--- title: "ClearPoint Strategy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClearPoint Strategy Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more." source_url: "https://www.capterra.com/p/135495/ClearPoint-Strategy/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # ClearPoint Strategy Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ClearPoint Strategy ## What is ClearPoint Strategy? ClearPoint Strategy simplifies the complexities of strategic planning. Our platform's AI Assistants build tailored strategies for any framework that fit your organizational operations and industry nuances. Our automation capabilities streamline performance reporting and strategy execution, saving you time and resources. Embrace ClearPoint's Strategy Success Framework, designed to deliver measurable results and sustainable growth. Our approach ensures that strategic planning is not just a task, but a dynamic, ongoing process that keeps you ahead. Our expertise in strategy is complemented by an experienced, award-winning Customer Success team dedicated to your success. Our team acts not just as support, but as strategic partners, leveraging deep knowledge to guide you through every phase of your strategic journey. ## What is ClearPoint Strategy used for? [Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/)[Reporting](https://www.capterra.com/reporting-software/) Overall rating Based on 53 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $50 Per Feature, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## ClearPoint Strategy alternatives Highest Rated [Notion](https://www.capterra.com/p/186596/Notion/) [4.7 (2,846)](https://www.capterra.com/p/186596/Notion/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186596/Notion/) [4.5 (942)](https://www.capterra.com/p/120390/Teamwork-Projects/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/135495/ClearPoint-Strategy/alternatives/) ## FAQs about ClearPoint Strategy Overview ### What problems does ClearPoint Strategy solve? ClearPoint Strategy solves the challenge of managing strategic plans, balanced scorecards, KPIs, and initiatives across disconnected Excel files and departments. It centralizes goals, measures, owners, and progress, automates data loading and status reporting, and provides dashboards for drilling into results. Strategy teams, public-sector leaders, department administrators, and executives benefit from clearer accountability and transparent performance reporting. Answer based on 33 reviews Overview ### Which roles and teams benefit most from ClearPoint Strategy? ClearPoint Strategy is most used by strategic planning and performance management teams, project and initiative managers, and quality or compliance leaders. Analysts track strategic measures, governance requirements, and organizational goals; managers coordinate initiatives and reporting; executives and transformation leaders review dashboards to monitor progress, accountability, and outcomes across departments. Answer based on 51 reviews Overview ### What company size and industries is ClearPoint Strategy built for? ClearPoint Strategy is for small and mid-sized organizations, with midsize businesses (45%) and government administration (42%) leading reviewer adoption. It also serves enterprises (32%) and small businesses (24%), particularly local and state governments, healthcare networks—hospital and health care represents 18%—plus credit unions, regional banks, and utilities needing BPR and OKR reporting. Answer based on 53 reviews Features and Usability ### What are the key features of ClearPoint Strategy? ClearPoint Strategy includes core strategic planning and performance measurement features: Balanced Scorecards, goal and KPI tracking, and initiative progress monitoring. Customizable dashboards, charts, and reports present performance data, while data import and connectors support centralized metrics. Role-based permissions and collaboration tools support organizational reporting and accountability. Answer based on 25 reviews Integrations ### Which third-party tools and platforms does ClearPoint Strategy integrate with? ClearPoint Strategy integrates with 10 third-party tools, including Asana, Google Analytics 360, Google Sheets, HubSpot Content Hub, Microsoft Excel, Tableau, Trello, WordPress, Zapier, and monday.com AI Work Platform. These integrations cover project management, analytics, spreadsheets, content management, and automation. Getting Started and Support ### What training and onboarding options does ClearPoint Strategy offer? ClearPoint Strategy provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 5 reviews Getting Started and Support ### What customer support options does ClearPoint Strategy offer, and how do users rate the experience? ClearPoint Strategy offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as prompt, responsive, and helpful, particularly for implementation, configuration, and questions. Reviewers also value the team’s willingness to offer guidance, solve problems, and consider customer feedback, with few reported support frustrations. Answer based on 17 reviews Features and Usability ### Is ClearPoint Strategy easy to use? ClearPoint Strategy offers an intuitive, customizable interface for scorecards, dashboards, and strategic reporting. Administrators and nontechnical team members often find navigation and visual status tracking easy after onboarding. Some users need time to learn less familiar features, and report or chart design options can feel limited for specialized layouts. Answer based on 24 reviews Features and Usability ### What features does ClearPoint Strategy offer? ClearPoint Strategy supports strategic planning, balanced scorecards, KPI tracking, dashboards, data imports, initiative tracking, and custom reports. Organizations use it to connect goals, measures, projects, and performance data in one place. Its broad configuration options support varied frameworks, though advanced project management, workload planning, and some export functions may require manual work. Answer based on 23 reviews ## Features AI summary Based on 29,194 Strategic Planning reviews According to Capterra reviewers, these are the project management features buyers prioritize most when evaluating a solution: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) ClearPoint Strategy provides **Deadline Management**, which helps teams keep work on schedule and monitor key milestones across projects. This feature supports better planning and follow-through, allowing teams to stay aligned on timelines and complete work within expected time frames. Strategic Planning 4.4 (11) 81.82% of 11 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Goal Setting/Tracking 4.4 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time KPI Monitoring 4.8 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Tracking the status of previously identified performance measurements Reporting/Analytics 4.3 (6) 83.33% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Budgeting/Forecasting 4.2 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Dashboard 4.