ClearPoint Strategy
ClearPoint Strategy: A broad strategy management platform for integrated scorecards, goals, initiatives, and reporting. Ranked #5 of 29 in Strategic Planning Software by our editors (8.7/10); pricing: Pricing on request; best for organizations needing integrated scorecards and reporting.
At a glance
- Editor score8.7 / 10
- PricingPricing on request
- Best forOrganizations needing integrated scorecards and reporting
- Free planNo
- Objective cascadingYes
- Facts checked20 Sep 2026
Where it wins
- Combines scorecards, OKRs, strategy maps, and cascading goals
- Automates reporting with reminders, approvals, and briefing books
- Connects with Excel, Power BI, Snowflake, SQL Server, and Zapier
Where it doesn't
- Pricing requires a sales conversation
- There is no free plan
- Its wide feature set may exceed narrow planning needs
Our verdict on ClearPoint Strategy
ClearPoint Strategy is a cloud-based strategy management platform for organizations that need to connect strategic objectives with measurable outcomes. It brings together strategic scorecards, KPI and measure tracking, OKRs, initiatives, projects, strategy maps, cascading goals, dashboards, and reports. Its use cases span government, healthcare, education, utilities, financial services, manufacturing, and enterprise organizations. The platform is available through the web and API, with AI-assisted strategy building and analysis included among its capabilities.
Pricing is customized around user count, support, integrations, and onboarding, with pricing starting at 10 users. There is no free plan, and pricing is not publicly listed, so prospective buyers need to engage with the vendor to understand the applicable package and total cost. That approach may suit organizations seeking a tailored deployment, but it gives smaller teams less immediate visibility when comparing planning software. Buyers should evaluate which integrations, support arrangements, and onboarding services their implementation requires.
ClearPoint Strategy’s main strength is breadth across planning, execution, measurement, and reporting. It supports Balanced Scorecard, strategy maps, cascading scorecards, OKRs, dashboards, automated reporting, workflow reminders, approvals, APIs, webhooks, data imports, and integrations with tools including HubSpot, Google Analytics, Microsoft Teams, Monday, Asana, and QuickBooks. Organizations that want a connected management system rather than a standalone goal tracker should find this coverage relevant. Teams seeking a lightweight planning tool, transparent self-service pricing, or a free starting tier should consider a narrower alternative instead.
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ClearPoint Strategy pricing
ClearPoint Strategy fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Objective cascading | Yes |
| Initiative tracking | Yes |
| Strategy maps | Yes |
| Execution dashboards | Yes |
| Deployment | Cloud |
| Included user limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3,000+ integrations: Excel, CSV, Power BI, Snowflake, SQL Server, QuickBooks … See all → |
| Pricing | Pricing on request (source) |
| Website | clearpointstrategy.com |
| Facts checked | 20 Sep 2026 |
ClearPoint Strategy integrations
ClearPoint Strategy lists 3,000+ integrations on its own site — the 13 named here are the ones its pages call out.
- Excel
- CSV
- Power BI
- Snowflake
- SQL Server
- QuickBooks
- Microsoft Dynamics
- HubSpot
- Google Analytics
- Monday
- Asana
- Zapier
- Microsoft Teams
See all ClearPoint Strategy integrations →
Alternatives to ClearPoint Strategy
- i-nexusBroad strategic planning coverage with a free five-user plan and a $28 Standard tier.9.4
- BSC DesignerA KPI-led planning platform with scorecards, strategy maps, initiatives, and reporting.9.2
- CascadeA flexible strategy hub for connecting objectives, initiatives, metrics, and execution.9.0
See all ClearPoint Strategy alternatives →
ClearPoint Strategy vs the competition
- ClearPoint Strategy vs i-nexus
- ClearPoint Strategy vs BSC Designer
- ClearPoint Strategy vs Cascade
- ClearPoint Strategy vs Spider Impact
- ClearPoint Strategy vs Corporater Strategy Management
- ClearPoint Strategy vs Conductor by Sensei Labs
Compare ClearPoint Strategy with any tool side by side →
Also Ranked In
ClearPoint Strategy is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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