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Envisio

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Read 46 Envisio reviews and testimonials from customers, explore 24 case studies and customer success stories, and watch 9 customer videos to see why companies chose Envisio as their Strategic Planning Software

Execute strategy and improve performance. Envisio is the #1 strategic planning & performance management solution for local government, education, healthcare and nonprofit organizations. Envisio will transform how you develop and execute plans, measure performance and share results. And because we work exclusively with public sector and nonprofit organizations, Envisio is built to meet your unique needs around creating transparency and building trust with external stakeholders. Let's get started.

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Customer Rating Review Scorebased on 2582 reference ratings
4.8/5.0 (2582)
  • Top Performer 2025 2025
    Summer 2025Top PerformerStrategic Planning Software

Check out this Top Rated Envisio alternative

  • Top Performer
    Customer Rating Review Score
    4.8 / 5.0 (2197)

    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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46Testimonials

  • "Envisio does an excellent job of requesting updates from users and grounding folks in the organization's mission and plan. The tool is forward-leaning, pulling for an update, and is easy and simple to use for all users. Envisio works, trust it!”

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24 Case Studies

  • How Ferndale simplifies, executes, and communicates a $20 million plan

23 more case studiescurrently locked

9 Customer Videos

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Additional Envisio Information & Resources

Read Envisio Reviews, Testimonials & Customer References from 46 real Envisio customers.

Browse Envisio Case Studies, Customer Success Stories, & Customer References from 24 businesses that use Envisio.

Watch Envisio Customer Videos to learn why 9 businesses chose Envisio.

Explore answers to frequently asked questions about Envisio.