---
description: Is ClearPoint Strategy the right solution for you? See where it&#39;s ranked among all Strategic Planning Software. Read expert reviews, compare  2026 pricing, and explore top-rated features.
---

[Home](https://www.selecthub.com/) > [Project Management](https://www.selecthub.com/category/project-management/) > [Strategic Planning Software](https://www.selecthub.com/c/strategic-planning-software/) > ClearPoint Strategy

Categories:

- [Strategic Planning Software](https://www.selecthub.com/c/strategic-planning-software/)
- ...

## What Is ClearPoint Strategy?

**Industry Specialties:** Healthcare, Banking, Utilities, Higher Education, Economic Development, Public Safety, Parks and Recreation.

ClearPoint Strategy is a comprehensive software solution designed to streamline strategic planning processes. It is ideally suited for organizations across various industries, including healthcare, education, nonprofit, and corporate sectors, seeking to align their goals and monitor performance effectively.

The platform offers unique benefits such as robust reporting tools, customizable dashboards, and seamless data integration, enabling users to visualize progress and make informed decisions. Among its powerful features are the ability to manage KPIs, facilitate collaboration among teams, and generate detailed analytics.

Compared to similar tools, ClearPoint Strategy is often praised for its user-friendly interface and flexibility in adapting to different strategic frameworks. Pricing details are not readily available; interested users are encouraged to contact SelectHub for a personalized quote based on their specific requirements.

PRICE

$

$

$

$

$

COMPANY SIZE

S

M

L

DEPLOYMENT

PLATFORM

[Try Before You Buy. Request a Free Demo Today!Request Demo It's completely free!](https://pmo.selecthub.com/get-product-demo/?category=Strategic+Planning+Software&product_name=ClearPoint%2BStrategy&origin_url=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fstrategic-planning-software%2Fclearpoint-strategy%2F&product_logo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F2ed0828621535a2a85a8f8e3388080d2-cc6217f267be7a286a77a65b84323aeb%2Fresources%2Fnormal%2Flogo.png%3F1742233087)

User Sentiment i

![User satisfaction level icon: excellent]()

Based on 36 reviews:

Add your rating:

![Screenshots]()

Product Screenshots and Videos

## #4

ClearPoint Strategy is ranked #4 in the Strategic Planning Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

[Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category_slug=strategic-planning-software&product_slug=clearpoint-strategy&page_type=product&slug=clearpoint-strategy&product_name=ClearPoint+Strategy&category=Strategic+Planning+Software&origin_url=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fstrategic-planning-software%2Fclearpoint-strategy%2F)

## ClearPoint Strategy Pricing

Based on our most recent analysis, ClearPoint Strategy pricing starts in the range of $10 - $100.

[Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Strategic+Planning+Software&product_name=ClearPoint%2BStrategy&origin_url=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fstrategic-planning-software%2Fclearpoint-strategy%2F&product_logo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F2ed0828621535a2a85a8f8e3388080d2-cc6217f267be7a286a77a65b84323aeb%2Fresources%2Fnormal%2Flogo.png%3F1742233087&price=2)

<dl><dt>Price</dt>
<dd>

$

$

$

$

$

i

</dd><dt>Starting From</dt>
<dd>Custom Quote 

i

</dd><dt>Pricing Model</dt>
<dd>Per User, Monthly, Quote-Based</dd>
<dt>Free Trial</dt>
<dd>Yes - <a href="https://pmo.selecthub.com/free-trial/?product_name=ClearPoint+Strategy&amp;category=Strategic+Planning+Software&amp;product_logo=https://cdn.selecthub.com/products/2ed0828621535a2a85a8f8e3388080d2-cc6217f267be7a286a77a65b84323aeb/resources/normal/logo.png?1742233087">Request for Free</a></dd>
</dl>

## Training Resources

ClearPoint Strategy is supported with the following types of training:

<dl><dt>Documentation</dt>
<dd></dd>
<dt>In Person</dt>
<dd></dd>
<dt>Live Online</dt>
<dd></dd>
<dt>Videos</dt>
<dd></dd>
<dt>Webinars</dt>
<dd></dd>
</dl>

## Support

The following support services are available for ClearPoint Strategy:

<dl><dt>Email</dt>
<dd></dd>
<dt>Phone</dt>
<dd></dd>
<dt>Chat</dt>
<dd></dd>
<dt>FAQ</dt>
<dd></dd>
<dt>Forum</dt>
<dd></dd>
<dt>Help Desk</dt>
<dd></dd>
<dt>Knowledge Base</dt>
<dd></dd>
<dt>Tickets</dt>
<dd></dd>
<dt>Training</dt>
<dd></dd>
<dt>24/7 Live Support</dt>
<dd></dd>
</dl>

## ClearPoint Strategy Benefits and Insights

Why use ClearPoint Strategy?

