# ClearPoint Strategy vs WorkBoard Comparison
---
## AI Generated Summary
- **G2 reviewers report** that WorkBoard excels in aligning strategy with execution, with users highlighting its ability to define, track, and support business objectives effectively. This real-time tracking feature has been praised for enhancing productivity and ensuring team alignment.
- **Users say** ClearPoint Strategy stands out for its exceptional customer service, with many noting the team's patience and knowledge during dashboard overhauls. This level of support has made the implementation process smoother for users, contributing to a positive experience.
- **Reviewers mention** that WorkBoard's ease of setup is a significant advantage, with many users appreciating the intuitive onboarding process that allows teams to get started quickly. This contrasts with ClearPoint Strategy, where some users found the setup to be less straightforward.
- **According to verified reviews** , ClearPoint Strategy is recognized for its user-friendly interface, which seamlessly integrates with existing planning and execution processes. Users have noted that this ease of use helps in tracking data trends effectively over time.
- **G2 reviewers highlight** that WorkBoard has a higher overall satisfaction score, reflecting its strong performance in key areas like collaboration and progress tracking. Users have specifically mentioned how the platform helps in matching employees to tasks based on their strengths, enhancing team efficiency.
- **Users report** that while ClearPoint Strategy has a solid performance in customer support, it slightly lags behind WorkBoard in terms of overall user satisfaction and product direction. This indicates that while ClearPoint is reliable, WorkBoard may offer a more comprehensive solution for strategic planning needs.



---
## Frequently Asked Questions

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

WorkBoard and ClearPoint Strategy are both highly rated for strategic planning and execution, but WorkBoard stands out for its structured goal management while ClearPoint Strategy is distinguished by its exceptional customer support.

| [WorkBoard](https://www.g2.com/products/workboard/reviews) | [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) |
| --- | --- |
| 4.6/5 (306 reviews) | 4.6/5 (177 reviews) |
| Mid-Market | Mid-Market |
| 8.5 | 7.9 |
| 9.5 | 9.7 |
| Goal Management | Customer Support |



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

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

- **WorkBoard:** In recent reviews, value is not highlighted as a differentiator, with reviewers focusing more on features and support.
- **ClearPoint Strategy:** Reviewers do not cite pricing as a major advantage or disadvantage, instead emphasizing customization and support.



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

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

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [WorkBoard](https://www.g2.com/products/workboard/reviews) | 4.6/5 (306 reviews) | Mid-Market | — | Goal Management |
| [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) | 4.6/5 (177 reviews) | Mid-Market | — | Customer Support |
| [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) | 4.8/5 (255 reviews) | Mid-Market | — | Strategic Alignment |
| [AchieveIt](https://www.g2.com/products/achieveit/reviews) | 4.4/5 (199 reviews) | Mid-Market | — | Execution Tracking |
| [Asana](https://www.g2.com/products/asana/reviews) | 4.4/5 (13,869 reviews) | Small-Business | — | Task Management |



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

Buyers comparing WorkBoard and ClearPoint Strategy should prioritize Goal Management, Customer Support, Ease of Use, Customization, and Reporting Efficiency.

- **Goal Management:** WorkBoard (5 all-time mentions), ClearPoint Strategy (integrated goal tracking cited in recent reviews).
- **Customer Support:** WorkBoard (3 all-time mentions), ClearPoint Strategy (31 all-time mentions).
- **Ease of Use:** WorkBoard (6 all-time mentions, score 8.6), ClearPoint Strategy (19 all-time mentions, score 8.5).
- **Customization:** ClearPoint Strategy (8 all-time mentions), WorkBoard (not cited for customization).
- **Reporting Efficiency:** ClearPoint Strategy (11 all-time mentions), WorkBoard (not cited for reporting efficiency).



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

WorkBoard's headline strength is structured goal management, while ClearPoint Strategy's is exceptional customer support.

- **WorkBoard strengths:** Goal Management (5 all-time mentions), Progress Tracking (5), Ease of Use (6), OKR Management (4), Team Collaboration (2).
- **WorkBoard trade-offs:** Complexity (2), Limited Features (2), OKR Management Issues (2).
- **ClearPoint Strategy strengths:** Customer Support (31), Ease of Use (19), Reporting Efficiency (11), Customization (8), Team Collaboration (8), Data Visualization (7).
- **ClearPoint Strategy trade-offs:** Learning Curve (16), Learning Difficulty (7), Limited Customization (7), Not Intuitive (7).



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

As both WorkBoard and ClearPoint Strategy are most popular with mid-market organizations, neither is distinctly favored for small businesses in reviewer sentiment.

