-Streamlines data collection and removes the need for our staff to individually meet with project managers for project updates.

-Ability to create new fields/data points that we wanted in our dashboard.

-Ability to automate reminder emails to send to staff.

- Reporting function is easy to use.

-Our Customer Success point of contact Marisa was very patient and was able to incorporate most of our asks into our dashboard. Review collected by and hosted on G2.com.

We have only completed one workflow using Clearpoint, but my main feedback so far would be:

- We have projects that overlap with another department in our organization. There was miscommunication in that initial workflow, mainly that project managers not intended to be in our workflow were included due to project overlap with the other department. I now know how to avoid this, but wish the roll-out went a bit smoother and staff wasn't unnecessarily prompted to provide updates.

- Wish there was the ability to "hide" or remove fields in a project page that do not pertain to the data points we are asking from project managers. It can be difficult to train staff how to use a new program when it's visually overwhelming/lots of fields we're not using.

- There should be an easier way to alphabetize/sort projects by title

- Status Indicator is difficult for staff to find/not intuitive to edit. Maybe it should be a field like "End Date" or "External Status Update" so it's easier to find without having to press the edit pencil for the dropdown menu. Review collected by and hosted on G2.com.

What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. Review collected by and hosted on G2.com.

There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. Review collected by and hosted on G2.com.

I really like being able to customize dashboards so they present a clear, concise picture and narrative of my agency’s work. Review collected by and hosted on G2.com.

There is a bit of a learning curve to using clearpoint but the support teams is always available to help.After the first reporting period updates become easy. Review collected by and hosted on G2.com.

The most helpful thing about ClearPoint is how easy it is to navigate and learn through their training guides. It’s even better when we have a strong representative helping us meet our needs, like Katie Oliverio. Anytime we reach out, she responds right away and has made the effort to come on site, meet with us, and answer any questions or concerns we may have. Review collected by and hosted on G2.com.

I don’t have any dislikes about ClearPoint Strategy. Review collected by and hosted on G2.com.

ClearPoint is a pretty intuitive and easy to use tool for BSC reporting. It's user interface is up to date, and offers many features such as automation, integration into organization systems and tools and the support you receive from their team is fantastic. Review collected by and hosted on G2.com.

We are early into implementation, but the new UI (which is very slick) has a few bugs/glitches that their Support team works resolve in a timely fashion. Although a fairly customizable solution, there are still elements that I would have liked more customizability. Review collected by and hosted on G2.com.

Excellent customer service and intuitive design. It is easily adaptable for multiple formats. Review collected by and hosted on G2.com.

I struggled with Reproting frequencies and with Project automatic updates. Review collected by and hosted on G2.com.

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 staff respond quickly and are always happy to work with you. The platform itself is fairly intuitive, and it makes it easy to fully track strategic priorities. Review collected by and hosted on G2.com.

Change management within an organization is the hardest part, and that isn’t really about ClearPoint itself. I’d appreciate a bit more clarity on what we can do on our side versus what we should be asking ClearPoint to do, so expectations and responsibilities are clearer. Review collected by and hosted on G2.com.

I like ClearPoint Strategy's clear dashboard overview and its charts and graphs for visual representation. It's great for sharing progress and improvements with the leadership team. The initial setup was easy with the help of the ClearPoint team. Review collected by and hosted on G2.com.

There are lots of deep dive updates that could be a lot for updaters with multiple elements. Review collected by and hosted on G2.com.

ClearPoint is a flexible tool that allows us to customize the system to our specific needs requirements. It is a robust product that is targeted towards strategy management. We really like the AI features for status updates and the built-in strategic frameworks. Review collected by and hosted on G2.com.

The video tutorials could be a lot better. It takes a while to learn to use it as a system administrator. Review collected by and hosted on G2.com.