# Page 2 | ClearPoint Strategy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is ClearPoint Strategy the right Strategic Planning solution for you? Explore 52 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews

---

ClearPoint Strategy

4.8 (52)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 14th, 2026

# Page 2 - Reviews of ClearPoint Strategy

## Showing most helpful reviews

Showing 26-50 of 52 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SB

Sharrice B.  
Senior Management Analyst  
Government Administration  
Used the software for: 2+ years

### "Review of ClearPoint Strategy Software"

September 23, 2021

4.0

My overall experience with ClearPoint Strategy has been exceptional. I have never experienced such adept customer service. The willingness of the team to assist, the offered trainings, yearly conferences and follow-up is admirable.

Pros

What I have found most beneficial about the ClearPoint software is the ability to customize reports and layouts. It allows for conveying the "big picture" in an easy and understandable format. Being able to produce a report that contains graphics and verbiage appeals to different types of learning styles.

Cons

My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report. If you are unfamiliar with where to find the feature in the admin options settings, it becomes very frustrating.

Review Source

LA

Luz A.  
Strategy Director  
Civic & Social Organization  
Used the software for: 2+ years

### "Accountability and accessibility "

October 15, 2019

5.0

We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.

Pros

We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly. All resources available are very good and help in providing workshops. The Customer service is great, we sometimes struggle with creating some formulas and the team responds quickly.

Cons

The biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.

Review Source

Delinda P.  
Director Strategic Clinical Initiatives  
Hospital & Health Care  
Used the software for: 1-2 years

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

September 30, 2019

5.0

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!

Pros

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

Cons

I have no dislikes at this point about the software.

Review Source

LM

Laura M.  
Senior Strategy Analyst  
Government Administration  
Used the software for: 2+ years

### "Easy to use performance reporting!"

September 27, 2021

5.0

The customer service is out of this world! I cannot stress this enough. The account representatives go above and beyond to ensure ease of use and a positive experience with their software. To me, their customer service makes the difference.

Pros

ClearPoint is easy to use - my role within my organization requires me to train new employees on the use of ClearPoint. It is always easily picked up by new users.

Cons

Occasionally the software does not allow us to customize the way we want - however, ClearPoint can always find us a work-around that meets our needs.

Review Source

AA

Abismael A.  
Strategic Initiatiatives Administrator  
Government Administration  
Used the software for: 1-2 years

### "Changed our Organization"

January 12, 2024

5.0

Pros

Ease of use and the ability to adapt to any plans

Cons

Still working on some data features like time stamps that is not available for some of my KPIs

Review Source

Response from Ascendant Strategy Management

May 15, 2024

We are happy to hear that ClearPoint has changed your organization and that you are likely to recommend. Your feedback allows us to continuously improve our offerings, thank you for sharing!

LP

Lawrence P.  
Budget & Performance Measurement Mgr.  
  
Used the software for:

### "ClearPoint provides significant, user-friendly functionality for performance measurement"

April 9, 2015

5.0

After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint. We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate. Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level. I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.

Review Source

KH

Kristen H.  
Sr. Technical Business Analyst  
Government Administration  
Used the software for: 1-2 years

### "Fantastic Implementation"

March 14, 2024

4.0

Pros

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.

Cons

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.

Alternatives considered

[Envisio](https://www.capterra.com/p/135807/Envisio/)

Review Source

Response from Ascendant Strategy Management

May 15, 2024

We're thrilled to hear that you find our support system and employees to be top-level! We strive to provide quick and in-depth answers to any issues you may encounter.

RM

Regina M.  
SVP - Market Analytics and Strategic Planning  
Financial Services  
Used the software for: 1-2 years

### "ClearPoint allows us to create a strategic plan that drives collaboration and high-level strategy."

January 19, 2018

5.0

ClearPoint Strategy provided the platform we needed to take our strategic plan from a departmental, tactical driven to-do list to an idea-mapped, living document that drives collaboration, high-level strategy, and accountability.

Pros

The capabilities and output of the software. There is nothing we have asked for that ClearPoint Strategy wasn't able to provide. The custom report capabilities was the solution to one of our biggest challenges with our Strategic Plan.

Cons

Although the online help library is a tremendous source of information, as a new user of the software, most of the tutorials are written for someone that is already familiar with the software. When I first started mapping our strategic plan into the software, I needed resources with basic information on getting it set up. I found most of the tutorials were written with the assumption that the user already knew when and why to use an option, and the cause and effect of using it. Now that I have a much better understanding of how options work together, the tutorials are much more useful.

