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?

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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.

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Verified User in Higher Education
AH
Verified User in Higher Education
Enterprise (> 1000 emp.)
"ClearPoint Strategy allows our organization to easily assess our operations."
4/5
What do you like best about ClearPoint Strategy?

ClearPoint Strategy allows for collaborative action and assessment across an organization. It's straightforward and easy to digest for the average user, but it also contains a lot of advanced capabilities for the more in-depth user. Customer support is extremely friendly, quick, adaptable, and knowledgeable. I know that no matter who I talk to, regardless of their familiarity (or lack thereof) with our organization, they will help me find a solution to our problem. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

ClearPoint Strategy allows for a lot of customization, but the customization process can be tedious and complicated. As an administrator of our account, I feel as if I spend a lot of time trying to understand the technicalities of the product and trouble shooting issues. Customer support is great and always happy to help, but it's difficult to become completely self sufficient. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for your great review. I'm glad that ClearPoint is helping with collaboration and reporting across campuses. We appreciate your kind thoughts about our team and the advanced capabilities of the application. We're always here to help with your specific questions.

Verified User in Environmental Services
UE
Verified User in Environmental Services
"Good dashboard and customer service"
5/5
What do you like best about ClearPoint Strategy?

It is a helpful tool to display our greenhouse gas emissions and related measures. Customer service has always been very prompt and they have always quickly helped me resolve whatever issue I've run into. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It can take team members a bit of time to get accustomed to the platform, but I think that is true of any tool. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for the wonderful 5 star review. It is always nice to hear from one of our clients getting great value out of our interactive, fully customizable dashboards. I'm glad your community is finding value in this transparency.

LUANA G.
LG
LUANA G.
Junior Digital Marketing & Automation Assistant
Small-Business (50 or fewer emp.)
"ClearPoint Strategy is a strong tool for managing strategy and performance."
5/5
What do you like best about ClearPoint Strategy?

What I like best about ClearPoint Strategy is the outstanding customer support and how easily it allows us to customize reports and dashboards to fit our strategic goals. It saves time and keeps everyone aligned. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

What I dislike about ClearPoint Strategy is that the initial setup can be a bit complex, and some features,like the data loader ,don’t work well on Mac. Also, report visuals have limited customization options. Review collected by and hosted on G2.com.

Verified User in Environmental Services
UE
Verified User in Environmental Services
Mid-Market (51-1000 emp.)
"My feedback and impression"
5/5
What do you like best about ClearPoint Strategy?

I really appreciate how ClearPoint Strategy brings everything into one place—it’s great for aligning strategic goals with performance metrics. The dashboards are highly customizable, which makes it easy to track KPIs in a way that’s relevant to our business. I also like that it’s collaborative, so multiple team members can update and monitor progress in real time. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There’s a bit of a learning curve at first, especially for users who are new to strategy management tools. Some features could be more intuitive, and initial setup took longer than expected. It would be helpful to have more in-app guidance or tooltips for first-time users. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for taking the time to leave us such a nice review. I'm clad to see that we are able to help with initiative management and make your tracking much more consistent. Cheers!!

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Good data analytics"
3/5
What do you like best about ClearPoint Strategy?

The workspaces section is nice, keeps things simple and easy to view.It's super easy to use and keeps everything in one place—planning, tracking, and reporting. I really like how it helps teams stay on the same page, and the way it pulls in data and makes reports is super smooth. Plus, the customer support is actually helpful, which is a nice bonus. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It can take a little time to get used to all the features, especially if you're new to strategy tools. Some parts feel a bit complex at first, and customizing reports can be tricky without some help. Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

We're thrilled to hear that you appreciate the simplicity and ease of use in our workspaces section, as well as the helpful customer support. We understand that getting used to all the features can be a learning curve, especially for new users, and we value your feedback on customizing reports. We're dedicated to enhancing user experience and providing valuable support for our customers.

Verified User in Civic & Social Organization
UC
Verified User in Civic & Social Organization
Small-Business (50 or fewer emp.)
"Excellent tool for developing monitoring systems"
4/5
What do you like best about ClearPoint Strategy?

