The #1 Strategic Planning & Execution Software

ClearPoint is the comprehensive solution to all of your strategic planning
and business reporting needs

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Trusted by 12,000+ users at leading organizations worldwide

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.

Your Trusted Partner 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.

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.

Orchestrate Your Strategy From
One Single Place

Simplify Your Workflow At Every Level:
Plan, Execute, and Grow

Business Reporting

Strategic Planning

OKR Management

Organizational Alignment

Project Management

In order to execute your strategy, you need to review it regularly. ClearPoint integrates project tracking with KPI reporting to allow one view of the truth in your organization. Use briefing books, HTML reports, and collaboration to create the perfect strategy review.

Data Visualization

Seamlessly Integrate
with the tools you use the most

Integrate your sources of data, no matter where it lives,
to enhance your ability to execute strategy.

Excel

Pull or push updates from Excel into your account in real-time.

Power BI

Embed visualizations from Power BI into ClearPoint.

HubSpot

Update your ClearPoint reports with data straight from your CRM.

Tableau

Embed visualizations for your dashboards in ClearPoint.

PowerPoint

Export dashboards from ClearPoint into PowerPoint.

JIRA

Bring in your project information to ClearPoint to create high-level reports.

View our integrations

The #1 Strategic Planning & Execution Software

A Comprehensive and
Customer Centric Solution

Your Trusted Partner in Strategy Execution

Strategy Management Powered by Process Automation and AI