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AM

Verified User in Manufacturing

3/27/2026

"Enables our strategic performance monitoring"

4/5

What do you like best about ClearPoint Strategy?

One stop for contributors to update strategic materials and keep on top of performance. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Not always user-friendly for editing, adjusting data visuals or navigating. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you for your feedback! We’re glad ClearPoint is serving as a central hub for tracking performance and keeping contributors aligned across your organization.

We also appreciate your note on usability—this is an area we’ve been actively enhancing with ClearPoint Next, including new AI capabilities that help simplify navigation and make adjusting data visuals more intuitive. These improvements are designed to make it easier for users to interact with their data and streamline the overall experience.

We’re excited to continue supporting your team’s strategic performance monitoring!

AT

Verified User in Textiles

Mid-Market (51-1000 emp.)

9/24/2025

"Bringing Our Balanced Scorecard to Life and Into Action"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint has given us a structured way to bring our Balanced Scorecard to life. We had already developed our strategy, but needed a platform to focus on the measures and the actions that drive results. ClearPoint makes it easy for leaders and teams to connect their work to the strategy, track progress, and stay accountable. The ability to build scorecards, layer in KPIs from across the organization, and generate polished reports has already replaced several manual, time-consuming processes. I also value how ClearPoint centralizes our strategy, initiatives, and metrics in one place, making it simple for teams to collaborate, update KPIs, and stay aligned. Knowing we can expand into departmental and regional scorecards gives us confidence that the tool will scale with us. Most importantly, their customer support team is outstanding—responsive, knowledgeable, and proactive in ensuring our success. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

While ClearPoint offers a lot of flexibility, the customization process can feel complex at times. As an administrator, I’ve had to spend extra time learning the technical details, troubleshooting, or figuring out the best way to set something up. The support center has useful resources, but it’s not always easy to know what to search for or where to find the exact answer I need. This can make it difficult to feel completely self-sufficient as an admin. The upside is that whenever I reach out directly, the customer support team is fantastic! They are always quick to respond, knowledgeable, and effective at getting me unstuck. Review collected by and hosted on G2.com.

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

ClearPoint has solved the problem of scattered and inconsistent tracking across spreadsheets and different reporting tools. We now have a single source of truth where strategy, measures, and actions live together in one platform. This centralization has improved transparency across leadership, made reporting to executives and the board much faster, and strengthened accountability by linking actions directly to measures. Leaders can clearly see how progress connects back to our strategic goals, which keeps strategy front and center in execution. Even though we’re just beginning to build out departmental and regional scorecards, ClearPoint has already improved focus and alignment at the executive level, and we’re confident it will scale with the organization as we grow. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Thank you for such a great review, and it is always nice to hear from our customers that are seeing success in managing their strategy. I'm glad our customer success team helped you through setup. We've been focused on useability, so when we launch ClearPoint Next in just a few weeks, you will see a much easier and more powerful user interface. We look forward to hearing more about your success in the future. Thank you again!!

AG

Verified User in Government Administration

9/25/2025

"Daniel and other staff are great!"

5/5

What do you like best about ClearPoint Strategy?

The responsiveness of the ClearPoint staff is exceptional. I have been working with Daniel Giglio to understand how the software works and get it ready to launch at our organization. He has been extremely responsive and patient to my many questions. Through working with him I now feel I understand how to make any necessary edits and changes needed to rapidly scale up and roll the system out to monitor and improve our department's performance. The ClearPoint customer service is truly exceptional. Review collected by and hosted on G2.com.

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 customizable it is, but I feel like that could also be a drawback. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Thank you for the kind review. One of our core values is about our focus on the success of our customers, so I'm glad you were able to experience that in working with our team (I agree that Dan is great!). We're working on the UI as I type this and should have ClearPoint Next in production before the end of this year.

LH

Laura H.

Strategic Delivery Senior Manager

Enterprise (> 1000 emp.)

