ClearPoint Strategy

What ClearPoint Strategy is

ClearPoint Strategy is a cloud platform that turns organizational strategy plans into tracked objectives, measures, and initiatives. It provides KPI tracking, task assignment, project management, reminders, custom views, and live execution dashboards. Teams can cascade objectives, track initiatives, and use strategy maps to connect plans. Reports can refresh automatically with current data and combine metrics, trends, and charts. Scheduled workflows support reminders, status evaluations, alerts, report generation, and briefing book exports. ClearPoint AI can create scorecards, OKRs, KPIs, timelines, owners, and strategy maps from a stated objective. Integration choices include a built-in library, API and MCP access, and custom integrations. ClearPoint describes SOC-2-compliant security and offers SAML 2.0 single sign-on as an option. Support ranges from email to phone and a dedicated manager; onboarding ranges from videos to full-service setup. Plans start at 10 users, with pricing tailored to users, support, and needs.

Who it suits

ClearPoint targets organizations with 25 or more people across multiple departments that already have goals or a strategy plan. It fits teams needing objective cascading, initiative tracking, and execution dashboards.

Limits

Plans begin at 10 users and use custom pricing based on users, support, and needs. There is no free plan.

Getting started

1. Visit the ClearPoint Strategy website
2. Request custom pricing for a plan starting at 10 users
3. Select support and integration options for your needs
4. Choose training or onboarding, from video tutorials to full-service setup
5. Use the cloud product through the web or API

Verdict

ClearPoint brings planning, measurement, reporting, and workflow automation into one cloud platform. Its minimum user count and custom pricing make it more suited to established organizations.