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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: December 2025

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!

Key benefits of using ClearPoint Strategy

- ClearPoint's automatic email reminders, data uploads, report generation, and notifications help managers save up to 70% of the time it takes to create their monthly reports.

- Dashboards and scorecards combine quantitative and qualitative data so that your team has the context they need to support decisions.

- Workflows help ensure that the most difficult phase of report generation-getting updates from users-is easily managed.

- Drill down from dashboards to detail pages to see detailed charts, data, project plans, and more.

- View alignment between objectives, measures and initiatives to make sure you're working on the right projects to achieve your goals.

- ClearPoint can automatically upload data from all of your on-premise or Cloud data sources so that ClearPoint becomes your one stop shop for all data questions.

Starting price

50per feature /
per month
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Alternatives

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(41)

What do users say about ClearPoint Strategy?

Users say ClearPoint Strategy is user-friendly, intuitive, and easy to set up, with customization options that help organizations track strategic plans and performance measures efficiently. They find it simpler than Excel and appreciate the flexibility, though some mention a learning curve, especially when transitioning or using advanced features. They note that support is responsive and helpful when issues arise.

Reviewers indicate the user interface offers informative dashboards, customizable data visualizations, and clear progress tracking through charts and reports. They feel the customization for reports and graphs is somewhat limited, and some find certain features less intuitive or initially difficult to navigate.

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Who uses ClearPoint Strategy?

Based on 49 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Government Administration
Hospital & Health Care
Financial Services
Utilities
Others

Use cases

Strategic Planning
Business Performance Management
Reporting
Project Management
OKR

ClearPoint Strategy's key features

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

Strategic planning
Goal setting/tracking
KPI monitoring
Reporting/Analytics
Task management
Data import/export

All ClearPoint Strategy features

Features rating:

Customizable templates
Dashboard
Data visualization
Key performance indicators
Collaboration tools
Multiple projects
Performance metrics
Progress tracking
Project planning/scheduling
Reporting/Project tracking
Roadmapping
Scorecards
Task progress tracking
Trend analysis
Visual analytics
Activity dashboard
Milestone tracking
Idea management
Workflow management
Budgeting/Forecasting
Customizable reports
Project management
Project planning
Benchmarking
Project tracking
Projections
Publishing/Sharing
Reminders
Reporting & statistics
API
Alerts/Notifications
Role-Based permissions
Sales reports
Scenario planning
Scheduled/Automated reports
Ad hoc reporting
Search/Filter
Single sign on
Status tracking
Task Planning
Ad hoc query
Third-Party integrations
Activity tracking
Activity Planning
Access controls/permissions
Dashboard creation
Data connectors
Data synchronization
Customizable fields
Drag & drop
Financial analysis
Financial modeling
Financial reporting
Forecasting
Gantt/Timeline view
Goal management
Customizable dashboard
Customizable branding
Marketing reports
Commenting/Notes
Multiple data sources
Charting
Performance management
Business plan templates
Planning Tools
Portfolio management
Prioritization
Progress reports
Project accounting

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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.

“Ease of Use, centralized place to keep track of performance measures and initiatives, inexpensive. Sensitive content hidden] has been a great help and provide awesome after service support.”
JS

John S.

BI Data Analyst

“What I like best about ClearPoint is the ease of use of the software and the amazing product support.”
MP

Mark P.

CFO

ClearPoint Strategy integrations (11)

Integrations rated by users

We looked at 49 user reviews to identify which products are mentioned as ClearPoint Strategy integrations and how users feel about them.

Microsoft Excel logo
Microsoft Excel

Integration rating: 3.0 (1)

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

Q. What type of pricing plans does ClearPoint Strategy offer?

ClearPoint Strategy has the following pricing plans:
Starting from: $50.00/month
Pricing model: Subscription


Q. Who are the typical users of ClearPoint Strategy?

ClearPoint Strategy has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does ClearPoint Strategy support?

ClearPoint Strategy supports the following languages:
English, French, Portuguese, Spanish


Q. Does ClearPoint Strategy offer an API?

Yes, ClearPoint Strategy has an API available for use.


Q. What other apps does ClearPoint Strategy integrate with?

ClearPoint Strategy integrates with the following applications:
Google Analytics 360, Zapier, HubSpot CMS Hub, Trello, WordPress, Tableau, monday.com, Asana, Google Sheets, Microsoft Excel


Q. What level of support does ClearPoint Strategy offer?

ClearPoint Strategy offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, FAQs/Forum

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