ClearPoint Strategy Reviews & Product Details

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Seller

ClearPoint Strategy

Discussions

ClearPoint Strategy Community

Languages Supported

German, English, French, Italian, Portuguese, Spanish

Solution Type

All-in-One

Overview by

Ted Jackson

Used by Accenture and 2 others

Beta

Pricing

Pricing provided by ClearPoint Strategy.

Starter

$50.00

Per Feature Per Month

View More Pricing Information

ClearPoint Strategy Integrations

(9)

Verified by ClearPoint Strategy

ClearPoint Strategy Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is ClearPoint Strategy, and what problem is it built to solve?

ClearPoint Strategy is a software company focused on strategic planning and performance management. Its platform helps organizations streamline strategic initiatives, track performance metrics, visualize data, create reports, and align work with overarching goals to support decision-making.

What languages does ClearPoint Strategy support?

ClearPoint Strategy supports 6 languages: English, French, German, Italian, Portuguese, and Spanish.

What company sizes and industries is ClearPoint Strategy the best fit for?

ClearPoint Strategy’s strongest positive-use patterns span mid-sized and larger organizations, especially in public-sector and mission-oriented settings. Other recurring industry contexts include healthcare and education.

Mid-market organizations: Teams with 51–1,000 employees.
Enterprise organizations: Teams with more than 1,000 employees.
Government and public sector: Government administration and related public-service organizations.
Healthcare, education, and nonprofit: Organizations using the platform to coordinate plans, measures, and reporting.

How long does it take to implement ClearPoint Strategy across a team?

ClearPoint Strategy implementations most commonly reach go-live within 1–3 months, though some teams report shorter or longer rollouts. The reported ranges vary with the scope of setup and planning involved.

Time to go live	Relative frequency
1–3 months	Most common
3–6 months	Also frequently reported
6–12 months	Reported less often
Less than 1 month	Reported less often
More than 12 months	Occasionally reported

What customer support options does ClearPoint Strategy provide, and how do users find the overall support experience?

ClearPoint Strategy provides support through email, phone, and chat, along with self-service resources such as its knowledge base. Users describe the support experience as responsive, knowledgeable, and patient, particularly when they need help with setup, customization, or troubleshooting; some also note that training and complex administration can take extra effort.

What is the experience like for teams switching to ClearPoint Strategy from another tool?

Teams moving to ClearPoint Strategy often want a more purpose-built and adaptable way to manage strategy than spreadsheets or older planning and performance tools provide. The change is described as bringing plans, measures, and reporting into a more consistent central workflow, with greater flexibility and support; spreadsheet-based processes are often cited as cumbersome, while some prior platforms offered limited reporting or capability.

What features or capabilities could make ClearPoint Strategy even more useful?

ClearPoint Strategy could be more useful with greater flexibility in reporting and data visualization, smoother day-to-day administration, and easier connections to other systems. Recurring improvement areas include:

Reporting and visualization: Add more options for chart types, report layouts, filters, and presentation formatting.
Everyday usability: Streamline navigation, data entry, and administrative tasks to reduce the learning curve and extra steps.
Integrations and data loading: Make connections to external systems and automated data imports easier to configure and maintain.

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Samantha .

Development Project Facilitator

Enterprise (> 1000 emp.)

9/24/2026

"ClearPoint Strategy: Intuitive, Easy to Use, with Exceptional Customer Service"

5/5

What do you like best about ClearPoint Strategy?

What I like best about ClearPoint Strategy is its ease of use and exceptional customer service. The platform is intuitive and makes managing and tracking strategic initiatives simple, while the support team is always responsive, knowledgeable, and willing to help when questions arise. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have not encountered any major drawbacks with ClearPoint Strategy. The system is easy to use, reliable, and supported by a responsive customer service team. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint Strategy helps us create greater transparency and accountability for staff, City Council, and the community by providing a centralized location for strategic plan information, performance measures, and progress updates. Having everything in one place makes it easier to track and communicate results. We also value the platform's data integration capabilities. Rather than manually exporting data, formatting it in Excel, and uploading files, ClearPoint pulls data directly from our systems, saving time, reducing duplication of effort, and improving data accuracy. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Samantha,

Thank you for taking the time to leave us a great review. We're excited to help you with all of your reporting endeavors.

Ted

CHRISTINA LUZ E.

Program & Policy Development Advisor

Enterprise (> 1000 emp.)

Originally submitted 10/15/2025

"Key to Success in Strategy Management"

5/5

What do you like best about ClearPoint Strategy?

The ability to track your data and see how it trends over time. The great customer service and personal attention they provide is also top notch.

