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ClearPoint Strategy

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179 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2008
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ClearPoint Strategy Reviews

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Star Rating
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Tracy J.
TJ
Tracy J.
Civic Engagement Liaison, Office of Civic Engagement
03/24/2026
Validated Reviewer
Review source: Seller invite

AI-Driven Strategy Tracking with Stellar Support

I find ClearPoint Strategy really useful for Strategic Plan Tracking. The AI tool in both 'Classic' and 'Next' versions has been exceptionally helpful, significantly boosting my efficiency. The on-demand tech support is a standout feature, allowing for instant troubleshooting. As a new user, I'm grateful for such an advanced tool, particularly for managing updates, setting goals, and tracking measures. The initial setup was very easy, thanks to the extensive support.
Verified User in Government Administration
AG
Verified User in Government Administration
03/24/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Effortless Performance Tracking with Some Report Limits

I find ClearPoint Strategy very user-friendly and easy for end users to learn and navigate. The platform is great because it lets us run reports at any time and customize them according to our needs. It's easy to update data, organizational structures, strategic goals, and performance measures. I think the reports are well-designed, clean, and visually appealing, making it easier to communicate information effectively. It's also efficient for generating reports, analyzing, and comparing performance data more effectively, which supports decision-making. I don't need to spend much effort training new users, and the ability to update data and adjust report formats quickly helps maintain accurate, up-to-date reporting.
AS
Abril S.
03/24/2026
Validated Reviewer
Review source: Seller invite

Centralized Goal Tracking and Easy Navigation

I really like ClearPoint Strategy because it integrates goal tracking, performance measurement, and reporting into a single centralized system, which is really helpful for managing various plans like the Community Health Improvement Plan, Strategic Plan, Workforce Development Plan, and more. I find it great for keeping all plans in one platform, which aids in tracking and automatically reaching out for data. What I enjoy most is the easiness and accessibility of the platform. It's straightforward to navigate and enter data, and the initial setup was very easy. I also love the relationship we have with Katie Oliverio; she always provides excellent customer service. Katie is pleasant to reach out to, and always willing to help with anything needed at the time.

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HQ Location:
Arlington, VA

Social

@clearpointstrat

What is ClearPoint Strategy?

ClearPoint Strategy is a software company that specializes in providing strategic planning and performance management solutions. Their platform helps organizations streamline their strategic initiatives, track performance metrics, and enhance decision-making processes. ClearPoint Strategy is designed to support various industries, enabling teams to visualize data, create reports, and align their efforts with overarching goals. For more information, visit their website at https://www.clearpointstrategy.com.

Details

Year Founded
2008