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Compare ClearPoint Strategy and Envisio 
At a Glance
Market Segments
Mid-Market (47.7% of reviews)
Mid-Market (60.0% of reviews)
Entry-Level Pricing
Contact Us Per Year
No pricing available
ClearPoint Strategy
Star Rating
(131)4.6 out of 5
Market Segments
Mid-Market (47.7% of reviews)
Entry-Level Pricing
Contact Us Per Year
Learn more about ClearPoint StrategyEnvisio
Star Rating
(10)4.6 out of 5
Market Segments
Mid-Market (60.0% of reviews)
Entry-Level Pricing
No pricing available
Learn more about EnvisioSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClearPoint Strategy excels in its "Quality of Support," with a score of 9.7, indicating that users find the support team highly responsive and helpful, while Envisio, with a score of 9.3, is still strong but slightly less praised in this area.
- Reviewers mention that ClearPoint's "Custom Reporting" feature, rated at 9.0, allows for extensive personalization, making it easier for users to tailor reports to their specific needs, whereas Envisio's reporting templates, rated at 8.9, are effective but offer less flexibility.
- G2 users highlight that Envisio shines in "Ease of Admin," scoring 9.4, which suggests that users find it easier to manage and administer compared to ClearPoint's score of 8.5, making it a more user-friendly option for administrators.
- Users on G2 note that ClearPoint Strategy's "Data Visualization" feature, rated at 8.8, provides a more intuitive and visually appealing way to present data, while Envisio's data analysis capabilities, rated at 8.5, are effective but not as visually engaging.
- Reviewers say that ClearPoint's "Financial Planning" capabilities, particularly in "Reporting" with a score of 9.2, are robust and well-received, while Envisio's "Budgeting" and "Forecasting" features, scoring 6.9 and 7.2 respectively, are seen as less comprehensive.
- Users report that ClearPoint's "Product Direction" is rated at a perfect 10.0, indicating strong confidence in the product's future development, while Envisio's score of 8.8 suggests that users are slightly less optimistic about its ongoing enhancements.
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FP&A (Financial Planning & Analysis)
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Pricing
Entry-Level Pricing
ClearPoint Strategy
Customized Solutions Built for You
Contact Us
Per Year
We’d love to prepare a customized proposal for you! ClearPoint’s pricing model depends on a few factors specific to your team, so we’ll need to get in touch to give you accurate pricing info.
- Automated Data Collection
- Customizable Reporting
- Integrations
Envisio
No pricing availableFree Trial
ClearPoint Strategy
No trial information availableEnvisio
Free Trial is available
Ratings
Meets Requirements
9.0
103
9.7
10
Ease of Use
8.4
104
8.8
10
Ease of Setup
7.9
88
8.3
8
Ease of Admin
8.4
93
9.4
8
Quality of Support
9.7
103
9.3
10
Has the product been a good partner in doing business?
9.4
90
9.4
8
Product Direction (% positive)
9.9
95
8.8
10
Features by Category
Prepare
8.4
42
Not enough data
8.3
38
Not enough data
8.1
38
Not enough data
8.0
37
Not enough data
Plan
8.6
45
Not enough data
9.0
47
Not enough data
8.6
46
Not enough data
8.5
42
Not enough data
Optimize
8.8
48
Not enough data
8.4
46
Not enough data
7.6
39
Not enough data
Execute
8.5
28
Not enough data
8.2
28
Not enough data
8.3
29
Not enough data
8.5
28
Not enough data
Financial Planning
7.8
22
|
Verified
Not enough data
9.2
24
|
Verified
Not enough data
8.1
22
|
Verified
Not enough data
Financial Insight
6.9
16
|
Verified
Not enough data
7.2
15
|
Verified
Not enough data
8.9
22
|
Verified
Not enough data
Data
8.8
27
|
Verified
Not enough data
8.5
25
|
Verified
Not enough data
9.0
26
|
Verified
Not enough data
8.9
25
|
Verified
Not enough data
Status Communication
8.8
24
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
9.0
27
|
Verified
Not enough data
9.3
28
|
Verified
Not enough data
Strategic Planning - Strategic Portfolio Management
7.7
5
Not enough data
6.3
5
Not enough data
6.7
5
Not enough data
6.0
5
Not enough data
6.3
5
Not enough data
Not enough data
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
Strategic Management - Strategic Portfolio Management
6.0
5
Not enough data
6.0
5
Not enough data
Not enough data
Not enough data
7.0
5
Not enough data
6.3
5
Not enough data
6.0
5
Not enough data
6.0
5
Not enough data
5.7
5
Not enough data
Data Analysis - Strategic Portfolio Management
Not enough data
Not enough data
5.7
5
Not enough data
5.7
5
Not enough data
Artificial Intelligence - Strategic Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClearPoint Strategy and Envisio are categorized as FP&A (Financial Planning & Analysis) and Strategic Planning and Execution
Unique Categories
ClearPoint Strategy is categorized as Strategic Portfolio Management
Envisio has no unique categories
Reviews
Reviewers' Company Size
ClearPoint Strategy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Envisio
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Government Administration
46.1%
Non-Profit Organization Management
9.4%
Hospital & Health Care
8.6%
Higher Education
4.7%
Banking
3.9%
Other
27.3%
Government Administration
40.0%
Research
10.0%
Non-Profit Organization Management
10.0%
Marketing and Advertising
10.0%
Hospital & Health Care
10.0%
Other
20.0%
Most Helpful Reviews
ClearPoint Strategy
Most Helpful Favorable Review
Ryan E.
Verified User in Utilities
Clearpoint helps me to communicate the stratgic plan to our internal team. The best part is the customer service. My rep took additional time to set up our account, much longer and more intensive than most of his clients.
Most Helpful Critical Review
Verified User in Computer Games
While ClearPoint Strategy is great for tracking goals and performance, the user interface feels a bit outdated and could be more intuitive. Some features require a learning curve, especially for new users, and customizing reports can sometimes be tricky...
Envisio
Most Helpful Favorable Review
Verified User in Banking
I love how it helped me automate my reports
Most Helpful Critical Review
Verified User in Research
Takes time to ensure everyone on our end is up to speed with how to best use the software. It is important to make sure you try to get everyone on the same pager (or as close to as possible) to ease everyone into the software and its use
Ryan E.
Verified User in Utilities
Clearpoint helps me to communicate the stratgic plan to our internal team. The best part is the customer service. My rep took additional time to set up our account, much longer and more intensive than most of his clients.
Verified User in Banking
I love how it helped me automate my reports
Verified User in Computer Games
While ClearPoint Strategy is great for tracking goals and performance, the user interface feels a bit outdated and could be more intuitive. Some features require a learning curve, especially for new users, and customizing reports can sometimes be tricky...
Verified User in Research
Takes time to ensure everyone on our end is up to speed with how to best use the software. It is important to make sure you try to get everyone on the same pager (or as close to as possible) to ease everyone into the software and its use
Discussions
What types of strategic reports can I create with ClearPoint?
1 comment
Official Response from ClearPoint Strategy
With ClearPoint, users can create unlimited customized reports. Reports can contain information from one department or can pull together data and information...Read more
Can I customize the language in ClearPoint to match my strategic plan?
1 comment
Official Response from ClearPoint Strategy
Yes! You can customize the language throughout your ClearPoint account so that it matches the way that you manage. The default language in ClearPoint follows...Read more
How can I do project management in ClearPoint?
1 comment
Official Response from ClearPoint Strategy
ClearPoint has many robust project management features that allow users to track projects, milestones, budgets, percent complete, priority and custom project...Read more
Who uses Envisio?
1 comment
Official Response from Envisio
Envisio is used by organizations in many different industries, both public and private sector. We are the most widely used strategic planning and performance...Read more
How is Envisio priced?
1 comment
Official Response from Envisio
Price depends on the type and size of your organization as well as the functionality you require. Get in touch and we’ll customize a quote for you!Read more
Does Envisio offer professional services as well as software?
1 comment
Official Response from Envisio
Yes! All Envisio customers are backed by their own strategy execution team. But if you need some additional help with designing or implementing your...Read more
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