--- 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: '2026-07-17' 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. Finally a measurement tool that captures all measurements I need in scorecard! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2019 **What do you like best about ClearPoint Strategy?** The team is very accessible and helpful. They are great a problem solving, even if I don't know what I really need/want. **What do you dislike about ClearPoint Strategy?** Having to use Chrome to access from my Mac. Would love to see more examples of scorecards and and briefing books. **Recommendations to others considering ClearPoint Strategy:** I would suggest asking for a few examples of other scorecards if you are not sure what you would like your reporting and data to look like. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Weekly calls are much more productive. The ability to quickly drill down on success and soft spots means our discussions are lean . I am able to update the CEO on metrics in a format that can be quickly digested. My area directors and COO have a clear picture of their territory and year-over-year comparison. After 20 years in business, and paying plenty of dumb tax, I have a dashboard that clearly tells me where the focus needs to be. **Official Response from Jenna Weaver:** > Thanks so much for leaving your review! We’re so glad to hear you’re enjoying using ClearPoint and that our Customer Success team has been able to help you customize the tool to suit your needs. It’s also fantastic that the reports you create in ClearPoint have helped you streamline your meetings and create reports for different stakeholders, not only for the different members of your leadership but across your staff. We will certainly take into account your suggestion that we offer more sample scorecards and briefing books for reference; please feel free to follow up with your account owner directly to request these samples! We also apologize for the inconvenience of the tool working best in Chrome. Thanks again for choosing to work with us and for your valued feedback! ### 2. Power User of ClearPoint Strategy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** March 21, 2019 **What do you like best about ClearPoint Strategy?** The best two parts of ClearPoint Strategy are the ease of administrating the system and the quality of customers. As a non-IT administrator of our ClearPoint account, I am easily able to manage and build our dashboard within ClearPoint. I really appreciate how responsive ClearPoint is to help tickets and teaching me how to do the things that I can't to. **What do you dislike about ClearPoint Strategy?** There are two primary issues with ClearPoint. The first is the limited ability to customize security and access settings for different types of users. The second issues is how the data loader is built which makes it difficult to connect with entreprise data systems. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint allows us to manage our strategy and performance systems in a way that makes reporting and analyzing much easier for our employees and allows us to have a robust and effective system of record. ### 3. Good Platform to track and view data **Rating:** 3.5/5.0 stars **Reviewed by:** E. V. | Revenue Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2019 **What do you like best about ClearPoint Strategy?** ClearPoint allows a lot of opportunity to enter, track, and view data and key metrics. With ClearPoint I am able to easily look up the status of certain metrics and can take a deeper dive into the data when need be. **What do you dislike about ClearPoint Strategy?** The method of entering the data into ClearPoint is a but cumbersome and not as quick and intuitive as I would like. **Recommendations to others considering ClearPoint Strategy:** Make data entry easier to use, quicker and more intuitive **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are tracking and analyzing key metrics and have found it much easier to make informed decisions based on the ability to review data quickly in ClearPoint ### 4. ClearPoint Cares About Their Customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** Unquestionably the best part of ClearPoint are the people that work they and the way they have fostered a culture that is centered around providing an exceptional customer experience. The amount of help you receive from the ClearPoint for any minor issue is incredible. They will bend over backwards for you. The support feature of this organization is top quality. Not only do they have the live support feature that can be used to chat with the ClearPoint team, they also have a robust support site with enough information that a first time user could figure out most everything by self educating. **What do you dislike about ClearPoint Strategy?** At times, the software itself can be slow or have bugs- but they always work rapidly to patch and fix any issues that the end user might have. They also go above and beyond to make sure that you are inconvenienced in the most minor way possible if there is ever an issue. For example, if there is a bug that prevents you from doing something on your end, they take care of it on their end for you. They also continually roll out upgrades to the system. **Recommendations to others considering ClearPoint Strategy:** This is an excellent product for an organization that is looking to enhance their organizational understanding of data and performance measurement, and how to align those items with strategy. For an organization that wants to take a major step in measuring their performance, this is a great tool that wont also down you like some of the other more intensive solutions. After having dabbled with more of the elements that ClearPoint offers (project management etc.), it is clear that this can be a tool that does it all for an organization looking to track performance and strategy completion. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We use ClearPoint as a platform for our citywide performance scorecard program. This system has allowed us to develop a consistent approach to performance measurement, and has allowed our departments to measure what is most important to them in a way that is well organized and strategically aligned. ClearPoint gets our data out of the spreadsheets and into a space that helps us better facilitate data driven decision making. **Official Response from Jenna Weaver:** > This means so much to hear. Thank you! We recognize that the quality of our support impacts your results, and it is great to hear that you have both had positive experiences with our team and seen a difference in your organizational alignment and decision making with ClearPoint. We are always eager to hear about any improvements we can make to the system, so please do let us know of anything else we can do to help continue your success! ### 5. Clearpoint Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2019 **What do you like best about ClearPoint Strategy?** Clearpoint helps keep everything organized, and is easy for everyone to learn and use. The scorecards are easy to maneuver and the organization makes it easy to keep track of business among multiple office locations. **What do you dislike about ClearPoint Strategy?** It can be difficult to edit and change things on your own, some editing options are a little difficult to find or understand. If you are not very tech savvy, it can be intimidating when trying to change something on your own - but the support staff is very helpful. **Recommendations to others considering ClearPoint Strategy:** Do not be afraid to talk to the staff if you feel intimidated or stuck, they are very friendly and very helpful **What problems is ClearPoint Strategy solving and how is that benefiting you?** Clearpoint has helped our managers keep track of their office's stats as well has helped them keep up with their daily and quarterly goals. We can now keep track of our multiple locations in one easy location ### 6. Perimeter Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about ClearPoint Strategy?** Ease at which it can be designed and modified to meet personal tastes. Very user friendly, especially with the available tutorials. I don't like having to ask for help, so it is nice that I can find answers on my own to get done what I want to do with it. I especially love the custom fields. **What do you dislike about ClearPoint Strategy?** I am not a huge fan of the maps - but that could just be my inexperience in creating them. If I really want to know how, there are plenty of tutorials to assist me. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Tracking our strategic plan; enabling users to be responsible for their own entries and tracking. It's much more organized and saves a lot of time for one person doing entries for everyone in a spreadsheet, etc. **Official Response from Jenna Weaver:** > Thank you for the review! We really appreciate you taking the time to share your experience with ClearPoint. We’re glad to hear that you’re able to customize ClearPoint to your needs and find our Support Center effective. We’re also thrilled to learn that ClearPoint has improved your reporting process and is saving time for those in your organization. Please always feel free to reach out to our Support Team or your account owner if your needs ever extend past our tutorials! Thanks again! ### 7. A flexible Strategic Planning organizer and a versatile KPI tracking tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Boris H. | Strategic Planning and Performance Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about ClearPoint Strategy?** The potential that the system enables when it comes to structuring a Strategic Planning framework. It's versatility a tracking tool. **What do you dislike about ClearPoint Strategy?** The graphics and limited chart versions. There are a number of performance measure types that are hard to display with the type of charts available. (example: when we are measuring a Yes/No type or a Achieved/Non-achieved type. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Comprehensive understanding of the performance of the Departments across the City through the tracking of a carefully selected set of KPIs. It brings light to areas of improvements in the Organization. **Official Response from Jenna Weaver:** > We are happy to hear that you have seen the potential of ClearPoint when it comes to tracking your strategic plan, as well as the versatility of the tool! It is great that you have been able to use ClearPoint to bring light to areas of improvement at your organization. For the limited charting and graphics, our support team is happy to talk through the best options for tracking your qualitative data. Please reach out anytime! ### 8. Quality product with strong implementation support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about ClearPoint Strategy?** ClearPoint's greatest strength is the flexibility of its software tool, which is able to expand as our organization's approach to strategy management matures. ClearPoint knows that the power in strategy management is not in the data collection and reporting, but in the action planning in response to the data and the software platform is robust enough to capture the entire strategy and execution process. **What do you dislike about ClearPoint Strategy?