5/22/2025

"User-friendly, great data visualization options, and fantastic customer support!"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint is an excellent project management software that stands out for its user-friendly interface, making it easy to navigate and adopt across teams. The platform offers impressive data visualization options that allow users to clearly track progress, analyze metrics, and present information in a visually engaging way. What truly sets ClearPoint apart, though, is its fantastic customer support—responsive, knowledgeable, and always willing to go the extra mile to ensure a smooth user experience. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The primary difficulty we have with ClearPoint is its inability to 'talk to' our Reporting & Analytics dashboard software to provide real-time measure data. Review collected by and hosted on G2.com.

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

ClearPoint Strategy is helping solve the challenge of aligning strategic goals with day-to-day performance by providing a centralized platform to track, manage, and report on progress. It eliminates the need for multiple spreadsheets and manual updates, reducing errors and saving time. The ability to easily visualize data and performance metrics allows for more informed decision-making and clearer communication across teams. For me, this means more efficient strategy execution, better accountability, and the ability to quickly adapt plans based on real-time insights. Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

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Thank you for your detailed feedback! We're thrilled to hear that you find ClearPoint Strategy user-friendly, with great data visualization options, and fantastic customer support. We appreciate your kind words about our platform and team.

We understand your concern about the integration with your Reporting & Analytics dashboard software for real-time data. Please don't hesitate to reach out to your Customer Success Manager or Technical Account Manager to see if there is anything we can do to help you sync your data between applications. We've recently added some Snowflake and other functionality which might make things easier.

We're glad to hear that ClearPoint Strategy is helping you align strategic goals with day-to-day performance, saving time, reducing errors, and enabling better decision-making. If you have any further suggestions or need assistance, please feel free to reach out. We're here to support you every step of the way!

LH

Lisa H.

ClearPoint Stategy Analyst

Enterprise (> 1000 emp.)

2/27/2025

"ClearPoint Transformed our Strategic Performance Management Process and Delivery"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint has tremendously improved our strategic data reporting processes. Prior to adopting this solution, tracking our numerous strategic measures required significant manual effort across multiple systems, leading to delayed insights and inconsistent reporting. ClearPoint has centralized our performance data, creating a single source of truth that enables real-time monitoring of critical metrics.

Their intuitive dashboard visualizations have made complex data accessible to stakeholders at all levels, dramatically reducing the time spent preparing reports while increasing data accuracy. Most importantly, ClearPoint's support team and accountability when we need help is nothing less than amazing. Thank you, ClearPoint Team! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I do believe design flexibility is important when creating dashboards and reports. I do find myself leaning more towards. Review collected by and hosted on G2.com.

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

ClearPoint Strategy has solved several critical challenges we faced at NYPA, delivering significant benefits to our operations. Prior, we didn't have a one stop shop, and fragmented data spread across multiple systems, making it difficult to maintain a comprehensive view of our strategic measures. Now, ClearPoint serves as our single source of truth, eliminating data silos and inconsistencies in reporting.

The platform has dramatically reduced the time-consuming manual work previously required to compile reports. What once took days of gathering and formatting data now happens automatically, freeing our team to focus on analysis rather than administration. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Lisa, thank you for the great review. I'm so happy to hear how we have made your process more efficient and given you a single place for strategy reporting. We look forward to reading more about your success.

AN

Verified User in Utilities

12/9/2025

"I've had a wonderful experience getting CPS set up."

4/5

What do you like best about ClearPoint Strategy?

ClearPoint appears to be user-friendly and easily matches are current planning and execution process. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have not found anything that I dislike. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you so much for sharing your experience! We're thrilled to hear that getting ClearPoint set up has been wonderful and that the platform aligns well with your planning and execution processes. Making strategy management intuitive and user-friendly is a top priority for us, so your feedback truly means a lot.

If there’s ever anything we can do to make your experience even better—or if we can help turn that 4-star experience into a 5-star one—please don’t hesitate to reach out. Our team is always here to support you!

AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/7/2025

"ClearPoint Strategy"

5/5

What do you like best about ClearPoint Strategy?