Having the information in one place, to deposit the information, having dashboards and charts that allow breaking down the information in a logical and useful way for making managerial decisions Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The difficulty of linking this program with other applications that allow generating dashboards like Tableau or PowerBI Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your thoughtful review! We’re glad to hear that ClearPoint helps you centralize information and use dashboards and charts to support stronger managerial decisions.

We understand your concern about linking ClearPoint with tools like Tableau or Power BI. ClearPoint connects with a variety of applications to automate data updates and streamline your reporting process, and your Customer Success Manager would be happy to discuss the best options for your setup.

We’re delighted ClearPoint is helping you deliver valuable performance reports and close gaps across projects, and we look forward to continuing to support your success!

Verified User in Government Administration
EG
Verified User in Government Administration
Enterprise (> 1000 emp.)
"Great Resource for a Novice"
4/5
What do you like best about ClearPoint Strategy?

As an organization with a moderately complex strategic plan in the government sector, the knowledge of the ClearPoint team was incredibly valuable. The team helped us clarify the priorities in our strategy and translate them into clear, actionable elements, objectives, and milestones that are easy to understand and follow. We are not completely through the implementation, but so far it has been relatively straightforward. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I don't love the navigation as an Admin. I appreciate the effort that has been taken to make it easy to use, but I still feel like it could be improved. Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

Thank you for sharing your experience with ClearPoint Strategy! We're thrilled to hear that our team has been valuable in clarifying your strategic priorities. We appreciate your feedback on the navigation as an Admin and are working to simplify it even more with ClearPoint Next. If you would like a preview of the next generation of ClearPoint, please reach out directly to your Customer Success Manager.

We're glad to hear that ClearPoint is helping you track and manage your strategic objectives effectively. If you have any specific suggestions on how we can enhance the navigation experience for Admins, please feel free to reach out to our support team. We're here to assist you every step of the way as you continue with the implementation process. Thank you for choosing ClearPoint Strategy for your strategic planning needs!

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
"Comprehensive Strategic Planning and Project Management software"
5/5
What do you like best about ClearPoint Strategy?

The support we received from ClearPoint staff. Excellent support from Ash and Dan. Very patient and helpful. Any time we had an issue or question, they were ready to help. Much appreciated. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The system was a little more than we needed. There are so many elements and features that we really needed someone working full time on the software. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your detailed review! We’re thrilled to hear that ClearPoint has helped you see all of your programs and projects clearly in one place, and we truly appreciate your kind words about Ash and Dan. Our team takes pride in providing responsive, helpful support, so it’s great to know that made a difference for you.

We understand your point about ClearPoint offering more features than you currently need. Many of our customers start small and expand their use of the platform over time, and our team is always here to help you focus on the elements that provide the most value without requiring a full-time resource.

We’re delighted ClearPoint is helping you organize your work, and we look forward to supporting your continued success!

Verified User in Financial Services
AF
Verified User in Financial Services
"Easy to use, great experience so far."
5/5
What do you like best about ClearPoint Strategy?

Simple and easy reporting structure. Easy to navigate and administer. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Manual annual roll over process. Also limited functionality in customizing reports. The biggest problem with the briefing book is that I cannot set Page Breaks. Reports are split in odd places on the pages and makes for a messy presentation of data. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for the kind review. I know this isn't meant to be a support chat, 😎, but you can set page breaks on individual pages. That will carry over into any briefing book that you generate. Hopefully that cleans up your presentation. We're happy to help, just reach out to our Customer Success Team.

Verified User in Government Administration
AG
Verified User in Government Administration
"Supportive team"
3.5/5
What do you like best about ClearPoint Strategy?

The ability to make changes and push the change to all scorecards. The support team is easy to work with and very amenable to changes. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The lack of AI intergration and when updating HTML reports the URL changes based on reporting period. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

Thank you for your thoughtful feedback! We’re glad to hear that ClearPoint’s ability to cascade changes across scorecards and our responsive support team have been valuable for you.

We understand your concern around AI features updating across scorecards and with our upcoming ClearPoint NEXT release, we’re expanding AI functionality to make summaries and insights more flexible across scorecards. Additionally, your Technical Account Manager will be reaching out as we are able to setup a dynamic link for HTML exports that will make it seamless to update shared data!

We appreciate your partnership and feedback — it helps us continue to improve ClearPoint to better meet your needs!