ClearPoint Strategy vs Envisio

ClearPoint Strategy is the stronger OKR platform in this comparison — 3.1/5 against 2.4/5 for Envisio on our hands-on benchmark.

A side-by-side comparison of pricing, features, integrations, and ratings · How we rank

ClearPoint Strategy logo
Strategy reporting software built around scorecards and dashboards
3.1
Overall benchmark score

ClearPoint Strategy is strategy reporting software built around scorecards, dashboards and reporting workflows, with OKRs listed as one planning option among several. There is no trial, only an interactive tour, so this profile and its scores are documentation-based, not hands-on.

Pricing not public
Contact for pricingEnterpriseNative AI features
Top strengths
  • The product is visible on the website, dashboards included
  • Reporting workflows with reminders, approvals and scheduled briefing books in PDF, PowerPoint or Excel
  • Wide data connectivity: a scheduled data loader, connectors for SQL Server, Snowflake, Power BI, Tableau and Jira, an API and an MCP integration
Envisio logo
Public-sector strategic planning and performance software
2.4
Overall benchmark score

Envisio is strategic planning and performance software built exclusively for government, education, healthcare and nonprofit organisations. It is not an OKR product — its site does not mention OKRs — and it offers no trial, so this profile and its scores are documentation-based, not hands-on.

Pricing not public
Contact for pricingEnterpriseNative AI features
Top strengths
  • Built for public-sector reporting, with public dashboards and design support included
  • Budget data from Questica pulled into plans and reports
  • Unlimited users on both plans
CategoryClearPoint StrategyEnvisio
Overall benchmark score3.1/52.4/5
Starting pricePricing not publicPricing not public
Full features priceN/AN/A
Min. spendN/A$20,000
Free TierNoNo
Enterprise PlansYesYes
Native AI featuresYesYes
Public APIYesYes
Documented connections (six assessed)2/61/6

Feature coverage

OKR capabilities

FeatureClearPoint StrategyEnvisio
OKR ManagementYesNot verified
Goal TrackingYesYes
KPIsYesYes
Check-insNot verifiedNot verified
Tasks SupportYesNot verified
Team CollaborationNot verifiedNot verified

Reporting

FeatureClearPoint StrategyEnvisio
Reports & AnalyticsYesYes
Custom ViewsYesNot verified
TemplatesNot verifiedNot verified

Integrations

FeatureClearPoint StrategyEnvisio
IntegrationsYesYes
SlackNot verifiedNot verified
Microsoft TeamsNot verifiedYes
Data ConnectorsYesYes
Public APIYesYes

AI capabilities

FeatureClearPoint StrategyEnvisio
Goal-setting AIYesYes
Goal-tracking AIYesNot verified
In-product conversational assistantNot verifiedNot verified
Vendor-hosted MCP serverNot verifiedNot verified

Ratings breakdown

RatingClearPoint StrategyEnvisio
Ease of Use2.52.5
Features21.5
Task Support32.5
Integration42.5
AI features31
Pricing Transparency11
Reporting4.54
ClearPoint Strategy Highlights
Strengths and considerations based on available data. AI flags reflect the separate AI assessment; platform-level numeric ratings have not been refreshed in that review.
Strengths
  • The product is visible on the website, dashboards included
  • Reporting workflows with reminders, approvals and scheduled briefing books in PDF, PowerPoint or Excel
  • Wide data connectivity: a scheduled data loader, connectors for SQL Server, Snowflake, Power BI, Tableau and Jira, an API and an MCP integration
  • SOC 2 Type II, SAML SSO and revision history
Considerations
  • Reporting-first – nothing in the public material shows a team discussing a goal
  • Dashboards and reports look like something you build, not something that comes with the plan
  • OKRs are listed but barely described, with no mention of check-ins or confidence
Envisio Highlights
Strengths and considerations based on available data. AI flags reflect the separate AI assessment; platform-level numeric ratings have not been refreshed in that review.
Strengths
  • Built for public-sector reporting, with public dashboards and design support included
  • Budget data from Questica pulled into plans and reports
  • Unlimited users on both plans
  • SSO, training and a customer success manager included in every quote
Considerations
  • No OKRs, confidence ratings or weekly check-ins in anything we could find
  • A form-heavy interface in the style of Microsoft Project or SharePoint
  • Built for reporting upward, with no visible room for team discussion

Key integrations

ClearPoint Strategy has documented connections for Jira and Asana among the six connections this benchmark assesses in depth.

Each guide covers supported actions, setup, and plan requirements. Find vendors for your full stack.

Key integrations

Envisio has documented connections for Microsoft Teams among the six connections this benchmark assesses in depth.

Each guide covers supported actions, setup, and plan requirements. Find vendors for your full stack.

Frequently asked questions

Which platform has the highest rating?

ClearPoint Strategy has the higher Overall benchmark score (3.1/5 versus 2.4/5).

Which product is the most affordable?

Neither platform publishes enough pricing data to identify a clear affordability winner.

Which integrations and workflows are documented for these platforms?

ClearPoint Strategy: documented connections for Jira, Asana. See the integration guides for supported actions, connection methods and restrictions. Envisio: documented connections for Microsoft Teams. See the integration guides for supported actions, connection methods and restrictions.

Tability logo

An alternative to ClearPoint Strategy and Envisio: Tability

Tability is an AI-native OKR platform built around a simple idea: the weekly check-in is the habit that keeps goals alive. Plans import from a paste of text, every key result gets its own page and progress graph, the dashboards leadership will ask for exist before you build anything, and the AI layer – an MCP server, scheduled reports, agents that can own a goal – comes wired in rather than bolted on.

On this benchmark it scores 4.5/5, against ClearPoint Strategy's 3.1 and Envisio's 2.4 – measured with the same recorded 30-minute scenario as every tested platform, with the session evidence published. The widest gaps are on pricing transparency, OKR features and ease of use. To be fair: ClearPoint Strategy scores higher on reporting.

Tability also publishes its pricing – plans start at $6/user/month, where both ClearPoint Strategy and Envisio are quote-only.

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