ClearPoint Strategy Reviews (177)

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Reviews

ClearPoint Strategy Reviews (177)

View 3 Video Reviews
4.6
177 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the product for its intuitive interface and exceptional customer support, which make it easy to navigate and utilize effectively. Many appreciate how it centralizes strategic planning and performance tracking, allowing for seamless collaboration and real-time updates. However, some users note a common learning curve for new users, particularly when customizing reports and dashboards.

Pros & Cons

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Verified User in Banking
AB
Verified User in Banking
Mid-Market (51-1000 emp.)
"Outstanding service and knowledgeable support"
5/5
What do you like best about ClearPoint Strategy?

We considered several other possibilities of software providers for our Strategic Planning process. Clearpoint was the most helpful and knowledgable up front...and that first impression has been consistent ever since. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I can't think of anything that isn't working very well. The product has a lot of built-in flexibility, but it is also a turnkey setup. And Clearpoint is there to help whenever you need it. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Verified User in Government Administration
Enterprise (> 1000 emp.)
"ClearPoint Strategy is a valued partner"
5/5
What do you like best about ClearPoint Strategy?

The customer support at ClearPoint is what sets the platform apart. We often receive responses same-day and have a positive relationship with our account team at ClearPoint. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are no clear negatives about the platform to share at this time. Review collected by and hosted on G2.com.

DB
Darcy B.
Senior Crime Analyst
Mid-Market (51-1000 emp.)
"Amazing Team and Amazing Product"
5/5
What do you like best about ClearPoint Strategy?

Clearpoint is very easy to use and understand. The analytics that are produced are great. The dashboards are easy to make. We love working with the Clearpoint Team, they are amazing to work with, very knowledgable and helpful. They are attentive to our needs and know how to answer the questions we ask. We love being able to see data sliced and diced in several different ways, quickly. We love that we can put shared links into Clearpoint and everyone can access them quickly and easily. I am the administrator for Clearpoint and it is easy to give and take away access to the people who need it. I can't say enough good things about this product and the Clearpoint team. Our finished product looked amazing. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I dislike that if you hit the scroll on your mouse it changes the numbers you have input, I feel like this is something that could easily be fixed in a revised edition of the product. If you use Excel, it is different because you can't just click enter and get to the next box to put your data in. You actually have to double click in each box you want to enter data into. These are all minor things to the use of the Clearpoint product. Review collected by and hosted on G2.com.

Nikolas G.
NG
Nikolas G.
Strategy Manager
Mid-Market (51-1000 emp.)
"Right choice from the start"
5/5
What do you like best about ClearPoint Strategy?

From the get go, ClearPoint set themselves apart by treating the pitch process like we were already a client. The client success process is key to getting people ready to maximize the utility of the system and their 'on the fly' brainstorming of solutions helps keep progress happening. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There's a little too much of an expectation for our teams to do the data tailoring and loading. Were we a larger organization with a data 'team' who could manage it, it would be infinitely less of a concern. Being a smaller organization (<100), we don't have those resources to rely on so the initial process can be a bit daunting when not working directly with CPS staff. Review collected by and hosted on G2.com.

AH
Ajay H.
Chair of Audit Committee
Mid-Market (51-1000 emp.)
"Flexible product and great support"
5/5
What do you like best about ClearPoint Strategy?

The product is highly flexible and could accommodate my various structural reporting and workflow requirements Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Not much; functionality was all there - maybe the look and feel of the product could be brought up to date as some aspects still look a bit dated Review collected by and hosted on G2.com.

EB
Eric B.
Performance Management and Data Analytics Manager
Enterprise (> 1000 emp.)
"Great product, great support!"
5/5
What do you like best about ClearPoint Strategy?

ClearPoint allows us to share information with all levels of our organization. We can keep high-level data in front of leadership while also going deeper to help teams track individual metrics. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

So far we haven't encountered any downsides. Review collected by and hosted on G2.com.

Verified User in Executive Office
AE
Verified User in Executive Office
Enterprise (> 1000 emp.)
"ClearPoint Strategy software provides flexibility and structure that is still customizable."
5/5
What do you like best about ClearPoint Strategy?

ClearPoint Strategy can provide a framework to organize a massive amount of diverse information. The features that ClearPoint provides are very versatile and can be applied in different manners, according to how the company needs to organize it. For us, we are using the elements a little bit different than what they were intended for, but it still allows for full use of the ClearPoint Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I think there are some areas for improvement in reporting, and everyday use for companies who prefer to do more work inside the system. Also, it would be helpful to have more element flexibility between features. For example: I may want to be able to use some of the project management features at a higher element level in clearpoint. Review collected by and hosted on G2.com.

RB
Robyn B.
Strategy & Performance Consultant
Enterprise (> 1000 emp.)
"Great Strategy Solution"
5/5
What do you like best about ClearPoint Strategy?

The site is welcoming, easy to find things, its user friendly, and intuitive. As an administrator, you can easily modify reports and pages. I love the undo feature and how you can make many updates or changes on one screen. If you forget to save your work, the system won't let you move off the current screen. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The prepopulated reporting period in the scorecard is the previous month, and to fix this, you need to remember to override it. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
UH
Verified User in Health, Wellness and Fitness
Mid-Market (51-1000 emp.)
"How ClearPoint Strategy Can Help Your Business Succeed in Strategic Planning."
4/5
What do you like best about ClearPoint Strategy?

The ClearPoint Strategy Team is outstanding in supporting your business needs, assisting you with various reports, walking you through processes to implement your business's strategies, goals, initiatives, and outcomes. ClearPoint Strategy also provides webinars on specific topics that are simple and brief. The customer service is outstanding and they continuously check in on their clients to ensure your success. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have no dislikes at this time. I am still learning the software. However, the support that I receive from the ClearPoint team is outstanding. Review collected by and hosted on G2.com.