ClearPoint Strategy Review: Is It The Right Strategic Planning Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
Starts from $250 / Month
Raleigh
Fox Chase Cancer Center
Origin Bank
Cobb EMCTrusted by many companies including Raleigh
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What is ClearPoint Strategy?
ClearPoint's Strategy Execution Software makes long-term objectives easy to track. Its revolutionary automation and integration tools let you turn goals, KPIs, projects, and data into visual strategy maps, automated reporting and progress monitoring. Its Balanced Scorecard Framework ensures faster time-to- results, delivering increased efficiency with exemplary reporting. The software facilitates strategic alignment through cascading measures and initiatives, giving you complete visibility into the entire process. Plus, user-friendly project and task evaluating capabilities keep you on
Pricing
Starts from $250 / Month
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
ClearPoint Strategy Software Demo
ClearPoint Strategy was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider ClearPoint Strategy
- Use cases
- Corporate strategic planning, Performance management, Balanced scorecard implementation
- Team types
- Strategy managers, Executive leadership teams
- Company size
- 51-500 employees, 500+ employees
- Workflow style
- Enterprise-focused and process-heavy
- Setup complexity
- Medium
Why teams choose ClearPoint Strategy
Automated reporting and progress monitoring
Integration of goals, KPIs, and projects into visual strategy maps
Balanced Scorecard Framework enabling faster time-to-results
Is ClearPoint Strategy right for you?
Best for enterprise teams needing automated, balanced scorecard-driven strategy execution.
Choose ClearPoint Strategy if
- You require automated reporting and progress monitoring for strategic goals.
- Your organization uses Balanced Scorecard methodology for performance management.
- You need to integrate goals, KPIs, and projects into visual strategy maps.
Consider alternatives if
- You are a startup or very small business without formal strategic planning processes.
- You want a lightweight or ad-hoc project management tool with minimal setup.
What buyers should know before shortlisting ClearPoint Strategy
ClearPoint Strategy is a strategic planning software that simplifies the tracking of long-term objectives through visual strategy maps and automated reporting. Its robust features make it ideal for organizations focused on strategic alignment.
ClearPoint Strategy pros and cons
- ClearPoint Strategy pros
Automated reporting and progress monitoring
Integration of goals, KPIs, and projects into visual strategy maps
Balanced Scorecard Framework enabling faster time-to-results
- ClearPoint Strategy cons
Pricing is quotation based and not publicly transparent
May require significant initial setup and training
Ready to try it?
Get started with ClearPoint Strategy
Start your free trial — no credit card required.
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What is the pricing of ClearPoint Strategy?
ClearPoint Strategy Pricing Plans
Basic
$250
/Month
5 users
Align goals, KPIs and projects.
Visualize data in charts and graphs.
Create and share unlimited dashboards and reports.
Professional
$800
/Month
10 users
Includes features of the Basic plan, plus
Schedule reminders and reports
Create advanced KPI calculations and evaluations
Design with custom colors and branding
Show more +
Enterprise
10 users
Includes features of the Pro plan, plus
Expand use with discounted update-only users
Track advanced project data and evaluations
Make bulk account changes
Show more +
ClearPoint Strategy reviews and ratings
Buyer sentiment
Buyers generally praise ClearPoint Strategy for its robust automation and comprehensive reporting capabilities, though some note the complexity and pricing opacity as drawbacks.
What buyers like
- Automation of reporting
- Visual strategy mapping
- Balanced scorecard support
Common complaints
- Pricing transparency
- Setup complexity
What users are saying
JA
John A
08/11/23
"It's a great tool to help you track execution of your strategy"
What do you like best about ClearPoint Strategy? It's simplicity in reporting workflows structure of the scorecard What do you dislike about ...
Read more
AU
Anonymous User
08/08/23
"Review 08/08/2023"
What do you like best about ClearPoint Strategy? Customer service including the training and onboarding, and ongoing help from a specific account ...
Read more
CK
Carie K
08/02/23
"Quick and Efficient"
What do you like best about ClearPoint Strategy? ClearPoint has a fantastic onboarding process that allowed us to quickly import our strategic plan ...
Read more
RE
Ryan E
08/01/23
"Impressive customer service"
What do you like best about ClearPoint Strategy? Clearpoint helps me to communicate the stratgic plan to our internal team. The best part is the ...
Read more
SS
Steve S
08/01/23
"City of Bartlett"
What do you like best about ClearPoint Strategy? The engagement process has been especially helpful in getting the ball rolling. What do you dislike ...
Read more
AU
Anonymous User
06/20/23
"ClearPoint is the best Strategic Planning and Performance Management software on the market."
What do you like best about ClearPoint Strategy? CleaPoint's flexibility is what separates it from other softwares. What do you dislike about ...
Read more
What are the features of ClearPoint Strategy?
Ad hoc analysis is a powerful tool that allows users to perform data analysis on demand without the need for predefined criteria or reports.…
Ad hoc reports are a powerful tool used in software applications to generate customized, on-demand reports. These reports provide users with…
Budgeting is a crucial aspect of financial management, and it involves the process of planning, organizing, and controlling financial resour…
Business plan templates are pre-designed documents that provide a framework for creating a comprehensive business plan. These templates are…
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Drag and drop allows users to choose an object or a portion of text and move it to the desired location by dragging or "dropping" it. It can…
Financial projections are an essential aspect of business planning, providing an estimate of an organization's future financial performance.…
Goal setting is a powerful tool that allows individuals and businesses to establish, track, and accomplish objectives and targets. It is a p…
Idea management is a structured method of producing, capturing, discussing, enhancing, organizing, analyzing, and prioritizing valuable insi…
A quantitative measure of performance over time for a specific goal is referred to as a "key performance indicator." KPIs provide teams with…
Report exporting is a crucial feature that allows users to save and transmit data from a software in a convenient and readable format. It en…
Strategic planning is the process of recording and establishing a company's trajectory by assessing its current and future position. A strat…
ClearPoint Strategy security and data handling
Key compliance certifications and security features for IT and security teams evaluating ClearPoint Strategy.
Certifications
Developer & data
Alternatives to ClearPoint Strategy
ClearPoint Strategy Customers
Raleigh
Fox Chase Cancer Center
Origin Bank
Cobb EMC
ClearPoint Strategy Support Options
Frequently Asked Questions About ClearPoint Strategy
Common questions buyers ask before choosing ClearPoint Strategy.
ClearPoint Strategy is a Strategic Planning Software. ClearPoint Strategy offers Financial Projections, Collaboration, Dashboard, Budgeting, Report Exporting and many more functionalities.
ClearPoint Strategy is a strong fit if: You require automated reporting and progress monitoring for strategic goals.; Your organization uses Balanced Scorecard methodology for performance management.. Consider alternatives if: You are a startup or very small business without formal strategic planning processes.; You want a lightweight or ad-hoc project management tool with minimal setup..
Buyers commonly note the following limitations of ClearPoint Strategy: Pricing is quotation based and not publicly transparent; May require significant initial setup and training; Limited appeal for organizations without formal strategic planning needs.
Some top alternatives to ClearPoint Strategy includes Clear Software, Commonality, Focus, Clear Analytics and StrategyBlocks.
ClearPoint Strategy offers Free Trial, Subscription, Quotation Based pricing models
The starting price of ClearPoint Strategy is $250/Month
Ready to try it?
Get started with ClearPoint Strategy
Start your free trial — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
