# AchieveIt vs ClearPoint Strategy Comparison
---
## AI Generated Summary
- **G2 reviewers report** that AchieveIt excels in user experience, particularly with its reminder features that help users stay on track with data entry. Many users appreciate the transition from Excel to AchieveIt, noting that the platform is significantly easier to use and manage.
- **Users say** that ClearPoint Strategy stands out for its exceptional customer service. Reviewers highlight the team's patience and support during dashboard overhauls, which enhances the overall user experience and satisfaction with the product.
- **According to verified reviews** , AchieveIt offers a smoother setup process compared to ClearPoint Strategy. Users have mentioned that the initial implementation is intuitive, making it easier for teams to get started without extensive training.
- **Reviewers mention** that while ClearPoint Strategy is user-friendly, it sometimes struggles to fully align with specific planning and execution processes. However, users appreciate its ability to track data trends over time, which is crucial for strategic planning.
- **G2 reviewers highlight** that AchieveIt provides clear visibility into strategy execution, allowing users to keep goals, actions, and accountability in one place. This feature is particularly praised for making progress tracking straightforward and manageable.
- **Users report** that while both products have strong support, AchieveIt has a slight edge in terms of overall satisfaction with product direction and usability. Reviewers have noted that the platform's features are well-integrated, enhancing collaboration and performance tracking.



| | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 199 | 177 | 
| **Largest Market Segment** | Mid-Market (43.0% of reviews) | Mid-Market (45.9% of reviews) | 
| **Entry Level Price** | Contact Us | Contact Us Per Year | 

---
## Top Pros & Cons

### AchieveIt

Pros:
- Ease of Use (25 reviews)
- Tracking (19 reviews)

Cons:
- Limited Customization (5 reviews)
- Dashboard Issues (4 reviews)

### ClearPoint Strategy

Pros:
- Customer Support (31 reviews)
- Ease of Use (19 reviews)

Cons:
- Learning Curve (16 reviews)
- Learning Difficulty (7 reviews)

---
## Ratings Comparison
| Rating | AchieveIt | ClearPoint Strategy | 
|---|---|---|
  | **Meets Requirements** | 8.9 (156 reviews) | 8.9 (130 reviews) | 
  | **Ease of Use** | 8.9 (159 reviews) | 8.5 (146 reviews) | 
  | **Ease of Setup** | 8.7 (105 reviews) | 7.9 (113 reviews) | 
  | **Ease of Admin** | 9.2 (78 reviews) | 8.3 (109 reviews) | 
  | **Quality of Support** | 9.5 (130 reviews) | 9.7 (130 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.6 (76 reviews) | 9.4 (106 reviews) | 
  | **Product Direction (% positive)** | 9.2 (158 reviews) | 9.7 (120 reviews) | 

---
## Pricing

### AchieveIt

#### Entry-Level Pricing

Plan: Core

Price: Contact Us

Description: For teams or small organizations, with 20 users or more, looking to improve planning & execution

Key Features:
- Unlimited Plans & Projects
- Access to core platform features
- Implementation Planning Calls

[Browse all 3 editions](https://www.g2.com/products/achieveit/pricing)

#### Free Trial

No

### ClearPoint Strategy

#### Entry-Level Pricing

Plan: Customized Solutions Built for You

Price: Contact Us Per Year

Description: We’d love to prepare a customized proposal for you! ClearPoint’s pricing model depends on a few factors specific to your team, so we’ll need to get in touch to give you accurate pricing info. 

Key Features:
- Automated Data Collection
- Customizable Reporting
- Integrations

[Learn more about ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### Strategic Planning and Execution

| Product | Score | Reviews |
|---|---|---|
| **AchieveIt** | 8.7/10 | 98 |
| **ClearPoint Strategy** | 8.5/10 | 76 |

#### Prepare

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Strategy Map** | 8.5 (81 reviews) | 8.4 (53 reviews) | 
| **Strategy Model** | 8.7 (81 reviews) | 8.3 (49 reviews) | 
| **Rules** | 8.3 (76 reviews) | 8.1 (49 reviews) | 
| **Frameworks** | 8.3 (79 reviews) | 8.1 (48 reviews) | 

#### Plan 

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Vision Statement** | 8.5 (75 reviews) | 8.7 (56 reviews) | 
| **Goals** | 9.1 (94 reviews) | 9.1 (60 reviews) | 
| **Collaboration** | 8.9 (89 reviews) | 8.8 (61 reviews) | 
| **Cascade Planning** | 8.5 (85 reviews) | 8.6 (55 reviews) | 

#### Optimize

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Progress Tracking** | 9.3 (94 reviews) | 9.0 (69 reviews) | 
| **KPIs** | 8.7 (85 reviews) | 8.7 (67 reviews) | 
| **OKR** | 8.8 (74 reviews) | 7.9 (51 reviews) | 

#### Execute

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Performance** | 8.8 (59 reviews) | 8.7 (42 reviews) | 
| **Communication** | 8.8 (57 reviews) | 8.4 (39 reviews) | 
| **Alignment** | 9.1 (59 reviews) | 8.5 (41 reviews) | 
| **Performance** | 8.9 (57 reviews) | 8.7 (38 reviews) | 