- **WorkBoard:** Largest reviewer segment is Mid-Market; recent reviews highlight ease of use and structured goal tracking, but do not emphasize small-business fit.
- **ClearPoint Strategy:** Largest reviewer segment is Mid-Market; reviewers praise customer support and customization, with no specific emphasis on small-business suitability.



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

WorkBoard is favored for integrations, with more reviewer-cited mentions than ClearPoint Strategy.

- **WorkBoard:** Slack integration is cited in 10 all-time reviews.
- **ClearPoint Strategy:** Analytics and Tableau integrations are mentioned in recent reviews, but with fewer than 3 all-time mentions each.



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

ClearPoint Strategy and WorkBoard are rated at parity for Quality of Support, with ClearPoint Strategy scoring 9.7 and WorkBoard 9.5.

- **WorkBoard:** Reviewers highlight fast response times, comprehensive help articles, and proactive customer success managers.
- **ClearPoint Strategy:** Reviewers consistently praise exceptional customer support, responsiveness, and personalized assistance, with 31 all-time mentions.



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

WorkBoard scores higher on Ease of Setup (8.5 vs 7.9), indicating a smoother implementation experience compared to ClearPoint Strategy.

- **WorkBoard:** Reviewers describe the setup as straightforward, with ease of implementation and helpful support frequently cited.
- **ClearPoint Strategy:** Reviewers note a learning curve during setup, with some finding the initial configuration complex but manageable with support.



### Which product has better Goals?

WorkBoard and ClearPoint Strategy both excel in Goals, with WorkBoard noted for structured goal management and ClearPoint Strategy for integrated goal tracking.

- **WorkBoard:** Goal Management (5 all-time mentions), Progress Tracking (5), Ease of Use (6), Meets Requirements score 8.9.
- **ClearPoint Strategy:** Integrated goal tracking cited in recent reviews, Meets Requirements score 8.9.



| | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 179 | 308 | 

---
## Top Pros & Cons

### ClearPoint Strategy

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

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

### WorkBoard

Pros:
- Ease of Use (6 reviews)
- Goal Management (5 reviews)

Cons:
- Complexity (2 reviews)
- Limited Features (2 reviews)

---
## Ratings Comparison
| Rating | ClearPoint Strategy | WorkBoard | 
|---|---|---|
  | **Meets Requirements** | 8.9 (132 reviews) | 8.9 (224 reviews) | 
  | **Ease of Use** | 8.5 (148 reviews) | 8.5 (226 reviews) | 
  | **Ease of Setup** | 8.0 (115 reviews) | 8.5 (144 reviews) | 
  | **Ease of Admin** | 8.3 (111 reviews) | 8.8 (143 reviews) | 
  | **Quality of Support** | 9.7 (132 reviews) | 9.5 (201 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (108 reviews) | 9.4 (141 reviews) | 
  | **Product Direction (% positive)** | 9.7 (122 reviews) | 8.9 (193 reviews) | 

---
## Pricing

### 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

### WorkBoard

#### Entry-Level Pricing

Plan: 2024 Pricing Edition

Price: Contact Us 1 user Per Month

Key Features:
- TEST Feature

[Learn more about WorkBoard](https://www.g2.com/products/workboard/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### Artificial Intelligence

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

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Tagging** | Not enough data | Not enough data | 
| **Natural Language Processing** | Not enough data | Not enough data | 
| **Data Extraction** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Speech Recognition** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Data Storage Management** | Not enough data | Not enough data | 
| **Virtual Personal Assistant (VPA)** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **For eCommerce** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Trend Analysis** | Not enough data | Not enough data | 
| **Machine Learning** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Escalation** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Multiple Data Sources** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Chatbot** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Collaboration & Productivity

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

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **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 |
|---|---|---|
| **ClearPoint Strategy** | 8.5/10 | 78 |
| **WorkBoard** | 8.8/10 | 29 |

#### Prepare

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Strategy Map** | 8.4 (53 reviews) | 8.6 (22 reviews) | 
| **Strategy Model** | 8.3 (49 reviews) | 8.2 (19 reviews) | 
| **Rules** | 8.1 (49 reviews) | 7.8 (16 reviews) | 
| **Frameworks** | 8.1 (48 reviews) | 8.1 (22 reviews) | 
| **Customizable Templates** | Not enough data | Not enough data | 

