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Compare ClearPoint Strategy and WorkBoard 
Featured Products
At a Glance
Market Segments
Mid-Market (44.7% of reviews)
Mid-Market (42.2% of reviews)
Entry-Level Pricing
Contact Us Per Year
Contact Us 1 user Per Month
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 StrategyWorkBoard
Star Rating
(102)4.7 out of 5
Market Segments
Mid-Market (42.2% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us 1 user Per Month
Learn more about WorkBoardSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
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
Free Trial
ClearPoint Strategy
No trial information availableWorkBoard
No trial information availableRatings
Meets Requirements
9.0
116
8.8
84
Ease of Use
8.5
128
8.6
85
Ease of Setup
7.9
99
8.5
49
Ease of Admin
8.4
101
8.7
50
Quality of Support
9.7
116
9.8
82
Has the product been a good partner in doing business?
9.4
98
9.8
52
Product Direction (% positive)
9.8
108
9.4
84
Features by Category
Prepare
8.4
52
7.5
8
8.3
48
6.4
6
8.1
49
6.4
6
8.1
47
8.1
9
Plan
8.7
55
8.1
8
9.1
58
9.2
10
8.7
57
9.2
11
8.6
53
9.2
11
Optimize
8.8
58
9.4
11
8.5
56
9.2
8
7.9
49
9.6
13
Execute
8.5
39
9.0
5
8.4
37
8.3
5
8.5
38
8.3
5
8.7
38
9.0
5
Communication
Not enough data
8.6
19
Not enough data
8.3
18
Not enough data
7.8
13
Not enough data
8.1
12
Goal Creation
Not enough data
8.9
18
Not enough data
8.2
18
Not enough data
6.8
13
Not enough data
8.3
17
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
Performance reviews
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Goals
Not enough data
Not enough data
Not enough data
Not enough data
Feedback
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
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 WorkBoard are categorized as Strategic Planning and Execution and Objectives and Key Results (OKR)
Unique Categories
ClearPoint Strategy is categorized as FP&A (Financial Planning & Analysis) and Strategic Portfolio Management
WorkBoard is categorized as Performance Management
Reviews
Reviewers' Company Size
ClearPoint Strategy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
WorkBoard
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%
Computer Software
17.6%
Information Technology and Services
8.8%
Marketing and Advertising
7.8%
Hospital & Health Care
4.9%
Utilities
2.9%
Other
57.8%
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
Can you track time spent against individual tasks or at a project level?
1 Comment
AS
Workboard does not have a timesheet or project hours tracking functionality as it's primary purpose is to track against objectives, rather than projects. ...Read more
WorkBoard has no more discussions with answers
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