In addition to the product, I am extremely satisfied with the training we received on site, as well as the sessions we have via conference call with our account representatives. No questions are too simple or too complicated. We are not limited in the number of times we reach out and appreciate the account rep keeping in touch with us and responding promptly to our inquiries. We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.

The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.

At this point, I don't have any cons, other than wishing I had the product sooner.

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!

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.

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.

Ease of Use, centralized place to keep track of performance measures and initiatives, inexpensive. [sensitive content hidden] has been a great help and provide awesome after service support.

Lack of features on doing bulk admin work such as setting reporting frequencies, mass delete accounts etc.

[sensitive content hidden] are awesome to work with. They have been very helpful and go above and beyond.

Data all in one place. Can run reports with simple clicks and do calculations. It has saved time for admin staff.

Reports have limited customization. Have had to alter data approach a few times becuase this was new to us.

ClearPoint has a great team behind them. I can't say enough good things about their implementation team and the process. Our Implementation Specialist, Marisa, made the process simple and easy. She was extremely knowledgeable and a pleasure to work with. Her dedication to a successful implementation was unmatched.

The software isn't the easiest to navigate. I'm sure it will get better with practice, but I had to keep my training guide handy in the beginning to help me along.