# ClearSteps Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ClearSteps the right Employee Engagement solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/186753/ClearSteps/reviews

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ClearSteps

5 (7)

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

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Last updated March 13th, 2026

# Reviews of ClearSteps

Ease of use

4.7

Customer Service

4.3

## Showing most helpful reviews

Showing 1-7 of 7 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Gregg T.  
Marketing  
Information Technology and Services  
Used the software for: 6-12 months

### "ClearSteps is Great, Easy To Use, & Helps Us Accomplish Goals"

July 1, 2019

5.0

It has been interesting watching ClearSteps grow and change.

Pros

The tool works and gets out of the way while helping us to move our goals forward. The app is intuitive and you can tell that its features were give a lot of thought and not just add as a nice feature or thrown in as a plus. It is great for teams of people who have committed to work together and work smart to accomplish common (important) day to day goals.

Cons

The support is great and they listen, although, we would like to see more industry specific templates which are drop and drag. The app is great, the browser tool could be stronger.

Reason for choosing ClearSteps

We knew people at the company and they help make the decision.

Switched from

[Todo Cloud](https://www.capterra.com/p/149338/Todo/)

We switched because the tool is more business focused and better for team (multiple people) collaboration. Also, it is focused more on accomplishing goals together rather that just completing tasks.

Review Source

RS

Rebecca S.  
Coordinator  
Hospital & Health Care  
Used the software for: 2+ years

### "Excellent team management tool. Easy set up."

June 26, 2019

5.0

I use ClearSteps all throughout the day. I can add tasks to any checklist or re-assign routines if someone is falling behind. The app even alerts me what needs to be re-assigned if someone is sick or goes on vacation. It’s literally impossible for things to fall through the cracks.

Pros

Can assign tasks to any individual. Can add photos or videos to task. Can set reminders and due dates.

Cons

Some of the reports are a little hard to understand.

Review Source

JM

Jeff M.  
Director of Marketing  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Testing Clear Steps with my Team and Loving It"

June 24, 2019

5.0

We are testing Clear Steps with a smaller team right now in hopes that we can roll it out to our larger organization. The test is going great and we are already seeing signals of success. Best thing about our experience with Clear Steps, which I was worried about, was the ease of use of getting everyone using it and onboarded. We have tried other tests and adoption has always been a challenge. Our team loved getting set up as they saw Clear Steps as technology to help them do their jobs better,

Pros

Clear Steps is allowing my team to turn current day to day processes into clearly defined best practices for both onboarding of new employees and training of current employees. I also love how as a manager my team and I have level of transparent accountability that we never had before all within a single easy to use app. We have only tested for a short time but already seeing increase in efficiency.

Cons

Nothing major especially for a free product since my team is currently small enough to take advantage of free account for up to 15 users. I think we are only using a small % of the total app capability right now.

Review Source

GF

Giuliana F.  
Marketing Coordinator  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "ClearSteps Rocks!!!"

June 24, 2019

5.0

LOVE IT!

Pros

ClearSteps is a very user friendly app and it allows you to create in depth checklists which I love!!! It is also very satisfying when you are able to check each item as complete. The app is easy to use and it is like having a planner in front of you but in a digital form!

Cons

Sometimes the settings are difficult to understand, but once you figure it out you are good to go!

Review Source

SE

Stephen E.  
Partner  
Real Estate  
Used the software for: 1-2 years

### "ClearSteps is a flexible business management tool."

July 1, 2019

5.0

We have field techs that use the tool to ensure they have a checklist completed for site review. We also have project coordinators that are using it for managing project milestones .

Pros

Clear design keeps work organized. Direct communication between managers and team members. Get reminders for important tasks through a pop up on my phone. Group checklists that allow any member of the group to complete any of the tasks.

Cons

Cannot synchronize tasks between organizations.

Review Source

SN

Senthil N.  
CTO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Easy to use checklist app"

December 5, 2019

5.0

A simple yet powerful app. The interface is clean and lets users get in and out of the app quickly. Our team has begun to really rely on it. We even hear people saying "We need a ClearStep for that."

Pros

All my assigned tasks are visible across every device. Simple to use. Super simple to communicate and track work that needs to be done.

Cons

I dont have much negative to say about ClearSteps. It does what I need it do for checklists and reminders.

Review Source

GC

Gustavo C.  
Owner  
Construction  
Used the software for: I used a free trial

### "ClearSteps makes task management a Whiz!"

June 24, 2019

5.0

Our team is better able to track tasks quicker and manage time better. It's also great to see how many assignments each member of the team has. It also helps with teamwork with shared checklists

Pros

The free version is excellent for assigning tasks with automatic follow up

Cons

I'd like a better visualization of timelines for when are assignments are due

Review Source

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