ClearPoint Strategy Reviews & Product Details

Clearpoint Strategy is very easy to use, allowing me to create dashboards, monitor measures, and follow up on initiatives with minimal effort. I find it straightforward to build strategy maps and link initiatives to objectives and scorecards, which helps keep everything organized. The support team is very helpful whenever I have questions or need assistance. I use Clearpoint Strategy every month to track progress and generate reports. Editing, adding, and deleting information is simple, and I feel confident that my data is safe and that every change is clearly highlighted. Integration with MS Office is seamless, and connecting through APIs is also easy. Review collected by and hosted on G2.com.

The interface is already quite user-friendly, but I think it could be made even more intuitive. Review collected by and hosted on G2.com.

The ability to track your data and see how it trends over time. The great customer service and personal attention they provide is also top notch.

Our Customer Success Manager has always been so accessible for any question I might have. The ability to get live help via the chat function has also be very useful. Review collected by and hosted on G2.com.

It's not as readily user-friendly as our end users would like it to be. The reporting functions took me a while to learn and there are some additional report filtering features I wish the platform has. Review collected by and hosted on G2.com.

ClearPoint is a useful tool for managing our strategic plan. I really like being able to graphically tell the story of the KPIs we are tracking in our monthly leadership meetings! Review collected by and hosted on G2.com.

One aspect is the Data Loader not being compatible with Mac computers, but we've been able to work through that. There are some small nuances around finding tasks/initiatives and the place you can mark them as complete or delete them, but we're learning more each month we dive in. Review collected by and hosted on G2.com.

ClearPoint has given us a structured way to bring our Balanced Scorecard to life. We had already developed our strategy, but needed a platform to focus on the measures and the actions that drive results. ClearPoint makes it easy for leaders and teams to connect their work to the strategy, track progress, and stay accountable. The ability to build scorecards, layer in KPIs from across the organization, and generate polished reports has already replaced several manual, time-consuming processes. I also value how ClearPoint centralizes our strategy, initiatives, and metrics in one place, making it simple for teams to collaborate, update KPIs, and stay aligned. Knowing we can expand into departmental and regional scorecards gives us confidence that the tool will scale with us. Most importantly, their customer support team is outstanding—responsive, knowledgeable, and proactive in ensuring our success. Review collected by and hosted on G2.com.

While ClearPoint offers a lot of flexibility, the customization process can feel complex at times. As an administrator, I’ve had to spend extra time learning the technical details, troubleshooting, or figuring out the best way to set something up. The support center has useful resources, but it’s not always easy to know what to search for or where to find the exact answer I need. This can make it difficult to feel completely self-sufficient as an admin. The upside is that whenever I reach out directly, the customer support team is fantastic! They are always quick to respond, knowledgeable, and effective at getting me unstuck. Review collected by and hosted on G2.com.

The responsiveness of the ClearPoint staff is exceptional. I have been working with Daniel Giglio to understand how the software works and get it ready to launch at our organization. He has been extremely responsive and patient to my many questions. Through working with him I now feel I understand how to make any necessary edits and changes needed to rapidly scale up and roll the system out to monitor and improve our department's performance. The ClearPoint customer service is truly exceptional. Review collected by and hosted on G2.com.

Personally, I feel the UI could be improved/streamlined to reduce the amount of set-up required. I think one of the strengths of the system is how customizable it is, but I feel like that could also be a drawback. Review collected by and hosted on G2.com.

ClearPoint is an excellent project management software that stands out for its user-friendly interface, making it easy to navigate and adopt across teams. The platform offers impressive data visualization options that allow users to clearly track progress, analyze metrics, and present information in a visually engaging way. What truly sets ClearPoint apart, though, is its fantastic customer support—responsive, knowledgeable, and always willing to go the extra mile to ensure a smooth user experience. Review collected by and hosted on G2.com.

The primary difficulty we have with ClearPoint is its inability to 'talk to' our Reporting & Analytics dashboard software to provide real-time measure data. Review collected by and hosted on G2.com.

ClearPoint has tremendously improved our strategic data reporting processes. Prior to adopting this solution, tracking our numerous strategic measures required significant manual effort across multiple systems, leading to delayed insights and inconsistent reporting. ClearPoint has centralized our performance data, creating a single source of truth that enables real-time monitoring of critical metrics.

Their intuitive dashboard visualizations have made complex data accessible to stakeholders at all levels, dramatically reducing the time spent preparing reports while increasing data accuracy. Most importantly, ClearPoint's support team and accountability when we need help is nothing less than amazing. Thank you, ClearPoint Team! Review collected by and hosted on G2.com.

I do believe design flexibility is important when creating dashboards and reports. I do find myself leaning more towards. Review collected by and hosted on G2.com.

Since our partnership with ClearPoint Strategy began, they have always delivered a top-tier product and experience. The platform is very straight forward and end-user friendly, with many customization options to best fit your company's strategic planning process and deliverables. Their customer support is superior - always very responsive and solution focused. If your company is looking for an opportunity to take the strategic planning journey to a higher level, I recommend partnering with ClearPoint Strategy. Review collected by and hosted on G2.com.

In my experience, there are no downsides to this platform. Review collected by and hosted on G2.com.

What I particularly appreciate is the ease of use of the platform and its intuitive interface. It allows for effective tracking of key performance indicators (KPIs), aligning organizational goals, and generating highly professional automated reports. The customer support is also very responsive and competent. Review collected by and hosted on G2.com.

Although the tool is generally very efficient, the initial learning curve can be a bit steep, especially for non-technical users. Additionally, some advanced features require additional training to be fully utilized. Review collected by and hosted on G2.com.

I appreciate the vast amount of resources available that don't require reaching out to a human being. The AI chatbot is helpful, as are the videos and blog articles about usage. I also appreciate how involved the customer success and tech support staff are, Marisa and Ash are always just an e-mail away if I need more support than is available. Review collected by and hosted on G2.com.

It is almost too customizable in some areas. While the features are excellent, it's easy to get overwhelmed with the options available. (Not truly a complaint...) Review collected by and hosted on G2.com.