ClearPoint

Automate strategy planning, business reporting, and project management with AI-powered tools, streamlining execution and achieving goals faster.
Strategic Planning Business Reporting Project Management

ClearPoint is an all-in-one solution to help organizations bridge the gap between strategy and execution. The software has powerful tools for strategy planning, business reporting and project management, all in one place. It can accommodate any strategic framework or reporting structure, so customers can customize the system to fit their needs.

ClearPoint's AI assistant helps automate a lot of the work, from generating project plans and drafting strategy to analyzing results and summarizing progress. That means customers can get to their goals sooner and get more done.

Some of the key features of ClearPoint include:

  • Strategic Planning: Define resources, set priorities and set achievable goals with a structured and data-driven approach.
  • Business Reporting: Automate detailed analysis summaries and eliminate manual reporting.
  • OKR Management: Set and track goals at the individual and department levels with AI technology.
  • Organizational Alignment: Collaborate by creating a shared vision across shared workspaces.
  • Project Management: Track projects alongside KPI reporting for a single source of truth in the organization.
  • Data Visualization: Use intuitive dashboards to visualize data and make data-driven decisions.
  • Integration: Connect to other tools like Excel, Power BI, HubSpot, Tableau and more to increase data execution.

ClearPoint offers flexible pricing tiers, including Starter, Pro and Enterprise, each designed to accommodate different levels of user needs and organization size. The tiers offer different numbers of users, scorecards and custom fields, as well as other features like project metrics, Microsoft Teams integration and automated reporting workflows.

The platform is designed to be easy to use, with guided onboarding, hands-on training and support to get customers up to speed as quickly as possible. ClearPoint also prioritizes customer success, with a dedicated customer success team, success portal and private strategy coaching.

ClearPoint is geared for organizations that want to streamline their strategic planning and execution. With its broad feature set and flexible pricing, it's a good option for companies of all sizes.

Published on July 12, 2024

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