** I wish that we could afford to give more users access to this platform but are limited by the user subscription licensing model. It will be a challenge to scale this tool to our school district as we efficiently manage our community's financial resources. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We have used ClearPoint to solidify our data collection and reporting processes. Having a tool that not only captures our current process, but stretches us to refine our approach is a value add to our school district. **Official Response from Jenna Weaver:** > Thanks so much for this review! We’re so glad to hear you find the tool flexible to your reporting needs and that it’s helping to foster data-driven decision making. We’re also thrilled the tool has been a value add for the school district. We hope to work with you to expand your account in the future to fit the wider district’s needs, and would be happy to work with you to find a way to expand while managing your community's financial resources. Please feel free to reach out to our Support Team or your account owner if there’s anything we can do to help you find more value in the tool! Thanks again! ### 9. ClearPoint in Municipal Government **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy is really intuitive - both from an and end-user and as the administrator. I also really like that the product is self-contained and cloud based. **What do you dislike about ClearPoint Strategy?** There is an understandable limit to the customization capability - however, it is less of a dislike and more of a constraint. **Recommendations to others considering ClearPoint Strategy:** If you want to move away from linked spreadsheets towards a purpose-built performance measurement system then I would recommend using ClearPoint Strategy. I have been extremely satisfied with their customer service/support and product knowledge. It has made set-up stress-free. **What problems is ClearPoint Strategy solving and how is that benefiting you?** The organization wanted to move towards a purpose-built system rather than using spreadsheets for tracking/monitoring corporate performance measures. **Official Response from Jenna Weaver:** > This means so much to hear. Thank you! We recognize the quality of our Customer Success team and we’re glad to see they really can make transitioning from Microsoft Office to ClearPoint seamless. We do continue to build out new features in ClearPoint, so we’d love to hear your feedback on what other customization you’d like to see that would make your experience easier. ### 10. Embrace Technology **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle S. | Independent Consultant, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2019 **What do you like best about ClearPoint Strategy?** I love that everything is in one place to view metrics, initiatives, project management and more! **What do you dislike about ClearPoint Strategy?** Can be challenging to copy and paste when there is not any changes. **Recommendations to others considering ClearPoint Strategy:** There are many great features to drive utilizing this solution to drive strategic work in your organization. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Improve efficiency, improve project management, and improve linking our initiatives to the organization's strategic goals. **Official Response from Jenna Weaver:** > Thank you for taking the time to leave a review! We’re super happy to hear how ClearPoint has made it simple to view all of your projects and measures in a single tool. We’re also glad you’ve been able to utilize the numerous features that allow you drive strategic work at your organization! As a final note, we do continue to build features in ClearPoint based on user feedback, so I’d love to hear your thoughts on what other functionality you’d like to see around copy and pasting! ### 11. Provides a robust performance management software platform with excellent customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Kelley H. | Innovation and Performance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2019 **What do you like best about ClearPoint Strategy?** The customer support. The CP team is responsive and focused on providing solutions. **What do you dislike about ClearPoint Strategy?** The look and feel of the product and reports needs to continue to advance and have a modern look. **Recommendations to others considering ClearPoint Strategy:** Believe the reviews! They are a great organization with a great product! **What problems is ClearPoint Strategy solving and how is that benefiting you?** Single organizational tool to track performance management and process improvement. The benefits include browser access to everyone in the organization. Ability to create budget books and reports. Tracking process and success on performance metrics. Sharing performance management with the community via the online dashboard. **Official Response from Jenna Weaver:** > Thanks so much for your feedback, Kelley! We’re excited that you’ve leveraged ClearPoint for so many different fantastic purposes, from budgeting to process improvement to sharing data with citizens. It’s great to hear that our team has been helpful, too! We’re always eager to see additional examples of reports you’d like to create if you’re willing to share with our team, and will keep you in the loop as we make updates to the look and feel of ClearPoint. Thanks again! ### 12. Great tool for tracking and reporting of your goals, initiatives and operational progress **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** Clearpoint is simple to use and yet has great capabilities. We have been able to easily train a number of non-technical staff to setup and maintain their information in Clearpoint. The ability to track the progress of your measures, align them in a variety of ways, and report via operational dashboards, strategic scorecards, etc. without the need to duplicate any data to do so. Automated loading of data from a variety of sources whether excel files or a SQL compliant ODBC data source makes maintenance and upkeep of the system a breeze once everything is set up. The ability to report the data out directly to your website simplifies transparency initiatives. The Clearpoint support team is one of the best in any industry. They are extremely knowledgeable and customer service focused. They always provide fast response and are eager to help. **What do you dislike about ClearPoint Strategy?