--- description: Discover the benefits and disadvantages of ClearPoint Strategy. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ClearPoint Strategy Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Strategic Planning Software](/directory/31031/strategic-planning/software) > [ClearPoint Strategy](/software/135495/clearpoint-strategy) # ClearPoint Strategy Canonical: https://www.capterra.co.uk/software/135495/clearpoint-strategy Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/135495/clearpoint-strategy?page=2) > ClearPoint Strategy software automates strategy planning and reporting processes to transform the way organizations manage performance. > > Verdict: Rated **4.8/5** by 53 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses ClearPoint Strategy? Any small or mid-sized business, local or state government, healthcare network, credit union regional bank or utility who wants better BPR and OKR reporting for strategic planning and execution. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 53 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Ascendant Strategy Management - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per Feature - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Canada, Mexico, United Kingdom, United States ## Features - Ad hoc Reporting - Budgeting/Forecasting - Business Plan Templates - Collaboration Tools - Customisable Dashboard - Dashboard - Data Connectors - Data Import/Export - Data Visualisation - Drag & Drop - Financial Reporting - Forecasting - Gantt/Timeline View - Goal Management - Goal Setting/Tracking - Idea Management - KPI Monitoring - Milestone Tracking - Multiple Data Sources - Performance Management - Performance Metrics - Portfolio Management - Prioritisation - Progress Tracking - Project Planning/Scheduling - Publishing/Sharing - Reporting/Project Tracking - Roadmapping - Scenario Planning - Scorecards - Search/Filter - Strategic Planning - Task Management - Visual Analytics ## Integrations (10 total) - Asana - Google Analytics 360 - Google Sheets - HubSpot Content Hub - Microsoft Excel - Tableau - Trello - WordPress - Zapier - monday AI Work Platform ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Strategic Planning Software](https://www.capterra.co.uk/directory/31031/strategic-planning/software) ## Related Categories - [Strategic Planning Software](https://www.capterra.co.uk/directory/31031/strategic-planning/software) - [Business Performance Management Software](https://www.capterra.co.uk/directory/30051/business-performance-management-software/software) - [Reporting Tools](https://www.capterra.co.uk/directory/30053/reporting/software) - [Business Plan Software](https://www.capterra.co.uk/directory/30860/business-plan/software) - [Business Intelligence Platform](https://www.capterra.co.uk/directory/23/business-intelligence/software) ## Alternatives 1. [Notion](https://www.capterra.co.uk/software/186596/notion) — 4.7/5 (2840 reviews) 2. [Asana](https://www.capterra.co.uk/software/120550/asana-pm) — 4.5/5 (13773 reviews) 3. [Datarails](https://www.capterra.co.uk/software/177451/datarails) — 4.7/5 (246 reviews) 4. [Teamwork.com](https://www.capterra.co.uk/software/120390/teamwork-projects) — 4.5/5 (942 reviews) 5. [Business Base](https://www.capterra.co.uk/software/1034289/business-base) — 4.8/5 (57 reviews) ## Reviews ### "Excellent structure and support" — 5.0/5 > **Julie** | *29 October 2024* | Government Administration | Recommendation rating: 9.0/10 > > **Pros**: Provides structure and a common language that makes it easy to explain to stakeholders. > > **Cons**: Switching between Departments isn't easy. That won't matter for most users. > > I have found the built-in help and support to be excellent. The Clearpoint team hosts education sessions on both how to use the software and what other organizations are using it for, which helps me understand best practices. I was able to get from 'never saw this before' to 'downloading metrics files and turning them into Uploader templates' in about a week, using the Clearpoint videos and tutorials. I do come from a technical background, so your experience may vary, but it seemed very straightforward. ----- ### "ClearPoint has been a gamechanger for our organization\!" — 5.0/5 > **Lynsey** | *4 March 2026* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. The AI aspect is also a huge bonus for analyzing data and suggestions for how to make improvements\! > > **Cons**: There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. The Support Team has been easily accessible, attentive and thorough every step of the way\! > > Overall, my experience with ClearPoint Strategy has been very positive. It has improved organization, accountability, and visibility across teams. The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent. It’s a powerful tool for organizations that want clarity and structure around performance management. ----- ### "Local Public Health/Clear Point" — 5.0/5 > **Sarahjean** | *25 November 2025* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: •excellent technical support •Onboarding was excellent. •appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform. •Intuitive to navigate through the different screens •Flexibility in creating and visualizing the graphs is appreciated. oCan visualize multiple graphs/charts for same measure on one dashboard > > **Cons**: •Price of Clear Point is on the high side for a local governmental agency, especially with tightening budgets. > > Positive. It allowed us to get our PM System off the ground. Technical support and hand holding throughout the creation of our system was very good and much appreciated. ----- ### "It's all about the people. Customer support." — 5.0/5 > **Verified Reviewer** | *2 March 2026* | Banking | Recommendation rating: 8.0/10 > > **Pros**: The customer support is excellent. Their team helps us build new plans and are very responsive whenever we have a question. > > **Cons**: The Classic version was a little challenging to navigate, but I'm looking forward to the ClearPoint Next edition helping us streamline the updating and reporting process. > > We chose ClearPoint several years ago and at that time, we found that they were far superior in customer support compared to the competition. ----- ### "Strong Platform, Outstanding Support" — 5.0/5 > **Cynthia** | *15 September 2026* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: ClearPoint is flexible and has allowed us to organize a fairly complex structure of outcomes, indicators, strategies, measures of success, and quarterly targets in one place. I have also been very impressed with the support we have received from the ClearPoint team, particularly Dawan Robinson. Dawan has taken the time to understand what we are trying to accomplish, troubleshoot issues with us, and help us think through both immediate needs and how to manage the system over time. > > **Cons**: We are still relatively early in implementing our new strategic and annual plan, so I don't have a significant downside to identify at this point. As we have worked through the setup, there have been occasional features or processes that were not immediately intuitive, but the ClearPoint team has been very responsive in helping us work through them. > > We’ve had a positive experience using ClearPoint to manage our strategic and annual planning and reporting. ClearPoint has given us a strong foundation for consistent strategic plan tracking and reporting across the organization. One thing for organizations getting started to be aware of is that there is a learning curve, particularly when first setting up the system and determining the best way to structure reporting. I would recommend setting aside dedicated time upfront to think through how you want to structure and report on your plan, rather than treating implementation primarily as a data-entry exercise. I would also recommend taking full advantage of the ClearPoint team’s support throughout the process. They have been tremendously supportive. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/135495/clearpoint-strategy?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/135495/clearpoint-strategy) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data