Let's build a plan together.

Talk with one of our strategy execution experts and we'll work together to design a plan that works for you.

Here's what to expect on our call:

Discuss your strategy goals, pain points, and needs.
Tour our performance management tools.
Learn how other companies achieve breakthrough results.
See how our team supports your ongoing strategy execution journey.

Based on 150+ customer reviews

Trusted by more than 15,000 users at leading organizations worldwide

We custom craft a plan for you based on our award-winning Success Framework

We don't believe that strategy is one-size-fits all, so why should your strategy software be one-size-fits-all? That being said, we typically start with one of the plan templates below and then work with you to customize it to your unique organizational needs.



All Plans



Starter Plan



Professional Plan



Enterprise Plan

All plans have ClearPoint's unmatched experience and expertise built-in.

Basic reporting, simple dashboards, and essential support.

Advanced reporting, customizable dashboards, and enhanced support.

Full suite of features, including integrations, advanced analytics, and premium support.

Who's it for?

Organizations that want to dramatically improve their strategy execution.

Small teams or organizations just starting with strategic planning.

Growing organizations with more complex needs.

Large organizations with extensive strategic planning requirements.

Key Features

Cutting edge features based on years of experience that you won't find anywhere else.

Support for any framework including BSC, EOS, and V2MOM
Expert AI Strategy Assistants to help create and roll out strategy
Prebuilt industry templates including government, healthcare, energy, and education
Award winning customer service from seasoned industry experts on-call for strategy advice
Platform built based on 1000s of customers and over 15 years of customer feedback

Basic reporting, simple dashboards, and essential support.

All Core Features Plus
Drag and drop dashboard and report creation for detail and summary pages.
Fully customizable measures and targets, with charting, calculations, and evaluations.
Scorecard trees and alignment matrices to facilitate strategy cascade.
Project and portfolio management with linkages to strategy and Gantt charts.
Custom alerts, notifications, @mentions, and threaded discussions.
WYSIWYG PDF Exports, Briefing Books, and Reminders

Advanced reporting, customizable dashboards, and enhanced support.

All Starter Features Plus
Custom aggregate calculations, including status counts.
Automatic AI analysis of departmental results, measure data.
Project metrics and scoring, with full calculations, charting, evaluations, and status.
Custom reports with advanced filtering and formatting.
Automated reporting workflows to simplify data collection.
Microsoft Teams integration with natural-language AI,
Data loader to connect to on-premise data sources and Excel spreadsheets.
Dedicated customer success and technical account managers.

Full suite of features, including integrations and advanced analytics.

All Pro Features Plus
Approval workflows with multiple approvers and collaborators.
Access to measure library and peer sharing.
Optional OKR module to drill down from organizational to individual strategy.
Advanced project and portfolio management capabilities.
AI project analysis to create milestones and project plans.
Custom colors, branding, chart types, and number formats.
Public facing dashboards with tailored design and UI.
Full API access and advanced Zapier integrations.
Quarterly and on-demand strategy coaching and advice.

Why Choose It?

ClearPoint can grow with you. Unlike other competitors, ClearPoint offers a robust and scalable tool that has stood the test of time.

Ideal for those needing foundational tools to begin their strategic planning journey.

Suited for organizations that require more sophisticated tracking and reporting capabilities.

Best for organizations needing comprehensive tools and support to manage complex strategies across multiple departments or regions.

Schedule A Call

The Recognized Leader 🏆 in Strategy Execution

ClearPoint has not only improved our management processes, but also enhanced how we communicate our progress to the public, making our operations more transparent.”

Seleana Samuel, Strategy & Performance Manager

Frequently Asked Questions

Is ClearPoint Strategy an easy-to-use platform?

Yes. While offering comprehensive, robust capabilities, the core of ClearPoint Strategy’s software is our customer-focused approach, emphasizing ease of use and user-friendly experience.Our onboarding process provides guided tours of our solution, ensuring complete understanding and effective usage. It includes hands-on training and ongoing support, empowering your team to quickly gain proficiency and confidence. Each customer has a success portal, custom-designed for its organization and its strategic goals.

Can ClearPoint Strategy be customized to fit my business needs?

Our software is highly adaptable, allowing you to customize the reporting, metrics, calculations, and branding to align with your specific business needs and understanding. The platform supports any strategic planning methodology, including Balanced Scorecard, OKRs, Baldridge, SWOT, and many more.

What's included in my account setup?

ClearPoint enhances strategic reporting by offering customizable dashboards, standardized reporting templates, and AI-driven analytics. This enables local governments to track key performance indicators (KPIs), align departmental goals, and provide clear and timely updates to residents and other stakeholders.

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

Jeff M.
Deputy Technology & Innovation Director