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Compare ClearPoint Strategy and Envisio 
Featured Products
At a Glance
Market Segments
Mid-Market (44.7% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
Contact Us Per Year
Contact Us
ClearPoint Strategy
Star Rating
(158)4.7 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
(14)4.7 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that ClearPoint Strategy excels in customer support, with users highlighting the team's patience and knowledge during dashboard overhauls. This level of support seems to foster a strong partnership, making users feel valued throughout their experience.
- Users say that Envisio's user-friendly interface and training resources significantly enhance the onboarding process. Many appreciate how easy it is to demonstrate the platform's capabilities to others, which can be a game-changer for teams looking to adopt new software.
- Reviewers mention that ClearPoint Strategy provides excellent data tracking features, allowing users to visualize trends over time. This capability is particularly beneficial for organizations aiming to align their strategic planning with measurable outcomes.
- According to verified reviews, Envisio helps users maintain focus on their strategic objectives, effectively replacing cumbersome spreadsheets. This functionality is praised for keeping teams accountable and organized, which is crucial for project management.
- G2 reviewers highlight that ClearPoint Strategy has a solid reputation for ease of use, although some users note that it may not always perfectly fit their specific workflows. This suggests that while the software is generally user-friendly, there may be occasional configuration challenges.
- Users report that both products have strong customer service, but ClearPoint Strategy stands out slightly with a higher quality of support ratings. This could be a deciding factor for organizations that prioritize responsive and accessible customer service in their software choices.
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 organizational plan. Ideal for organizations starting with one plan and one public dashboard. Includes 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
No trial information availableRatings
Meets Requirements
9.0
116
9.4
14
Ease of Use
8.5
131
8.8
14
Ease of Setup
7.9
99
8.2
12
Ease of Admin
8.4
101
9.0
12
Quality of Support
9.7
116
9.5
14
Has the product been a good partner in doing business?
9.4
98
9.6
12
Product Direction (% positive)
9.8
108
9.2
14
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
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Feature Not Available
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
Feature Not Available
Not enough data
Feature Not Available
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 Capital Project Management and Strategy and Innovation Roadmapping Tools
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
43.9%
Non-Profit Organization Management
8.4%
Hospital & Health Care
8.4%
Higher Education
3.9%
Financial Services
3.9%
Other
31.6%
Government Administration
42.9%
Higher Education
21.4%
Research
7.1%
Non-Profit Organization Management
7.1%
Marketing and Advertising
7.1%
Other
14.3%
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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