# ClearPoint Strategy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ClearPoint Strategy Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more. Source: https://www.capterra.com/p/135495/ClearPoint-Strategy --- # ClearPoint Strategy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 52 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 [4.7 (561)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (13,548)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (2,888)](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 [4.4 (15,320)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/135495/ClearPoint-Strategy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Strategic Planning 4.3 (10) 80.00% of 10 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 (8) 87.50% of 8 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 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics ClearPoint Strategy 73 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems One-off queries made on an as-needed basis Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Sample files or documents that could be customized as needed or used as is Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Add customized logos and colors to align with company branding Alter the layout and content of dashboards Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Connect to big data sources Import and export data to and from software applications Combining data from different sources and providing a unified view Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Decision-making process using businesses past, present and forecasted future operations. Generate reports to assess the financial performance of an organization Form predictions based on past and present data/trends Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Reports specific to marketing and associated campaigns Monitor task progress and planned accomplishments to better manage project status Allows users to manage data from a number of sources Ability to handle several projects simultaneously Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Arrange tasks based on the level of priority or urgency Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Manage and track financials on a project-to-project basis Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Monitor the progress of projects from start to finish Estimate or forecast of a future scenario based on the study of present trends Share pre-configured sets of data organized and presented in a specific manner with the organization Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Identifying desired outcomes and important milestones and creating a plan on how to achieve them Set & manage permission levels based on user roles and restrict access to only authorized individuals Reports specific to sales analysis for trends and strategies Develop potential scenarios to identify risks and opportunities Set a time to generate routine reports automatically Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Allow users to access multiple services after entering their login credentials once Track the status over time for a request, process, asset, or transaction At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Track the status and progress of tasks Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Interact with data visualization elements, such as charts and graphs, to drill down into data 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 (43) 4.5 Based on 43 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 Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ monday.com](https://www.capterra.com/p/147657/monday-com/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) 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 (50) 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 (50) 4.9 Based on 50 reviews ## User reviews Overall rating 4.8 Based on 52 reviews Filter by rating 5(44) 4(8) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LG Lynsey G. Quality Improvement and Compliance Director Hospital & Health Care ### "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 4, 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! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 10, 2026 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. MC Michael C. Project Manager Recreational Facilities and Services ### "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 4, 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. Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Viva Goals was not an option for "what product did you switch from"...Microsoft retired the Viva Goals platform. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 10, 2026 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. AU Anonymous User Strategic Partner Banking ### "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 2, 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. Alternatives considered [Endpoint Detection and Response](https://www.capterra.com/p/228159/Endpoint-Detection-and-Response/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 10, 2026 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. SS Sarahjean S. Public Health Epidemiologist Hospital & Health Care ### "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 November 25, 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. Alternatives considered [Clear Impact Scorecard](https://www.capterra.com/p/135982/Clear-Impact-Scorecard/) Reasons for choosing ClearPoint Strategy The selling point was the level of technical support offered and the visualization functions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LH Laurie H. IT Portfolio Manager Education Management ### "Customized yet streamlined" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 25, 2025 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. 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. Alternatives considered [TrakSYS](https://www.capterra.com/p/167102/TrakSYS/) [ClearGov](https://www.capterra.com/p/149444/ClearGov/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2025 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. JW Julie W. Systems Analyst Government Administration ### "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 October 29, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 7, 2024 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. RK Rahul K. Physician Assistant Hospital & Health Care ### "ClearPoint Strategy Benefit to Organizations" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 14, 2024 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 19, 2024 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! JW Jared W. Asst. City Manager Government Administration ### "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 March 29, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 8, 2024 Thank you for your feedback, Jared! We appreciate the opportunity to work with you, and we’re glad ClearPoint has been saving you time and you’ve enjoyed working with our team! I’m glad we were able to leverage ClearPoint’s flexibility to get your data approach just right. CH Casey H. Owner Cosmetics ### "Put Your Strategy & Goals Somewhere Besides Your Head" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 29, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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! OM Octavius M. Assistant to the City Manager Government Administration ### "Service at a high level!" 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 March 27, 2024 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. 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) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 15, 2024 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. [View all Reviews](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)