ClientPoint vs Agrello

ClientPoint is a web-based document & proposal generation, automation and management solution for almost all industries. It also offers business relationship workspaces to enable collaboration and content sharing with clients, prospects & peers, through appt scheduling, messaging, video chat, e-sign
ClientPoint is a web-based document & proposal generation, automation and management solution for almost all industries. It also offers business...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Agrello is a contract management and e-signing platform suitable for both personal and business use. Manage and sign documents easily while saving time on the entire signing process. Making digital signatures and document management simple and fun!
Agrello is a contract management and e-signing platform suitable for both personal and business use. Manage and sign documents easily while saving...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$95.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

€7.90/month

  • Free Version
  • Free Trial
  • Subscription

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

Overall rating

4.5 /5
(29)

Ease of Use

4.3/ 5

Features

4.4/ 5

Customer Service

4.4/ 5

Value for Money

4.2/ 5

Total features 158

  • 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
  • Auto Update
  • Automatic Formatting
  • Availability Management
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Biometrics
  • Booking Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Analytics
  • Campaign Management
  • 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
  • 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
  • Data Verification
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • 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
  • Interaction Tracking
  • Interactive Content
  • Layout & Design
  • Lead Capture
  • Lead Management
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Authentication
  • Mobile Signature Capture
  • Multi-Factor Authentication
  • Multi-Language
  • Multi-Location
  • Multi-Party Signing
  • Multi-Screen Support
  • Multimedia Support
  • Multiple Format Support
  • Multiple Output Formats
  • On-Demand Communications
  • Onboarding
  • Online Booking
  • Online Payments
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • Process/Workflow Automation
  • Progress Tracking
  • 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
  • Real-time Scheduling
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Role-Based Permissions
  • SSL Security
  • Sales Onboarding & Training
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Tools
  • Sell Side (Customers)
  • Single Sign On
  • Social Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Tokenization
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Visual Editor
  • Vulnerability Scanning
  • WYSIWYG Editor
  • Workflow Management

Total features 54

  • 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
  • Auto Update
  • Automatic Formatting
  • Availability Management
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Biometrics
  • Booking Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Analytics
  • Campaign Management
  • 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
  • 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
  • Data Verification
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • 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
  • Interaction Tracking
  • Interactive Content
  • Layout & Design
  • Lead Capture
  • Lead Management
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Authentication
  • Mobile Signature Capture
  • Multi-Factor Authentication
  • Multi-Language
  • Multi-Location
  • Multi-Party Signing
  • Multi-Screen Support
  • Multimedia Support
  • Multiple Format Support
  • Multiple Output Formats
  • On-Demand Communications
  • Onboarding
  • Online Booking
  • Online Payments
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • Process/Workflow Automation
  • Progress Tracking
  • 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
  • Real-time Scheduling
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Role-Based Permissions
  • SSL Security
  • Sales Onboarding & Training
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Tools
  • Sell Side (Customers)
  • Single Sign On
  • Social Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Tokenization
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Visual Editor
  • Vulnerability Scanning
  • WYSIWYG Editor
  • Workflow Management
  • Google Docs
  • Google Drive
  • Google Sheets
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Microsoft Excel
  • Microsoft Word
  • NetSuite
  • Pipedrive
  • Slack
  • Zapier
  • Zendesk Sell
  • Zoho CRM
  • Google Docs
  • Google Drive
  • Google Sheets
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Microsoft Excel
  • Microsoft Word
  • NetSuite
  • Pipedrive
  • Slack
  • Zapier
  • Zendesk Sell
  • Zoho CRM