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About ClientPoint
What is ClientPoint?
ClientPoint is a secure portal and business intelligence platform. Since 2001, it has delivered over 100 million data points to its users, helping organizations centralize, manage, and access critical business information in one secure location.
What problem does it solve?
ClientPoint solves the problem of scattered data and insecure information sharing. Instead of juggling multiple tools or relying on unsecured email attachments, teams get a single, branded portal where data is organized, monitored, and accessible anytime. This streamlines reporting and client communication while keeping sensitive information protected.
Who is it for?
ClientPoint is best for mid-size to enterprise companies that need to share complex data with internal stakeholders or external clients. It is particularly useful for teams in finance, consulting, and B2B services that rely on recurring reporting. It is not designed for individuals seeking a simple personal dashboard or for teams that need a full CRM.
Real use cases
Common use cases include delivering monthly performance reports to clients, building a secure investor data room, and standardizing internal business intelligence dashboards across departments. Its long track record makes it a stable choice for organizations that prioritize secure data delivery.
Key features
- Secure Portal — Provides a protected environment for sharing sensitive business data with clients and team members.
- Business Intelligence — Delivers key metrics and insights through robust data reporting since 2001.
- Data Delivery — Supports the distribution of over 100 million data points, ensuring timely and accurate information flow.
- Role-Based Access — Controls user permissions to ensure only authorized individuals can view specific information.
- User Management — Includes standard administrator tools for managing accounts, passwords, and user sessions.
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ClientPoint Pricing
ClientPoint pricing: Free trial available. Billing model: Free.
For comparison: the median starting price in Analytics & Data is $29/month, measured across 257 tools we track. See the full SaaS Pricing Index →
Free Trial
ClientPoint offers a free trial for new users to evaluate the platform. The trial includes access to core portal features and a standard administrator account.
Custom Plans
Specific pricing tiers are not publicly listed. Contact ClientPoint for a tailored quote based on your organization's data volume, number of users, and required features.
Frequently asked questions
What is ClientPoint used for?
ClientPoint is a secure portal for sharing business intelligence and data. It is used to deliver reports, dashboards, and critical metrics to clients and internal teams in a protected environment.
Is ClientPoint free?
ClientPoint offers a free trial, but there is no mention of a permanent free plan. Contact their sales team for detailed pricing after the trial.
How much does ClientPoint cost?
ClientPoint does not list public pricing. Cost is based on a custom quote that considers the scale of data, users, and features needed.
Who is ClientPoint best for?
It is best for mid-size to large companies in finance, consulting, and B2B services that need secure, recurring data reporting and client-facing portals.
What are the top alternatives to ClientPoint?
Altneratives include tools like ShareBase, Ideagen, and other secure file sharing and client portal software, but ClientPoint stands out with its long history and focus on business intelligence data delivery.