Our Customer Success Manager has always been so accessible for any question I might have. The ability to get live help via the chat function has also been very useful. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It's not as readily user-friendly as our end users would like it to be. The reporting functions took me a while to learn, and there are some additional report filtering features I wish the platform had. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Christina,

Thank you for the thoughtful review. I’m glad to hear ClearPoint is helping you track data trends and manage your strategic plan, and that our team has been responsive and helpful when you’ve needed support. We’re continuing to focus on improving usability and enhancing reporting — including adding more flexible filtering options — to make the platform even easier for all users with ClearPoint NEXT. Thank you again, and we look forward to supporting your continued success!

Maria Victoria E.

Profesor universitario

Small-Business (50 or fewer emp.)

Originally submitted 2/20/2022

"Excellent software and support"

5/5

What do you like best about ClearPoint Strategy?

Both the software and the support, commercial and technical with a very special mention to technical support, always present Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are not any issues to highlight as we are satisfied Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

I recommend clearpoint to properly follow up the execution of the strategy Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

The main benefit is the accomplishment of the promise of the software: a good tool for the follow up of the strategy execution Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your kind review! We’re so glad to hear that both our software and support—commercial and technical—have met your expectations. We especially appreciate your recommendation and are happy ClearPoint is helping you effectively follow through on your strategy execution.

Regina M.

EVP-Chief Performance Optimization Partner

Mid-Market (51-1000 emp.)

Originally submitted 10/9/2018

"ClearPoint - Creating solutions for their clients"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint is a comprehensive, user-friendly strategic planning solution with a broad range of capabilities. For our organization, the ability to customize reports has been especially important, and the new AI component is genuinely impressive.

Equally important is the level of service the company provides. Because I work in a customer service industry, I both expect and recognize service excellence, and the ClearPoint team consistently delivers. They’re incredibly responsive and take the time to truly understand a client’s needs and goals. Their commitment to helping clients succeed also doesn’t stop after the initial software onboarding. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is nothing that I dislike about ClearPoint Strategy software! Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

If your company is seeking a strategic planning software, whether to replace existing software or to get your organization started with one, ClearPoint Strategy should be your first consideration. Sign up for the Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution. Everything we have asked for, ClearPoint has been able to deliver. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you so much for the incredible review—we truly appreciate your kind words! It’s great to hear that ClearPoint’s flexibility, especially around reporting and customization, is delivering value for your organization. We’re also glad the AI capabilities are making an impact early on.

What means the most to us is your recognition of our team. Providing responsive, thoughtful support and continuing to partner with our clients long after onboarding is a core part of who we are, so it’s wonderful to see that reflected in your experience.

Thanks again for your recommendation!

Austin C.

Head of Strategy and Planning

Enterprise (> 1000 emp.)

3/26/2026

"Building our Strategic Workspace with ClearPoint Strategy"

4/5

What do you like best about ClearPoint Strategy?

We are in the process of introducing the Kaplan–Norton Balanced Scorecard framework and what I really like about ClearPoint is how naturally it supports this. It provides a single, integrated platform that connects strategy maps, objectives, measures, initiatives, and reporting creating a clear line of sight from intent to action. The initiative module is particularly strong and gives us confidence we can effectively manage our strategic initiatives in one true single source of truth. This will help already reduced manual reporting and helped our leadership focus on insights and decisions, not chasing data. The built‑in Briefing Book, reporting capabilities, and emerging AI features will be especially valuable. We see ClearPoint Strategy as our strategic workspace. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We are currently in the “messy middle” of finalising our prototype, where strategy planning and system configuration are happening in parallel. As a result, there has been a steep learning curve for our leadership teams and some iteration as we clarify objectives, measures, and ownership which is to be expected when introducing the Balanced Scorecard for the first time. That said, Marisa and Katie have been extremely supportive throughout the process and have helped us navigate this transition with confidence. ClearPoint does require discipline and a thoughtful rollout to realise its full value and we are taking the time to onboard our leaders effectively through this change journey. We see this discipline as a strength rather than a weakness, as it reinforces strong strategy and execution practices Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint Strategy is helping us address the classic gap between strategy and execution. It is improving alignment across objectives, measures, and initiatives at both Group and Divisional levels, while providing a clear structure to manage our portfolio of strategic initiatives. This helps reduce initiative overload by ensuring work is clearly linked to strategic intent and focused on what matters most. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for the thoughtful review, Austin. We’re thrilled to hear ClearPoint is supporting your Balanced Scorecard rollout and helping create a clear connection between strategy and execution. It’s especially great to see the impact around initiatives, reporting, and enabling leadership to focus on insights over manual work.

