# 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.



---
## Frequently Asked Questions

### What is the difference between AchieveIt vs ClearPoint Strategy?

ClearPoint Strategy stands out for its higher G2 rating and superior Quality of Support score, while AchieveIt leads in Ease of Setup and Ease of Use.

| [AchieveIt](https://www.g2.com/products/achieveit/reviews) | [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) |
| --- | --- |
| 4.4/5 (199 reviews) | 4.6/5 (177 reviews) |
| Mid-Market | Mid-Market |
| 8.7 | 7.9 |
| 9.5 | 9.7 |
| Ease of Use (25 all-time mentions) | Customer Support (31 all-time mentions) |



### How do the pricing models of AchieveIt and ClearPoint Strategy compare?

AchieveIt and ClearPoint Strategy are rated at parity for value, with no material difference in reviewer satisfaction on price or cost.

- **AchieveIt:** In recent reviews, buyers describe AchieveIt as worth the investment for its ease of use and implementation, though cost is noted as a consideration.
- **ClearPoint Strategy:** Recent reviewers highlight ClearPoint Strategy's value in terms of customization and support, with no significant negative sentiment on price.



### What are the best alternatives to AchieveIt and ClearPoint Strategy?

The top three alternatives to AchieveIt and ClearPoint Strategy are Cascade, Rhythm, and Asana.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [AchieveIt](https://www.g2.com/products/achieveit/reviews) | 4.4/5 (199) | Mid-Market | Cost is a consideration but seen as worth it for ease of use | Ease of Use (25 all-time mentions) |
| [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) | 4.6/5 (177) | Mid-Market | Value highlighted for customization and support | Customer Support (31 all-time mentions) |
| [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) | 4.8/5 (255) | Mid-Market | — | — |
| [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) | 4.4/5 (411) | Mid-Market | — | — |



### Which Strategic Planning and Execution features should I prioritize when comparing AchieveIt and ClearPoint Strategy?

Buyers should prioritize Reporting, Ease of Use, Customization, Tracking, and Customer Support when comparing AchieveIt and ClearPoint Strategy.

- **Reporting:** AchieveIt (reporting cited as a strength in recent reviews, but some note limited customization); ClearPoint Strategy (reporting efficiency, 11 all-time mentions, and reporting cited as a strength in 6 all-time mentions)
- **Ease of Use:** AchieveIt (8.9 score, 25 all-time mentions); ClearPoint Strategy (8.5 score, 19 all-time mentions)
- **Customization:** AchieveIt (7 all-time mentions); ClearPoint Strategy (8 all-time mentions, with some reviewers noting limited customization as a trade-off)
- **Tracking:** AchieveIt (19 all-time mentions); ClearPoint Strategy (8 all-time mentions)
- **Customer Support:** AchieveIt (16 all-time mentions); ClearPoint Strategy (31 all-time mentions)



### What are the pros and cons of AchieveIt vs ClearPoint Strategy?

AchieveIt's headline strength is Ease of Use, while ClearPoint Strategy's is Customer Support.

- **AchieveIt strengths:** Ease of Use (25 all-time mentions), Tracking (19), Progress Tracking (18), Team Collaboration (17), Customer Support (16), Easy Setup (13), Intuitive (11), Reminders (11), Project Management (10), Visibility (10), Accountability (9), Efficiency (9), Planning (9)
- **AchieveIt trade-offs:** Reviewers note limited reporting customization and some integration challenges, as well as a dated interface for some users.
- **ClearPoint Strategy strengths:** Customer Support (31 all-time mentions), Reporting Efficiency (11), Ease of Use (19), Helpful (11), Intuitive (11), Planning (10), Customization (8), Team Collaboration (8), Tracking (8), Dashboard Usability (7), Data Visualization (7)
- **ClearPoint Strategy trade-offs:** Reviewers cite a learning curve (16 all-time mentions), limited customization (7), and some find the platform less intuitive (7).



### Is AchieveIt or ClearPoint Strategy better for small businesses?

AchieveIt is a better fit for small businesses, as recent reviews and the largest segment both indicate strong mid-market and small-business adoption.

- **AchieveIt:** Largest segment is Mid-Market, with reviewers frequently citing easy setup and user-friendly onboarding for smaller teams.
- **ClearPoint Strategy:** Largest segment is Mid-Market, but reviewers more often mention a learning curve and complexity, which can be a barrier for smaller organizations.



### Which Strategic Planning and Execution platform has better integrations?

ClearPoint Strategy is favored for integrations, with more reviewer-cited mentions of analytics and dashboard tools.

- **AchieveIt:** Microsoft Excel integration is mentioned in recent reviews, but reviewers note challenges with importing and exporting data.
- **ClearPoint Strategy:** Analytics and Tableau integrations are cited in recent reviews, with reviewers highlighting the ability to connect with analytics platforms and dashboard tools.



### How do AchieveIt and ClearPoint Strategy compare on customer support?

ClearPoint Strategy and AchieveIt are rated at parity for Quality of Support, with both scoring above 9.5 and reviewers consistently praising support experiences.

- **AchieveIt:** Reviewers highlight responsive, knowledgeable, and proactive support, with 16 all-time mentions of Customer Support as a strength.
- **ClearPoint Strategy:** Reviewers cite exceptional customer support, with 31 all-time mentions, and frequent praise for the support team's responsiveness and helpfulness.