### Key differentiators & advantages of ClearPoint Strategy

- **Centralized Data Management:** ClearPoint Strategy consolidates all strategic planning data into a single platform, reducing the need for multiple spreadsheets and ensuring data consistency across the organization.
- **Enhanced Collaboration:** The software facilitates team collaboration by allowing multiple users to access and update strategic plans in real-time, fostering a more cohesive approach to achieving organizational goals.
- **Customizable Dashboards:** Users can create tailored dashboards that highlight key performance indicators (KPIs) relevant to their specific roles, enabling more focused and efficient decision-making.
- **Automated Reporting:** ClearPoint Strategy automates the generation of reports, saving time and reducing the risk of human error, while ensuring stakeholders receive timely updates on strategic progress.
- **Goal Alignment:** The platform helps align individual and departmental objectives with the organization's overall strategy, ensuring everyone is working towards common goals and improving overall effectiveness.
- **Performance Tracking:** With built-in tools for monitoring progress against strategic objectives, ClearPoint Strategy provides insights into performance trends, allowing for proactive adjustments to strategies as needed.
- **Resource Allocation:** The software aids in optimizing resource allocation by providing visibility into where resources are being utilized, helping to ensure they are directed towards the most impactful initiatives.
- **Scenario Planning:** ClearPoint Strategy supports scenario planning, enabling organizations to model different strategic outcomes and prepare for potential challenges, enhancing resilience and adaptability.
- **Integration Capabilities:** The platform integrates with other business tools, such as CRM and financial software, ensuring seamless data flow and reducing the need for manual data entry.
- **Security and Compliance:** With robust security features, ClearPoint Strategy ensures that sensitive strategic data is protected, while also supporting compliance with industry regulations.
- **Scalability:** As organizations grow, ClearPoint Strategy scales to accommodate increased data and user demands, ensuring continued support for strategic planning needs.
- **User-Friendly Interface:** The intuitive design of ClearPoint Strategy makes it accessible to users of varying technical expertise, reducing the learning curve and promoting widespread adoption across the organization.
- **Continuous Improvement:** By providing insights into strategic performance, the software encourages a culture of continuous improvement, helping organizations refine their strategies over time for better outcomes.
- **Time Efficiency:** By streamlining strategic planning processes, ClearPoint Strategy frees up valuable time for teams to focus on executing strategies rather than managing administrative tasks.
- **Stakeholder Engagement:** The platform enhances stakeholder engagement by providing clear, visual representations of strategic progress, making it easier to communicate successes and areas for improvement.

### Industry Expertise

ClearPoint Strategy is known for its expertise in strategic planning and execution, particularly for organizations that need a powerful and flexible solution. It's well-suited for businesses of all sizes, especially those in the government, healthcare, and financial sectors, who want to improve their business performance and OKR reporting.

## ClearPoint Strategy Reviews

Based on our most recent analysis, ClearPoint Strategy reviews indicate a 'excellent' User Satisfaction Rating of 98% based on 36 user reviews from 1 recognized software review sites.

![User satisfaction level icon: excellent]()

36 reviews

98%

of users would recommend this product

### Synopsis of User Ratings and Reviews

Based on an aggregate of ClearPoint Strategy reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

#### Pros

- **User-Friendly Interface:** User reviews consistently praise ClearPoint Strategy for its ease of use, making it simple for teams to adopt and utilize for their strategic planning needs.
- **Customization Options:** The platform offers a high degree of customization, empowering users to tailor reports, dashboards, and other features to align with their specific organizational requirements.
- **Robust Customer Support:** Users highlight the strong customer support provided by ClearPoint Strategy, ensuring assistance is readily available when needed.
- **Automation Capabilities:** ClearPoint Strategy excels in automating tasks such as strategy execution and reporting, freeing up time for teams to focus on higher-level strategic initiatives.

