ClearPoint Strategy Pricing, Features, Reviews & Comparison of Alternatives

ClearPoint Strategy

Strategic planning, performance management, & reporting

4.94/5 (34 reviews)

ClearPoint Strategy overview

What is ClearPoint Strategy?

ClearPoint Strategy is a strategic planning, performance management, and reporting solution for managers of SMBs, large enterprises, and local governments. With ClearPoint, managers can automate their reporting process and eliminate the need for manual data collection and formatting reports. ClearPoint's easy to use interface makes creating dashboards, reports, scorecards and more easy for any end user.

ClearPoint’s strategic performance management tools, such as interactive Balanced Scorecards and strategy maps, enable businesses to manage and align their objectives, measures, projects, and action items from a comprehensive dashboard. Organization's can leverage ClearPoint's integration features to automatically pull data from data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations. ClearPoint allows users to compare quantitative and qualitative data and facilitates progress tracking with color-coded status indicators.

With ClearPoint’s project management features, managers can increase team collaboration with interactive dashboards, Gantt charts, and team objectives. Users can view a comprehensive summary of high-level project portfolios as well as examine specific project details and milestones. Project data such as budget and percent complete can be tracked and charted alongside qualitative project updates.

ClearPoint streamlines the process of creating reports with custom templates and an interactive drag-and-drop interface. Users can personalize their reports with custom color palettes, tables, and charts without needing to have technical knowledge. ClearPoint's automated data uploads, report generation, reminders and dashboard updates help managers make their reporting process efficient and ensure the team always has the data and information they need to make decisions.
www.clearpointstrategy.com

Pricing

Starting from
$250/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English, Spanish
ClearPoint Strategy screenshot: ClearPoint customized detail pagesCPS 3 Min Video TourClearPoint Strategy screenshot: ClearPoint personalized homepagesClearPoint Strategy screenshot: ClearPoint strategy mapsClearPoint Strategy screenshot: ClearPoint high-level summary reportClearPoint Strategy screenshot: ClearPoint user surveyClearPoint Strategy screenshot: ClearPoint performance trackingClearPoint Strategy screenshot: ClearPoint personalized dashboardClearPoint Strategy screenshot: ClearPoint dashboard creationClearPoint in 90 Seconds

ClearPoint Strategy reviews

Excellent
32

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.7
  5.0
Delinda Pendleton, BSN, MSN, CPHQ

More than satisfied with ClearPoint Strategy

Used weekly for less than 6 months
Reviewed 2019-01-09
Review Source: Capterra

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.

Response from Ascendant Strategy Management


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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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John Tytla

What a refreshing pleasure it is working with their staff!

Used daily for 6-12 months
Reviewed 2016-12-08
Review Source: Capterra

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.

Response from Ascendant Strategy Management


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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Patrick Doolittle

ClearPoint Review

Used weekly for 1-2 years
Reviewed 2020-01-13
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anthony Griego

Easy to use, customize, and well supported

Used weekly for 2+ years
Reviewed 2019-10-30
Review Source: Capterra

Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!

Pros
ClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support.

Cons
There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kelley Hartman

Use the software daily

Used daily for 2+ years
Reviewed 2018-01-19
Review Source: Capterra

Pros
Cloud based, ability to see other municipality measures, project management tools.

Cons
Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

Rating breakdown

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Ease of use
Features
Customer support

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ClearPoint Strategy pricing

Starting from
$250/month
Pricing options
Free trial
Subscription
View Pricing Plans

Basic Plan: $250/month + $1,000 onboarding fee.

Professional Plan: $800/month.

Enterprise Plan: Contact ClearPoint Strategy for pricing details.

ClearPoint Strategy features

API
Activity Dashboard
Automatic Notifications
Customizable Reporting
Data Import/Export
Reporting & Statistics
Third Party Integration

Activity Tracking (296 other apps)
Audit Trail (273 other apps)
Auditing (331 other apps)
Billing & Invoicing (250 other apps)
Compliance Management (323 other apps)
Document Storage (272 other apps)
Inventory Management (347 other apps)
Inventory Tracking (289 other apps)
Invoice Management (247 other apps)
Monitoring (255 other apps)
Real Time Data (311 other apps)
Real Time Reporting (262 other apps)
Workflow Management (338 other apps)

Additional information for ClearPoint Strategy

Key features of ClearPoint Strategy

  • Ad Hoc Reports
  • Automation
  • Budgeting & Forecasting
  • Customizable Dashboard
  • Data Integration
  • Drag & Drop
  • Goal Alignment
  • KPIs
  • Project Management
  • Reminders and Notifications
  • Report Export
  • Scheduled / Automated Reports
  • Scorecards
  • Strategy Dashboards
  • Strategy Mapping
View All Features

Benefits

- ClearPoint's automatic email reminders, data uploads, report generation, and notifications help managers save time creating their reports.
- Dashboards combine quantitative and qualitative data so that your team has the context they need to support decisions.
- 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's Data Loader automatically uploads data from all of your data sources so that ClearPoint becomes your one stop shop for all data questions.