ClearPoint Strategy
ClearPoint Strategy is a cloud platform for turning an organization’s strategic plan into tracked objectives, measures, and initiatives.
What ClearPoint Strategy is
ClearPoint Strategy is a cloud platform for turning an organization’s strategic plan into tracked objectives, measures, and initiatives. It combines KPI tracking, task assignment, project management, reminders, custom views, and live dashboards. Reports can refresh with current data and bring together metrics, trends, and charts. Scheduled workflows cover reminders, status evaluations, alerts, report generation, and briefing book exports. ClearPoint AI can build 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. The company describes its security as SOC-2 compliant and lists SAML 2.0 single sign-on as an option. Support and onboarding choices vary, including email or phone support and self-guided or full-service training. Plans start at 10 users, with custom pricing based on users, support, and needs; there is no free plan.
Good
- Tracks objectives, measures, and initiatives.
- Reports combine metrics, trends, and charts.
- AI can generate strategy maps from objectives.
- Offers API, MCP, and custom integration options.
- Training and onboarding choices are listed.
Watch out
- Plans start at 10 users.
- Pricing is available on request.
- There is no free plan.
Who it suits
ClearPoint is aimed at teams of 25 or more people across multiple departments that already have goals or a strategy plan. It may suit organizations that need to track objectives and initiatives through dashboards and scheduled reporting.
Verdict
ClearPoint Strategy brings planning, tracking, reporting, and workflow automation into one cloud platform. Its 10-user minimum and tailored pricing are important factors for teams comparing fit.
Plans and prices
From ClearPoint Strategy's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing plan | Priced on request | starts at 10 users · price tailored to users, support, and needs · training and onboarding included |
The facts
Each one read from ClearPoint Strategy's own pages, with the date it was checked.
What it does
- AI
- ClearPoint AI can generate scorecards, OKRs, KPIs, timelines, owners, and strategy maps from a user's stated objective.checked 3 Oct 2026
- Automation
- The product lists scheduled workflows, team reminders, status evaluations, alerts, report generation, and briefing book exports.checked 3 Oct 2026
- Features
- The product includes KPI tracking, task assignment, project management, reminders, custom views, and live dashboards.checked 3 Oct 2026
- Integrations
- The pricing page lists a built-in integration library, API and MCP access, and custom integrations as plan options.checked 3 Oct 2026
- Intended customers
- ClearPoint describes its intended organizations as teams with 25 or more people across multiple departments that already have goals or a strategy plan.checked 3 Oct 2026
- Minimum users
- The pricing page says plans start at 10 users.checked 3 Oct 2026
- Onboarding
- Training choices listed include self-guided video tutorials, office hours, one-to-one training, and full-service setup.checked 3 Oct 2026
- Purpose
- ClearPoint helps organizations turn strategic plans into action by tracking objectives, measures, and initiatives.checked 3 Oct 2026
- Reporting
- ClearPoint says reports can refresh automatically with current data and combine metrics, trends, and charts.checked 3 Oct 2026
- Security
- ClearPoint describes its security as SOC-2 compliant and lists SAML 2.0 single sign-on as an option.checked 3 Oct 2026
- Support
- The pricing page lists email-only, email plus live chat, phone support, and a dedicated manager as support choices.checked 3 Oct 2026
The company
- Headquarters
- The company lists its address as 1911 N Fort Myer Drive, Suite 1100, Arlington, VA 22209.checked 3 Oct 2026
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