#### Cons

- **Limited Report Customization:** User reviews mention limitations in customizing report visuals, which might not satisfy users seeking highly tailored reports.
- **Outdated User Interface:** Some users have described the user interface as outdated, which might impact user experience, especially for those accustomed to more modern interfaces.

#### Researcher's Summary:

Is ClearPoint Strategy the clear choice for organizations seeking to elevate their strategic planning game? User reviews suggest it's a strong contender. ClearPoint Strategy garners praise for its user-friendly platform, especially its customization features, which allow users to tailor the software to their organization's specific needs, such as creating dynamic scorecards and integrating with tools like Excel and Tableau. This flexibility is crucial for organizations that need to adapt their strategic plans and reporting as their goals evolve.

However, some users point out that the user interface, while generally considered intuitive, could benefit from a more modern design. This suggests that while ClearPoint Strategy excels in functionality, there's room for improvement in aesthetics and user experience. Despite this minor drawback, ClearPoint Strategy emerges as a powerful tool for organizations, particularly those in sectors like government and healthcare, looking to streamline their strategic planning processes and improve performance management. Its robust features, customization options, and strong customer support make it a valuable asset for organizations aiming to make their strategic visions a reality.

## Key Features

Notable ClearPoint Strategy features include:

  

- **Customizable Dashboards:** Tailor dashboards to display key metrics and data visualizations that align with your organization's strategic goals.
- **Automated Reporting:** Streamline the reporting process with automated data collection and report generation, reducing manual effort and errors.
- **Strategy Maps:** Visualize your strategic objectives and their interconnections using strategy maps, enhancing clarity and communication.
- **Data Integration:** Seamlessly integrate with various data sources, including Excel, SQL databases, and other business intelligence tools, for comprehensive data analysis.
- **Goal Tracking:** Monitor progress towards strategic goals with real-time updates and alerts, ensuring timely interventions when necessary.
- **Collaboration Tools:** Facilitate team collaboration with features like shared notes, comments, and task assignments, promoting transparency and accountability.
- **Performance Measures:** Define and track key performance indicators (KPIs) to evaluate the effectiveness of strategic initiatives.
- **Custom Templates:** Utilize pre-built templates or create custom ones to standardize reporting and strategic planning processes across the organization.
- **Role-Based Access:** Control access to sensitive information with role-based permissions, ensuring that users only see data relevant to their responsibilities.
- **Historical Data Analysis:** Analyze historical performance data to identify trends and inform future strategic decisions.
- **Scenario Planning:** Conduct scenario analysis to evaluate potential outcomes and make informed strategic choices under different conditions.
- **Balanced Scorecard Support:** Implement and manage balanced scorecards to align business activities with the organization's vision and strategy.
- **Custom Alerts:** Set up custom alerts to notify stakeholders of critical changes or milestones, keeping everyone informed and engaged.
- **Mobile Access:** Access strategic planning tools and data on-the-go with mobile-friendly interfaces, ensuring flexibility and responsiveness.
- **Training and Support:** Benefit from comprehensive training resources and customer support to maximize the effectiveness of the software.

## Customers

- ![City of Arvada Software Tools]()
- ![PG\&E Software Tools]()
- ![SBS Group Software Tools]()

## Head-to-Head<br> Comparison

![ClearPoint Strategy Software Tool]( "ClearPoint Strategy")

vs

- [AchieveIt](https://www.selecthub.com/strategic-planning-software/achieveit-vs-clearpoint-strategy/)
- [Envisio](https://www.selecthub.com/strategic-planning-software/envisio-vs-clearpoint-strategy/)
- [i-Nexus](https://www.selecthub.com/strategic-planning-software/clearpoint-strategy-vs-i-nexus/)
- [Rhythm Systems](https://www.selecthub.com/strategic-planning-software/clearpoint-strategy-vs-rhythm-systems/)

## Awards

ClearPoint Strategy stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

![User Favorite Award]( "User Favorite Award")

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[![i-Nexus product logo]() i-Nexus](https://www.selecthub.com/p/strategic-planning-software/i-nexus/)

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