--- title: ClearPoint Strategy Reviews meta_title: 'ClearPoint Strategy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 177 reviews by the users' company size, role or industry to find out how ClearPoint Strategy works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 177 scale: '5' date_modified: '2026-08-09' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # ClearPoint Strategy Reviews **Vendor:** ClearPoint Strategy **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.6/5.0 **Total Reviews:** 177 ## About ClearPoint Strategy 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. ## ClearPoint Strategy Pros & Cons **What users like:** - Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software. (31 reviews) - Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration. (19 reviews) - Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency. (11 reviews) - Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels. (11 reviews) - Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration. (11 reviews) - Users appreciate the **streamlined strategic planning process** of ClearPoint Strategy, enhancing data visualization and reporting efficiency. (10 reviews) - Users value the **customizable dashboards** of ClearPoint Strategy, enhancing strategic planning with tailored insights and flexibility. (8 reviews) - Team Collaboration (8 reviews) - Tracking (8 reviews) - Dashboard Usability (7 reviews) **What users dislike:** - Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators. (16 reviews) - Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface. (7 reviews) - Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy. (7 reviews) - Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges. (7 reviews) - Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability. (5 reviews) - Users face **inefficiency** challenges with ClearPoint Strategy, needing more resources to navigate its complex features effectively. (5 reviews) - Users note a **difficult learning curve** with ClearPoint Strategy, requiring significant time and effort for effective use. (4 reviews) - Limited Reporting (4 reviews) - Poor Navigation (4 reviews) - Poor Reporting (4 reviews) ## ClearPoint Strategy Reviews ### 1. Helpful AI Sandbox and Strong Support—Promising Early Adoption **Rating:** 3.0/5.0 stars **Reviewed by:** Erica H. | Interim Director, Strategy and Capacity Building, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **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. **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! **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. **Official Response from Tricia Jessee:** > 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! ### 2. Good data analytics **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about ClearPoint Strategy?** The workspaces section is nice, keeps things simple and easy to view.It's super easy to use and keeps everything in one place—planning, tracking, and reporting. I really like how it helps teams stay on the same page, and the way it pulls in data and makes reports is super smooth. Plus, the customer support is actually helpful, which is a nice bonus. **What do you dislike about ClearPoint Strategy?** It can take a little time to get used to all the features, especially if you're new to strategy tools. Some parts feel a bit complex at first, and customizing reports can be tricky without some help. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It helps organize all our goals, projects, and data in one place so we’re not chasing spreadsheets or emails. It makes tracking progress way easier and keeps everyone on the same page. That saves time and helps us focus on what actually matters. **Official Response from Dylan Miyake:** > We're thrilled to hear that you appreciate the simplicity and ease of use in our workspaces section, as well as the helpful customer support. We understand that getting used to all the features can be a learning curve, especially for new users, and we value your feedback on customizing reports. We're dedicated to enhancing user experience and providing valuable support for our customers. ### 3. ClearPoint Strategy **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Games | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy makes strategic planning and performance management incredibly efficient. The automated reporting saves time by eliminating manual data collection, and the customizable dashboards provide clear, real-time insights into key initiatives. I also appreciate the seamless collaboration features, which help keep teams aligned and accountable. Its ability to integrate with various data sources ensures that all performance metrics are in one place, making decision-making much easier. **What do you dislike about ClearPoint Strategy?** While ClearPoint Strategy is great for tracking goals and performance, the user interface feels a bit outdated and could be more intuitive. Some features require a learning curve, especially for new users, and customizing reports can sometimes be tricky without additional support. Additionally, integration with third-party tools could be smoother to improve workflow automation. Despite these minor drawbacks, it remains a powerful tool for strategic planning. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy helps streamline Strategic Portfolio Management by providing real-time visibility into multiple projects and aligning them with company goals. It eliminates inefficiencies in performance tracking through automated reporting, reducing manual effort and speeding up decision-making. The platform enhances team collaboration by breaking down silos and ensuring alignment through centralized scorecards and dashboards. Additionally, it simplifies measuring the ROI of strategic initiatives by offering data-driven insights and KPI tracking, allowing for better resource allocation and optimization. Overall, it improves execution, accountability, and strategic impact. **Official Response from Ted Jackson:** > Thank you for leaving this review. We appreciate all feedback. Please contact your dedicated CSM in order to get access to our ClearPoint NEXT program as we have completely overhauled the interface and clients are in it now. You could be NEXT .