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Compare ClearPoint Strategy and Envisio 
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ClearPoint Strategy
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At a Glance
Market Segments
Mid-Market (44.7% of reviews)
Mid-Market (63.6% of reviews)
Entry-Level Pricing
Contact Us Per Year
Contact Us
ClearPoint Strategy
Star Rating
(155)4.6 out of 5
Market Segments
Mid-Market (44.7% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Learn more about ClearPoint StrategyEnvisio
Star Rating
(11)4.6 out of 5
Market Segments
Mid-Market (63.6% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Contact Us
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClearPoint Strategy excels in its "Custom Reporting" feature, receiving a score of 9.0, which allows for tailored insights that meet specific organizational needs, while Envisio's reporting templates, rated at 8.9, are seen as more standardized and less flexible.
- Reviewers mention that ClearPoint's "Quality of Support" is outstanding, with a score of 9.7, indicating a strong partnership in business, whereas Envisio, with a score of 9.3, is still effective but may not provide the same level of personalized assistance.
- G2 users highlight that ClearPoint's "Data Visualization" capabilities, rated at 8.8, offer more intuitive and visually appealing dashboards compared to Envisio, which, while rated at 8.5, may not be as user-friendly for data interpretation.
- Users on G2 report that ClearPoint's "Budgeting" feature, with a score of 6.9, is less robust than Envisio's offerings, which are perceived to provide better financial planning tools, scoring 7.2, making it a more favorable option for organizations focused on financial management.
- Reviewers mention that ClearPoint's "Real-Time Data Updates" feature, rated at 9.0, is a significant advantage, ensuring that users have access to the most current information, while Envisio's capabilities in this area are not as highly rated, potentially leading to delays in decision-making.
- Users say that ClearPoint's "Collaboration" tools, scoring 8.6, facilitate better teamwork and communication across departments, whereas Envisio, with a similar score, may not offer the same level of integration and ease of use for collaborative efforts.
Pricing
Entry-Level Pricing
ClearPoint Strategy
Customized Solutions Built for You
Contact Us
Per Year
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.
- Automated Data Collection
- Customizable Reporting
- Integrations
Envisio
Get Started
Contact Us
Everything you need to plan, track, measure, and report against a single strategic plan. Ideal for organizations starting with one plan and one public dashboard, with unlimited users, projects, and performance measures.
- 1 Plan & Public Dashboard
- Unlimited Projects & Performance Measures
- Unlimited Users, Reports, Internal Dashboards
Free Trial
ClearPoint Strategy
No trial information availableEnvisio
Free Trial is available
Ratings
Meets Requirements
9.0
116
9.5
11
Ease of Use
8.5
128
8.9
11
Ease of Setup
7.9
99
8.5
9
Ease of Admin
8.4
101
9.4
9
Quality of Support
9.7
116
9.4
11
Has the product been a good partner in doing business?
9.4
98
9.4
9
Product Direction (% positive)
9.8
108
8.9
11
Features by Category
Strategy and Innovation Roadmapping ToolsHide 6 FeaturesShow 6 Features
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Execution
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Roadmapping
Not enough data
Not enough data
Not enough data
Not enough data
Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Prepare
8.4
52
Not enough data
8.3
48
Not enough data
8.1
49
Not enough data
8.1
47
Not enough data
Plan
8.7
55
Not enough data
9.1
58
Not enough data
8.7
57
Not enough data
8.6
53
Not enough data
Optimize
8.8
58
Not enough data
8.5
56
Not enough data
7.9
49
Not enough data
Execute
8.5
39
Not enough data
8.4
37
Not enough data
8.5
38
Not enough data
8.7
38
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Goal Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Objectives and Key Results (OKR)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Planning
7.9
25
|
Verified
Not enough data
9.3
27
|
Verified
Not enough data
8.3
25
|
Verified
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
7.2
19
|
Verified
Not enough data
7.6
18
|
Verified
Not enough data
8.9
25
|
Verified
Not enough data
Data
8.9
30
|
Verified
Not enough data
8.7
28
|
Verified
Not enough data
9.1
29
|
Verified
Not enough data
9.0
28
|
Verified
Not enough data
Status Communication
9.0
27
|
Verified
Not enough data
8.6
23
|
Verified
Not enough data
9.1
30
|
Verified
Not enough data
9.4
31
|
Verified
Not enough data
Strategic Planning - Strategic Portfolio Management
7.8
9
Not enough data
6.3
8
Not enough data
6.7
8
Not enough data
5.8
8
Not enough data
6.7
8
Not enough data
5.7
7
Not enough data
6.7
8
Not enough data
6.7
8
Not enough data
Strategic Management - Strategic Portfolio Management
6.7
8
Not enough data
6.5
8
Not enough data
6.0
7
Not enough data
6.5
8
Not enough data
6.3
8
Not enough data
6.5
8
Not enough data
6.7
8
Not enough data
6.0
8
Not enough data
Data Analysis - Strategic Portfolio Management
5.7
7
Not enough data
6.0
8
Not enough data
6.5
8
Not enough data
Artificial Intelligence - Strategic Portfolio Management
5.3
6
Not enough data
5.3
6
Not enough data
5.6
6
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClearPoint Strategy and Envisio are categorized as FP&A (Financial Planning & Analysis) and Strategic Planning and Execution
Unique Categories
ClearPoint Strategy is categorized as Strategic Portfolio Management and Objectives and Key Results (OKR)
Envisio is categorized as Strategy and Innovation Roadmapping Tools and Capital Project Management
Reviews
Reviewers' Company Size
ClearPoint Strategy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Envisio
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Government Administration
44.1%
Non-Profit Organization Management
8.6%
Hospital & Health Care
7.9%
Higher Education
3.9%
Financial Services
3.9%
Other
31.6%
Government Administration
45.5%
Research
9.1%
Non-Profit Organization Management
9.1%
Marketing and Advertising
9.1%
Hospital & Health Care
9.1%
Other
18.2%
Discussions
What types of strategic reports can I create with ClearPoint?
1 Comment
Official Response from ClearPoint Strategy
With ClearPoint, users can create unlimited customized reports. Reports can contain information from one department or can pull together data and information...Read more
Can I customize the language in ClearPoint to match my strategic plan?
1 Comment
Official Response from ClearPoint Strategy
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...Read more
How can I do project management in ClearPoint?
1 Comment
Official Response from ClearPoint Strategy
ClearPoint has many robust project management features that allow users to track projects, milestones, budgets, percent complete, priority and custom project...Read more
Who uses Envisio?
1 Comment
Official Response from Envisio
Envisio is used by organizations in many different industries, both public and private sector. We are the most widely used strategic planning and performance...Read more
How is Envisio priced?
1 Comment
Official Response from Envisio
Price depends on the type and size of your organization as well as the functionality you require. Get in touch and we’ll customize a quote for you!Read more
Does Envisio offer professional services as well as software?
1 Comment
Official Response from Envisio
Yes! All Envisio customers are backed by their own strategy execution team. But if you need some additional help with designing or implementing your...Read more
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