### Objectives and Key Results (OKR)

| Product | Score | Reviews |
|---|---|---|
| **AchieveIt** | 8.3/10 | 79 |
| **ClearPoint Strategy** | N/A | N/A |

#### Communication

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Feedback** | 8.8 (71 reviews) | Not enough data | 
| **Confidence Levels** | 8.5 (70 reviews) | Not enough data | 
| **Messaging Integrations** | 7.9 (59 reviews) | Not enough data | 
| **Onboarding** | 8.4 (66 reviews) | Not enough data | 

#### Goal Creation

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Team OKR** | 8.5 (61 reviews) | Not enough data | 
| **Individual OKR** | 8.3 (61 reviews) | Not enough data | 
| **Mind Mapping** | 7.6 (53 reviews) | Not enough data | 
| **Action Item Creation** | 8.6 (68 reviews) | Not enough data | 

#### Agentic AI - Objectives and Key Results (OKR)

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **AchieveIt** | 8.5/10 | 45 |
| **ClearPoint Strategy** | 8.6/10 | 33 |

#### Financial Planning

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Extended Planning** | 8.3 (30 reviews) ✓ Verified | 7.9 (25 reviews) ✓ Verified | 
| **Reporting** | 9.1 (31 reviews) ✓ Verified | 9.3 (27 reviews) ✓ Verified | 
| **Integration** | 8.4 (28 reviews) ✓ Verified | 8.3 (25 reviews) ✓ Verified | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Financial Insight

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Budgeting** | 7.5 (25 reviews) ✓ Verified | 7.2 (19 reviews) ✓ Verified | 
| **Forecasting** | 8.3 (25 reviews) | 7.6 (18 reviews) ✓ Verified | 
| **Planning** | 8.7 (37 reviews) ✓ Verified | 8.9 (25 reviews) ✓ Verified | 

#### Data

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Data Visualization** | 8.6 (37 reviews) ✓ Verified | 8.9 (31 reviews) ✓ Verified | 
| **Data Analysis** | 8.1 (35 reviews) ✓ Verified | 8.7 (28 reviews) ✓ Verified | 
| **Custom Reporting** | 8.6 (37 reviews) ✓ Verified | 9.1 (29 reviews) ✓ Verified | 
| **Reporting Templates** | 8.3 (36 reviews) ✓ Verified | 9.0 (28 reviews) ✓ Verified | 

#### Status Communication

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Collaboration** | 8.9 (38 reviews) ✓ Verified | 9.0 (27 reviews) ✓ Verified | 
| **Version Control** | 8.4 (33 reviews) ✓ Verified | 8.6 (23 reviews) ✓ Verified | 
| **Real-Time Data Updates** | 9.4 (39 reviews) ✓ Verified | 9.1 (30 reviews) ✓ Verified | 
| **Scorecards** | 8.8 (36 reviews) ✓ Verified | 9.4 (31 reviews) ✓ Verified | 

### Strategic Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **AchieveIt** | 8.2/10 | 5 |
| **ClearPoint Strategy** | 6.3/10 | 10 |

#### Strategic Planning - Strategic Portfolio Management

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Objectives** | 8.3 (5 reviews) | 8.0 (10 reviews) | 
| **Roadmaps** | 8.7 (5 reviews) | 6.3 (8 reviews) | 
| **Demand management** | 7.3 (5 reviews) | 6.7 (8 reviews) | 
| **Resource Planning** | 7.3 (5 reviews) | 5.8 (8 reviews) | 
| **Planning** | 9.0 (5 reviews) | 6.7 (8 reviews) | 
| **Simulation** | 8.0 (5 reviews) | 5.7 (7 reviews) | 
| **Prioritization** | 8.7 (5 reviews) | 6.7 (8 reviews) | 
| **Alignment** | 8.3 (5 reviews) | 6.7 (8 reviews) | 

#### Strategic Management - Strategic Portfolio Management

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Visiblity** | 8.7 (5 reviews) | 6.7 (8 reviews) | 
| **Tracking** | 8.0 (5 reviews) | 6.5 (8 reviews) | 
| **Risk Management** | 8.7 (5 reviews) | 6.0 (7 reviews) | 
| **Implementation** | 9.3 (5 reviews) | 6.5 (8 reviews) | 
| **Change Management** | 8.7 (5 reviews) | 6.3 (8 reviews) | 
| **Optimization** | 9.0 (5 reviews) | 6.5 (8 reviews) | 
| **Strategy Model** | 8.3 (5 reviews) | 6.7 (8 reviews) | 
| **Frameworks** | 8.0 (5 reviews) | 6.0 (8 reviews) | 

#### Data Analysis - Strategic Portfolio Management

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **ESG Impact** | 7.3 (5 reviews) | 5.7 (7 reviews) | 
| **Financial Performance** | 9.0 (5 reviews) | 6.0 (8 reviews) | 
| **Forecasting** | 8.3 (5 reviews) | 6.5 (8 reviews) | 

