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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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 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.
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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.
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Orchestrate Your Strategy From One Single Place

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

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

Embed visualizations from Power BI into ClearPoint.
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Update your ClearPoint reports with data straight from your CRM.
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Embed visualizations for your dashboards in ClearPoint.
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Export dashboards from ClearPoint into PowerPoint.
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Bring in your project information to ClearPoint to create high-level reports.

Recognized for Excellence

G2 2024 LeaderG2 2024 Best Support G2 2024 Users most likely recommendG2 2024 Best meets requirementsG2 2024 Easiest to do business withG2 2024 High Performer