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ClientPoint vs Oreko

Both stand on proposal software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

ClientPoint

Free plan Web

ClientPoint brings document sharing, signatures, payment collection, and client activity tracking into a web platform. A free plan is available, while the listed Small Business plan costs $42 a month.

Visit ClientPoint

Oreko

Free plan Self-hostedWeb

Oreko brings quoting, invoicing, contracts, payments, and analytics together, with both cloud plans and self-hosting. Buyers should compare document, storage, and team limits with their workflow, and note that the API is not ready.

Visit Oreko

The facts

ClientPointOreko
Free planYesYes
Open sourceNot publishedNot published
Runs onWebSelf-hosted, Web
Lowest paid planClientPoint Small Business: $42 a monthPro: $10 a month
Plans published15
MakerClientPointNot published
Websiteclientpoint.netoreko.app
On proposal software#14 of 134#18 of 134

ClientPoint: what it does well

  • Free plan available.
  • Built-in e-signatures and online payment collection.
  • Tracks client activity.
  • Includes CRM integrations and custom branding.
  • Small Business plan includes branded meetings and video sharing.

What to know first

  • Listed platform is web only.
  • Small Business plan costs $42 a month.

Oreko: what it does well

  • Quotes convert into trackable invoices
  • Contracts include e-signatures and audit trails
  • Stripe and offline payment recording
  • Self-hosted Community Edition available
  • Free plan and 14-day trial listed

What to know first

  • REST API is still being built
  • Cloud document allowances reset each billing cycle
  • Free plan includes 25 documents
  • Free plan includes one team member

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