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Envisio vs ClearPoint Strategy Comparison (2026)

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Envisio logo

Envisio

ClearPoint Strategy logo

ClearPoint Strategy

Overview

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.

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

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

400

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

50

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

28

5

4

3

2

1

19

9

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.8

53

5

4

3

2

1

45

8

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

“What I like least is that Envisio requires a deliberate investment of time and discipline up front—especially in clearly defining outcomes, measures, and ownership—before its full value becomes apparent.”
CT

Christian T.

Fire Chief

“In the early stages, that learning curve and the need to change habits can feel like friction, even though the payoff in clarity, alignment, and accountability ultimately outweighs the initial effort.”
CT

Christian T.

Fire Chief

“The Zen help desk is very supportive, responsive and helpful in the very few times in reaching out with questions.”
BH

Brad H.

Organizational Development Consultant

Pros

“Dawan has taken the time to understand what we are trying to accomplish, troubleshoot issues with us, and help us think through both immediate needs and how to manage the system over time.”
CP

Cynthia P.

Managing Director, Operations

“appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform.”
SS

Sarahjean S.

Public Health Epidemiologist

“We’ve had a positive experience using ClearPoint to manage our strategic and annual planning and reporting.”
CP

Cynthia P.

Managing Director, Operations

Cons

Not enoughreviews yet

Cons

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

John S.

BI Data Analyst

“Support overall is good but the customer service chat option over the past few months has been slow to respond.”
BS

Briane S.

Strategic Planning Analyst

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features57
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Planning
  • Activity Tracking
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Event Scheduling
  • Financial Analysis
  • Financial Reporting
  • For Municipal Offices
  • For Nonprofits
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting/Tracking
  • Grant Management
  • Idea Management
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Milestone Tracking
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Projections
  • Publishing/Sharing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Role-Based Permissions
  • Sales Reports
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Template Management
  • Third-Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Workflow Management
  • Total features68
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Planning
  • Activity Tracking
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Event Scheduling
  • Financial Analysis
  • Financial Reporting
  • For Municipal Offices
  • For Nonprofits
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting/Tracking
  • Grant Management
  • Idea Management
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Milestone Tracking
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Projections
  • Publishing/Sharing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Role-Based Permissions
  • Sales Reports
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Template Management
  • Third-Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations6
  • Asana
  • Esri ArcGIS
  • Euna Budget
  • Google Analytics 360
  • Google Calendar
  • HubSpot Content Hub
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft Teams
  • Tableau
  • Trello
  • WordPress
  • Zapier
  • monday AI Work Platform
  • Total integrations9
  • Asana
  • Esri ArcGIS
  • Euna Budget
  • Google Analytics 360
  • Google Calendar
  • HubSpot Content Hub
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft Teams
  • Tableau
  • Trello
  • WordPress
  • Zapier
  • monday AI Work Platform

Alternatives

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