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ClearPoint Strategy Logo

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The world’s first integrated Strategic Plan reporting system

(8)

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ClearPoint Strategy Features

Features Summary

Functionality

4.5

/5

47

Total features

75

8 categories

ClearPoint Strategy features

API
Access Controls/Permissions
Activity Dashboard
Activity Planning
Activity Tracking
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications

Common features of Strategic Planning software

"What If" Scenarios
API
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Budgeting/Forecasting
Charting
Commenting/Notes

Price starts from

50

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

47

Price starts from

50

Per month

Total Features

75

Unique features

  • Performance Management

  • Marketing Reports

  • Trend Analysis

  • Task Planning

Functionality

4.1

/5

1.5K

Price starts from

ic-pricetag

No pricing info

Total Features

348

Features in Common

53

Unique features

  • Invoice History

  • For Accountants

  • For Metal Fabrication

  • Time & Expense Tracking

Functionality

4.3

/5

923

Price starts from

200

Per month

Total Features

194

Features in Common

39

Unique features

  • Subcontractor Management

  • Online Forms

  • Plumbing Estimating

  • Membership Management

Common ClearPoint Strategy comparisons

ClearPoint Strategy logo
ESM+Strategy logo
ClearPoint StrategyvsESM+Strategy

Reviewers who mentioned features said:

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Delinda P.

Hospital & Health Care, 1,001-5,000 employees

Used weekly for less than 6 months

Review source

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 6 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

PD
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Patrick D.

Hospital & Health Care, 10,001+ employees

Used weekly for 1-2 years

Review source

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

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ClearPoint Review

Reviewed 5 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.

BH
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Brandie H.

Government Administration, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Game Changing Strategy Management

Reviewed 7 months ago

Clearpoint support teams have been amazing to work with and the company genuinely cares about your success using the software. I appreciate their commitment to quality!

Pros

Clearpoint Strategy has thought of everything. This system has provided our organization with a solution for managing our strategic plan in an organization that touches dozens of different industries. The setup and customization options are key for flexibility in building exactly what works for the organization.

Cons

I would like to have better summary report functionality and export options that retain sorts and also condense spacing to reduce the number of pages in a briefing book or summary report. I would also like to have better workload and capacity management options for owners and their assigned initiatives. It’s currently a manual count line by line as needed to ensure we have appropriate workload management.

OM
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Octavius M.

Government Administration, 201-500 employees

Used weekly for 2+ years

Review source

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

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Service at a high level!

Reviewed 4 months ago

Our experience working with ClearPoint has been exceptional. Each time we've reach out to the company for support, they've responded in a timely manner.

Pros

The support from the representatives when I need help

Cons

Although, shorter than expected. It's always the initial learning curve.

Vendor response

We're glad to hear that your experience with ClearPoint Strategy has been exceptional! We appreciate your support and look forward to continuing to serve your organizational needs.

LB
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Laura B.

Government Administration, 501-1,000 employees

Used weekly for 6-12 months

Review source

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

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Great overall!

Reviewed 5 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.

JS
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John S.

Government Administration, 201-500 employees

Used daily for 1-2 years

Review source

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

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A Comprehensive Product

Reviewed 4 months ago
Pros

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.

Cons

Lack of features on doing bulk admin work such as setting reporting frequencies, mass delete accounts etc.

Vendor response

We are glad to hear that you find our software easy to use and well-priced. We appreciate your feedback and the praise for our support team!

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Verified reviewer

Government Relations, 51-200 employees

Used weekly for 2+ years

Review source

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

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Align and dashboard your results with this powerful easy to use tool

Reviewed 6 years ago

Clearpoint enables us to continually monitor our progress toward our strategies and goals, track progress on projects and ensure that we are applying our resources to achieve the right results.

Pros

Clearpoint allows you to easily build your balanced scorecard and align your measures to appropriate goals and initiatives. Set appropriate threshholds for your measures and automatically set a visual status of progress which can be rolled up to track overall progress toward goals. All this can be easily done by automatically loading your data from a variety of sources whether excel files or a SQL compliant ODBC data source. Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs. The support team is one of the best with which I have ever dealt, very knowledgeable and responsive.

Cons

None, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product.

AA
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Abismael A.

Government Administration, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Changed our Organization

Reviewed 6 months ago
Pros

Ease of use and the ability to adapt to any plans

Cons

Still working on some data features like time stamps that is not available for some of my KPIs

Vendor response

We are happy to hear that ClearPoint has changed your organization and that you are likely to recommend. Your feedback allows us to continuously improve our offerings, thank you for sharing!

JW
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Jared W.

Government Administration, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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City of Manhattan

Reviewed 4 months ago

[sensitive content hidden] are awesome to work with. They have been very helpful and go above and beyond.

Pros

Data all in one place. Can run reports with simple clicks and do calculations. It has saved time for admin staff.

Cons

Reports have limited customization. Have had to alter data approach a few times becuase this was new to us.

Vendor response

Thank you for your feedback, Jared! We appreciate the opportunity to work with you, and we’re glad ClearPoint has been saving you time and you’ve enjoyed working with our team! I’m glad we were able to leverage ClearPoint’s flexibility to get your data approach just right.

JT
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John T.

Government Administration, 501-1,000 employees

Used daily for 6-12 months

Review source

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 8 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

PB
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Patty B.

Hospital & Health Care, 501-1,000 employees

Used daily for 2+ years

Review source

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

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Excellent performance management tool and user experience

Reviewed 5 years ago
Pros

The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool...

Cons

None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.

AG
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Anthony G.

Government Administration, 1,001-5,000 employees

Used weekly for 2+ years

Review source

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

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Easy to use, customize, and well supported

Reviewed 5 years ago

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.

JK
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Jacob K.

