# ClearPoint Strategy Software Reviews, Demo & Pricing - 2026 > Review of ClearPoint Strategy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/bi/clearpoint-strategy-profile --- [Home](https://www.softwareadvice.com/) / [Project Management Software](https://www.softwareadvice.com/project-management/) / ClearPoint Strategy Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/reviews/)[Alternatives](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/alternatives/) # ClearPoint Strategy 2026: Benefits, Features & Pricing Wondering if ClearPoint Strategy is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview ClearPoint Strategy 4.8 [(52)](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/reviews/) 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! Wondering if ClearPoint Strategy is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. ## ClearPoint Strategy User Interface ## Popular ClearPoint Strategy Alternatives Main Product ClearPoint Strategy 4.8 [(52)](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.68Value for money - 4.94Customer support - 4.51Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Notion](https://www.softwareadvice.com/project-management/notion-profile/) 4.7 [(2759)](https://www.softwareadvice.com/project-management/notion-profile/reviews/) Ratings Breakdown - 4.35Ease of use - 4.57Value for money - 4.39Customer support - 4.62Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [Teamwork.com](https://www.softwareadvice.com/project-management/teamwork-pm-profile/) 4.5 [(940)](https://www.softwareadvice.com/project-management/teamwork-pm-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.44Value for money - 4.48Customer support - 4.37Functionality Pricing Starting at $9.99 per month Get Price Alternative Product [OpenProject](https://www.softwareadvice.com/project-management/openproject-profile/) 4.6 [(188)](https://www.softwareadvice.com/project-management/openproject-profile/reviews/) Ratings Breakdown - 4.58Ease of use - 4.64Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at €5.95 per month Get Price Alternative Product [Business Base](https://www.softwareadvice.com/project-management/business-base-profile/) 4.8 [(57)](https://www.softwareadvice.com/project-management/business-base-profile/#reviews) Ratings Breakdown - 4.68Ease of use - 4.67Value for money - 4.83Customer support - 4.68Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13593)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration 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 Integration rated undefined from -1 review HubSpot Content Hub Integration rated undefined from -1 review Asana Integration rated undefined from -1 review monday.com Integration rated undefined from -1 review Google Analytics 360 Integration rated undefined from -1 review Tableau Integration rated undefined from -1 review See all 9 integrations ## ClearPoint Strategy User Reviews Overall Rating 4.8 Ratings Breakdown 5 85% 4 15% 3 0% 2 0% 1 0% 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More SS 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 5 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 5 Ease of use 4 Value for money 5 Customer support 4 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. Read More 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! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I appreciate the software's flexibility, adaptability, and ease of use Cons: I have no dislikes at this point about the software. Read More VR Verified Reviewer Banking 501-1000 employees Used monthly for more than 2 years Review source Reviewed March 2026 It's all about the people. Customer support. 5 We chose ClearPoint several years ago and at that time, we found that they were far superior in customer support compared to the competition. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The customer support is excellent. Their team helps us build new plans and are very responsive whenever we have a question. Cons: The Classic version was a little challenging to navigate, but I'm looking forward to the ClearPoint Next edition helping us streamline the updating and reporting process. Reasons for choosing ClearPoint Strategy The positive experience with their people in evaluating the product. They were much more helpful and less generic that their competition. Vendor Response Thank you for this nice review. We're very proud of our Customer Success team, and we're excited to see more and more of our clients adopt Next and get many great insights from our AI playbooks. Let us know if we can help in any way. Replied March 2026 Read More LH Laurie H. Verified reviewer Education Management 5001-10000 employees Used weekly for less than 12 months Reviewed September 2025 Customized yet streamlined 4 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 4 Ease of use 5 Value for money 4 Customer support 4 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 Read More MC Michael C. Verified reviewer Recreational Facilities and Services 10000+ employees Used daily for less than 6 months Reviewed March 2026 First Experience Using ClearPoint 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: ClearPoint is a very user-friendly strategy management platform. The entire team that we worked with, from sales to onboarding/training/and customer support has been great. Whenever questions arise, they are always quick to help! Cons: The only "negative" that comes to mind on the platform is the AI assistance. It's definitely not terrible, but I think it could use some refinement to provide better, more thorough answers. Reasons for switching to ClearPoint Strategy Viva Goals was not an option for "what product did you switch from"...Microsoft retired the Viva Goals platform. Vendor Response Thank you for a great review. We do appreciate it, and we have rolled out playbooks that do have a more refined AI assistant to help you with specific actions or analysis including SWOT, YoY comparisons, and correlation analysis. We look forward to supporting your success with ClearPoint. Replied March 2026 Read More PD Patrick D. Verified reviewer Hospital & Health Care 10000+ employees Used weekly for less than 2 years Review source Reviewed January 2020 ClearPoint Review 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More LB Laura B. Verified reviewer Government Administration 501-1000 employees Used weekly for less than 12 months Review source Reviewed October 2019 Great overall! 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More EH Erin H. Verified reviewer Government Administration 51-200 employees Used monthly for less than 12 months Review source Reviewed September 2019 Highly Recommend ClearPoint 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document) Cons: There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time. Reasons for choosing ClearPoint Strategy ClearPoint offered the greatest number of features that we were seeking (project tracking capabilities, reporting, outward facing dashboard, strategic plan management), and the peer recommendations and customer service references were top notch. We have not been disappointed. Read More LG Lynsey G. Verified reviewer Hospital & Health Care 51-200 employees Used weekly for less than 2 years Reviewed March 2026 ClearPoint has been a gamechanger for our organization! 5 Overall, my experience with ClearPoint Strategy has been very positive. It has improved organization, accountability, and visibility across teams. The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent. It’s a powerful tool for organizations that want clarity and structure around performance management. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. The AI aspect is also a huge bonus for analyzing data and suggestions for how to make improvements! Cons: There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. The Support Team has been easily accessible, attentive and thorough every step of the way! Vendor Response Thank you for such a thoughtful review. We do appreciate that there is a learning curve, and for that reason, we focused on ease of use in our new interface to make for a much faster onboarding process. We now have some self-guided playbooks for ease of onboarding. I'm glad to hear that you are leveraging our AI for suggestions, and I think you will be impressed with our new AI playbooks as you get more into them. Replied March 2026 Read More Showing 1 - 10 of 52 Reviews [See All Reviews](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/reviews/) ## ClearPoint Strategy Popular Comparisons [Notion vs ClearPoint Strategy](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/vs/notion/)[Teamwork.com vs ClearPoint Strategy](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/vs/teamwork-pm/)[OpenProject vs ClearPoint Strategy](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/vs/openproject/)[Business Base vs ClearPoint Strategy](https://www.softwareadvice.com/project-management/business-base-profile/vs/clearpoint-strategy/)[Asana vs ClearPoint Strategy](https://www.softwareadvice.com/project-management/asana-profile/vs/clearpoint-strategy/)[Datarails vs ClearPoint Strategy](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/vs/datarails/) [Compare All Alternatives](https://www.softwareadvice.com/bi/clearpoint-strategy-profile/alternatives/) ## Other Top Recommended Project Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3519) Recently recommended **47** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3016) Recently recommended **39** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (153) Recently recommended **28** times [Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/) **4.5** (93) Recently recommended **28** times Stuck Between Options? 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