Review Source

PD

Patrick D.  
Strategy Consultant  
Hospital & Health Care  
Used the software for: 1-2 years

### "ClearPoint Review "

January 13, 2020

5.0

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.

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.

Switched from

[AchieveIt](https://www.capterra.com/p/141509/AchieveIt/)

Customization of reports was lacking Not as user friendly

Review Source

RB

Rich B.  
Strategic Measures Team Leader  
  
Used the software for:

### "Excellent decision support tool"

May 1, 2015

5.0

Clearpoint has been an excellent addition for our organization. A lot of the talk in the business world today revolves around data. For a many years, we assumed that the answer to all our questions was to collect greater and greater volumes of information. The key, however, is not infinite data, it's using the data that you have well and Clearpoint is an excellent tool to do that. It's strength lies not it its complexity, but in its simplicity. It provides a structure that requires our organization to make some basic decisions about the information we have. What is good? What is bad? How are these things connected? Are our initiatives having the impact that we want. Answering these questions has been crucial to providing sound strategic direction. Our organization also found that the pricing structure for the product also fits well with our budget and need. Having cost structured around administrators allowed us to begin our use with a low-cost pilot program before deciding to make a large investment. Once satisfied that this was the product for us, it was easy to scale up and begin to use Clearpoint across our entire organization. Even now, with minimal to no cost for browsers, it's easy to get information in the hands of people who will perform analysis and people who will make decisions. In addition to a great product, the Ascendant team is great to work with. They are incredibly responsive to questions and requests, working with us until we get the answer that we need. And they are constantly updating a large library of FAQs, job aids and instructional videos that are very useful for administrators and average users alike.

Review Source

SB

Shannon B.  
Corporate Legal Manager  
  
Used the software for: 2+ years

### "ClearPoint is great for showing alignment & how our business is connected throughout organization."

April 16, 2018

5.0

Pros

The ease of creating & generating various types of reports that are needed. The customer support is the best I have ever experienced. I also appreciate that they are consistently evolving the product and features to reflect the feedback and needs of users.

Cons

Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this.

Review Source

CH

Casey H.  
Owner  
Cosmetics  
Used the software for: Less than 6 months

### "Put Your Strategy & Goals Somewhere Besides Your Head"

March 29, 2024

4.0

I love it and think it's a powerful tool. I have not invested the time needed into getting everything out of it I can and need to.

Pros

I'm able to put all of our company goals and objectives in one place so I can work towards meeting them, instead of having piles of paper or ideas in my head that never get done.

Cons

It's a little clunky at the beginning but easy once you get the hang of it.

Review Source

Response from Ascendant Strategy Management

May 15, 2024

We're glad that you find ClearPoint to be such a powerful tool! It's good to hear that our platform has been helpful to you and hope you continue to gain value from it. Thanks for sharing!

CB

Christina B.  
Senior Manager of Strategic Planning  
Government Administration  
Used the software for: 2+ years

### "Great tool to support Our Strategy"

November 3, 2016

5.0

ClearPoint has so much potential. We are utilizing it for reporting and tracking our performance measures and key activities. The support staff is amazing. There are many learning opportunities available. We stay up to date through informative webinars and ongoing conversations. I'm am always excited to learn What else can ClearPoint do?

Pros

The functionality, ease of use and support provided.

Cons

The cost.

Review Source

LB

Laura B.  
QI Coordinator  
Government Administration  
Used the software for: 6-12 months

### "Great overall!"

October 8, 2019

5.0

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.

Alternatives considered

[Tableau](https://www.capterra.com/p/208764/Tableau/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing ClearPoint Strategy

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

Review Source

Carrie C.  
Chief Advancement Officer  
Higher Education  
Used the software for: 6-12 months

### "Outstanding product and service "

April 28, 2020

5.0

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.

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.

Review Source

KH

Kelley H.  
CMO  
  
Used the software for: 2+ years

### "Use the software daily"

January 19, 2018

4.0

Pros

Cloud based, ability to see other municipality measures, project management tools.

Cons

Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

Review Source

MP

Mark P.  
CFO  
Government Administration  
Used the software for: 2+ years

### "ClearPoint has given us a clear edge in tracking our progress on our strategic plan objectives"

June 5, 2018

5.0

Ease of tracking strategic objectives and performance measures.

Pros

What I like best about ClearPoint is the ease of use of the software and the amazing product support. We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place.

