--- description: Review of ClearPoint Strategy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClearPoint Strategy | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [ClearPoint Strategy](/software/326823/clearpoint-strategy) # ClearPoint Strategy Canonical: https://www.softwareadvice.co.uk/software/326823/clearpoint-strategy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/326823/clearpoint-strategy?page=2) > ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals. ClearPoint is a SaaS solution that brings together data from all sources for easy ongoing management of objectives, measures, initiatives, and action items all in one place for strategic planning reporting and execution. Combined with an Award-Winning Customer Success team that is expert in both performance management and technology, you will have a partner in ClearPoint that will help you drive breakthrough results. We make strategy reporting simple and efficient, saving you time and providing the clarity needed to focus on strategy execution. Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint. See it for yourself\! > > Verdict: Rated **4.8/5** by 52 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 52 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Ascendant Strategy Management - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per Feature - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, Portuguese, Spanish - **Available Countries**: Canada, Mexico, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Planning - Activity Tracking - Ad hoc Query - Ad hoc Reporting - Alerts/Notifications - Benchmarking - Budgeting/Forecasting - Business Plan Templates - Charting - Collaboration Tools - Commenting/Notes - Customisable Branding - Customisable Dashboard - Customisable Reports - Customisable Templates - Customizable Fields - Dashboard ## Integrations (10 total) - Asana - Google Analytics 360 - Google Sheets - HubSpot Content Hub - Microsoft Excel - Tableau - Trello - WordPress - Zapier - monday.com ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.softwareadvice.co.uk/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.co.uk/directory/4712/business-plan/software) - [Business Intelligence Platform](https://www.softwareadvice.co.uk/directory/4336/bi/software) - [Strategic Planning Software](https://www.softwareadvice.co.uk/directory/3854/strategic-planning/software) - [Objectives and Key Results (OKR) Software](https://www.softwareadvice.co.uk/directory/3713/okr/software) - [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software) ## Alternatives 1. [Notion](https://www.softwareadvice.co.uk/software/123247/notion-remote-work) — 4.7/5 (2734 reviews) 2. [Teamwork.com](https://www.softwareadvice.co.uk/software/17252/teamwork-pm) — 4.5/5 (938 reviews) 3. [OpenProject](https://www.softwareadvice.co.uk/software/43756/openproject) — 4.6/5 (188 reviews) 4. [Business Base](https://www.softwareadvice.co.uk/software/365820/business-base) — 4.8/5 (57 reviews) 5. [Asana](https://www.softwareadvice.co.uk/software/5576/asana) — 4.5/5 (13570 reviews) ## Reviews ### "Outstanding product and service" — 5.0/5 > **Carrie** | *28 April 2020* | Higher Education | Recommendation rating: 10.0/10 > > **Pros**: This software is easy to use and provides us with exactly the right tool to record and track our strategic plan. > > **Cons**: It can take some time to get used to the nuances of the system, but the support hotline is amazing to answer any questions. > > From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning. ----- ### "Local Public Health/Clear Point" — 5.0/5 > **Sarahjean** | *25 November 2025* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: •excellent technical support •Onboarding was excellent. •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. •Intuitive to navigate through the different screens •Flexibility in creating and visualizing the graphs is appreciated. oCan visualize multiple graphs/charts for same measure on one dashboard > > **Cons**: •Price of Clear Point is on the high side for a local governmental agency, especially with tightening budgets. > > Positive. It allowed us to get our PM System off the ground. Technical support and hand holding throughout the creation of our system was very good and much appreciated. ----- ### "One Year and Counting - Great Application & Great Technical Support\!" — 5.0/5 > **Delinda** | *30 September 2019* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: I appreciate the software's flexibility, adaptability, and ease of use > > **Cons**: I have no dislikes at this point about the software. > > The staff who are available on-line for support are great\! It's so refreshing to get immediate feedback when I'm working in the software. There has never been a time that I have to wait more than a few minutes. The staff are very knowledgeable, as well. Very positive experience each time\! ----- ### "It's all about the people. Customer support." — 5.0/5 > **Verified Reviewer** | *2 March 2026* | Banking | Recommendation rating: 8.0/10 > > **Pros**: The customer support is excellent. Their team helps us build new plans and are very responsive whenever we have a question. > > **Cons**: The Classic version was a little challenging to navigate, but I'm looking forward to the ClearPoint Next edition helping us streamline the updating and reporting process. > > We chose ClearPoint several years ago and at that time, we found that they were far superior in customer support compared to the competition. ----- ### "Customized yet streamlined" — 4.0/5 > **Laurie** | *25 September 2025* | Education Management | Recommendation rating: 8.0/10 > > **Pros**: We like the flexibility and ability to adapt the tool closely to our strategy framework. The customer support has been great. Our representative also provided several hours of training sessions to our administrative team here in the District to get them up to speed quickly. We also got high scores for the reference tutorials our ClearPoint rep generated for us; the responses confirmed that they are extremely helpful. > > **Cons**: I started learning the back-end configuration to support the tool on my own at my manager's request before I was told that ClearPoint would continue to provide support to us indefinitely. The back-end configuration is challenging and has a steep learning curve. Happily, I don't have to support it on my own. > > Overall, our experience has been positive. We were able to design a streamlined interface with our rep's support, and the feedback has been that it is intuitive and easy to use. It is tailored to our strategic framework and will provide insight into our strategy work, which was missing when we were dependent on communal Google docs. We are looking forward to building out the metrics and reporting in our second phase of the implementation. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/326823/clearpoint-strategy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/326823/clearpoint-strategy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data