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ClearPoint Strategy Logo

The world’s first integrated Strategic Plan reporting system

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ClearPoint Strategy - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

ClearPoint Strategy overview

What is 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 Strategy is a SaaS strategy reporting tool, used by leading organizations to automate and streamline their strategy reporting process, including elements such as Business Performance Management and OKR metrics. ClearPoint integrates and automates the collection of data from all sources, making it faster and easier to report on strategic plan 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.

With ClearPoint, organizations can automate their reporting process and eliminate the need for manual data collection and formatting reports. The easy-to-use interface makes creating dashboards, reports, scorecards and more, easy for any end user, regardless of their technical expertise.

Organizations can leverage ClearPoint's integration features to automatically pull data from on-premise, SaaS, and other data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations.

ClearPoint also offers an integrated project management module which allows managers to report on their projects in context using OKRs/KPIs, Gantt Charts, and direct linkages to company goals or priorities.

ClearPoint's automated data uploads, report generation, reminders and dashboard updates help you make your reporting process simple and efficient. You will ensure your team always has the data and information they need to make decisions. See it for yourself!

Starting price

50per feature /
per month

Alternatives

with better value for money


Pros & Cons

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Customer Support

User Interface

Customization

Reporting

ClearPoint Strategy’s user interface

Ease of use rating:

ClearPoint Strategy pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(8)
5(44)

What do users say about ClearPoint Strategy?

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.

Select to learn more


Who uses ClearPoint Strategy?

Based on 52 verified user reviews.

Company size

Midsize Businesses

Enterprises

Small Businesses

Top industries

Government Administration
Hospital & Health Care
Recreational Facilities and Services
Banking
Others

Use cases

Strategic Planning
Business Performance Management
Reporting
Project Management
Business Plan

ClearPoint Strategy's key features

Most critical features, based on insights from ClearPoint Strategy users:

Prioritization
Multiple projects
Milestone tracking

All ClearPoint Strategy features

Features rating:

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
Gantt/Timeline view
Goal management
Goal setting/tracking
Idea management
Key performance indicators
KPI monitoring
Marketing reports
Milestone tracking
Multiple data sources
Multiple projects
Performance management
Performance metrics
Planning Tools
Portfolio management
Prioritization
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

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ClearPoint Strategy pricing

Value for money rating:

Starting from

50

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about ClearPoint Strategy price and value

Value for money rating:

To see what individual users think of ClearPoint Strategy's price and value, check out the review snippets below.

“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.”
SS

Sarahjean S.

Public Health Epidemiologist

“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. ”
LH

Laurie H.

IT Portfolio Manager

ClearPoint Strategy integrations (10)

Integrations rated by users

We looked at 52 user reviews to identify which products are mentioned as ClearPoint Strategy integrations and how users feel about them.

Integration rating: 3.5 (2)

draft statements for settelement

YN

Yu N.

Director

ClearPoint Strategy support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
Chat
FAQs/Forum

Training options

Webinars
Live Online
Videos
Documentation
In Person

ClearPoint Strategy FAQs

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