Cons

The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us.

Review Source

SM

Shari M.  
Performance Manager  
  
Used the software for: 1-2 years

### "We have been very happy with ClearPoint and have always received the best customer service."

January 16, 2018

5.0

Pros

This software meets us where we are in skill level and functionality. It's easy to use and easy to provide training internally.

Cons

Overall, we are very happy with ClearPoint. The one thing that I wish for is that the pricing had a 100 + user rate verses per user rate.

Review Source

EH

Erin H.  
Strategic Performance Manager  
Government Administration  
Used the software for: 6-12 months

### "Highly Recommend ClearPoint "

September 20, 2019

5.0

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.

Alternatives considered

[Cascade Strategy](https://www.capterra.com/p/148008/Cascade-Strategy/)[Envisio](https://www.capterra.com/p/135807/Envisio/)

Reason 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.

Review Source

RP

Rachel P.  
Strategy & Innovation Coordinator  
Government Administration  
Used the software for: 2+ years

### "Easey to use and GREAT customer service"

September 26, 2019

4.0

We wanted a public facing scorecard showing what our goals and priorities were and that also provided updates on where we were in accomplishing those goals. ClearPoint gave us that platform while also acting as a clearing house to store documents and info.

Pros

While no software is "intuitive" for everyone, this software is pretty easy to use and I was able to learn it quicker than others.

Cons

There are some very repetitive key strokes/clicks when building a scorecard.

Review Source

RM

Rick M.  
Managing Director  
  
Used the software for:

### "ClearPoint: A Significant Step Up from the Rest"

April 2, 2015

5.0

Beyond serving as a university professor of strategy, I have also done a lot of strategic planning and balanced scorecard consulting with dozens of organizations over the years. I started off with some other solutions and software platforms but migrated to ClearPoint over a year ago. The value that CP brings to my clients is remarkable. It is intuitive, robust, and very easy to customize for the needs of an organization. When I have a question or problem, their support response time is very fast. Every client I work with now goes with ClearPoint. It is so much less cumbersome when compared with Excel and the feature/price point mix is unmatched in the industry.

Review Source

AS

Alan S.  
Assistant Director Strategic Planning and Research  
  
Used the software for:

### "ClearPoint as a Critical Tool for Strategic Planning/Performance Measurement Initiatives"

April 3, 2015

5.0

ClearPoint provides a solid balance of functionality and flexibility. The staff at ClearPoint are wonderful to work with and were critical in configuring the system to meet our strategic planning and performance measurement needs. Judging success with the implementation of any system has a lot to do with acceptance by the staff who will be using it. Our department staff have embraced ClearPoint and are developing creative ways to utilize its power and functionality. The ability to import data into ClearPoint with little or no manual effort has been a critical element in the acceptance of the system by our staff. Time wasted by duplicate entry of performance data has been all but eliminated with the data loading feature. The true test of any performance measurement system is to effectively facilitate the process of using data for decision making. ClearPoint is passing this test with flying colors.

Review Source

EF

Ed F.  
Performance Analyst  
  
Used the software for:

### "ClearPoint recommended without reservation!"

April 3, 2015

5.0

One of the key tenants at the City of Olathe is we are a metric driven organization. In order to take our performance measurement efforts to the next level we needed a system that could adapt and support our ever evolving needs. ClearPoint has taken all we could to throw at it and performed beautifully. It has allowed us to fully engage departments in a way we were not able to do before. Also, the ability to automatically load data through DataLoader packages has been a huge benefit to us. Departments were always concerned with the inefficiencies of having to do duplicate entries and with DataLoader that issue is a thing of the past. Finally, the customer support we have received from Joseph and all the ClearPoint team has been outstanding. I recommend ClearPoint without reservation.

Review Source

AM

Anthony M.  
CEO  
Management Consulting  
Used the software for: I used a free trial

### "Clearpoint Strategic "

November 5, 2023

5.0

Pros

Clearpoint templates are detailed,informative and easy to use.

Cons

There are no cons based on my needs. Future use cases may yield something

Review Source

MVE

Maria Victoria E.  
Senior Consultant  
Professional Training & Coaching  
Used the software for: 2+ years

### "ClearPoint Strategy Review"

September 25, 2019

5.0

Measurement of strategy execution

Pros

The links among several Scorecards, Objectives and indicators

Cons

We do not hace access ti allego features

Review Source

Talk to a Capterra advisor for free and get results within 15 minutes.