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics ClearPoint Strategy 65 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Reports: Reports specific to sales analysis for trends and strategies - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (44) 4.5 Based on 44 reviews ## Pricing Value for money 4.7 (37) Starter $50.00 Per Feature,Per Month Value for money 4.7 (37) 4.7 Based on 37 reviews ## Integrations [ Trello](https://www.capterra.com/p/211559/Trello/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Tableau](https://www.capterra.com/p/208764/Tableau/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (51) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (51) 4.9 Based on 51 reviews ## User reviews Overall rating 4.8 Based on 53 reviews Filter by rating Counts reflect reviews available in this feed. 5(45) 4(8) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful MD Managing Director, Operations Managing Director, Operations Used the software for: 1-3 years ### "Strong Platform, Outstanding Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 18, 2026 We’ve had a positive experience using ClearPoint to manage our strategic and annual planning and reporting. ClearPoint has given us a strong foundation for consistent strategic plan tracking and reporting across the organization. One thing for organizations getting started to be aware of is that there is a learning curve, particularly when first setting up the system and determining the best way to structure reporting. I would recommend setting aside dedicated time upfront to think through how you want to structure and report on your plan, rather than treating implementation primarily as a data-entry exercise. I would also recommend taking full advantage of the ClearPoint team’s support throughout the process. They have been tremendously supportive. Pros ClearPoint is flexible and has allowed us to organize a fairly complex structure of outcomes, indicators, strategies, measures of success, and quarterly targets in one place. I have also been very impressed with the support we have received from the ClearPoint team, particularly Dawan Robinson. Dawan has taken the time to understand what we are trying to accomplish, troubleshoot issues with us, and help us think through both immediate needs and how to manage the system over time. Cons We are still relatively early in implementing our new strategic and annual plan, so I don't have a significant downside to identify at this point. As we have worked through the setup, there have been occasional features or processes that were not immediately intuitive, but the ClearPoint team has been very responsive in helping us work through them. LG Lynsey G. Quality Improvement and Compliance Director Used the software for: 1-3 years ### "ClearPoint has been a gamechanger for our organization!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2026 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. 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! PM Project Manager Project Manager Used the software for: Less than 1 year ### "First Experience Using ClearPoint" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 5, 2026 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. SP Strategic Partner Strategic Partner Used the software for: 3-5 years ### "It's all about the people. Customer support." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 3, 2026 We chose ClearPoint several years ago and at that time, we found that they were far superior in customer support compared to the competition. 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. SS Sarahjean S. Public Health Epidemiologist Used the software for: 3-5 years ### "Local Public Health/Clear Point" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 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. 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. HI Health Information Manager Health Information Manager Used the software for: 3-5 years ### "Align and dashboard your results with this powerful easy to use tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2018 Clearpoint enables us to continually monitor our progress toward our strategies and goals, track progress on projects and ensure that we are applying our resources to achieve the right results. Pros Clearpoint allows you to easily build your balanced scorecard and align your measures to appropriate goals and initiatives. Set appropriate threshholds for your measures and automatically set a visual status of progress which can be rolled up to track overall progress toward goals. All this can be easily done by automatically loading your data from a variety of sources whether excel files or a SQL compliant ODBC data source. Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs. The support team is one of the best with which I have ever dealt, very knowledgeable and responsive. Cons None, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product. Erin H. Strategic Performance Manager Used the software for: Less than 1 year ### "Highly Recommend ClearPoint " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2019 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. AC Asst. City Manager Asst. City Manager Used the software for: 1-3 years ### "City of Manhattan" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 April 3, 2024 \[sensitive content hidden\] are awesome to work with. They have been very helpful and go above and beyond. Pros Data all in one place. Can run reports with simple clicks and do calculations. It has saved time for admin staff. Cons Reports have limited customization. Have had to alter data approach a few times becuase this was new to us. OS Organization Systems Development Manager Organization Systems Development Manager Used the software for: 1-3 years ### "Eldor Corporation ClearPoint Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 20, 2023 Other than a few small customization issues, ClearPoint has helped myself and the company tremendously. Aside from what the software does for us, the help we receive from the employees is unmatched. They are always there to help with any questions and even provide welcomed feedback into how we can make the process even easier or more concise. Pros The impact it has made on time management for collecting and reporting KPIs has been a huge success for us. Once implemented to the other plants. It will be saving countless hours and will help in communicating key data from one plant to another. Cons I wish there were more customization features in regards to graph creation and reporting. SA Systems Analyst Systems Analyst Used the software for: Less than 1 year ### "Excellent structure and support" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 7, 2024 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. 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. [View all Reviews](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.