Envisio vs ClearPoint Strategy

Asana

Wrike

Tableau

Microsoft Power BI

Cascade Strategy

Longview Tax

Compare Envisio and ClearPoint Strategy based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Cascade brings planning, execution, dashboards, and people management into one seamless system with the aim of enhancing business performance

Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

Asana is the leading work management platform for cross-team work that aligns humans and AI around company goals and creates a system of record to help teams achieve them. Create clarity on priorities and responsibilities across teams, and monitor progress in real time to keep projects on track.

Execute strategy and improve performance. Envisio is the #1 strategic planning & performance management solution for local government, education, healthcare and nonprofit organizations. Transform how you develop and execute plans, measure performance and share results.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Budgeting/Forecasting

Charting

Collaboration Tools

Commenting/Notes

Compliance Management

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Document Storage

Drag & Drop

Employee Management

Event Scheduling

Financial Analysis

For Municipal Offices

For Nonprofits

Gantt/Timeline View

Goal Setting/Tracking

Grant Management

Idea Management

KPI Monitoring

Milestone Tracking

Performance Management

Performance Metrics

Planning Tools

Prioritization

Progress Reports

Progress Tracking

Project Management

Project Planning

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Real-Time Updates

Reporting & Statistics

Reporting/Analytics

Roadmapping

Scorecards

Single Sign On

Status Tracking

Strategic Planning

Task Management

Task Planning

Task Progress Tracking

Template Management

Third-Party Integrations

Visual Analytics

Workflow Management

Envisio

Web-based

President

A huge plus is their ability to help an organization link all of their plans--essential for effective enterprise management.

Strategy and Policy Manager

The customer service we have received has been excellent - nothing has been too difficult, and I have been reassured by how accessible and responsive Envisio support has been.

This is the first time we have had the opportunity to link strategic outcomes with actions, and we have been delighted with how suitable Envisio has turned out to be for our purposes.

Director, Finance, Facilities & IT

Finally we can track progress on all tasks related to our strategic priorities. The software is easy to use, has great features, and we have all the help and support we need from the Envisio staff.

Strategy & Budget Manager

The Customer Solutions Specialists are very responsive to my requests. Rob and Min are friendly, knowledgeable, and excellent to work with.

Quality Improvement Program Coordinator

They check in on us whenever they see a lull in activity, which is appreciated. They genuinely create a great customer experience and want you to use the software.

Assistant Assessor

His enthusiasm for both the product and our success in utilizing it are top notch.

Chief Operating Officer 

Ease of use, visibility and access to variiius stakeholders, automation of previous manual work. Customer support is also best I've ever experienced.

Chief Innovation and Performance Officer

I don't like to be the person devoid of constructive criticism but I have none.

Program Manager II

Sometimes it is difficult to locate the items I need in the program.

The limited design capabilities on the internal Goals home page.

Envisio screenshot: Get your plans on track and under control. Build, manage and modify your plans using cascade, Gantt or list tools... or a combination of all three.

Envisio screenshot: Share your performance story. Our customizable community dashboards are fully ADA compliant. Build trust and manage expectations with dashboards for each plan or department to inform staff, partners, volunteers, or your community.

Envisio screenshot: Align performance measure visuals with strategic goals and actions in your plans. Embed those same charts and graphs into your management reports to provide a complete view of organizational performance.

Envisio screenshot: Automate progress reporting. Deliver timely progress reports to your board, council, staff, or other stakeholders. Create reports on any element of your plan (e.g. priority or status), then automatically roll up actions & updates to show overall progress.

Envisio screenshot: Centralize, analyze and visualize your performance data. Build interactive charts, graphs, dashboards and scorecards, so you always know how your organization is progressing against your strategy.

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Tableau is the world’s leading AI-powered analytics and business intelligence platform. Learn More! 

Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based insights across all devices

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

ClearPoint is strategy reporting software that automates the collection and dissemination of Business Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on those things that matter most.

Activity Planning

Ad hoc Query

Benchmarking

Business Plan Templates

Customizable Dashboard

Data Connectors

Data Synchronization

Financial Modeling

Financial Reporting

Forecasting

Goal Management

Key Performance Indicators

Marketing Reports

Multiple Data Sources

Multiple Projects

Portfolio Management

Project Accounting

Project Planning/Scheduling

Project Tracking

Projections

Publishing/Sharing

Reminders

Reporting/Project Tracking

Role-Based Permissions

Sales Reports

Scenario Planning

Scheduled/Automated Reports

Search/Filter

Trend Analysis

ClearPoint Strategy

BI Data Analyst

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.

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

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.

Strategy Director

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.

Systems Analyst

The Clearpoint team hosts education sessions on both how to use the software and what other organizations are using it for, which helps me understand best practices.

Strategy Consultant 

Top benefits include ease of use as well as report customization. Additionally, customer support is exceptional.

executive assistant

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

Analyst, Enterprise Planning & Governance

ClearPoint would say, 'This is nuts. You'd be kicking yourself if you did it this way.

We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly.

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

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.

Strategic Transformation Manager

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.

Chief Advancement Officer

This software is easy to use and provides us with exactly the right tool to record and track our strategic plan.

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.

Strategy & Innovation Coordinator

There are some very repetitive key strokes/clicks when building a scorecard.

Strategic Measures Team Leader

Even now, with minimal to no cost for browsers, it's easy to get information in the hands of people who will perform analysis and people who will make decisions.

ClearPoint Strategy screenshot: Break free from outdated methods. ClearPoint brings focus, accountability, and clarity to your strategic plan with tools designed for over-achievers.

ClearPoint Strategy screenshot: Transform scattered, inconsistent data into clear, actionable insights with ClearPoint's unified platform, giving you clarity, consistency, and agility to make every report count.

ClearPoint Strategy screenshot: Stop the guesswork. Align every department to strategic goals, streamline budget justification, and coordinate projects to achieve impactful results, year after year.

ClearPoint Strategy screenshot: Transform complex data into beautiful dashboards, keeping your team informed, engaged, and confident in your work.

ClearPoint Strategy screenshot: Made by managers, for managers. Share the most important information across your organization.

ClearPoint Strategy screenshot: Modernize your strategy functions with our user-friendly interface. Customize your account with your organization's branding, and switch between light and dark modes for optimal comfort.

Envisio vs ClearPoint Strategy Comparison (2026)

Envisio

ClearPoint Strategy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives