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The World’s #1 Strategic Planning Software

Leverage The Power Of A Fully-Optimized, Data-Driven Strategy.

 

  • Accelerate time to results
  • Drive organization-wide collaboration
  • Link projects and strategy
  • Manage operational & strategic measures
  • Automate 70% of your reporting process with AI

Trusted by leading organizations

Powerful cloud-based
platform

Everything you need to automate your strategy, all in one place.

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Data

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Seamlessly Integrate Data Across Your Organization

ClearPoint creates a single source of truth for where you host and manage your strategy. Seamlessly integrate data from across your organization.

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Reporting

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Highly Flexible And Customizable Reports

Highly Flexible and Customizable Reports—in record time. Automate 70% of this process, saving you time and resources, while also improving the quality of your reports.

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Collaboration

Collaboration

Seamless Collaboration

Collaborate with your colleagues in real time with on-page discussions, @mentions, workflows, reminders, notifications, and our Microsoft Teams integration.

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Analytics

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Instant Calculations, Evaluations, And Aggregations

Leverage ClearPoint’s AI tools to perform advanced analytics. Automated evaluations can quickly convert data into insights.

martketimage

Seamlessly Integrate Data Across Your Organization

ClearPoint creates a single source of truth for where you host and manage your strategy. Seamlessly integrate data from across your organization.

Group 20453.png

Highly Flexible And Customizable Reports

Highly Flexible and Customizable Reports—in record time. Automate 70% of this process, saving you time and resources, while also improving the quality of your reports.

Collaboration

Seamless Collaboration

Collaborate with your colleagues in real time with on-page discussions, @mentions, workflows, reminders, notifications, and our Microsoft Teams integration.

Analytics 1

Instant Calculations, Evaluations, And Aggregations

Leverage ClearPoint’s AI tools to perform advanced analytics. Automated evaluations can quickly convert data into insights.

ClearPoint Strategy Success Framework

We have developed the ClearPoint Strategy Success Framework to highlight the 5 key areas that are integral to our clients’ success, and therefore, cornerstones of our platform

  • Organize strategy
  • Align organization
  • Manage projects
  • Communicate results
  • Simplify execution

Bringing The State-Of-The-Art To
Strategy Execution

We help organizations all around the world achieve more of their goals— faster than ever.

ClearPoint Strategy Assets (5)

A Comprehensive and Customer Centric Solution

Your organization has its own unique set of needs, and you deserve a solution tailored to meet them. Unlike other systems that lock you into pre-set methodologies, ClearPoint is built to support any strategic framework or reporting structure. It’s designed to fit your organization, not the other way around.

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Your Trusted Partnership in Strategy Execution

Experience personalized support and guidance from strategy experts at every step of your strategy journey. Backed by over 50 years of experience, the award-winning Customer Success Team will evaluate and assess your plan and processes to ensure you are set up for success from the beginning.

ClearPoint Strategy Assets (3)

Strategy Management Powered by Process Automation and AI

From creating a project plan, and drafting a strategy, to analyzing results, and summarizing your progress - achieve more of your goals - faster than ever - with ClearPoint's AI assistant. 

Customer Review

Don’t take our word for it. See what our customers say.

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    The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming... I don't have any cons, other than wishing I had the product sooner.

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    With ClearPoint I can enter data, analyze trends and help create a data driven organization. It is easy to use, and the ClearPoint team has helped us create custom reports that support our specific needs.

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    ClearPoint makes managing our Strategic Plan very easy, and tying performance measures and action items to our tactical actions is fantastic.

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    With ClearPoint I can enter data, analyze trends and help create a data driven organization. It is easy to use, and the ClearPoint team has helped us create custom reports that support our specific needs.

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    The perfect program for data visualization alongside program planning! The user interface is intuitive and easy to navigate.

Frequently Asked Questions

What happens in a demo?

We prefer to give live demos so that we can customize ClearPoint to the way that you manage and give you a feel for how it will work in your organization. If you send us information in advance, we'll put in a goal or two with a few KPIs so that you can see how your information will look.

What industries do you serve?

We help organizations across a wide span of industries, including local governments, health care providers, higher education institutions, non-profits, utilities and energy companies, banks and credit unions, as well as a vast array of unique enterprises

What is the pricing?

Our software is customized to fit your unique needs, which means our pricing model depends on a few factors specific to your team. We'd love to chat to learn more and create a proposal tailored to your organization.

How does on-boarding work?

Our award-winning Customer Success team will guide you through an onboarding process that is designed to ensure your long-term success with ClearPoint:

1.    Even before you sign the contract, you will be assigned a dedicated account manager who is ready to help you succeed.
2.    Your account manager will work with you to build a custom implementation timeline to meet your goals.
3.    During kick off, you’ll configure your account and set up your initial training and rollout plan.
4.    Your account manager will then help you onboard and train the rest of your team to begin executing on your strategic plan

How does support work?

We are your partners in strategy. Our award-winning Customer Success team will be by your side every step of the way, from the kickoff planning/goal setting—to the account set-up—to the ongoing support. We provide unlimited support options through our support center resources, live chat, email, and phone support.  We also offer free training classes and office hours.

What is the ClearPoint strategy success framework?

Our customers are invested in their strategy and passionate about results. They excel in 5 key areas that are integral to their success, and therefore, cornerstones of our platform. 

  1. Organize Strategy
  2. Align Organization
  3. Manage Projects
  4. Communicate Results
  5. Simply Execution
We’d love to show you how this looks in our software solution.