#### Artificial Intelligence - Strategic Portfolio Management

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Process Intelligence** | 7.0 (5 reviews) | 5.3 (6 reviews) | 
| **Predictive Insights** | 7.0 (5 reviews) | 5.3 (6 reviews) | 
| **Virtual Agents** | 7.3 (5 reviews) | 5.6 (6 reviews) | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **AchieveIt** | N/A | N/A |
| **ClearPoint Strategy** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (4):** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr), [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution), [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management)




---
## Reviewer Demographics

### By Company Size

| Segment | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Small-Business** | 19.7% | 17.0% | 
| **Mid-Market** | 43.0% | 45.9% | 
| **Enterprise** | 37.3% | 37.1% | 

### By Industry

#### AchieveIt

- **Hospital & Health Care:** 23.8%
- **Government Administration:** 11.4%
- **Higher Education:** 9.3%
- **Health, Wellness and Fitness:** 8.8%
- **Non-Profit Organization Management:** 8.3%
- **Education Management:** 6.2%
- **Government Relations:** 3.6%
- **Chemicals:** 2.6%
- **Information Technology and Services:** 2.1%
- **Banking:** 2.1%
- **Other:** 21.8%

#### ClearPoint Strategy

- **Government Administration:** 41.8%
- **Non-Profit Organization Management:** 8.8%
- **Hospital & Health Care:** 7.6%
- **Utilities:** 3.5%
- **Banking:** 3.5%
- **Financial Services:** 3.5%
- **Higher Education:** 3.5%
- **Education Management:** 2.4%
- **Law Enforcement:** 2.4%
- **Health, Wellness and Fitness:** 1.8%
- **Other:** 21.2%

---
## Alternatives

### Alternatives to AchieveIt

- [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.7/5 stars (251 reviews)
- [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (408 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (538 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (491 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13657 reviews)
- [15Five](https://www.g2.com/products/15five/reviews) — 4.6/5 stars (1905 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.7/5 stars (4097 reviews)
- [Workfront](https://www.g2.com/products/workfront/reviews) — 4.1/5 stars (1225 reviews)
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2145 reviews)
- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (499 reviews)

### Alternatives to ClearPoint Strategy

- [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.7/5 stars (251 reviews)
- [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (408 reviews)
- [WorkBoard](https://www.g2.com/products/workboard/reviews) — 4.7/5 stars (103 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (538 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (491 reviews)
- [Envisio](https://www.g2.com/products/envisio/reviews) — 4.7/5 stars (14 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13657 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.7/5 stars (4097 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)

---
## Top Discussions

### AchieveIt

- Title: [What does the AchieveIt team do to help train my team and overcome the change management challenges that come with adoption?](https://www.g2.com/discussions/onboarding-implementation) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Your AchieveIt Execution Expert team will come onsite to train your team not only on the software itself, but also discuss best practices and processes for..."
- Title: [Does AchieveIt integrate with other software?](https://www.g2.com/discussions/integrations-edc03528-ff75-4e4d-9752-973b1d797891) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "The AchieveIt implementation team will work with you to customize an API connector for most tools. Please ask your AchieveIt Execution Expert about specific..."
- Title: [Do you have customer support to help with the processes outside of the software, like plan execution and change management?](https://www.g2.com/discussions/included-services) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "AchieveIt provides software AND services. We know that transformation can't be successful without approaching execution from both sides of the process and..."
- Title: [What are the major differences between AchieveIt and project management tools?](https://www.g2.com/discussions/achieveit-vs-project-management) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "- AchieveIt is higher level: Project management platforms are designed to measure activity, tactics, and lower-level tasks. AchieveIt is purpose-built to..."
- Title: [What are the major differences between AchieveIt and online/multi-access spreadsheets (like Smartsheet and Sharepoint)?](https://www.g2.com/discussions/achieveit-vs-dynamic-spreadsheets) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "- Fast, automated reporting: AchieveIt's reporting process is automated, so it doesn't require the manual hours of data-chasing, compilation, and prepping..."

### ClearPoint Strategy

- Title: [How can I automate my strategic planning with ClearPoint?](https://www.g2.com/discussions/automation-353571cc-c38e-40f3-873c-417ff43f41d2) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "You can save time by leveraging ClearPoint's scheduling and notification features to automate the management of your reporting process and strategic..."
- Title: [How can I do project management in ClearPoint?](https://www.g2.com/discussions/project-management-f2cae2e3-a351-4383-abbb-404311f5d865) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "ClearPoint has many robust project management features that allow users to track projects, milestones, budgets, percent complete, priority and custom project..."
- Title: [Can I customize the language in ClearPoint to match my strategic plan?](https://www.g2.com/discussions/customization-6ec3a7dc-1ef8-4c92-9adc-a5fd9ea78020) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes! You can customize the language throughout your ClearPoint account so that it matches the way that you manage. The default language in ClearPoint follows..."
- Title: [What types of strategic reports can I create with ClearPoint?](https://www.g2.com/discussions/reporting-d1d1b7be-dca3-4093-b6bc-4515068759f5) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "With ClearPoint, users can create unlimited customized reports. Reports can contain information from one department or can pull together data and information..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/achieveit-vs-clearpoint-strategy)