--- description: Review of ClearPoint Strategy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClearPoint Strategy | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [ClearPoint Strategy](/software/326823/clearpoint-strategy) # ClearPoint Strategy Canonical: https://www.softwareadvice.co.nz/software/326823/clearpoint-strategy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/326823/clearpoint-strategy?page=2) > 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 is a SaaS solution that brings together data from all sources for easy ongoing management of objectives, measures, initiatives, and action items all in one place for strategic planning reporting and execution. Combined with an Award-Winning Customer Success team that is expert in both performance management and technology, you will have a partner in ClearPoint that will help you drive breakthrough results. We make strategy reporting simple and efficient, saving you time and providing the clarity needed to focus on strategy 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. See it for yourself\! > > Verdict: Rated **4.8/5** by 52 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 52 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Ascendant Strategy Management - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per Feature - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, Portuguese, Spanish - **Available Countries**: Canada, Mexico, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Planning - Activity Tracking - Ad hoc Query - Ad hoc Reporting - Alerts/Notifications - Benchmarking - Budgeting/Forecasting - Business Plan Templates - Charting - Collaboration Tools - Commenting/Notes - Customisable Branding - Customisable Dashboard - Customisable Reports - Customisable Templates - Customizable Fields - Dashboard ## Integrations (10 total) - Asana - Google Analytics 360 - Google Sheets - HubSpot Content Hub - Microsoft Excel - Tableau - Trello - WordPress - Zapier - monday.com ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.softwareadvice.co.nz/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.co.nz/directory/4712/business-plan/software) - [Business Intelligence Tools](https://www.softwareadvice.co.nz/directory/4336/bi/software) - [Strategic Planning Software](https://www.softwareadvice.co.nz/directory/3854/strategic-planning/software) - [OKR Software](https://www.softwareadvice.co.nz/directory/3713/okr/software) - [Business Performance Management Software](https://www.softwareadvice.co.nz/directory/4579/business-performance-management/software) ## Alternatives 1. [Notion](https://www.softwareadvice.co.nz/software/123247/notion-remote-work) — 4.7/5 (2709 reviews) 2. [Teamwork.com](https://www.softwareadvice.co.nz/software/17252/teamwork-pm) — 4.5/5 (933 reviews) 3. [Scoreplan](https://www.softwareadvice.co.nz/software/240162/scoreplan) — 4.6/5 (77 reviews) 4. [OpenProject](https://www.softwareadvice.co.nz/software/43756/openproject) — 4.6/5 (188 reviews) 5. [Asana](https://www.softwareadvice.co.nz/software/5576/asana) — 4.5/5 (13547 reviews) ## Reviews ### "Outstanding product and service" — 5.0/5 > **Carrie** | *28 April 2020* | Higher Education | Recommendation rating: 10.0/10 > > **Pros**: This software is easy to use and provides us with exactly the right tool to record and track our strategic plan. > > **Cons**: It can take some time to get used to the nuances of the system, but the support hotline is amazing to answer any questions. > > From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning. ----- ### "Local Public Health/Clear Point" — 5.0/5 > **Sarahjean** | *25 November 2025* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: •excellent technical support •Onboarding was excellent. •appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform. •Intuitive to navigate through the different screens •Flexibility in creating and visualizing the graphs is appreciated. oCan visualize multiple graphs/charts for same measure on one dashboard > > **Cons**: •Price of Clear Point is on the high side for a local governmental agency, especially with tightening budgets. > > Positive. It allowed us to get our PM System off the ground. Technical support and hand holding throughout the creation of our system was very good and much appreciated. ----- ### "One Year and Counting - Great Application & Great Technical Support\!" — 5.0/5 > **Delinda** | *30 September 2019* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: I appreciate the software's flexibility, adaptability, and ease of use > > **Cons**: I have no dislikes at this point about the software. > > The staff who are available on-line for support are great\! It's so refreshing to get immediate feedback when I'm working in the software. There has never been a time that I have to wait more than a few minutes. The staff are very knowledgeable, as well. Very positive experience each time\! ----- ### "Game Changing Strategy Management" — 5.0/5 > **Brandie** | *19 December 2023* | Government Administration | Recommendation rating: 3.0/10 > > **Pros**: Clearpoint Strategy has thought of everything. This system has provided our organization with a solution for managing our strategic plan in an organization that touches dozens of different industries. The setup and customization options are key for flexibility in building exactly what works for the organization. > > **Cons**: I would like to have better summary report functionality and export options that retain sorts and also condense spacing to reduce the number of pages in a briefing book or summary report. I would also like to have better workload and capacity management options for owners and their assigned initiatives. It’s currently a manual count line by line as needed to ensure we have appropriate workload management. > > Clearpoint support teams have been amazing to work with and the company genuinely cares about your success using the software. I appreciate their commitment to quality\! ----- ### "First Experience Using ClearPoint" — 5.0/5 > **Michael** | *4 March 2026* | Recreational Facilities & Services | Recommendation rating: 9.0/10 > > **Pros**: ClearPoint is a very user-friendly strategy management platform. The entire team that we worked with, from sales to onboarding/training/and customer support has been great. Whenever questions arise, they are always quick to help\! > > **Cons**: The only "negative" that comes to mind on the platform is the AI assistance. It's definitely not terrible, but I think it could use some refinement to provide better, more thorough answers. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/326823/clearpoint-strategy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/326823/clearpoint-strategy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data