--- 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: '2026-07-07' 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 rave about the **exceptional customer support** from ClearPoint, enhancing their experience and aiding in rapid implementation. (31 reviews) - Users appreciate the **ease of use** of ClearPoint Strategy, simplifying reporting and enhancing team collaboration. (19 reviews) - Users value the **helpful customer service** of ClearPoint Strategy, noting excellent support and comprehensive resources for assistance. (11 reviews) - Users find ClearPoint Strategy to be **incredibly intuitive** , allowing all organization levels to easily navigate and utilize the system. (11 reviews) - Users value the **reporting efficiency** of ClearPoint Strategy, appreciating its automated processes and real-time insights. (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 struggle with the **steep learning curve** of ClearPoint Strategy, particularly when starting with its features. (16 reviews) - Users find the **learning difficulty** of ClearPoint Strategy challenging due to insufficient tutorials and interface quirks. (7 reviews) - Users note the **limited customization options** in report visuals, which impacts their overall satisfaction with ClearPoint Strategy. (7 reviews) - Users find the interface **not intuitive** , requiring a learning curve for effective navigation and usage. (7 reviews) - Users find the **difficult setup** of ClearPoint Strategy complicates the initial experience and customization process. (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. ClearPoint - Creating solutions for their clients **Rating:** 5.0/5.0 stars **Reviewed by:** Regina M. | EVP-Chief Performance Optimization Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** ClearPoint is a comprehensive, user-friendly strategic planning solution with a broad range of capabilities. For our organization, the ability to customize reports has been especially important, and the new AI component is genuinely impressive. Equally important is the level of service the company provides. Because I work in a customer service industry, I both expect and recognize service excellence, and the ClearPoint team consistently delivers. They’re incredibly responsive and take the time to truly understand a client’s needs and goals. Their commitment to helping clients succeed also doesn’t stop after the initial software onboarding. **What do you dislike about ClearPoint Strategy?** There is nothing that I dislike about ClearPoint Strategy software! **Recommendations to others considering ClearPoint Strategy:** If your company is seeking a strategic planning software, whether to replace existing software or to get your organization started with one, ClearPoint Strategy should be your first consideration. Sign up for the **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution. Everything we have asked for, ClearPoint has been able to deliver. **Official Response from Tricia Jessee:** > Thank you so much for the incredible review—we truly appreciate your kind words! It’s great to hear that ClearPoint’s flexibility, especially around reporting and customization, is delivering value for your organization. We’re also glad the AI capabilities are making an impact early on. What means the most to us is your recognition of our team. Providing responsive, thoughtful support and continuing to partner with our clients long after onboarding is a core part of who we are, so it’s wonderful to see that reflected in your experience. Thanks again for your recommendation! ### 2. Building our Strategic Workspace with ClearPoint Strategy **Rating:** 4.0/5.0 stars **Reviewed by:** Austin C. | Head of Strategy and Planning, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about ClearPoint Strategy?** We are in the process of introducing the Kaplan–Norton Balanced Scorecard framework and what I really like about ClearPoint is how naturally it supports this. It provides a single, integrated platform that connects strategy maps, objectives, measures, initiatives, and reporting creating a clear line of sight from intent to action. The initiative module is particularly strong and gives us confidence we can effectively manage our strategic initiatives in one true single source of truth. This will help already reduced manual reporting and helped our leadership focus on insights and decisions, not chasing data. The built‑in Briefing Book, reporting capabilities, and emerging AI features will be especially valuable. We see ClearPoint Strategy as our strategic workspace. **What do you dislike about ClearPoint Strategy?** We are currently in the “messy middle” of finalising our prototype, where strategy planning and system configuration are happening in parallel. As a result, there has been a steep learning curve for our leadership teams and some iteration as we clarify objectives, measures, and ownership which is to be expected when introducing the Balanced Scorecard for the first time. That said, Marisa and Katie have been extremely supportive throughout the process and have helped us navigate this transition with confidence. ClearPoint does require discipline and a thoughtful rollout to realise its full value and we are taking the time to onboard our leaders effectively through this change journey. We see this discipline as a strength rather than a weakness, as it reinforces strong strategy and execution practices **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy is helping us address the classic gap between strategy and execution. It is improving alignment across objectives, measures, and initiatives at both Group and Divisional levels, while providing a clear structure to manage our portfolio of strategic initiatives. This helps reduce initiative overload by ensuring work is clearly linked to strategic intent and focused on what matters most. **Official Response from Tricia Jessee:** > Thank you for the thoughtful review, Austin. We’re thrilled to hear ClearPoint is supporting your Balanced Scorecard rollout and helping create a clear connection between strategy and execution. It’s especially great to see the impact around initiatives, reporting, and enabling leadership to focus on insights over manual work. Your perspective on the “messy middle” is spot on—this phase takes iteration, discipline, and a strong foundation in best practices. We believe that a thoughtful rollout is key to long-term success, and it’s great to hear that approach is resonating with your team. We’ll be sure to share your kind words with Marisa and Katie, and we look forward to continuing to support your journey ahead! ### 3. Helpful AI Sandbox and Strong Support—Promising Early Adoption **Rating:** 3.0/5.0 stars **Reviewed by:** Erica H. | Interim Director, Strategy and Capacity Building, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about ClearPoint Strategy?