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ClearPoint Strategy Logo
ClearPoint Strategy

The world’s first integrated Strategic Plan reporting system

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ClearPoint Strategy Pricing, Features, Reviews and Alternatives

ClearPoint Strategy product 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.

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.

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 pricing information

Value for money

4.8

/5

36

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

ClearPoint Strategy features

Functionality

4.6

/5

36

Total features

80

7 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting & Statistics
Reporting/Analytics
Third Party Integrations
API
Customizable Reports
Data Import/Export

Functionality contenders

ClearPoint Strategy users reviews

Overall Rating

4.9

/5

36

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.61/10
Rating distribution

5

4

3

2

1

33

3

0

0

0

Pros
It is a great program and I strongly recommend it to others that may be considering it. I also feel that the ClearPoint Support Team is awesome.
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.
Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features.
Cons
ClearPoint would say, 'This is nuts. You'd be kicking yourself if you did it this way.
There's an evolving science to performance measurement that we're continually learning. By science, I mean there are right ways and wrong ways to structure performance information.
My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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More than satisfied with ClearPoint Strategy

Reviewed 4 years ago

In addition to the product, I am extremely satisfied with the training we received on site, as well as the sessions we have via conference call with our account representatives. No questions are too simple or too complicated. We are not limited in the number of times we reach out and appreciate the account rep keeping in touch with us and responding promptly to our inquiries. We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.

Pros

The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.

Cons

At this point, I don't have any cons, other than wishing I had the product sooner.

Vendor response

Delinda, We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports. We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management! Tricia Jessee, Customer Success

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClearPoint Review

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Review of ClearPoint Strategy Software

Reviewed a year ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great overall!

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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What a refreshing pleasure it is working with their staff!

Reviewed 6 years ago

ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.

Pros

Each version is becoming more user-friendly and it continually becomes more efficient with editing and graphing the measures. I like the way you can edit and add data to the measure from one screen. Also, the graphing software is versatile and meets your needs. I like that you can add hyperlinks into the different input categories. Like being able to input GIS maps into the analysis section of the measure.

Cons

I Do not like that you cannot expand the columns widths in the measure data tables. I would like to size each column differently based on the need and would like to have wrap text capability so the row height can accommodate different verbiage without cutting off the words.

Vendor response

John, Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully). We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review. Ted Jackson, Managing Partner

ClearPoint Strategy FAQs and common questions

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

ClearPoint Strategy has the following pricing plans:
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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