--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software. [(31 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1080021&qs=pros-and-cons#reviews) Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration. [(19 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1079342&qs=pros-and-cons#reviews) Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency. [(11 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1079785&qs=pros-and-cons#reviews) Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels. [(11 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078823&qs=pros-and-cons#reviews) Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration. [(11 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078563&qs=pros-and-cons#reviews) Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators. [(16 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078311&qs=pros-and-cons#reviews) Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface. [(7 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078949&qs=pros-and-cons#reviews) Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy. [(7 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1989415&qs=pros-and-cons#reviews) Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges. [(7 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1989438&qs=pros-and-cons#reviews) Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability. [(5 mentions)](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1968215&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of ClearPoint Strategy ##### 1. Customer Support Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software. [ See 31 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1080021&qs=pros-and-cons#reviews) See Related User Reviews AN 5.0/5 "Excellent customer service!" What do you like about ClearPoint Strategy? ClearPoint Strategy has excellent customer service! We recently completed an overhaul on our dashboard and the team at ClearPoint was patient, knowled ![CHRISTINA LUZ E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CHRISTINA LUZ E.") CE CHRISTINA LUZ E. Enterprise (\> 1000 emp.) 5.0/5 "Key to Success in Strategy Management" What do you like 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. ##### 2. Ease of Use Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration. [ See 19 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1079342&qs=pros-and-cons#reviews) See Related User Reviews AN 4.0/5 "I've had a wonderful experience getting CPS set up." What do you like about ClearPoint Strategy? ClearPoint appears to be user-friendly and easily matches are current planning and execution process. ![Adel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adel S.") AS Adel S. Enterprise (\> 1000 emp.) 4.5/5 "professional dashboard, useful, friendly UI" What do you like about ClearPoint Strategy? Clearpoint Strategy is very easy to use, allowing me to create dashboards, monitor measures, and follow up on initiatives with minimal effort. I find ##### 3. Helpful Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency. [ See 11 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1079785&qs=pros-and-cons#reviews) See Related User Reviews AN 5.0/5 "Excellent customer service!" What do you like about ClearPoint Strategy? ClearPoint Strategy has excellent customer service! We recently completed an overhaul on our dashboard and the team at ClearPoint was patient, knowled ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User 5.0/5 "Good dashboard and customer service" What do you like about ClearPoint Strategy? It is a helpful tool to display our greenhouse gas emissions and related measures. Customer service has always been very prompt and they have always q ##### 4. Intuitive Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels. [ See 11 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078823&qs=pros-and-cons#reviews) See Related User Reviews JH Jenny H. 5.0/5 "ClearPoint is an extremely useful and intuitive tool" What do you like about ClearPoint Strategy? It is intuitive. The reporting and AI features are great. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") E Verified User Enterprise (\> 1000 emp.) 4.0/5 "Great Resource for a Novice" What do you like about ClearPoint Strategy? As an organization with a moderately complex strategic plan in the government sector, the knowledge of the ClearPoint team was incredibly valuable. Th ##### 5. Reporting Efficiency Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration. [ See 11 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078563&qs=pros-and-cons#reviews) See Related User Reviews ![Adel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adel S.") AS Adel S. Enterprise (\> 1000 emp.) 4.5/5 "professional dashboard, useful, friendly UI" What do you like about ClearPoint Strategy? Clearpoint Strategy is very easy to use, allowing me to create dashboards, monitor measures, and follow up on initiatives with minimal effort. I find ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User 5.0/5 "Easy to use, great experience so far." What do you like about ClearPoint Strategy? Simple and easy reporting structure. Easy to navigate and administer. ### 5 Cons or Disadvantages of ClearPoint Strategy ##### 1. Learning Curve Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators. [ See 16 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078311&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.0/5 "Excellent customer service!" What do you dislike about ClearPoint Strategy? The video tutorials could be a lot better. It takes a while to learn to use it as a system administrator. ![CHRISTINA LUZ E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CHRISTINA LUZ E.") CE CHRISTINA LUZ E. Enterprise (\> 1000 emp.) 5.0/5 "Key to Success in Strategy Management" 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 additiona ##### 2. Learning Difficulty Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface. [ See 7 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1078949&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.0/5 "Excellent customer service!" What do you dislike about ClearPoint Strategy? The video tutorials could be a lot better. It takes a while to learn to use it as a system administrator. ![CHRISTINA LUZ E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CHRISTINA LUZ E.") CE CHRISTINA LUZ E. Enterprise (\> 1000 emp.) 5.0/5 "Key to Success in Strategy Management" 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 additiona ##### 3. Limited Customization Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy. [ See 7 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1989415&qs=pros-and-cons#reviews) See Related User Reviews AN 5.0/5 "Excellent customer service!" What