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Lob vs ClientPoint

Lob

4.4 (9)
Learn More

ClientPoint

4.6 (166)
Learn More
Lob is a software platform that allows enterprises to execute direct mail—postcards, letters, self-mailers, and checks—programmatically and at scale.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View profile
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises....

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View profile

Starting from

US$0.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$83.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.4 /5
(9)

Ease of Use

4.6/ 5

Features

4.3/ 5

Customer Service

3.8/ 5

Value for Money

3.8/ 5
Read all reviews

Overall rating

4.6 /5
(166)

Ease of Use

4.6/ 5

Features

4.4/ 5

Customer Service

4.7/ 5

Value for Money

4.4/ 5
Read all reviews

Total features 38

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Archiving & Retention
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Assignment Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Batch Processing
  • Bid Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CASS Certified
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Checklists
  • Churn Management
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Completion Tracking
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Content Sharing
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Delivery Tracking
  • Design Management
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Filtering
  • Financial Management
  • For Sales Teams/Organizations
  • Form Builder
  • Forms Automation
  • Forms Management
  • Image Library
  • Inbox Management
  • Intelligent Mail Support
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Mailer Templates
  • Mailing List Purchasing
  • Mailing Services Integration
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • NCOALink Processing
  • On-Demand Communications
  • Onboarding
  • Online Payments
  • Opportunity Management
  • Order Management
  • Package Tracking
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • Printing Services Integration
  • Process/Workflow Automation
  • Project Management
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Response Alerts
  • Role-Based Permissions
  • Sales Onboarding & Training
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Self Service Tools
  • Sell Side (Customers)
  • Shipping Management
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Workflow Management

Total features 155

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Archiving & Retention
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Assignment Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Batch Processing
  • Bid Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CASS Certified
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Checklists
  • Churn Management
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Completion Tracking
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Content Sharing
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Delivery Tracking
  • Design Management
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Filtering
  • Financial Management
  • For Sales Teams/Organizations
  • Form Builder
  • Forms Automation
  • Forms Management
  • Image Library
  • Inbox Management
  • Intelligent Mail Support
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Mailer Templates
  • Mailing List Purchasing
  • Mailing Services Integration
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • NCOALink Processing
  • On-Demand Communications
  • Onboarding
  • Online Payments
  • Opportunity Management
  • Order Management
  • Package Tracking
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • Printing Services Integration
  • Process/Workflow Automation
  • Project Management
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Response Alerts
  • Role-Based Permissions
  • Sales Onboarding & Training
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Self Service Tools
  • Sell Side (Customers)
  • Shipping Management
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Workflow Management
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  • CrossEngage
  • Customer.io
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  • Blueshift
  • Braze
  • Built.io Flow
  • Caterease
  • CrossEngage
  • Customer.io
  • Docusign
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Invoiced
  • Iterable
  • Jotform
  • MYOB Business
  • Marketo Engage
  • Microsoft 365
  • NetSuite
  • Optimove
  • Ortto
  • Pipedrive
  • Podio
  • RightSignature
  • Salesforce Platform
  • Salesforce Starter
  • Segment
  • Sertifi
  • Tray.io
  • Virtuous
  • Zapier
  • Zendesk Sell
  • Zoho CRM

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