RM

Regina M.

EVP-Chief Performance Optimization Partner

Mid-Market (51-1000 emp.)

10/9/2018

"ClearPoint - Creating solutions for their clients"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is nothing that I dislike about ClearPoint Strategy software! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Tricia Jessee of ClearPoint Strategy

[Editedit](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208/official_response/edit)

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!

Rating Updated (4/7/2026)
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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4.6 out of 5 · Verified reviews from real users

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