Talk To A Strategy Expert!

Want to see all the AI prompts?

3-Week Setup

Migrate your projects from spreadsheets, fully operational in 3 weeks.

Custom Frameworks

Match your strategy, reporting, and organization structure with flexible templates.

SOC2 Certified Security

Granular permissions, full compliance, and enterprise-grade safeguards.

AI ASSISTANTS

AI That Feels Like A Project Ops Manager

From building timelines to spotting blockers,
ClearPoint AI helps you stay on track, on budget, and aligned.

Build Project Plans

Scope ‘Expand self-service’ with owners and deadlines

Week 1: Assess Current Process,
Week 2-3: Define Success Metrics
Week 4-5: Outline 30/60/90 Day Plan

What is the proposed budget?

‍Proposed budget: $12,000

$4,000 for FAQ content
$5,000 for chatbot build and setup
$3,000 for portal updates and testing

Auto-Generate Milestones

Create timeline to launch client portal

Design: July 5
‍Build: July 20
‍Test: Aug 15
‍Launch: Sept 1

Can you identify any potential risks?

‍Risk 1: Development team is at capacity with another project until July 18.
‍Risk 2: Testing window is tight—only 2 weeks to resolve issues before launch

Spot Bottlenecks

Can you find our off-track projects?

Project Alpha is 3 weeks behind—delayed vendor input.
‍Customer Survey rollout is at risk—no assigned owner.

What’s causing the delay in Project Alpha?

Vendor’s API access was promised June 1 but is still pending.
Escalation recommended.

plans built in real time

Software That Adapts To Your Unique Needs

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.

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 Custom Workflows

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.

Monitor KPI health across teams with real-time, high-level views.

See Portfolio Dashboards

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

See project health, budget, and milestone completion side by side.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

See Gantt Charts

Visualize task progress and spot bottlenecks at a glance.

See project health, budget, and milestone completion side by side.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

See Kanban Boards

See project health, budget, and milestone completion side by side.

Build reports filtered by team, region or any custom dimension.

Track timelines, task dependencies and overall project flow on autopilot.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

See project health, budget, and milestone completion side by side.

See Project Scorecards

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

See project health, budget, and milestone completion side by side.

Build reports filtered by team, region or any custom dimension.

See Custom Views

I used to email 10 teams for updates, now I get everything in a single dashboard, instantly.”

Octavius Murphy

Assistant to the City Manager

Your Strategy Hub

CUSTOMIZATIONS

Custom Views You’d Never Build Manually In A Spreadsheet

From org-wide frameworks to personal dashboards, ClearPoint lets every stakeholder focus on what matters, without developers or clunky tools.

company level

Use the Framework You Already Have

OKRs? Balanced Scorecard? Your own? ClearPoint bends to your structure, no rebuild required.

Tailor views by business unit, region, or strategic pillar.

Know you’re always on budget, on time, and on strategy.

Maintain your reporting cadence, just with less friction.

TEAM / INDIVIDUALS

Only See What Matters To You

Each team or user gets a dashboard showing just their goals, metrics, and deadlines, nothing else.

Personalized dashboards by team, role, or priority.

Filtered views of the projects you own, without noise or overload.

Everyone knows exactly what they own, and how it ladders up.

Your Strategy Hub