Platform
Cloud-native (web + mobile)
FileMaker application, self-hosted on a server you provide. Cloud hosting available on request, price not published.
Mobile app
iOS and Android
iOS technician app. Android and ChromeBook via browser.
Proposals
Branded templates, e-signatures, Stripe payments, QuickBooks payment links
Web-based proposal presentation and contract acceptance
Product database
600,000+ products with live supplier pricing
Not published
CRM
Full CRM with pipeline management, lead scoring, email sync
CRM module: contacts, clients, suppliers and partners in one place
Email & calendar integration
Two-way Gmail and Outlook sync across mailbox and calendar. Turn any email into a customer, project, work order, purchase order or invoice.
Gmail integration and Google Calendar sync. No Outlook or Microsoft 365 published.
Project management
Work orders, scheduling, task management, mobile updates
Projects, work orders, assignments and calendar modules
Time tracking
Yes, mobile and desktop
Time Clock module
Inventory management
In beta. Ships included on every plan, at no extra cost.
Inventory module: on-hand, on-order, staged and delivered, in real time
Service management
Via customer portal and work orders
Work orders plus a dedicated RMA ticketing module for returns
System design / drawings
Automated cable schedules, network maps, basic floor plan editor
Not published
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO and blogs included
Not available
Email marketing
Not available
Email marketing to existing CRM contacts
Marketing services
Managed marketing services available for existing customers
Not available
Customer portal
Yes: invoices, change orders, service booking, project visibility
Client portal included in Core Platform
Extended warranty
SureBright extended warranty options included
Not available
FINANCIALS & INTEGRATIONS
Invoicing
Built-in. QuickBooks, Xero, Stripe and QuickBooks payment links included.
Accounting module. Recurring invoices and stored payment methods for auto-charge.
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links
QuickBooks. No Xero published.
AI features
Bob the AI, email intelligence, content generation, product search
Not listed on iPoint's published pages
Pricing model
Flat monthly fee by plan, all features included
~£120 /mo platform fee plus ~£48 per active user per monthiPoint publish in USD; converted at $1 = £0.80.
Starting price
From £119 /mo1 office + 2 field users, all features included
~£168 /mo for the platform and one useriPoint publish in USD; converted at $1 = £0.80.
Support
Included on all plans, unlimited ongoing training
Live US-based support and self-paced video training, included per user
Onboarding
2x monthly subscription, one-time, Year 1 only
Paid on-boarding package. Price not published.
Free trial
14 days
None. Demo only.
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.
iPoint features and pricing verified against their own published pages on 25 July 2026.