** I'm still in the very early stages of adoption, so thus far, I can only comment on software's helpfulness in organizing my organization's information. I've used the AI interface within the sandbox environment and have found it to be very helpful. The availability of customer support is an excellent return on investment. **What do you dislike about ClearPoint Strategy?** I am very early in adoption of the software and have not yet identified any pain points. I hope that this remains true as my use becomes more in-depth! **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is allowing us to move away from using Excel spreadsheets to track progress on metrics. This process worked but we were ready too update to something more sophisticated that also provided more features and uses. I'm looking forward to utilizing the reporting features, which I think will go a long way with ensuring long-term investment in the software from me leadership. **Official Response from Tricia Jessee:** > Thank you for the thoughtful review. It’s great to hear that the AI Sandbox and our support team have already been helpful as you get started, and that ClearPoint is helping you move beyond spreadsheets into a more robust solution. That’s exactly the kind of transformation we aim to support. Since you're still early in your journey, we’d love to partner with you to make sure your experience continues to improve and earns that 5-star rating over time. If there’s anything we can do—whether it’s training, best practices, or helping you unlock more advanced features—please don’t hesitate to reach out. Thanks again for your feedback, and we’re looking forward to supporting your continued success! ### 4. Robust, Flexible System Backed by Truly Incredible Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Chris B. | Enterprise Strategy Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about ClearPoint Strategy?** It is a very robust and flexible system. After a year of creating the framework for content, and creating reporting from the system for our users, I am continually amazed at the ability to adapt the features of the system for our use. The customer service is truly incredible, Katie, Walter, and Dan have been extremely responsive, and return answers very timely! **What do you dislike about ClearPoint Strategy?** Really the only downside is alignment and page organization. The trade off is it makes the system simpler and easier to use, but my OCD just likes boxes and lines to line up. **What problems is ClearPoint Strategy solving and how is that benefiting you?** A single place to track our Strategy Projects. Now when users from all areas of our organization is updating metrics, it is much easier to help and guide them within one platform. We now have the system setup, and many things are automated! **Official Response from Tricia Jessee:** > Thank you for your kind review! We’re so glad to hear that ClearPoint’s flexibility has continued to meet your needs as your framework has evolved, and we truly appreciate your shoutout to Katie, Walter, and Dan—they are thrilled to hear your feedback. We also appreciate your perspective on alignment and page organization, and it’s helpful insight as we continue working to balance flexibility with clean design. It’s great to know ClearPoint is helping you centralize strategy tracking and streamline updates across your organization with automation. ### 5. Boosting KPI Management with Stellar Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Chad P. | Assistant Director of Parks, Recreation, and Cultural Arts, Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2026 **What do you like best about ClearPoint Strategy?** I appreciate ClearPoint Strategy for helping us manage KPIs for our strategic plan and for starting the process of enabling various department liaisons to submit KPIs. I am particularly excited about working with our new Customer Success Manager, Katie Oliverio, who has incredible customer service skills and has provided us with excellent support. Additionally, ClearPoint Strategy helps organize individual KPIs for each department effectively. **What do you dislike about ClearPoint Strategy?** We had some issues with communication with previous contacts, but that has improved since working with Katie. Setting up has been challenging because only two team members are working on the project, and we are trying to get buy-in from various departments. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy for managing KPIs for our Strategic Plan, streamlining the submission of KPIs by department liaisons, and organizing them for each department. **Official Response from Tricia Jessee:** > Thank you for your feedback! We’re glad to hear ClearPoint is helping you manage and organize KPIs across departments, and we especially appreciate your kind words about Katie. We also understand that setup and driving adoption can be challenging, particularly with a small team, and we’re committed to continuing to improve communication and support to make this process smoother for you. It’s great to hear things are moving in a positive direction, and we look forward to partnering with you as you expand usage across your organization! ### 6. Easy to Use, Constantly Improving, and Backed by Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Luz A. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about ClearPoint Strategy?** It’s easy to use, and they’re always adding new features. The resources are really helpful for development and onboarding, and the customer service is excellent. The new AI feature is especially useful when I’m setting something up from scratch, and it also helps with ongoing analysis. **What do you dislike about ClearPoint Strategy?