😉 ### 4. A decent system **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2018 **What do you like best about ClearPoint Strategy?** How much customization is available to a user if they want to go that route. I also like having the ability to change the lay-outs and provide narrative explanations for data. **What do you dislike about ClearPoint Strategy?** The data visualization is not the best. I think there are much more creative ways to display data and they are not available in ClearPoint. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Tracking data for population health measures to determine priority populations. Getting our data standardized and organized has been a huge improvement. **Official Response from Jenna Weaver:** > We are glad to hear you have benefited from the vast customization options within ClearPoint, as well as the ability to provide qualitative information along with your data. We would love to work with you on how we can improve the data visualization features within ClearPoint to meet your needs. We are always building new features and functionality and would love to capture your feedback. Please reach out to our Support Team and we can set up some time to talk about how we can improve this. ## ClearPoint Strategy Discussions - [How can I automate my strategic planning with ClearPoint?](https://www.g2.com/discussions/automation-353571cc-c38e-40f3-873c-417ff43f41d2) - 1 comment, 1 upvote - [How can I do project management in ClearPoint?](https://www.g2.com/discussions/project-management-f2cae2e3-a351-4383-abbb-404311f5d865) - 1 comment, 1 upvote - [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 - [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 - [View ClearPoint Strategy pricing details and edition comparison](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+22%3A46%3A25+-0500&secure%5Bsession_id%5D=fc6d9917-a7ed-4c46-833d-6f1f0c456923&secure%5Btoken%5D=a0f5c2e25361aecedeb44049110f7b692fd9c5a578cff756f9a09d83d3b52fd4&format=llm_user) ## ClearPoint Strategy Integrations - [Airia](https://www.g2.com/products/airia/reviews) - [Analytics](https://www.g2.com/products/analytics/reviews) - [ArcGIS CityEngine](https://www.g2.com/products/arcgis-cityengine/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - [Dynamics](https://www.g2.com/products/dynamics/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Oracle Cloud](https://www.g2.com/products/oracle-cloud/reviews) - [REST](https://www.g2.com/products/rest/reviews) - [Salesforce Marketing Cloud Suite](https://www.g2.com/products/salesforce-marketing-cloud-suite/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [SQL Server 2019](https://www.g2.com/products/sql-server-2019/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) ## ClearPoint Strategy Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks - Customizable Templates **Communication** - 360 Degree Feedback - Confidence Levels - Messaging Integrations - Onboarding **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Strategic Planning - Strategic Portfolio Management** - Objectives - Roadmaps - Demand management - Resource Planning - Planning - Simulation - Prioritization - Alignment **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning - Strategic Planning - Project Planning - Scenario Planning - Activity Planning **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Action Item Creation - Collaboration Tools **Strategic Management - Strategic Portfolio Management** - Visiblity - Tracking - Risk Management - Implementation - Change Management - Optimization - Strategy Model - Frameworks **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates - Real-Time Data **Optimize** - Progress Tracking - KPIs - OKR - Status Tracking - Task Progress Tracking - Activity Tracking - Milestone Tracking - Goal Setting/Tracking **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Negative Feedback Management - Communication Management - Reminders - Real-Time Reporting - Reporting & Statistics - Employee Profiles - Performance Management - Feedback Management - Task Progress Tracking - Alerts/Notifications - Prioritization - Activity Tracking - Customizable Reports - Drag & Drop - Progress Tracking - Project Planning - Data Visualization - Search/Filter - API - Goal Setting/Tracking - Task Management - Real-Time Updates - Performance Metrics - Progress Reports - Single Sign On - Goal Management - Project Management - Customizable Dashboard - Real-Time Data - AI Copilot - Strategic Planning - Generative AI - Workflow Management - Configurable Workflow - Document Storage - Template Management - Commenting/Notes - KPI Monitoring - Employee Management - Customizable Templates **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Execute** - Performance - Communication - Alignment - Performance **Artificial Intelligence - Strategic Portfolio Management** - Process Intelligence - Predictive Insights - Virtual Agents **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Additional Functionality** - Trend Analysis - KPI Monitoring - Visual Analytics - Financial Management - Budgeting/Forecasting - Workflow Management - Data Visualization - Collaboration Tools - AI Copilot - Ad hoc Reporting - Data Management - Scorecards - Secure Data Storage - Trend/Problem Indicators - Reporting/Analytics - Dashboard - Self Service Data Preparation - Generative AI - Performance Metrics - Data Import/Export - "What If" Scenarios - Benchmarking - Third-Party Integrations - Data Extraction - Data Integration - Predictive Analytics - Drag & Drop - Prioritization - Financial Analysis - Projections - Dashboard Creation - Document Management - Planning Tools - Idea Management - Progress Reports - Customizable Reports - Activity Dashboard - Real-Time Reporting - Commenting/Notes - Template Management - Roadmapping - Performance Management - Forecasting - Task Management - Project Accounting - Modeling & Simulation - Single Sign On - API - Reporting & Statistics - Real-Time Data - Charting - Gantt/Timeline View - Sales Forecasting ## Top ClearPoint Strategy Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.8/5.0 (244 reviews) - [AchieveIt](https://www.g2.com/products/achieveit/reviews) - 4.4/5.0 (199 reviews) - [WorkBoard](https://www.g2.com/products/workboard/reviews) - 4.6/5.0 (303 reviews)