RA
RANDA A.
Small-Business (50 or fewer emp.)
"User-Friendly Data Organization with Limited Graph Options"
4/5
What do you like best about ClearPoint Strategy?

I use ClearPoint Strategy as a strategic plan dashboard. It's a good organizing tool that summarizes data well, and I really like how the data is broken down. The ease of use and user-friendly platform structure make it fast to enter data and navigate. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

limitations to types of graphs or data types in performance measures. I feel that Excel supersedes in that arena. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

We appreciate you taking the time to share your feedback! It’s great to hear that ClearPoint has been easy to set up and is helping you efficiently organize and summarize your data. We also value your input on graphing and performance measures— we are continuing to work on expanding visualization options and ease of updating through AI in ClearPoint Next.

Thanks again for your insights, and we look forward to continuing to support your team as your use of ClearPoint grows!

Maria Victoria E.
ME
Maria Victoria E.
Profesor universitario
Small-Business (50 or fewer emp.)
"Excellent software and support"
5/5
What do you like best about ClearPoint Strategy?

Both the software and the support, commercial and technical Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

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

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

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

Verified User in Museums and Institutions
AM
Verified User in Museums and Institutions
Mid-Market (51-1000 emp.)
"Clear Charts and Helpful Automated Reminders"
5/5
What do you like best about ClearPoint Strategy?

I like having charts to convey information clearly, along with automated reminders that help me stay on track. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Sometimes during the webinars, they show something that doesn’t match what I’m able to see on my end. I’m on the Enterprise plan, so I would expect it to include pretty much everything. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Thank you for your thoughtful review—we’re glad to hear that ClearPoint’s charts and automated reminders are helping you stay on track and clearly communicate with your Board of Directors!

We also appreciate your feedback on the webinars. Sometimes what’s shown may reflect ClearPoint Next features, which could look different from your current view. We recommend reaching out to your Customer Success Manager—they can clarify what you’re seeing and help you access or get started with any available features!

Heather F.
HF
Heather F.
Senior Director of Finance and Operations
Mid-Market (51-1000 emp.)
"Unbelievable Customer Service and Phenomenal Support"
5/5
What do you like best about ClearPoint Strategy?

The customer service has been unbelievable. I am a very busy finance and operations professional and the level of patience and perseverance on B the part of the ClearPoint team has been outstanding. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It has a tremendous amount of flexibility which can seem daunting but that was tempered by the phenomenal support. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Thank you so much for your kind words! We’re thrilled to hear our team’s support has made such a positive impact, especially given how busy your role is. It’s great to know ClearPoint is helping drive accountability, transparency, and alignment across your leadership team—we truly appreciate your partnership!

AN
Verified User in Government Administration
"Excellent customer service!"
5/5
What do you like best about ClearPoint Strategy?

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

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 work in the most recent update to make customization easier. I am much happier with the customizable capabilities now. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Thank you so much for the kind feedback! We’re thrilled to hear that our team was able to support you throughout your dashboard overhaul. Providing patient, knowledgeable, and hands-on customer service is something we take great pride in, and it’s wonderful to know it made a positive difference in your experience.

We also appreciate your thoughtful comments on customization and our recent updates. It’s great to hear that the improvements have made ClearPoint more flexible and easier to use, and that our AI capabilities are helping streamline strategic planning and execution. We’re excited to continue supporting your organization and helping drive engagement and impact across your team!

CHRISTINA LUZ E.
CE
CHRISTINA LUZ E.
Enterprise (> 1000 emp.)
"Key to Success in Strategy Management"
5/5
What do you like best about ClearPoint Strategy?

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

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

What do you dislike about ClearPoint Strategy?

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

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Christina,

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

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Easy Updates That Keep Everything Moving"
4.5/5
What do you like best about ClearPoint Strategy?

Ease of making updates, can pull multiple reports types Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

For organizations that do not have many metrics to measure, the AI Assistant on the sub-levels doesn't work well - ties to pull from metrics charts Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

We appreciate you sharing your experience! It’s great to hear that ClearPoint makes it easy to keep updates moving and pull the reports you need to support your team. We also appreciate your feedback on the AI Assistant—our team has been hard at work improving AI insights with ClearPoint Next and we will make sure your CSM reaches out about this as well.

It’s wonderful to know ClearPoint is helping you deliver clear quarterly dashboards and track projects effectively, and we look forward to continuing to improve your experience!

Verified User in Primary/Secondary Education
AP
Verified User in Primary/Secondary Education
"Streamlining our strategic planning, improving accountability, and providing clear visibility KPIs."
5/5
What do you like best about ClearPoint Strategy?

Overall, ClearPoint Strategy has been instrumental to our organization in streamlining our strategic planning, improving accountability, and providing clear visibility into our key performance indicators. Its intuitive dashboards and reporting tools have enabled our team to track progress in real time, align initiatives with our long-term goals, and make more informed, data-driven decisions. Customer Service has also been exceptional. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Overall, Clearpoint has been instrumental to our success. I see significant improvements with the ClearPoint Next platform. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Thank you for sharing your experience! We're glad to hear that ClearPoint has helped streamline your strategic planning, improve accountability, and provide better visibility into your KPIs. It's also great to know our dashboards, reporting tools, and Customer Success team have supported your work. We’re excited you’re seeing improvements with the ClearPoint Next platform!

Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"ClearPoint Review"
5/5
What do you like best about ClearPoint Strategy?

ClearPoint is easy to use which makes data tracking effortless. ClearPoint's customer service and support are wonderful as well. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There isn't anything currently that I can say I dislike about ClearPoint. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy
Edit edit

Thank you for your review! We’re glad to hear ClearPoint is making data tracking easier and supporting collaboration across your organization. It’s especially great to know our customer service team has made a positive impact—we truly appreciate your partnership!

Jill A.
JA
Jill A.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"ClearPoint Strategy rocking 7 months in!"
4/5
What do you like best about ClearPoint Strategy?

ClearPoint is a useful tool for managing our strategic plan. I really like being able to graphically tell the story of the KPIs we are tracking in our monthly leadership meetings! Review collected by and hosted on G2.com.

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 finding tasks/initiatives and the place you can mark them as complete or delete them, but we're learning more each month we dive in. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy
Edit edit

Thank you for a great review and kind words about Tricia. We have some great new import/export features in ClearPoint Next. Please be sure to reach out for early access.