Automotive, 1,001-5,000 employees

Used daily for 1-2 years

Review source

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

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Eldor Corporation ClearPoint Review

Reviewed a year ago

Other than a few small customization issues, ClearPoint has helped myself and the company tremendously. Aside from what the software does for us, the help we receive from the employees is unmatched. They are always there to help with any questions and even provide welcomed feedback into how we can make the process even easier or more concise.

Pros

The impact it has made on time management for collecting and reporting KPIs has been a huge success for us. Once implemented to the other plants. It will be saving countless hours and will help in communicating key data from one plant to another.

Cons

I wish there were more customization features in regards to graph creation and reporting.

SB
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Sharrice B.

Government Administration, 1,001-5,000 employees

Used daily for 2+ years

Review source

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 3 years 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.

LP
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Lawrence P.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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ClearPoint provides significant, user-friendly functionality for performance measurement

Reviewed 9 years ago

After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial...

Pros

No pros were added to this review

Cons

No cons were added to this review

RK
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Rahul K.

Hospital & Health Care, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClearPoint Strategy Benefit to Organizations

Reviewed 8 days ago
Pros

ClearPoint Strategy's customer service is unmatched. They are highly responsive and solutions-driven. They work hard to provide answers to users. From customizable reports to various custom layouts, organizations can benefit depending on their unique needs.

Cons

ClearPoint Strategy can be very time consuming in terms of the setup process. The customer service team is there for guidance and they may be needed in the picture regularly.

Vendor response

We're thrilled to hear the praise for our Customer Success team! We strive to make the setup process as smooth as possible, and our team is always here to support you every step of the way. Our goal at ClearPoint is to provide a flexible tool that adapts to the unique needs of each organization, and it’s great to know our custom reports and layouts are serving you well. We look forward to continuing to support your strategic success!

LM
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Laura M.

Government Administration, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Easy to use performance reporting!

Reviewed 3 years ago

The customer service is out of this world! I cannot stress this enough. The account representatives go above and beyond to ensure ease of use and a positive experience with their software. To me, their customer service makes the difference.

Pros

ClearPoint is easy to use - my role within my organization requires me to train new employees on the use of ClearPoint. It is always easily picked up by new users.

Cons

Occasionally the software does not allow us to customize the way we want - however, ClearPoint can always find us a work-around that meets our needs.

RM
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Regina M.

Financial Services, 501-1,000 employees

Used weekly for 1-2 years

Review source

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

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ClearPoint allows us to create a strategic plan that drives collaboration and high-level strategy.

Reviewed 7 years ago

ClearPoint Strategy provided the platform we needed to take our strategic plan from a departmental, tactical driven to-do list to an idea-mapped, living document that drives collaboration, high-level strategy, and accountability.

Pros

The capabilities and output of the software. There is nothing we have asked for that ClearPoint Strategy wasn't able to provide. The custom report capabilities was the solution to one of our biggest challenges with our Strategic Plan.

Cons

Although the online help library is a tremendous source of information, as a new user of the software, most of the tutorials are written for someone that is already familiar with the software. When I first started mapping our strategic plan into the software, I needed resources with basic information on getting it set up. I found most of the tutorials were written with the assumption that the user already knew when and why to use an option, and the cause and effect of using it. Now that I have a much better understanding of how options work together, the tutorials are much more useful.

SB
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Shannon B.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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ClearPoint is great for showing alignment & how our business is connected throughout organization.

Reviewed 6 years ago
Pros

The ease of creating & generating various types of reports that are needed. The customer support is the best I have ever experienced. I also appreciate that they are consistently evolving the product and features to reflect the feedback and needs of users.

Cons

Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this.

RB
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Rich B.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Excellent decision support tool

Reviewed 9 years ago

Clearpoint has been an excellent addition for our organization. A lot of the talk in the business world today revolves around data. For a many years, we assumed that the answer to all our questions was to collect greater and greater volumes of information. The key, however, is not infinite data, it's using the data that you have well and Clearpoint is an excellent tool to do that. It's strength lies...

Pros

No pros were added to this review

Cons

No cons were added to this review

CB
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Christina B.

Government Administration, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Great tool to support Our Strategy

Reviewed 8 years ago

ClearPoint has so much potential. We are utilizing it for reporting and tracking our performance measures and key activities. The support staff is amazing. There are many learning opportunities available. We stay up to date through informative webinars and ongoing conversations. I'm am always excited to learn What else can ClearPoint do?

Pros

The functionality, ease of use and support provided.

Cons

The cost.

BS
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Briane S.

Utilities, 201-500 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Review by B. Schwab

Reviewed a year ago
Pros

I like how simple it is to create reports, add charts and customize dashboards!

Cons

Support overall is good but the customer service chat option over the past few months has been slow to respond. Our account has experience several issues with our milestone evaluations over the past year. At this time things seem to be working okay.

KH
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Kelley H.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Use the software daily

Reviewed 7 years ago
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

NB
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Nikki B.

Hospital & Health Care, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Clearpoint is an easy to use software that helps keep you organized and focused on your goals

Reviewed 5 years ago

I am very pleased with clearpoint ! I always learn something new about the software every time I use it

Pros

I like that everything is in one place. I can keep all of the company's goals and metrics for multiple office locations in one convenient area

Cons

it is a little difficult to learn when you want to code and create features by yourself, but thankfully the support team makes this easier

MP
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Mark P.

Government Administration, 1,001-5,000 employees

Used weekly for 2+ years

Review source

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

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ClearPoint has given us a clear edge in tracking our progress on our strategic plan objectives

Reviewed 6 years ago

Ease of tracking strategic objectives and performance measures.

Pros

What I like best about ClearPoint is the ease of use of the software and the amazing product support. We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place.

Cons

The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us.