** In our case, Measures (Formulas) and Graphs aren’t as easy for our day-to-day staff to use. That said, customer service is always supportive and helps whenever we’re struggling. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It is our centralized knowledge database and a learning tool. We use it to track our progress, learn across subsidiaries, ensure transparency with external stakeholders, and keep our documentation in one place. It’s also easy for a new manager to access and quickly understand the past year in strategy operations. **Official Response from Tricia Jessee:** > Thank you for your thoughtful review! We’re so glad to hear ClearPoint is easy to use and that our ongoing improvements, resources, and support team are making a positive impact—especially with the addition of AI features. We appreciate your feedback on Measures (Formulas) and Graphs, as improving usability for all users is something we’re actively working on, and we’re always here to help in the meantime. It’s great to know ClearPoint is serving as a centralized, transparent hub for your strategy and helping new leaders quickly get up to speed. ### 7. ClearPoint: A One-Stop Shop for Performance Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Angel R. | Management Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about ClearPoint Strategy?** ClearPoint is an amazing tool that becomes a one stop shop for tracking everything. We had an outstanding implementation during the building phase and we were able to take the tool and create our own performance dashboard for every department. **What do you dislike about ClearPoint Strategy?** If I had to choose one dislike, which there is little to none, it would have to be the tabs that run across the top line. When opening new dashboards, the tabs seem to accumulate if you don't close them as you use them. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is progressing our performance measure and major intitiative tracking each month. We are able to see what is being done monthly and how we are accomplishing our goals. **Official Response from Ted Jackson:** > Angel, thank you for taking the time to leave a great review for us. You will be happy to know that we have replaced the tabs in the Classic version of ClearPoint with a more intuitive breadcrumb trail in our newest version. We're happy to walk you through it at any time. I'm happy to hear about the alignment across all of your departments with their dahsboards. Cheers!! ### 8. AI-Driven Strategy Tracking with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy J. | Civic Engagement Liaison , Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about ClearPoint Strategy?** 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. **What do you dislike about ClearPoint Strategy?** I have experienced some glitches. For example, the first reporting period for the Quarter duplicated all the monthly objectives. This caused users to double their uploads. The ClearPoint team was prompt and helpful in correcting this problem. I have registered for office hours for one-on-one tech support, but no one ever joined the call. I believe I could use additional training. My suggestion would be to ensure that one-on-one calls are rescheduled or sufficient notice if canceled. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy prevents us from falling behind on goals by tracking progress. The AI tools in both versions boost efficiency, and the on-demand tech support helps with immediate troubleshooting. **Official Response from Ted Jackson:** > Tracy, thanks so much for your great review. I'm glad you are getting to use the AI features and they are helping your organization save time. If you ever need help with anything related to your strategic plan, don't hesitate to reach out. ### 9. Effortless Performance Tracking with Some Report Limits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about ClearPoint Strategy?** 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. **What do you dislike about ClearPoint Strategy?** Report customization can sometimes be limited, and certain adjustments are not flexible as we would like, particularly when working with text-based data such as Yes/No or 'not applicable' values. The training of the vendor was too basic for the end users. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy to centralize data, simplify tracking, and enhance reporting on performance measures, aiding in decision-making. It keeps reports consistent and transparent for leadership. **Official Response from Tricia Jessee:** > Thank you for your detailed and thoughtful feedback! We’re thrilled to hear ClearPoint is helping streamline your performance tracking and reporting while supporting better decision-making. We also appreciate your input on report customization and training. You may be interested in ClearPoint Next, our new user interface, which offers enhanced flexibility and improvements to reporting customization. Additionally, our team is always working closely with customers to provide more tailored training and support to ensure your users feel confident and empowered. ### 10. Centralized Goal Tracking and Easy Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Abril S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about ClearPoint Strategy?** 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. **What do you dislike about ClearPoint Strategy?** nothing; we have liked everything so far **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy to keep all plans on a single platform. It integrates goal tracking, performance measurement, and reporting while making it easy to get data automatically, navigate, and enter information. **Official Response from Ted Jackson:** > Abril, thank you so much for the wonderful review. It is always great to hear how organizations are managing their CHIP, Strat Plan, and Workforce development plan all in one place. Thanks for the great feedback on Katie as well. Great to hear about the ease of navigation and setup. Cheers!! ## 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/clearpoint-strategy-review-4158283?section=pricing&secure%5Bexpires_at%5D=2026-07-11+17%3A30%3A56+-0500&secure%5Bsession_id%5D=0d094f2a-8387-4db3-aff9-12d1092c0680&secure%5Btoken%5D=a917a863439c90a2e6d04758330badabe1a2cc4f8256e7d2c4ac1949cb263098&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 (241 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)