### Which is easier to implement, AchieveIt or ClearPoint Strategy?

AchieveIt leads ClearPoint Strategy on Ease of Setup by 0.8 points, with reviewers describing a smoother implementation experience.

- **AchieveIt:** Reviewers frequently cite easy setup, user-friendly onboarding, and helpful support during implementation, with an Ease of Setup score of 8.7.
- **ClearPoint Strategy:** Reviewers note a steeper learning curve and more complex setup, with an Ease of Setup score of 7.9, though support is consistently praised for assisting with onboarding.



### Which product has better Reporting?

ClearPoint Strategy is favored for Reporting, with more reviewer-cited strengths and higher mention counts for reporting efficiency.

- **AchieveIt:** Reporting is cited as a strength in recent reviews, but reviewers note limited customization and rigidity in reporting features.
- **ClearPoint Strategy:** Reporting efficiency is cited in 11 all-time mentions, with additional strengths in reporting (6 all-time mentions) and positive feedback on customizable, visually appealing reports.



| | 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

### Collaboration & Productivity

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

#### Additional Functionality

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **To-Do List** | Not enough data | Not enough data | 
| **@mentions** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Screen Sharing** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Brainstorming** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **File Transfer** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Version Control** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Real Time Editing** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Assignment Management** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Secure Data Storage** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Task Progress Tracking** | Not enough data | Not enough data | 
| **Discussions/Forums** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Progress Tracking** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 

### 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) | 
| **Customizable Templates** | Not enough data | Not enough data | 

#### 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) | 
| **Strategic Planning** | Not enough data | Not enough data | 
| **Project Planning** | Not enough data | Not enough data | 
| **Scenario Planning** | Not enough data | Not enough data | 
| **Activity Planning** | Not enough data | Not enough data | 

#### 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) | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Task Progress Tracking** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Milestone Tracking** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 

#### 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) | 

#### Additional Functionality

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Trend Analysis** | Not enough data | Not enough data | 
| **KPI Monitoring** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Ad hoc Reporting** | Not enough data | Not enough data | 
| **Data Management** | Not enough data | Not enough data | 
| **Scorecards** | Not enough data | Not enough data | 
| **Secure Data Storage** | Not enough data | Not enough data | 
| **Trend/Problem Indicators** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Self Service Data Preparation** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Data Extraction** | Not enough data | Not enough data | 
| **Data Integration** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Projections** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Planning Tools** | Not enough data | Not enough data | 
| **Idea Management** | Not enough data | Not enough data | 
| **Progress Reports** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Roadmapping** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Project Accounting** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Charting** | Not enough data | Not enough data | 
| **Gantt/Timeline View** | Not enough data | Not enough data | 
| **Sales Forecasting** | Not enough data | Not enough data | 

### Objectives and Key Results (OKR)

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

#### Communication

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **360 Degree 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 | 
| **Collaboration Tools** | Not enough data | 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 | 

#### Additional Functionality

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Negative Feedback Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Employee Profiles** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Task Progress Tracking** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Progress Tracking** | Not enough data | Not enough data | 
| **Project Planning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Progress Reports** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | 
| **Customizable Dashboard** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Strategic Planning** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **KPI Monitoring** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Customizable Templates** | 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 | 
| **Self-Service Reporting** | Not enough data | Not enough data | 

#### 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 | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 

#### 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 | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### 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 | 
| **Approval Process Control** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | AchieveIt | ClearPoint Strategy | 
|---|---|---|
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Currency Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | 
| **Investment Management** | Not enough data | Not enough data | 
| **Transaction History** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Fixed Asset Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Transaction Monitoring** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Project Time Tracking** | Not enough data | Not enough data | 
| **Projections** | Not enough data | Not enough data | 
| **Consolidation/Roll-Up** | Not enough data | Not enough data | 
| **General Ledger** | Not enough data | Not enough data | 
| **Purchasing & Receiving** | Not enough data | Not enough data | 
| **Real-Time Monitoring** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Revenue Recognition** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Planning Tools** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Cash Management** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | 
| **Multi-Company** | Not enough data | Not enough data | 
| **For Investors & Traders** | Not enough data | Not enough data | 
| **Expense Tracking** | Not enough data | Not enough data | 
| **Purchase Order Management** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | 
| **Profit/Loss Statement** | Not enough data | Not enough data | 
| **Income & Balance Sheet** | Not enough data | Not enough data | 
| **Cash Flow Management** | Not enough data | Not enough data | 

### 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) — 4.8/5 stars (257 reviews)
- [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (423 reviews)
- [WorkBoard](https://www.g2.com/products/workboard/reviews) — 4.6/5 stars (308 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (548 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (495 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13966 reviews)
- [15Five](https://www.g2.com/products/15five/reviews) — 4.6/5 stars (1927 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.6/5 stars (4124 reviews)
- [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (410 reviews)
- [Workfront](https://www.g2.com/products/workfront/reviews) — 4.1/5 stars (1234 reviews)

### Alternatives to ClearPoint Strategy

- [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.8/5 stars (257 reviews)
- [WorkBoard](https://www.g2.com/products/workboard/reviews) — 4.6/5 stars (308 reviews)
- [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (423 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (548 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (495 reviews)
- [Envisio](https://www.g2.com/products/envisio/reviews) — 4.7/5 stars (15 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13966 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (482 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.6/5 stars (4124 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4538 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)