#### Plan 

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Vision Statement** | 8.7 (56 reviews) | 8.0 (19 reviews) | 
| **Goals** | 9.1 (60 reviews) | 9.2 (25 reviews) | 
| **Collaboration** | 8.8 (62 reviews) | 9.2 (26 reviews) | 
| **Cascade Planning** | 8.6 (55 reviews) | 9.1 (22 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 | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Progress Tracking** | 9.0 (69 reviews) | 9.4 (25 reviews) | 
| **KPIs** | 8.7 (68 reviews) | 9.1 (19 reviews) | 
| **OKR** | 7.9 (51 reviews) | 9.7 (29 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 | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Performance** | 8.7 (43 reviews) | 9.0 (16 reviews) | 
| **Communication** | 8.4 (39 reviews) | 8.5 (17 reviews) | 
| **Alignment** | 8.5 (41 reviews) | 8.6 (20 reviews) | 
| **Performance** | 8.7 (38 reviews) | 8.8 (20 reviews) | 

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **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 | Feature Not Available | 
| **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 | Feature Not Available | 

### Objectives and Key Results (OKR)

| Product | Score | Reviews |
|---|---|---|
| **ClearPoint Strategy** | N/A | N/A |
| **WorkBoard** | 8.2/10 | 123 |

#### Communication

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **360 Degree Feedback** | Not enough data | 8.4 (94 reviews) | 
| **Confidence Levels** | Not enough data | 8.5 (102 reviews) | 
| **Messaging Integrations** | Not enough data | 7.6 (74 reviews) | 
| **Onboarding** | Not enough data | 7.9 (80 reviews) | 

#### Goal Creation

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Team OKR** | Not enough data | 9.0 (109 reviews) | 
| **Individual OKR** | Not enough data | 8.8 (97 reviews) | 
| **Mind Mapping** | Not enough data | 7.1 (56 reviews) | 
| **Action Item Creation** | Not enough data | 8.1 (84 reviews) | 
| **Collaboration Tools** | Not enough data | Not enough data | 

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

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

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **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 | Feature Not Available | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Feature Not Available | 
| **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 | Feature Not Available | 
| **Template Management** | Not enough data | Feature Not Available | 
| **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 |
|---|---|---|
| **ClearPoint Strategy** | 8.6/10 | 33 |
| **WorkBoard** | N/A | N/A |

#### Financial Planning

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Extended Planning** | 7.9 (25 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 9.3 (27 reviews) ✓ Verified | Not enough data | 
| **Integration** | 8.3 (25 reviews) ✓ Verified | Not enough data | 
| **Self-Service Reporting** | Not enough data | Not enough data | 

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

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

#### Financial Insight

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Budgeting** | 7.2 (19 reviews) ✓ Verified | Not enough data | 
| **Forecasting** | 7.6 (18 reviews) ✓ Verified | Not enough data | 
| **Planning** | 8.9 (25 reviews) ✓ Verified | Not enough data | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 

#### Data

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Data Visualization** | 8.9 (31 reviews) ✓ Verified | Not enough data | 
| **Data Analysis** | 8.7 (28 reviews) ✓ Verified | Not enough data | 
| **Custom Reporting** | 9.1 (29 reviews) ✓ Verified | Not enough data | 
| **Reporting Templates** | 9.0 (28 reviews) ✓ Verified | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Status Communication

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Collaboration** | 9.0 (27 reviews) ✓ Verified | Not enough data | 
| **Version Control** | 8.6 (23 reviews) ✓ Verified | Not enough data | 
| **Real-Time Data Updates** | 9.1 (30 reviews) ✓ Verified | Not enough data | 
| **Scorecards** | 9.4 (31 reviews) ✓ Verified | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **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 | 

### AI Agents For Business Operations

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

#### Responses

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Personalization** | Not enough data | Not enough data | 
| **Route To Human** | Not enough data | Feature Not Available | 
| **Natural Language Understanding (NLU)** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 

#### Automation - AI Agents

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Sales Follow-Up** | Not enough data | Feature Not Available | 
| **Customer Interaction Automation** | Not enough data | Feature Not Available | 
| **Lead Generation** | Not enough data | Feature Not Available | 
| **Document Processing** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Feature Not Available | 
| **Natural Language Processing** | Not enough data | Not enough data | 
| **Simulation and Scenario Generation** | Not enough data | Not enough data | 

#### Platform

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Conversation Editor** | Not enough data | Feature Not Available | 
| **Integration** | Not enough data | Not enough data | 
| **Human-In-The-Loop** | Not enough data | Not enough data | 
| **Drag & Drop Editor** | Not enough data | Feature Not Available | 
| **Human-in-the-loop (HITL)** | Not enough data | Not enough data | 

