ClearPoint Strategy 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ClearPoint Strategy

4.8

(49)

Pricing

Starting at $50.00 per month

About ClearPoint Strategy

ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals.

ClearPoint is a SaaS solution that brings together data from all sources for easy ongoing management of objectives, measures, initiatives, and action items all in one place for strategic planning reporting and execution.

Combined with an Award-Winning Customer Success team that is expert in both performance management and technology, you will have a partner in ClearPoint that will help you drive breakthrough results. We make strategy reporting simple and efficient, saving you time and providing the clarity needed to focus on strategy execution.

Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint. See it for yourself!

ClearPoint Strategy Screenshots

ClearPoint Strategy Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Starter

$50.00

per feature, per month

No plan information available

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ClearPoint Strategy Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of ClearPoint Strategy
Access Controls/Permissions
Activity Dashboard
Activity Planning
Activity Tracking
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Benchmarking
Budgeting/Forecasting
Business Plan Templates
Charting
Collaboration Tools
Commenting/Notes
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop
Financial Analysis
Financial Modeling
Financial Reporting
Forecasting
Goal Management
Goal Setting/Tracking
Idea Management
Key Performance Indicators
KPI Monitoring
Marketing Reports
Multiple Data Sources
Performance Management
Performance Metrics
Planning Tools
Portfolio Management
Progress Reports
Progress Tracking
Project Accounting
Projections
Project Management
Project Planning
Project Planning/Scheduling
Project Tracking
Publishing/Sharing
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Roadmapping
Role-Based Permissions
Sales Reports
Scenario Planning
Scheduled/Automated Reports
Scorecards
Search/Filter
Single Sign On
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Third-Party Integrations
Trend Analysis
Visual Analytics
Workflow Management

ClearPoint Strategy Integrations

Zapier

HubSpot CMS Hub

Asana

monday.com

Google Analytics 360

Tableau

See all 9 integrations

ClearPoint Strategy User Reviews

Overall Rating

4.8

Ratings Breakdown

84%

16%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.9

Functionality

4.5

Carrie C.

Verified reviewer

Higher Education

501-1000 employees

Used weekly for less than 12 months

Reviewed April 2020

Outstanding product and service

From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is easy to use and provides us with exactly the right tool to record and track our strategic plan.

Cons:

It can take some time to get used to the nuances of the system, but the support hotline is amazing to answer any questions.

Sarahjean S.

Verified reviewer

Hospital & Health Care

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed November 2025

Local Public Health/Clear Point

Positive. It allowed us to get our PM System off the ground. Technical support and hand holding throughout the creation of our system was very good and much appreciated.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

•excellent technical support •Onboarding was excellent. •appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform. •Intuitive to navigate through the different screens •Flexibility in creating and visualizing the graphs is appreciated. oCan visualize multiple graphs/charts for same measure on one dashboard

Cons:

•Price of Clear Point is on the high side for a local governmental agency, especially with tightening budgets.

Reasons for choosing ClearPoint Strategy

The selling point was the level of technical support offered and the visualization functions.

Delinda P.

Verified reviewer

Hospital & Health Care

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed September 2019

One Year and Counting - Great Application & Great Technical Support!

The staff who are available on-line for support are great! It's so refreshing to get immediate feedback when I'm working in the software. There has never been a time that I have to wait more than a few minutes. The staff are very knowledgeable, as well. Very positive experience each time!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I appreciate the software's flexibility, adaptability, and ease of use

Cons:

I have no dislikes at this point about the software.

Laurie H.

Verified reviewer

Education Management

5001-10000 employees

Used weekly for less than 12 months

Reviewed September 2025

Customized yet streamlined

Overall, our experience has been positive. We were able to design a streamlined interface with our rep's support, and the feedback has been that it is intuitive and easy to use. It is tailored to our strategic framework and will provide insight into our strategy work, which was missing when we were dependent on communal Google docs. We are looking forward to building out the metrics and reporting in our second phase of the implementation.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We like the flexibility and ability to adapt the tool closely to our strategy framework. The customer support has been great. Our representative also provided several hours of training sessions to our administrative team here in the District to get them up to speed quickly. We also got high scores for the reference tutorials our ClearPoint rep generated for us; the responses confirmed that they are extremely helpful.

Cons:

I started learning the back-end configuration to support the tool on my own at my manager's request before I was told that ClearPoint would continue to provide support to us indefinitely. The back-end configuration is challenging and has a steep learning curve. Happily, I don't have to support it on my own.

Reasons for choosing ClearPoint Strategy

Parsec was also highly customizable but extremely expensive. ClearGov did not have the product maturity that ClearPoint has. Asana has a goal tracking feature but is geared more towards project and portfolio management; the strategy tracking features are very constrained and not customizable to map to our framework. Also, many users don't like Asana, and we are considering switching.

