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ClearPoint Strategy

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177 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2008
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ClearPoint Strategy Reviews

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Profile Name
Star Rating
138
35
4
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0
Verified User in Education Management
AE
Verified User in Education Management
04/08/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent customer service!

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.
RM
Regina M.
EVP - Strategic Planning & Market Analytics at Origin Bank
04/07/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

ClearPoint - Creating solutions for their clients

ClearPoint is a comprehensive, user-friendly strategic planning solution with a broad range of capabilities. For our organization, the ability to customize reports has been especially important, and the new AI component is genuinely impressive. Equally important is the level of service the company provides. Because I work in a customer service industry, I both expect and recognize service excellence, and the ClearPoint team consistently delivers. They’re incredibly responsive and take the time to truly understand a client’s needs and goals. Their commitment to helping clients succeed also doesn’t stop after the initial software onboarding.
EH
Erica H.
04/06/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Helpful AI Sandbox and Strong Support—Promising Early Adoption

I'm still in the very early stages of adoption, so thus far, I can only comment on software's helpfulness in organizing my organization's information. I've used the AI interface within the sandbox environment and have found it to be very helpful. The availability of customer support is an excellent return on investment.

About

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HQ Location:
Arlington, VA

Social

@clearpointstrat

What is ClearPoint Strategy?

ClearPoint Strategy is a software company that specializes in providing strategic planning and performance management solutions. Their platform helps organizations streamline their strategic initiatives, track performance metrics, and enhance decision-making processes. ClearPoint Strategy is designed to support various industries, enabling teams to visualize data, create reports, and align their efforts with overarching goals. For more information, visit their website at https://www.clearpointstrategy.com.

Details

Year Founded
2008