#### Autonomy -  AI Agents

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Independent Decision Making** | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | 
| **Problem Solving** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Agent Collaboration** | Not enough data | Not enough data | 
| **Data Governance** | Not enough data | Not enough data | 
| **Prompt Engineering** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **For No-Code Development** | Not enough data | Not enough data | 
| **Version Control** | Not enough data | Feature Not Available | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Memory Management** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Scalability** | Not enough data | Not enough data | 
| **Cost Management** | Not enough data | Not enough data | 
| **Scheduling** | Not enough data | Not enough data | 
| **Natural Language Interface** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Multiple LLM Models** | Not enough data | Feature Not Available | 
| **Integration Management** | Not enough data | Not enough data | 
| **Customizable Frameworks** | Not enough data | Feature Not Available | 
| **Pre-built Templates** | Not enough data | Not enough data | 
| **Analytics** | Not enough data | Not enough data | 
| **Intent Recognition** | Not enough data | Not enough data | 
| **Contextual Guidance** | Not enough data | Not enough data | 
| **Rules-Based Workflow** | Not enough data | Feature Not Available | 
| **Attended Automation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Feature Not Available | 
| **For Sales/Marketing** | Not enough data | Feature Not Available | 
| **Generative AI** | Not enough data | Not enough data | 
| **Business Process Automation** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Feature Not Available | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Deep Learning** | Not enough data | Not enough data | 
| **Code-free Development** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Feature Not Available | 
| **Automated Responses** | Not enough data | Feature Not Available | 
| **Knowledge Management** | Not enough data | Feature Not Available | 
| **Transfers/Routing** | Not enough data | Feature Not Available | 
| **Personalization** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Customer Experience Management** | Not enough data | Feature Not Available | 
| **Virtual Personal Assistant (VPA)** | Not enough data | Not enough data | 
| **Chatbot** | Not enough data | Not enough data | 
| **Speech Recognition** | Not enough data | Feature Not Available | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Feature Not Available | 
| **AI/Machine Learning** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Unattended Automation** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Proactive Error Detection** | Not enough data | Not enough data | 

### Performance Management

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

#### Performance reviews

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **360 Reviews** | Not enough data | Feature Not Available | 
| **Customizable Forms** | Not enough data | Feature Not Available | 
| **Review Cycle Tracking** | Not enough data | Not enough data | 
| **Ongoing Performance Tracking** | Not enough data | Not enough data | 
| **Applicant Tracking** | Not enough data | Feature Not Available | 

#### Goals

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Company Goals And OKRs** | Not enough data | Not enough data | 

#### Feedback

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Continuous Feedback** | Not enough data | Not enough data | 
| **Requesting Feedback** | Not enough data | Not enough data | 
| **1-On-1 Meetings** | Not enough data | Not enough data | 
| **Public Praise** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Feature Not Available | 
| **360 Degree Feedback** | Not enough data | Feature Not Available | 

#### Data

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Dashboards And Reports** | Not enough data | Not enough data | 
| **Historical Data** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Agentic AI - Performance Management

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Succession Planning** | Not enough data | 8.6 (12 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Employee Portal** | Not enough data | Feature Not Available | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Feature Not Available | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Employee Profiles** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Weighted Performance Measures** | Not enough data | Feature Not Available | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Peer Appraisals** | Not enough data | Not enough data | 
| **Personalization and Recommendation** | Not enough data | Not enough data | 
| **Compensation Management** | Not enough data | Feature Not Available | 
| **Performance Appraisal** | Not enough data | Not enough data | 
| **Individual Development Plans** | Not enough data | Feature Not Available | 
| **Self Assessment** | Not enough data | Not enough data | 
| **Skills Assessment** | Not enough data | Not enough data | 
| **Performance Review Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Feature Not Available | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Feature Not Available | 
| **Employee Database** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **AI Summarization** | Not enough data | Not enough data | 
| **Competency Management** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Employee Recognition** | Not enough data | Not enough data | 
| **Onboarding** | Not enough data | Feature Not Available | 
| **Career Development** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Employee Engagement** | Not enough data | Not enough data | 
| **Learning & Development** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Talent Management

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

#### Generative AI

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Onboarding** | Not enough data | Not enough data | 
| **Individual Development Plans** | Not enough data | Not enough data | 
| **Career Development** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Employee Profiles** | Not enough data | Not enough data | 
| **Employee Engagement** | Not enough data | Not enough data | 
| **Learning & Development** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 

### Strategic Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **ClearPoint Strategy** | 6.3/10 | 10 |
| **WorkBoard** | N/A | N/A |