Vendor Response

Thank your for the great review. We pride ourselves on flexibility to allow you to manage your way, not our way. This does add a lot of customization options, which is why we have such a great Customer Success Team. It is also great to hear from your end users that the reference tutorials were really helpful. We've been pushing to make the end user experience streamlined and simple.

Replied October 2025

Brandie H.

Verified reviewer

Government Administration

10000+ employees

Used daily for more than 2 years

Review source

Reviewed December 2023

Game Changing Strategy Management

Clearpoint support teams have been amazing to work with and the company genuinely cares about your success using the software. I appreciate their commitment to quality!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clearpoint Strategy has thought of everything. This system has provided our organization with a solution for managing our strategic plan in an organization that touches dozens of different industries. The setup and customization options are key for flexibility in building exactly what works for the organization.

Cons:

I would like to have better summary report functionality and export options that retain sorts and also condense spacing to reduce the number of pages in a briefing book or summary report. I would also like to have better workload and capacity management options for owners and their assigned initiatives. It’s currently a manual count line by line as needed to ensure we have appropriate workload management.

Reasons for choosing ClearPoint Strategy

We had demos with multiple product solutions in our RFP Process.

Reasons for switching to ClearPoint Strategy

We worked through multiple RFPs and even custom built power bi reporting before we found clearpoint.

Patrick D.

Verified reviewer

Hospital & Health Care

10000+ employees

Used weekly for less than 2 years

Review source

Reviewed January 2020

ClearPoint Review

Strategic planning, strategy execution and monitoring. We use ClearPoint to display and track key performance indicators across our enterprise. More and more users are accessing the site and we continue to migrate more info to the site, which has improved transparency and easy of data sharing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Top benefits include ease of use as well as report customization. Additionally, customer support is exceptional! Highly responsive and solution oriented.

Cons:

Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable.

Reasons for switching to ClearPoint Strategy

Customization of reports was lacking Not as user friendly

Laura B.

Verified reviewer

Government Administration

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed October 2019

Great overall!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization. The customer support has been fantastic.

Cons:

It does take a while to set up, so there may be something to having support for setup. There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts.

Reasons for choosing ClearPoint Strategy

Clearpoint offered more automation, including automated reports, data collection, and evaluation of objectives.

Rahul K.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

ClearPoint Strategy Benefit to Organizations

Ratings Breakdown

Ease of use

Functionality

Pros:

ClearPoint Strategy's customer service is unmatched. They are highly responsive and solutions-driven. They work hard to provide answers to users. From customizable reports to various custom layouts, organizations can benefit depending on their unique needs.

Cons:

ClearPoint Strategy can be very time consuming in terms of the setup process. The customer service team is there for guidance and they may be needed in the picture regularly.

Vendor Response

We're thrilled to hear the praise for our Customer Success team! We strive to make the setup process as smooth as possible, and our team is always here to support you every step of the way. Our goal at ClearPoint is to provide a flexible tool that adapts to the unique needs of each organization, and it’s great to know our custom reports and layouts are serving you well. We look forward to continuing to support your strategic success!

Replied July 2024

Julie W.

Government Administration

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed October 2024

Excellent structure and support

I have found the built-in help and support to be excellent. The Clearpoint team hosts education sessions on both how to use the software and what other organizations are using it for, which helps me understand best practices. I was able to get from 'never saw this before' to 'downloading metrics files and turning them into Uploader templates' in about a week, using the Clearpoint videos and tutorials. I do come from a technical background, so your experience may vary, but it seemed very straightforward.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Provides structure and a common language that makes it easy to explain to stakeholders.

Cons:

Switching between Departments isn't easy. That won't matter for most users.

Vendor Response

Thank you for the kind review, Julie. It is great to see how quickly you were able to get value from ClearPoint. We've received your feedback about the data loader and will be incorporating it into our roadmap. Thanks again.

Replied November 2024

Octavius M.

Verified reviewer

Government Administration

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed March 2024

Service at a high level!

Our experience working with ClearPoint has been exceptional. Each time we've reach out to the company for support, they've responded in a timely manner.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The support from the representatives when I need help

Cons:

Although, shorter than expected. It's always the initial learning curve.

Reasons for choosing ClearPoint Strategy

Cost, external dashboard and ease of use (short onboarding process)

Vendor Response

We're glad to hear that your experience with ClearPoint Strategy has been exceptional! We appreciate your support and look forward to continuing to serve your organizational needs.

Replied May 2024

Showing 1 - 10 of 49 Reviews

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