** Does most everything I ask of it. I do wish I could report different reporting frequencies in the same heatmap. **Recommendations to others considering ClearPoint Strategy:** Clearpoint actively listens to customer feedback and looks at industry trends to continually improve the product. This is a tool that will keep growing and stay ahead of you and your needs. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are able to keep the status of measures critical to our daily operations as well as our progress of our Strategic Plan easily updated and visible to all staff and stakeholders **Official Response from Jenna Weaver:** > Thank you for this great review! We are so happy that you have benefited from the ease of use of the system, as well as the many advanced features ClearPoint offers. Capitalizing on the Data Loader and external publishing directly from ClearPoint is fantastic, as you are really taking advantage of the great things ClearPoint offers. Thank you for your kind words about our Support Team! We truly do want to help. Feel free to reach out to our Support Team so we can figure out the best way to report on different reporting frequencies in the same heat map report for you. ### 13. Powerful tool, takes time to learn the structure. **Rating:** 3.5/5.0 stars **Reviewed by:** Cheriene F. | Strategic Planning and Performance Manager, Management Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2019 **What do you like best about ClearPoint Strategy?** The ability to Link and connect to global strategy to department level strategy.and metrics. **What do you dislike about ClearPoint Strategy?** Configurations are easy but not intuitive. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It’s increased transparency and our ability to report. ### 14. Extraordinary product with powerful features to customize data structure and reporting. **Rating:** 5.0/5.0 stars **Reviewed by:** Martin d. | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about ClearPoint Strategy?** Periodicity. The feature that allows to define the period of the reports and graphics. From this feature we have configured a "variable periodicity" where you define the intervals of period rather than change this interverval, which is previously associated to a name. The result provides a great flexibility to reports. **What do you dislike about ClearPoint Strategy?** We have found in practice some issues related to the new version, specially in security and some minor issue in periodicity. **Recommendations to others considering ClearPoint Strategy:** Powerful product. Excelent alligning with strategy management model from Kaplan & Norton. Excelent service support. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our strategy management process is fully driven with CPS, other process are Executive Scorecards and Corporate Risk Management. **Official Response from Jenna Weaver:** > Thanks so much for your review, Martin! It is great you have maximized periodicity to create all the reports you need. If you have any questions about security, we would be happy to discuss those with you to alleviate any concerns. Our recent security audit yielded very high scores. Feel free to reach out to our Support Team! It is wonderful you are using ClearPoint for all your reporting and in diverse ways across your organization. Thank you so much! ### 15. Looks impressive but still need more experience with it **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about ClearPoint Strategy?** It is a user friendly system, very intuitive to use. **What do you dislike about ClearPoint Strategy?** It seems like there could be opportunities to streamline some processes when moving between measures. Reduce the clicks to move from measure to measure. **What problems is ClearPoint Strategy solving and how is that benefiting you?** One system for corporate strategic data. Benefits TBD because we just launched it. Users have found it easy to use. ### 16. Clearpoint is a user-friendly scorecard tracking tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2019 **What do you like best about ClearPoint Strategy?** I like the visuals best. Briefing books also make providing summaries to managers very easy.I like that users can also do a little bit of coding to make the evaluation feature more useful. **What do you dislike about ClearPoint Strategy?** Editing measures to get the exact format I want can be time-consuming. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint has made tracking scorecard metrics simple and incorporates good graphics along the way. ### 17. Visually appealing and easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** The wide array of resources that are instantly available, plus exceptional customer service/tech support. **What do you dislike about ClearPoint Strategy?