ClearPoint Strategy Reviews & Product Details

It is a very robust and flexible system. After a year of creating the framework for content, and creating reporting from the system for our users, I am continually amazed at the ability to adapt the features of the system for our use. The customer service is truly incredible, Katie, Walter, and Dan have been extremely responsive, and return answers very timely! Review collected by and hosted on G2.com.

Really the only downside is alignment and page organization. The trade off is it makes the system simpler and easier to use, but my OCD just likes boxes and lines to line up. Review collected by and hosted on G2.com.

I appreciate ClearPoint Strategy for helping us manage KPIs for our strategic plan and for starting the process of enabling various department liaisons to submit KPIs. I am particularly excited about working with our new Customer Success Manager, Katie Oliverio, who has incredible customer service skills and has provided us with excellent support. Additionally, ClearPoint Strategy helps organize individual KPIs for each department effectively. Review collected by and hosted on G2.com.

We had some issues with communication with previous contacts, but that has improved since working with Katie. Setting up has been challenging because only two team members are working on the project, and we are trying to get buy-in from various departments. Review collected by and hosted on G2.com.

It’s easy to use, and they’re always adding new features. The resources are really helpful for development and onboarding, and the customer service is excellent. The new AI feature is especially useful when I’m setting something up from scratch, and it also helps with ongoing analysis. Review collected by and hosted on G2.com.

In our case, Measures (Formulas) and Graphs aren’t as easy for our day-to-day staff to use. That said, customer service is always supportive and helps whenever we’re struggling. Review collected by and hosted on G2.com.

-Streamlines data collection and removes the need for our staff to individually meet with project managers for project updates.

-Ability to create new fields/data points that we wanted in our dashboard.

-Ability to automate reminder emails to send to staff.

- Reporting function is easy to use.

-Our Customer Success point of contact Marisa was very patient and was able to incorporate most of our asks into our dashboard. Review collected by and hosted on G2.com.

We have only completed one workflow using Clearpoint, but my main feedback so far would be:

- We have projects that overlap with another department in our organization. There was miscommunication in that initial workflow, mainly that project managers not intended to be in our workflow were included due to project overlap with the other department. I now know how to avoid this, but wish the roll-out went a bit smoother and staff wasn't unnecessarily prompted to provide updates.

- Wish there was the ability to "hide" or remove fields in a project page that do not pertain to the data points we are asking from project managers. It can be difficult to train staff how to use a new program when it's visually overwhelming/lots of fields we're not using.

- There should be an easier way to alphabetize/sort projects by title

- Status Indicator is difficult for staff to find/not intuitive to edit. Maybe it should be a field like "End Date" or "External Status Update" so it's easier to find without having to press the edit pencil for the dropdown menu. Review collected by and hosted on G2.com.

What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. Review collected by and hosted on G2.com.

There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. Review collected by and hosted on G2.com.

I really like being able to customize dashboards so they present a clear, concise picture and narrative of my agency’s work. Review collected by and hosted on G2.com.

There is a bit of a learning curve to using clearpoint but the support teams is always available to help.After the first reporting period updates become easy. Review collected by and hosted on G2.com.

ClearPoint is a pretty intuitive and easy to use tool for BSC reporting. It's user interface is up to date, and offers many features such as automation, integration into organization systems and tools and the support you receive from their team is fantastic. Review collected by and hosted on G2.com.

We are early into implementation, but the new UI (which is very slick) has a few bugs/glitches that their Support team works resolve in a timely fashion. Although a fairly customizable solution, there are still elements that I would have liked more customizability. Review collected by and hosted on G2.com.

Clearpoint Strategy is very easy to use, allowing me to create dashboards, monitor measures, and follow up on initiatives with minimal effort. I find it straightforward to build strategy maps and link initiatives to objectives and scorecards, which helps keep everything organized. The support team is very helpful whenever I have questions or need assistance. I use Clearpoint Strategy every month to track progress and generate reports. Editing, adding, and deleting information is simple, and I feel confident that my data is safe and that every change is clearly highlighted. Integration with MS Office is seamless, and connecting through APIs is also easy. Review collected by and hosted on G2.com.

The interface is already quite user-friendly, but I think it could be made even more intuitive. Review collected by and hosted on G2.com.

The staff respond quickly and are always happy to work with you. The platform itself is fairly intuitive, and it makes it easy to fully track strategic priorities. Review collected by and hosted on G2.com.

Change management within an organization is the hardest part, and that isn’t really about ClearPoint itself. I’d appreciate a bit more clarity on what we can do on our side versus what we should be asking ClearPoint to do, so expectations and responsibilities are clearer. Review collected by and hosted on G2.com.

ClearPoint Strategy has excellent customer service! We recently completed an overhaul on our dashboard and the team at ClearPoint was patient, knowledgeable, and supportive through the entire process start to finish. Review collected by and hosted on G2.com.

Previously, my biggest challenge with ClearPoint Strategy was the difficulty with customizing in certain areas. However, ClearPoint has done a lot of work in the most recent update to make customization easier. I am much happier with the customizable capabilities now. Review collected by and hosted on G2.com.