Your perspective on the “messy middle” is spot on—this phase takes iteration, discipline, and a strong foundation in best practices. We believe that a thoughtful rollout is key to long-term success, and it’s great to hear that approach is resonating with your team. We’ll be sure to share your kind words with Marisa and Katie, and we look forward to continuing to support your journey ahead!

Erica H.

Interim Director, Strategy and Capacity Building

Mid-Market (51-1000 emp.)

4/6/2026

"Helpful AI Sandbox and Strong Support—Promising Early Adoption"

3/5

What do you like best about ClearPoint Strategy?

I'm still in the very early stages of adoption, so thus far, I can only comment on software's helpfulness in organizing my organization's information. I've used the AI interface within the sandbox environment and have found it to be very helpful. The availability of customer support is an excellent return on investment. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I am very early in adoption of the software and have not yet identified any pain points. I hope that this remains true as my use becomes more in-depth! Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint is allowing us to move away from using Excel spreadsheets to track progress on metrics. This process worked but we were ready too update to something more sophisticated that also provided more features and uses. I'm looking forward to utilizing the reporting features, which I think will go a long way with ensuring long-term investment in the software from me leadership. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for the thoughtful review. It’s great to hear that the AI Sandbox and our support team have already been helpful as you get started, and that ClearPoint is helping you move beyond spreadsheets into a more robust solution. That’s exactly the kind of transformation we aim to support.

Since you're still early in your journey, we’d love to partner with you to make sure your experience continues to improve and earns that 5-star rating over time. If there’s anything we can do—whether it’s training, best practices, or helping you unlock more advanced features—please don’t hesitate to reach out.

Thanks again for your feedback, and we’re looking forward to supporting your continued success!

Chris B.

Enterprise Strategy Specialist

Enterprise (> 1000 emp.)

3/20/2026

"Robust, Flexible System Backed by Truly Incredible Customer Service"

5/5

What do you like best about ClearPoint Strategy?

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.

What do you dislike about ClearPoint Strategy?

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.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your kind review! We’re so glad to hear that ClearPoint’s flexibility has continued to meet your needs as your framework has evolved, and we truly appreciate your shoutout to Katie, Walter, and Dan—they are thrilled to hear your feedback. We also appreciate your perspective on alignment and page organization, and it’s helpful insight as we continue working to balance flexibility with clean design. It’s great to know ClearPoint is helping you centralize strategy tracking and streamline updates across your organization with automation.

Chad P.

Assistant Director of Parks, Recreation, and Cultural Arts

Mid-Market (51-1000 emp.)

3/21/2026

"Boosting KPI Management with Stellar Customer Support"

4/5

What do you like best about ClearPoint Strategy?

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.

What do you dislike about ClearPoint Strategy?

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.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your feedback! We’re glad to hear ClearPoint is helping you manage and organize KPIs across departments, and we especially appreciate your kind words about Katie. We also understand that setup and driving adoption can be challenging, particularly with a small team, and we’re committed to continuing to improve communication and support to make this process smoother for you.

It’s great to hear things are moving in a positive direction, and we look forward to partnering with you as you expand usage across your organization!

De'Kisha F.

Senior Budget and Performance Analyst

Mid-Market (51-1000 emp.)

9/25/2026

"Clearpoint’s Helpful, Fast Support Makes You Feel Like Part of the Team"

4.5/5

What do you like best about ClearPoint Strategy?

They are so helpful and make you feel part of the team! Very quick at responding when needing assistance and treat you as a priority customer. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is nothing that I dislike about Clearpoint. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

De'Kisha,

It has been our pleasure to partner with Germantown on all of your strategy management efforts. Thanks for such a kind review and great to hear how we have helped with Baldrige.

Ted

Luz A.

Chief of Staff

Mid-Market (51-1000 emp.)

3/20/2026

"Easy to Use, Constantly Improving, and Backed by Excellent Support"

5/5

What do you like best about ClearPoint Strategy?

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.

What do you dislike about ClearPoint Strategy?

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.

What problems is ClearPoint Strategy solving and how is that benefiting you?

It is our centralized knowledge database and a learning tool. We use it to track our progress, learn across subsidiaries, ensure transparency with external stakeholders, and keep our documentation in one place. It’s also easy for a new manager to access and quickly understand the past year in strategy operations. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your thoughtful review! We’re so glad to hear ClearPoint is easy to use and that our ongoing improvements, resources, and support team are making a positive impact—especially with the addition of AI features. We appreciate your feedback on Measures (Formulas) and Graphs, as improving usability for all users is something we’re actively working on, and we’re always here to help in the meantime. It’s great to know ClearPoint is serving as a centralized, transparent hub for your strategy and helping new leaders quickly get up to speed.