** It is sometimes necessary to go to several different screens to complete an update. **Recommendations to others considering ClearPoint Strategy:** A good quality product with excellent customer/tech support. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are actively tracking key performance metrics and making the data available to our customers so they can know at a glimpse what we are doing and how we are doing it. **Official Response from Jenna Weaver:** > Thanks a ton for your kind words, Rachel! We are glad you have been so pleased with ClearPoint and our Support Team. If you have any questions about how to make updates quicker, we can help you with that. You have the ability to update from summary reports, so everything could be completed from one page. Let our Support Team know and we are happy to help. Thanks again for your feedback! ### 18. Summary Report Projects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2019 **What do you like best about ClearPoint Strategy?** The quick easy access to data via the report. The service provided and response time. **What do you dislike about ClearPoint Strategy?** Have to make a report every time a new milestone is added. Not automated. So far it has meet the organizations needs. **Recommendations to others considering ClearPoint Strategy:** Nothing at this time. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Quick easy reports for board members. ### 19. Great software for providing strategic accountability **Rating:** 5.0/5.0 stars **Reviewed by:** Gary J. | Executive Pastor, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2018 **What do you like best about ClearPoint Strategy?** The customer support is the best I’ve experienced. They have a team of people who are really committed to great support. **What do you dislike about ClearPoint Strategy?** On some user functions I wish it was a bit more intuitive to perform the actions. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Measuring progress and providing accountability for plans and results **Official Response from Jenna Weaver:** > Thanks, Gary! Our entire team really appreciates the feedback. We are always more than happy to be there to help however we can, so keep the questions and comments coming! If there are any particular functions that you think could be easier, definitely let us know. As you know, we are highly customer-focused and always looking for ways to make the tool easier to use for everyone. It would be great to do a screen sharing session with you so we can best capture your thoughts and insights. ### 20. 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. ### 21. Flexible platform and great customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** The platform has a good balance between flexibility and structure, it provides a basic structure to start with and a good degree of customization. It is also very easy to manage, and the data input is quite simple. Finally another great virtue of ClearPoint Strategy is their customer service, always willing to help with a fast response time! **What do you dislike about ClearPoint Strategy?** Initial setup might be hard for new customers with no previous experience using the platform. The lack of an easy and fast option to restrict browser users to access certain parts of the plan. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Real time strategy management without manually compiling the data. The tool provides us a way to actively manage the strategy efficiently. **Official Response from Jenna Weaver:** > Thank you for leaving this great review! We understand that learning a new software can be difficult, so we created the Getting Started Guide and have a section in our Support Center dedicated to help you get going as quickly as possible. Our Customer Success Team is also here to provide customized training as we get you onboarded so you can get the most out of ClearPoint. It sounds like you are well on your way now, but if you have any questions for us or suggestions on how to improve the onboarding experience even further, we would love to hear them. We are always looking for ways to improve. We understand your concerns about managing Browsers and are looking into other ways to structure that. Any insights you could provide our Support Team would be very beneficial. Never hesitate to reach out to us if you need anything! ### 22. Data Steward **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2019 **What do you like best about ClearPoint Strategy?** Ease of use. Staff assistance is quick and reliable. **What do you dislike about ClearPoint Strategy?** I do not have anything specific at this time. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Community level data for collaborative efforts going on in our community. **Official Response from Jenna Weaver:** > Thanks so much for your positive review! We’re so glad ClearPoint has helped your community track data around your collaborative efforts. If you come across a project we can help with in ClearPoint, please don’t hesitate to reach out! ### 23. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2019 **What do you like best about ClearPoint Strategy?** User friendly Help and Support in line The final user can work independently **What do you dislike about ClearPoint Strategy?** As a suggestion you can improve : The security administration Data Loader format **What problems is ClearPoint Strategy solving and how is that benefiting you?