#### Strategic Planning - Strategic Portfolio Management

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Objectives** | 8.0 (10 reviews) | Not enough data | 
| **Roadmaps** | 6.3 (8 reviews) | Not enough data | 
| **Demand management** | 6.7 (8 reviews) | Not enough data | 
| **Resource Planning** | 5.8 (8 reviews) | Not enough data | 
| **Planning** | 6.7 (8 reviews) | Not enough data | 
| **Simulation** | 5.7 (7 reviews) | Not enough data | 
| **Prioritization** | 6.7 (8 reviews) | Not enough data | 
| **Alignment** | 6.7 (8 reviews) | Not enough data | 

#### Strategic Management - Strategic Portfolio Management

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Visiblity** | 6.7 (8 reviews) | Not enough data | 
| **Tracking** | 6.5 (8 reviews) | Not enough data | 
| **Risk Management** | 6.0 (7 reviews) | Not enough data | 
| **Implementation** | 6.5 (8 reviews) | Not enough data | 
| **Change Management** | 6.3 (8 reviews) | Not enough data | 
| **Optimization** | 6.5 (8 reviews) | Not enough data | 
| **Strategy Model** | 6.7 (8 reviews) | Not enough data | 
| **Frameworks** | 6.0 (8 reviews) | Feature Not Available | 

#### Data Analysis - Strategic Portfolio Management

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **ESG Impact** | 5.7 (7 reviews) | Feature Not Available | 
| **Financial Performance** | 6.0 (8 reviews) | Not enough data | 
| **Forecasting** | 6.5 (8 reviews) | Not enough data | 

#### Artificial Intelligence - Strategic Portfolio Management

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Process Intelligence** | 5.3 (6 reviews) | Not enough data | 
| **Predictive Insights** | 5.3 (6 reviews) | Not enough data | 
| **Virtual Agents** | 5.6 (6 reviews) | Not enough data | 

### Accounting & Finance

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

#### Agentic AI - Accounting & Finance

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

### AI Agents

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

#### Agentic AI - AI Agents

| Feature | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [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), [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr)

**Unique to ClearPoint Strategy (1):** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)

**Unique to WorkBoard (2):** [Performance Management Software](https://www.g2.com/categories/performance-management), [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)


---
## Reviewer Demographics

### By Company Size

| Segment | ClearPoint Strategy | WorkBoard | 
|---|---|---|
| **Small-Business** | 16.8% | 40.2% | 
| **Mid-Market** | 46.0% | 41.9% | 
| **Enterprise** | 37.3% | 17.9% | 

### By Industry

#### ClearPoint Strategy

- **Government Administration:** 42.4%
- **Non-Profit Organization Management:** 8.7%
- **Hospital & Health Care:** 7.6%
- **Utilities:** 3.5%
- **Banking:** 3.5%
- **Financial Services:** 3.5%
- **Higher Education:** 3.5%
- **Education Management:** 2.3%
- **Law Enforcement:** 2.3%
- **Health, Wellness and Fitness:** 1.7%
- **Other:** 20.9%

#### WorkBoard

- **Computer Software:** 17.9%
- **Information Technology and Services:** 12.6%
- **Marketing and Advertising:** 6.3%
- **Hospital & Health Care:** 5.6%
- **Financial Services:** 4.0%
- **Management Consulting:** 4.0%
- **Automotive:** 2.3%
- **Education Management:** 2.3%
- **Non-Profit Organization Management:** 2.0%
- **Computer & Network Security:** 2.0%
- **Other:** 40.9%

---
## Alternatives

### Alternatives to ClearPoint Strategy

- [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.8/5 stars (259 reviews)
- [AchieveIt](https://www.g2.com/products/achieveit/reviews) — 4.4/5 stars (199 reviews)
- [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (424 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (549 reviews)
- [Envisio](https://www.g2.com/products/envisio/reviews) — 4.7/5 stars (16 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (496 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13992 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)

### Alternatives to WorkBoard

- [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.8/5 stars (259 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13992 reviews)
- [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (496 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.6/5 stars (4124 reviews)
- [15Five](https://www.g2.com/products/15five/reviews) — 4.6/5 stars (1927 reviews)
- [Betterworks](https://www.g2.com/products/betterworks/reviews) — 4.4/5 stars (260 reviews)
- [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) — 4.3/5 stars (243 reviews)
- [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (549 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4538 reviews)
- [ActivTrak](https://www.g2.com/products/activtrak/reviews) — 4.3/5 stars (342 reviews)

---
## Top Discussions

### 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..."

### WorkBoard

- Title: [Can you track time spent against individual tasks or at a project level?](https://www.g2.com/discussions/2926-can-you-track-time-spent-against-individual-tasks-or-at-a-project-level) — 1 comment, 1 upvote
  > **Top comment:** "Workboard does not have a timesheet or project hours tracking functionality as it's primary purpose is to track against objectives, rather than projects. ..."

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