Since our partnership with ClearPoint Strategy began, they have always delivered a top-tier product and experience. The platform is very straight forward and end-user friendly, with many customization options to best fit your company's strategic planning process and deliverables. Their customer support is superior - always very responsive and solution focused. If your company is looking for an opportunity to take the strategic planning journey to a higher level, I recommend partnering with ClearPoint Strategy. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

In my experience, there are no downsides to this platform. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you for such a wonderful review! We’re thrilled to hear that ClearPoint has streamlined your strategic planning process and that you’ve found the platform to be straightforward, customizable, and user-friendly.

We especially appreciate your kind words about our support team — delivering responsive, solution-focused service is something we take great pride in. We’re delighted that ClearPoint has been a strong partner in helping you take your strategic planning journey to the next level, and we look forward to continuing to support your success!

ZM

Zakaria Alexandre M.

SMB Europe Quality Auditing Analyst

Enterprise (> 1000 emp.)

5/15/2025

"A powerful tool for strategic monitoring and performance management"

5/5

What do you like best about ClearPoint Strategy?

What I particularly appreciate is the ease of use of the platform and its intuitive interface. It allows for effective tracking of key performance indicators (KPIs), aligning organizational goals, and generating highly professional automated reports. The customer support is also very responsive and competent. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Although the tool is generally very efficient, the initial learning curve can be a bit steep, especially for non-technical users. Additionally, some advanced features require additional training to be fully utilized. Review collected by and hosted on G2.com.

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

ClearPoint Strategy helps us centralize and effectively track our performance indicators, which allows for better strategic decision-making. The tool automates reporting, reduces human errors, and improves collaboration between departments. Thanks to it, we save time while maintaining a clear view of the progress of our objectives. Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

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Thank you for sharing your positive experience with ClearPoint Strategy! We're thrilled to hear that you find our platform easy to use, with an intuitive interface that helps track KPIs and generate professional reports. We appreciate your feedback on the initial learning curve and advanced features --we know it can be a lot--and hopefully our online training, office hours, in-app chat, and email/phone support have been helpful.

It's great to hear how ClearPoint Strategy is benefiting your organization by centralizing performance indicators, automating reporting, and enhancing collaboration. If you ever need further assistance or training on any features, please don't hesitate to reach out. We're here to support you every step of the way. Thank you for choosing ClearPoint Strategy!

AG

Verified User in Government Administration

8/4/2025

"ClearPoint makes performance management easy"

5/5

What do you like best about ClearPoint Strategy?

I appreciate the vast amount of resources available that don't require reaching out to a human being. The AI chatbot is helpful, as are the videos and blog articles about usage. I also appreciate how involved the customer success and tech support staff are, Marisa and Ash are always just an e-mail away if I need more support than is available. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It is almost too customizable in some areas. While the features are excellent, it's easy to get overwhelmed with the options available. (Not truly a complaint...) Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

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Thank you for sharing your positive feedback about ClearPoint Strategy! We're thrilled to hear that you appreciate the resources available, including the AI chatbot, videos, and blog articles. We understand that the high level of customization can sometimes be overwhelming, and we appreciate your feedback on this aspect.

It's fantastic to hear that ClearPoint is helping your organization align strategies and track progress effectively. If you ever feel overwhelmed with the customization options or need further support, please don't hesitate to reach out to Marisa, Ash, or anyone on our customer success team. We're here to assist you every step of the way. Thank you for choosing ClearPoint Strategy!

NP

Noelle P.

Financial Consultant

Enterprise (> 1000 emp.)

4/7/2025

"ClearPoint Strategy as a Scorecard Managment System"

5/5

What do you like best about ClearPoint Strategy?

We use ClearPoint to simplify our scorecard reporting process, which has greatly improved our workflow efficiency. Some of the best features that we have experienced are the automation for calculating measure results, data visualization of the scorecards, and the helpful and responsive support team. ClearPoint is very user friendly and I highly recommend it as a scorecard platform. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

ClearPoint has been working well for us and their support team is very responsive when issues do come up and are usually able to resolve them quickly. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Noelle, thank you for such a lovely review. It is great to hear how we are helping your organization manage measures throughout your company. Our workflows, calculations, and data visualizations are a game changer. We look forward to hearing more about your success.