Make Project Management Finally Align With Your Strategic Goals!
We used to run dozens of disconnected projects. Now, every task aligns with our strategy — with full visibility into budgets, milestones, and outcomes.”
The ClearPoint Strategy team pushed us. They’re setting dates and goals for you, just like you are with your team, and that’s what brought it together.”
Steve Sones
Chief Administration Officer
Turn Goals into Projects in Minutes – Summarizes trends and bottlenecks instantly.
Create Alignment – Align every initiative into strategic KPIs.
Automate the Process – AI plans timelines and business cases automatically.
Guided Setup and Support
Seems Like Too Much Work? We'll Handle It
Whether you’re starting from scratch or bringing in an existing plan, ClearPoint gets you up and running without the busywork.
Cascade Strategy to Departments? Push project plans and tasks to every team.
Already in Excel? We’ll import and clean it.
Need a New Plan? AI walks you through it step by step.
Don’t Want to Start from Zero? We’ll set everything up for you.
No Need for Project Ops Managers: ClearPoint sets everything up for you, even if you don’t have a clear plan.
Want to see how it works?
Book a Free Demo
Workflows
Workflows That Catch What You’d Never Spot Manually
ClearPoint automates the parts of execution that slip through the cracks, so your team stays aligned without micromanagement.
Milestone Change Alert
Notify project owners when a milestone deadline changes or slips.
Over-Budget Warning
Alert team leads when costs exceed planned allocations—before too late.
Auto Dashboard Update
Dashboards refresh with the latest progress, budget status, and risks.
Next Phase Rollover
Lock completed phases and prep the next sprint or timeline segment.
One-Click Project Summary
Generate client or exec-ready updates (tasks, spend, timeline, and alignment).
Quarter-End Risk Review
Identify risks, blockers, and stalled initiatives—and resolve them faster.
See which 10 workflows will save your PMO the most time—live in the demo.
Features
Track Progress By Department, Team, Or Individual In Real Time
(without opening spreadsheets ever again!)
From executive dashboards to frontline tasks. ClearPoint gives you full visibility into how your strategy is performing across every level, every department.
Portfolio Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Project Scorecards
See project health, budget, and milestone completion side by side.
Custom Views
Build reports filtered by team, region or any custom dimension.
Still Chasing Updates? Here’s How ClearPoint Replaces Meeting Prep & Check-Ins
Assign tasks, leave comments, set permissions, and trigger alerts. So teams stay aligned without weekly meetings, messy email threads, or status-chasing on Slack.
Inline Comments Discuss updates and blockers directly, no more email threads.
Smart Permissions Control who sees and edits what, down to the project, task, or funding line.
Custom Alerts Get notified when milestones slip, budgets change, or updates go missing.
Approvals Built In Route updates for sign-off with audit trails and approval workflows.
Live Reports Generate reports that always reflect the latest plan, automatically.
Email + MS Teams Integration Send updates to your team’s tools, without switching platforms.
Finally, keep everyone aligned and accountable (without needing a single status meeting!)
book a free demo
In Just 30 Min, We’ll Show You
How to Run Projects That Actually Deliver
(without opening spreadsheets ever again!)
Instantly align every one of your projects with strategic goals.
See timelines, spend, and blockers in a live dashboard.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your objectives!
We showed them 4 dashboards and none of them told the full story. In the demo, they helped us build one that finally did. We didn’t expect to get that far in 30 minutes."
Monica C.
Strategic Planning & Performance Manager
Talk to a strategy expert!
Based on 150+ customer reviews
Not ready to schedule a demo?
No worries. Just enter your contact info below to get instant access to an interactive tour.