** The software allow us to manage our objectives, measures, initiatives, and action items in one place. The software fits exactly with the methodology **Official Response from Jenna Weaver:** > Thank you for the positive review and feedback! I’m glad to hear that you’ve had such a positive experience with our support team and enjoy the user friendly nature of ClearPoint. Improvements to the Data Loader are on our roadmap, so it is nice to hear this is of interest to you. Thanks again for the review! ### 24. ClearPoint Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about ClearPoint Strategy?** ClearPoint's customer service is outstanding. **What do you dislike about ClearPoint Strategy?** We've had ClearPoint for about a year now and there's nothing we don't like. If there's something we can't do, ClearPoint will make it happen. **Recommendations to others considering ClearPoint Strategy:** ClearPoint is a wonderful tool for performance management. And their customer service is outstanding. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We were searching for a web-based performance management tool for our local government. ClearPoint was the perfect choice and has not disappointed. **Official Response from Jenna Weaver:** > Thank you so much for your review! We are so glad to hear that ClearPoint has helped your local government organization manage performance. If there is anything we can do to make your experience even better, we are all ears! ### 25. The software is very adaptable **Rating:** 4.0/5.0 stars **Reviewed by:** Matt B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **What do you like best about ClearPoint Strategy?** Customer Service is top notch, and I really enjoy the quick response and instant interaction. **What do you dislike about ClearPoint Strategy?** Lack of customization of briefing reports **What problems is ClearPoint Strategy solving and how is that benefiting you?** Great automated reporting mechanism **Official Response from Jenna Weaver:** > Hi Matt! Thank you so much for the praise of our Support Team. We are so glad you can benefit from our top-notch customer service. We have several options available to customize reports, but are always looking to improve. Feel free to let our Support Team know what you are trying to create and we would be glad to document your use case as a feature request. We appreciate it! ### 26. Planner **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about ClearPoint Strategy?** Being able to assign status indicators to our departments accomplishments. **What do you dislike about ClearPoint Strategy?** There are some bugs, but ClearPoint swears they will fix in their next update. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are showing department wide accomplishments that are inked to our 5 year Strategic Plan. **Official Response from Jenna Weaver:** > Thanks for taking the time to leave this review! We are sorry to hear about your experience running into some bugs. We take a lot of pride in our software quality and always want to work to address any problems as soon as we can. If you ever run into anything, always let us know and we will work hard to address it for you. We are so glad you are enjoying the ability to assign status indicators. Thank you for providing your feedback and do not hesitate to reach out to us with any questions! ### 27. Love Hate relationship **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2017 **What do you like best about ClearPoint Strategy?** There are a ton of options of things you can use this software for. **What do you dislike about ClearPoint Strategy?** It does so many things it is very overwhelming. **Recommendations to others considering ClearPoint Strategy:** I would recommend before you get too deep into working with this you definitely get a support person to work with you. I used it for a year before getting quality training and it makes a huge difference. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We use this to track progress towards overall City goals **Official Response from Jenna Weaver:** > Thank you for your feedback. We are glad ClearPoint is working well to help track the progress you are making toward achieving your city's goals and it is flexible for you. We are sorry you found getting started to be overwhelming. Someone from our Customer Success Team works individually with each client to help them achieve their goals and guide them. It is great the training was helpful to you. If you have any questions or feedback for us to improve, always reach out to our Support Team and we will be in touch extremely quickly to help you with anything. We always welcome feedback so we can improve. Thanks again for your time and your feedback. ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+05%3A35%3A07+-0500&secure%5Bsession_id%5D=72a7cdc4-9e0a-415c-b8cc-3c9a5206b506&secure%5Btoken%5D=1b36d644e3d7aa49b9c530439edae6612db11d3fb19bf2bcd11b6d207c3fe05d&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 **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks **Communication** - Feedback - Confidence Levels - Messaging Integrations - Onboarding **Financial Planning** - Extended Planning - Reporting - Integration **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 **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Action Item Creation **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 **Optimize** - Progress Tracking - KPIs - OKR **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Execute** - Performance - Communication - Alignment - Performance **Artificial Intelligence - Strategic Portfolio Management** - Process Intelligence - Predictive Insights - Virtual Agents ## Top ClearPoint Strategy Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.7/5.0 (242 reviews) - [AchieveIt](https://www.g2.com/products/achieveit/reviews) - 4.4/5.0 (199 reviews) - [WorkBoard](https://www.g2.com/products/workboard/reviews) - 4.7/5.0 (103 reviews)