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ClearPoint Strategy

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Read 62 ClearPoint Strategy reviews and testimonials from customers, explore 64 case studies and customer success stories, and watch customer videos to see why companies chose ClearPoint Strategy as their Strategic Planning Software

ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals.

ClearPoint Strategy is a SaaS strategy reporting tool used by leading organizations to automate and streamline their strategy reporting process, including elements such as Business Performance Management and OKR metrics. ClearPoint integrates and automates the collection of data from all sources, making it faster and easier to report on strategic plan execution.

Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint.

With ClearPoint, organizations can automate their reporting process and eliminate the need for manual data collection and formatting reports. The easy-to-use interface makes creating dashboards, reports, scorecards and more, easy for any end user, regardless of their technical expertise.

Organizations can leverage ClearPoint's integration features to automatically pull data from on-premise, SaaS, and other data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations.

ClearPoint also offers an integrated project management module which allows managers to report on their projects in context using OKRs/KPIs, Gantt Charts, and direct linkages to company goals or priorities.

ClearPoint's automated data uploads, report generation, reminders and dashboard updates help you make your reporting process simple and efficient. You will ensure your team always has the data and information they need to make decisions. See it for yourself!

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Customer Rating Review Score based on 2639 reference ratings
4.8/5.0 (2639)
  • Summer 2026 Top Performer Strategic Planning Software

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62Testimonials

  • “We’ve seen better communication between departments, a stronger partnership with the county, and more opportunities to engage with our residents.”

  • "ClearPoint's flexibility is key."

  • "It’s an exciting time in Fort Lauderdale. Along with our beautiful beaches, we have a vibrant downtown, engaged neighbors, and positive economic indicators. Through the community vision process, we’ve articulated …

61 more testimonials currently locked

64 Case Studies

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Additional ClearPoint Strategy Information & Resources

Read ClearPoint Strategy Reviews, Testimonials & Customer References from 62 real ClearPoint Strategy customers.

Browse ClearPoint Strategy Case Studies, Customer Success Stories, & Customer References from 64 businesses that use ClearPoint Strategy.

Explore answers to frequently asked questions about ClearPoint Strategy.