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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SS
Steve S.
Mid-Market (51-1000 emp.)
"City of Bartlett"
4/5
What do you like best about ClearPoint Strategy?

The engagement process has been especially helpful in getting the ball rolling. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

With any new technology, there are always hurdles. Therefore, navigating the site would be the most difficult or disliked portion so far. However, that will improve with time. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for your review, and sharing your testimonial in a webinar about how easily you were able to get a new strategic plan up and running (along with a public facing dashboard) within the first year. What a great success!

Kristall B.
KB
Kristall B.
Mid-Market (51-1000 emp.)
"Great data charting capabilities"
4.5/5
What do you like best about ClearPoint Strategy?

The ability to include charts with my date and to add multiple charts in one mayrix. It makes everything look so professional. I have not used any other software but i love the functionality and ease of use with clear point. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Some of the color bubbles don't always carry over from one charting period to the next. I understand why i just think that it would be good if you had the option to bypass this function. Review collected by and hosted on G2.com.

JA
John A.
Enterprise (> 1000 emp.)
"It's a great tool to help you track execution of your strategy"
4/5
What do you like best about ClearPoint Strategy?

It's simplicity in reporting

workflows

structure of the scorecard Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

API or automated upload is not that user friendly

Connection to other apps is not great Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for sharing your feedback! We're glad to hear you find ClearPoint Strategy helpful in tracking strategy execution, especially our workflows. We appreciate your comments about the API and connection to other apps. We're constantly working to improve user experience and integrations. Your input is valuable in helping us enhance our platform. We're here to assist you with any concerns and ensure you have a seamless experience. Thank you for choosing ClearPoint Strategy to track and provide visibility to key stakeholders.

Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Great customer service"
4.5/5
What do you like best about ClearPoint Strategy?

ClearPoint is upgrading our data to the 21st century. DeAndre has been very responsive and worked hard to understand our needs. It is easy to use and intuitive. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

ClearPoint does have a bit of a lag when opening our scorecards. I do wish it was a little faster when opening for users. Review collected by and hosted on G2.com.

AA
Abismael A.
Mid-Market (51-1000 emp.)
"Excited to finally be able to organize all of the city's initiatives"
4.5/5
What do you like best about ClearPoint Strategy?

I found the software to be easy to use. Even individuals with limited training were able to update their initiatives. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The software seems a bit old-fashioned and has some limitations with automation. I expected the scheduling of reports, initiatives updates, and reminders to be a bit more streamlined. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Verified User in Government Administration
Enterprise (> 1000 emp.)
"Grateful for ClearPoint!"
5/5
What do you like best about ClearPoint Strategy?

ClearPoint is a great project management software. It allows you to store all the information for multiple large projects in one place. I like that you can add measures so that you can track progress as you go along. It also allows you to assign different types of roles to a large number of individuals within the organization. I also really love the ClearPoint community. The support we receive from ClearPoint is spectacular. They have even set up a regional ClearPoint conversation since so many organizations in my area are using the software. It's a great opportunity to share what's going well and areas for growth. The team is always open to receiving feedback and working with us on different types of customization needs. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It seems that the people in my organization who do not use ClearPoint on a regular basis find it cumbersome. Many do not like having another system to log in and find it difficult to navigate once in the system. Even after multiple trainings and recorded videos, my team spends a lot of time trying to help people with ClearPoint when we ask for bi-annual updates. Another area is that while there are customization features, such as using your brand colors, the options are limited. We regularly run reports through ClearPoint, but have received feedback that the format is difficult on the eyes. The ClearPoint team has worked with us on making improvements, but I think there could be more opportunities for enhancing the briefing book/reporting options. Review collected by and hosted on G2.com.

MM
Megan M.
Program Coordinator
Mid-Market (51-1000 emp.)
"Powerful software with outstanding customer support"
5/5
What do you like best about ClearPoint Strategy?

ClearPoint Strategy provides flexible, customizable software that adapts itself to your organization's projects and priorities, with customer support that helps you actually do that. Not only does ClearPoint help us track progress across divisions on branch-wide initiatives, but it also supports us in connecting employees to these projects in meaningful ways. But none of this would be possible without the amazing support ClearPoint provides to its admin users! ClearPoint really goes above and beyond in this respect. It is easy to book appointments with your designated support contact, who will help you learn how to create the system that meets your needs. Ours even checks in with us periodically to see how our major projects are going! This ongoing support truly makes the investment worthwhile for our organization. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

At first, some aspects of the software were challenging to understand, but as I said in my review above, once we connected with customer support, we resolved issues quickly. It was also challenging to ascertain the organizational training needs before working with the software, but I believe those issues have since been resolved. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Verified User in Government Administration
Mid-Market (51-1000 emp.)
"ClearPoint is the best Strategic Planning and Performance Management software on the market."
5/5
What do you like best about ClearPoint Strategy?

CleaPoint's flexibility is what separates it from other softwares. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It would be nice to drag some of the elements on the reports. Review collected by and hosted on G2.com.

LA
Luz A.
Mid-Market (51-1000 emp.)
"Great and adaptable to our organizational needs."
5/5
What do you like best about ClearPoint Strategy?

Reliable and user-friendly for reporters. Content access to past reports is great for learning and knowledge management within our organization. Report Design is easy and connects different projects. Great resources and customer service when you're stuck. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It doesn't have an app for mobile access. Review collected by and hosted on G2.com.

JY
Jonathan Y.
Enterprise (> 1000 emp.)
"Great Customer Service"
5/5
What do you like best about ClearPoint Strategy?

The customer service is incredible. The system itself has a very clear interface. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The system takes a while to understand. I wouldn't call it "intuitive" Review collected by and hosted on G2.com.