do you dislike about ClearPoint Strategy? Previously, my biggest challenge with ClearPoint Strategy was the difficulty with customizing in certain areas. However, ClearPoint has done a lot of ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User 5.0/5 "Easy to use, great experience so far." What do you dislike about ClearPoint Strategy? Manual annual roll over process. Also limited functionality in customizing reports. The biggest problem with the briefing book is that I cannot set Pa ##### 4. Not Intuitive Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges. [ See 7 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1989438&qs=pros-and-cons#reviews) See Related User Reviews ![Adel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adel S.") AS Adel S. Enterprise (\> 1000 emp.) 4.5/5 "professional dashboard, useful, friendly UI" What do you dislike about ClearPoint Strategy? The interface is already quite user-friendly, but I think it could be made even more intuitive. ![Jill A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jill A.") JA Jill A. Small-Business (50 or fewer emp.) 4.0/5 "ClearPoint Strategy rocking 7 months in!" What do you dislike about ClearPoint Strategy? One aspect is the Data Loader not being compatible with Mac computers, but we've been able to work through that. There are some small nuances around f ##### 5. Difficult Setup Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability. [ See 5 mentions ](https://www.g2.com/products/clearpoint-strategy/reviews?filters%5Bsentiment_snippet%5D=1968215&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User 5.0/5 "Daniel and other staff are great!" What do you dislike about ClearPoint Strategy? Personally, I feel the UI could be improved/streamlined to reduce the amount of set-up required. I think one of the strengths of the system is how cus ![LUANA G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LUANA G.") LG LUANA G. Small-Business (50 or fewer emp.) 5.0/5 "ClearPoint Strategy is a strong tool for managing strategy and performance." What do you dislike about ClearPoint Strategy? What I dislike about ClearPoint Strategy is that the initial setup can be a bit complex, and some features,like the data loader ,don’t work well on Ma SS Steve S. Mid-Market (51-1000 emp.) 8/1/2023 "City of Bartlett" 4/5 What do you like best about ClearPoint Strategy? The engagement process has been especially helpful in getting the ball rolling. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? With any new technology, there are always hurdles. Therefore, navigating the site would be the most difficult or disliked portion so far. However, that will improve with time. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? They are helping us incorporate our long-term strategy for improvement into a workable database that our employees can access, update, and use to enhance performance. Review collected by and hosted on G2.com. Show More Response from Ted Jackson of ClearPoint Strategy [Editedit](https://www.g2.com/survey_responses/clearpoint-strategy-review-8384657/official_response/edit) Thank you for your review, and sharing your testimonial in a webinar about how easily you were able to get a new strategic plan up and running (along with a public facing dashboard) within the first year. What a great success! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kristall B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristall B.") KB Kristall B. Mid-Market (51-1000 emp.) 2/16/2023 "Great data charting capabilities" 4.5/5 What do you like best about ClearPoint Strategy? The ability to include charts with my date and to add multiple charts in one mayrix. It makes everything look so professional. I have not used any other software but i love the functionality and ease of use with clear point. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? Some of the color bubbles don't always carry over from one charting period to the next. I understand why i just think that it would be good if you had the option to bypass this function. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? Keeping our date in one spot and keeping it separate from other departments within our organization. This makes it more readable i think. It also makes it easier to update. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JA John A. Enterprise (\> 1000 emp.) 8/11/2023 "It's a great tool to help you track execution of your strategy" 4/5 What do you like best about ClearPoint Strategy? It's simplicity in reporting workflows structure of the scorecard Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? API or automated upload is not that user friendly Connection to other apps is not great Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? Tracking of the executuion of strategy and giving visibility to key startegy or business owners Review collected by and hosted on G2.com. Show More Response from Ted Jackson of ClearPoint Strategy [Editedit](https://www.g2.com/survey_responses/clearpoint-strategy-review-8458294/official_response/edit) Thank you for sharing your feedback! We're glad to hear you find ClearPoint Strategy helpful in tracking strategy execution, especially our workflows. We appreciate your comments about the API and connection to other apps. We're constantly working to improve user experience and integrations. Your input is valuable in helping us enhance our platform. We're here to assist you with any concerns and ensure you have a seamless experience. Thank you for choosing ClearPoint Strategy to track and provide visibility to key stakeholders. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Enterprise (\> 1000 emp.) 5/4/2023 "Great customer service" 4.5/5 What do you like best about ClearPoint Strategy? ClearPoint is upgrading our data to the 21st century. DeAndre has been very responsive and worked hard to understand our needs. It is easy to use and intuitive. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? ClearPoint does have a bit of a lag when opening our scorecards. I do wish it was a little faster when opening for users. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? Our current dashboards are dated with Microsoft office. It is a very manual process inputting data and creating presentations and graphs. ClearPoint is improving our ability to create, data load, and share. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AA Abismael A. Mid-Market (51-1000 emp.) 2/15/2023 "Excited to finally be able to organize all of the city's initiatives" 4.5/5 What do you like best about ClearPoint Strategy? I found the software to be easy to use. Even individuals with limited training were able to update their initiatives. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? The software seems a bit old-fashioned and has some limitations with automation. I expected the scheduling of reports, initiatives updates, and reminders to be a bit more streamlined. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? We can organize our strategic plan and link our initiatives to it. The solution has made it possible for us to centralize our operations, identify inefficiencies, and report promptly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Government Administration](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Government Administration") AG Verified User in Government Administration Enterprise (\> 1000 emp.) 11/17/2022 "Grateful for ClearPoint!" 5/5 What do you like best about ClearPoint Strategy? ClearPoint is a great project management software. It allows you to store all the information for multiple large projects in one place. I like that you can add measures so that you can track progress as you go along. It also allows you to assign different types of roles to a large number of individuals within the organization. I also really love the ClearPoint community. The support we receive from ClearPoint is spectacular. They have even set up a regional ClearPoint conversation since so many organizations in my area are using the software. It's a great opportunity to share what's going well and areas for growth. The team is always open to receiving feedback and working with us on different types of customization needs. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? It seems that the people in my organization who do not use ClearPoint on a regular basis find it cumbersome. Many do not like having another system to log in and find it difficult to navigate once in the system. Even after multiple trainings and recorded videos, my team spends a lot of time trying to help people with ClearPoint when we ask for bi-annual updates. Another area is that while there are customization features, such as using your brand colors, the options are limited. We regularly run reports through ClearPoint, but have received feedback that the format is difficult on the eyes. The ClearPoint team has worked with us on making improvements, but I think there could be more opportunities for enhancing the briefing book/reporting options. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint helps us centralize all of our City-wide projects in one location. This used to be very segmented, but with ClearPoint it is easy to find information and track progress. It is also helping us create a culture around good measures. It's so nice that you can link measures to multiple areas to show alignment across the City. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller MM Megan M. Program Coordinator Mid-Market (51-1000 emp.) 11/16/2022 "Powerful software with outstanding customer support" 5/5 What do you like best about ClearPoint Strategy? ClearPoint Strategy provides flexible, customizable software that adapts itself to your organization's projects and priorities, with customer support that helps you actually do that. Not only does ClearPoint help us track progress across divisions on branch-wide initiatives, but it also supports us in connecting employees to these projects in meaningful ways. But none of this would be possible without the amazing support ClearPoint provides to its admin users! ClearPoint really goes above and beyond in this respect. It is easy to book appointments with your designated support contact, who will help you learn how to create the system that meets your needs. Ours even checks in with us periodically to see how our major projects are going! This ongoing support truly makes the investment worthwhile for our organization. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? At first, some aspects of the software were challenging to understand, but as I said in my review above, once we connected with customer support, we resolved issues quickly. It was also challenging to ascertain the organizational training needs before working with the software, but I believe those issues have since been resolved. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint Strategy doesn't simply create a place for our organization to track initiatives-- it also allows us to dynamically link measures, projects and objectives in ways that show the interrelated connections of activities across divisions. We can use our measure pages to create rich reports containing qualitative and quantitative updates, which is essential for our organization. Creating a system where employees can update the measures they are involved in and access information about how/what other programs are doing has created greater awareness of the links between programs and the various ways our organization is working towards our mission together. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Government Administration](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Government Administration") AG Verified User in Government Administration Mid-Market (51-1000 emp.) 6/20/2023 "ClearPoint is the best Strategic Planning and Performance Management software on the market." 5/5 What do you like best about ClearPoint Strategy? CleaPoint's flexibility is what separates it from other softwares. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? It would be nice to drag some of the elements on the reports. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint enables me to link multiple elements in the Strategic Plan with department elements. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite LA Luz A. Mid-Market (51-1000 emp.) 2/15/2023 "Great and adaptable to our organizational needs." 5/5 What do you like best about ClearPoint Strategy? Reliable and user-friendly for reporters. Content access to past reports is great for learning and knowledge management within our organization. Report Design is easy and connects different projects. Great resources and customer service when you're stuck. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? It doesn't have an app for mobile access. Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? Monitoring Strategy performance and alignment across different units. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JY Jonathan Y. Enterprise (\> 1000 emp.) 2/17/2023 "Great Customer Service" 5/5 What do you like best about ClearPoint Strategy? The customer service is incredible. The system itself has a very clear interface. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? The system takes a while to understand. I wouldn't call it "intuitive" Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? We use ClearPoint to track county performance measures. Review collected by and hosted on G2.com. 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