143
|
Verified
8.9
76
|
Verified
8.7
149
|
Verified
8.8
74
|
Verified
Workflow
8.5
141
|
Verified
7.4
70
|
Verified
8.2
23
|
Verified
7.6
65
|
Verified
8.4
126
|
Verified
7.6
70
|
Verified
Analytics
8.8
144
|
Verified
Feature Not Available
8.7
136
|
Verified
7.5
61
|
Verified
8.7
140
|
Verified
7.4
67
|
Verified
Administration and Platform
8.7
130
|
Verified
8.4
68
|
Verified
8.6
138
|
Verified
7.8
68
|
Verified
7.8
79
|
Verified
8.4
69
|
Verified
8.4
107
|
Verified
8.7
69
|
Verified
Feature Not Available
8.1
54
|
Verified
8.2
59
|
Verified
8.1
57
|
Verified
Generative AI
Not enough data
Not enough data
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Document Generation
Not enough data
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
Agentic AI - Digital Sales Room
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Enterprise Content Management (ECM)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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, 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
54.9%
Computer & Network Security
7.4%
Computer Networking
6.6%
Telecommunications
3.3%
Computer Software
3.3%
Other
24.6%
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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