ClearPoint Strategy

What is ClearPoint Strategy?

Overview

ClearPoint Strategy is a pioneering, cloud-based strategy execution software/integrated strategy reporting system designed to help organizations achieve their strategic goals. The award-winning platform provides a comprehensive performance management solution that combines data visualization, KPI tracking, automated reporting, and goal-setting tools (among other features listed below), all within a shared workspace. It allows users to align their objectives, track progress, and make data-driven decisions - centralizing data for performance appraisals from each deployed company channel. 

What is ClearPoint Strategy best for?

ClearPoint Strategy software is best known for its advanced strategy and OKR reporting capabilities. The platform allows users to create dynamic dashboards, scorecards, and reports with a user-friendly, drag-and-drop interface. It also includes a vast range of charts and visualizations, which help make data more compelling and engaging for audiences.  

ClearPoint Strategy Cost & Trial

ClearPoint Strategy project management offers three pricing plans to accommodate organizations of varying sizes. However, the vendor does not disclose exact ClearPoint Strategy pricing for its subscription plans and provides custom ClearPoint Strategy software pricing based on the specific needs and size of each organization. 

Here is a high-level overview of each plan - suited to every budget: 

Basic

Hosts 5 users and is perfect for small businesses. A one-time onboarding fee of $1000* provides initial set-up assistance and training to ensure you get the most out of your plan.

Professional

Designed for medium and large organizations looking to automate their strategic planning process. It includes 10 users and everything in the Basic Plan, with a number of additional capabilities. The Professional Plan also includes onboarding. 

Enterprise

Suitable for enterprises and agencies. It accommodates 25 users and everything in the Professional Plan, plus additional, advanced, project performance tracking capabilities and measures.

Detailed ClearPoint Strategy plan features are listed below.

* Please note that any pricing figures quoted here are broad estimates; to get accurate, updated, quotes for your business and check for trial service eligibility, click the 'Get Pricing' button above. 

ClearPoint Strategy Demo

To gain a solid understanding of how ClearPoint Strategy can 10x your organizational money/revenue concerns by streamlining data monitoring and appraisals, consider watching the vendor’s demo screening.

This highly recommended, pre-commitment, course will give you a very good idea of whether the software is suited for crafting winning/competitive strategies for your business.

To start screening our ClearPoint Strategy demo feed, click on the ‘Watch Demo’ button above.

ClearPoint Strategy Integrations

ClearPoint Strategy project management software seamlessly connects with a variety of third-party applications, such as: 

• Microsoft Office Suite (Word, Excel, PowerPoint) 
• Asana 
• Oracle 
• QuickBooks 
• HubSpot 
• monday.com 
• Jira 
• Teams 
• Slack

The “World’s First Integrated Strategy Reporting System”, as claimed by the vendor on their official site, is geared to equip users with unparalleled system interoperability and flexible syncs (via native and third-party integrations).

How does ClearPoint Strategy work?

On the technical front, ClearPoint Strategy software works as a SaaS/web-based, cloud solution that can be accessed from any browser; bringing together data from all sources for manageable ongoing objective, measure, and action item management for virtually every organizational setting (corporate or non-profit initiatives).

The software, further, is designed to be user-friendly and intuitive with drag-and-drop functionality for easy customization of reports and dashboards.

Who is ClearPoint Strategy for?

ClearPoint Strategy is a versatile strategy informing and monitoring software designed to meet the needs of businesses of all sizes across various industries. Here are some typical user settings that continue to report achieving significant benefits from this solution (via a series of credible Google reviews): 

• Healthcare Industry 
• Nonprofit Organizations 
• Educational Institutions 
• Consulting Firms 
• Government Agencies

ClearPoint Strategy Features

Here is a list of the top ClearPoint Strategy features (as they relate to strategy formulation, execution, and tracking in organizational spaces):

Project Management

ClearPoint Strategy includes a project management solution that helps organizations align their project goals with their strategic objectives. The software provides a range of visualization products, such as Gantt charts and Kanban boards, to let users manage their projects and workflows more effectively. Users can also track progress and performance against specific goals, streamline workflows, and communicate effectively across the team.   

Strategic Planning

The strategic planning feature allows organizations to link KPIs and projects to strategic goals and gain detailed insights into performance metrics. By way of this function, the software provides a comprehensive understanding of how all departments contribute to goals, making it easier to spot trends and make data-driven decisions. ClearPoint Strategy project management tool also allows for automatic data integration from multiple sources to eliminate duplicate files and reduce the risk of errors. 

Customizable Dashboards

The platform offers a range of customizable dashboards that allow organizations to track their performance metrics and monitor progress toward their strategic objectives. Users can view metrics and goals in real-time and drill down to more detailed information, making it easier to identify areas for improvement and to keep stakeholders informed about progress. 

Security & Access Control

The software provides robust security and access control features, including two-factor authentication, encrypted data storage, and role-based access control. Users can set permissions and access levels to control which person has entry to specific data and features, ensuring that sensitive information is protected and that only authorized users can view and edit data. Timely email prompts, further, ensure that the subscribers of the “world’s pioneering integrated strategy-making software” are always cognizant of all types of account access requests; in line with the ClearPoint Strategy Inc. customer-first approach.

Is ClearPoint Strategy right for me?

If you're looking for a dependable and user-friendly strategic planning solution, ClearPoint Strategy may be a viable option for your enterprise.

In the project management space, the platform is one of only a handful of subscription services that provide organizations with a way to align both strategy and results with day-to-day workflows.

ClearPoint Strategy Pricing Guide

Click on ‘Get Pricing’ above to get instant, accurate quotes, the full listing of applicable ClearPoint Strategy software pricing plans, plus ‘live rep’ platform onboarding/free trial sign-up facilitation.