ClearPoint Strategy Reviews in January 2025: User Ratings, Pros & Cons

"How ClearPoint Strategy Can Help Your Business Succeed in Strategic Planning."

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. What do you dislike about ...

"Great customer service"

What do you like best about ClearPoint Strategy? I like that ClearPoint provides an easy-to-use enterprise system to measure our strategic priorities and track work plans. What do you dislike about ClearPoint Strategy? I don't particularly appreciate how reports print, and I can't adjust page breaks. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint provides corporate transparency across all measures and work plans to increase awareness and show ...

"Clearpoint is easy to use and the customer service is top notch"

What do you like best about ClearPoint Strategy? the customer service and the Clearpoint team What do you dislike about ClearPoint Strategy? I wish it was easier to update our external dashboard in the Wordpress site Recommendations to others considering ClearPoint Strategy: Utilize the help of the Clearpoint Team when setting up your scorecards and getting started. also get comfortable with the data loader tool. What problems is ClearPoint Strategy solving and how is that benefiting you? a ...

"Service, Intuitive design and LOVE the data uploader to automate the process."

What do you like best about ClearPoint Strategy? Joseph Lucco is a fantastic support to our team and deserves recognition for his attitude, service and skill. He's by far the best thing about working with ClearPoint. 2nd would be the Data Loader 2.0. Automating the upload process is a HUGE time saver and allows us to work with less technical users to ensure their data is included. What do you dislike about ClearPoint Strategy? Customizing tables and referencing existing tables can be ...

"Summary Report Projects"

What do you like best about ClearPoint Strategy? The quick easy access to data via the report. The service provided and response time. What do you dislike about ClearPoint Strategy? Have to make a report every time a new milestone is added. Not automated. So far it has meet the organizations needs. Recommendations to others considering ClearPoint Strategy: Nothing at this time. What problems is ClearPoint Strategy solving and how is that benefiting you? Quick easy reports for board members.

"A flexible Strategic Planning organizer and a versatile KPI tracking tool."

What do you like best about ClearPoint Strategy? The potential that the system enables when it comes to structuring a Strategic Planning framework. It's versatility a tracking tool. What do you dislike about ClearPoint Strategy? The graphics and limited chart versions. There are a number of performance measure types that are hard to display with the type of charts available. (example: when we are measuring a Yes/No type or a Achieved/Non-achieved type. What problems is ClearPoint Strategy ...

"ClearPoint in Municipal Government"

What do you like best about ClearPoint Strategy? ClearPoint Strategy is really intuitive - both from an and end-user and as the administrator. I also really like that the product is self-contained and cloud based. What do you dislike about ClearPoint Strategy? There is an understandable limit to the customization capability - however, it is less of a dislike and more of a constraint. Recommendations to others considering ClearPoint Strategy: If you want to move away from linked spreadsheets ...

"Embrace Technology"

What do you like best about ClearPoint Strategy? I love that everything is in one place to view metrics, initiatives, project management and more! What do you dislike about ClearPoint Strategy? Can be challenging to copy and paste when there is not any changes. Recommendations to others considering ClearPoint Strategy: There are many great features to drive utilizing this solution to drive strategic work in your organization. What problems is ClearPoint Strategy solving and how is that ...

"Clearpoint is a user-friendly scorecard tracking tool"

What do you like best about ClearPoint Strategy? I like the visuals best. Briefing books also make providing summaries to managers very easy.I like that users can also do a little bit of coding to make the evaluation feature more useful. What do you dislike about ClearPoint Strategy? Editing measures to get the exact format I want can be time-consuming. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint has made tracking scorecard metrics simple and ...

"The software is very adaptable"

What do you like best about ClearPoint Strategy? Customer Service is top notch, and I really enjoy the quick response and instant interaction. What do you dislike about ClearPoint Strategy? Lack of customization of briefing reports What problems is ClearPoint Strategy solving and how is that benefiting you? Great automated reporting mechanism