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ClientPoint vs Modus

ClientPoint

4.6 (166)
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Modus

4.2 (31)
Learn More
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
Modus is a sales enablement platform designed to help businesses streamline content management, client interaction, and engagement tracking operations. It enables sales representatives to create product demonstrations, animation, infographics, and presentations, measure and return on investments (ROIs), and conduct analytics.
Modus is a sales enablement platform designed to help businesses streamline content management, client interaction, and engagement tracking operations...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$83.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • 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
Read all reviews

Overall rating

4.2 /5
(31)

Ease of Use

4.0/ 5

Features

3.8/ 5

Customer Service

4.5/ 5

Value for Money

3.9/ 5
Read all reviews

Total features 155

  • 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 File Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Batch Processing
  • Bid Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • 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
  • 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
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • 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
  • Full Text Search
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Offline Access
  • On-Demand Communications
  • Onboarding
  • Online Payments
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • 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
  • Role-Based Permissions
  • Sales Onboarding & Training
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Tools
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Workflow Management

Total features 42

  • 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 File Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Batch Processing
  • Bid Management
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • 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
  • 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
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • 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
  • Full Text Search
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Offline Access
  • On-Demand Communications
  • Onboarding
  • Online Payments
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pre-built Templates
  • 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
  • Role-Based Permissions
  • Sales Onboarding & Training
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Tools
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Workflow Management
  • Acquia DAM (Widen)
  • Caterease
  • Crownpeak Digital Experience Platform
  • Docusign
  • Dropbox Business
  • Dynamics 365
  • HubSpot CRM
  • HubSpot Marketing Hub
  • MYOB Business
  • Marketo Engage
  • Microsoft 365
  • Microsoft SharePoint
  • NetSuite
  • OneDrive
  • Pipedrive
  • RightSignature
  • Salesforce Platform
  • Sertifi
  • Zendesk Sell
  • Zoho CRM
  • Acquia DAM (Widen)
  • Caterease
  • Crownpeak Digital Experience Platform
  • Docusign
  • Dropbox Business
  • Dynamics 365
  • HubSpot CRM
  • HubSpot Marketing Hub
  • MYOB Business
  • Marketo Engage
  • Microsoft 365
  • Microsoft SharePoint
  • NetSuite
  • OneDrive
  • Pipedrive
  • RightSignature
  • Salesforce Platform
  • Sertifi
  • Zendesk Sell
  • Zoho CRM

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