Business Sorter
Business Sorter is a strategic planning tool that provides a card-sorting interface to help you create comprehensive business plans and track execution across your entire organization.
ClearPoint Strategy
ClearPoint Strategy is a comprehensive strategic management software that helps you execute business plans by automating performance reporting, tracking key metrics, and aligning your entire organization's goals.
Quick Comparison
| Feature | Business Sorter | ClearPoint Strategy |
|---|---|---|
| Website | businesssorter.com | clearpointstrategy.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $10/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2008 |
| Headquarters | Auckland, New Zealand | Washington, D.C., USA |
Overview
Business Sorter
Business Sorter is a cloud-based strategic planning tool designed to simplify the complex process of building and executing a business plan. Instead of starting with a blank page, you use a unique card-sorting system covering six key business areas: sales, operations, finance, people, brand, and goods and services. This approach allows you to quickly identify priorities and delegate specific tasks to your team members.
You can monitor progress in real-time through automated reporting and status updates, ensuring your strategy doesn't just sit in a drawer. The platform is built for small to medium-sized business owners and consultants who need a structured, repeatable way to drive growth. By breaking high-level goals into actionable steps, you can keep your team aligned and accountable without the overhead of traditional, static planning documents.
ClearPoint Strategy
ClearPoint Strategy helps you bridge the gap between your high-level strategic goals and daily operations. You can manage your entire strategic plan in one place, from balanced scorecards and dashboards to project tracking and automated reporting. Instead of chasing down data in spreadsheets, you can connect your existing tools to automatically update your key performance indicators and visualize progress toward your objectives.
The platform is designed for organizations that need to prove results to stakeholders, whether you are in local government, healthcare, or the private sector. You can create professional, board-ready reports with a single click and ensure every department stays aligned with your core mission. It simplifies the complex process of strategy execution so you can spend less time managing data and more time making informed decisions.
Overview
Business Sorter Features
- Card-Sorting Interface Build your plan quickly by sorting through pre-defined cards across six essential business pillars to identify your top priorities.
- Task Delegation Assign specific actions to team members and set clear deadlines to ensure every part of your strategy has an owner.
- Real-Time Tracking Monitor the status of every task and goal across your organization with automated progress updates and visual dashboards.
- Customizable Templates Adapt the built-in business logic to your specific industry by adding custom cards and unique steps to your workflow.
- Automated Reporting Generate professional PDF reports of your business plan and progress to share with stakeholders, investors, or your internal team.
- Collaborative Workspace Invite your team to contribute to the planning process and keep all strategy-related discussions in one centralized, secure location.
ClearPoint Strategy Features
- Automated Reporting. Generate professional PDF reports and briefing books automatically to save your team days of manual preparation every month.
- Strategy Mapping. Visualize your strategic objectives and their relationships using interactive maps that show exactly how you are performing.
- Data Loader. Connect your spreadsheets and databases to automatically pull in fresh data without any manual typing or errors.
- Custom Dashboards. Build personalized views for different departments so everyone can see the specific metrics and projects they are responsible for.
- Project Management. Link your tactical projects directly to your strategic goals to ensure every task contributes to your long-term success.
- Calculated Metrics. Create complex formulas within the platform to aggregate data and calculate performance scores across different business units.
Pricing Comparison
Business Sorter Pricing
- Up to 3 users
- Full card-sorting access
- Unlimited business plans
- Task management tools
- PDF report generation
- Email support
- Everything in Small Team, plus:
- Up to 10 users
- Advanced team collaboration
- Enhanced progress tracking
- Priority customer support
- Centralized user management
ClearPoint Strategy Pricing
Pros & Cons
Business Sorter
Pros
- Card-sorting method makes strategic planning much faster
- Intuitive interface requires almost no technical training
- Affordable pricing for small businesses and startups
- Effective for keeping remote teams aligned on goals
Cons
- Limited integrations with third-party project tools
- Mobile experience is less robust than desktop
- Lacks advanced financial forecasting or modeling tools
ClearPoint Strategy
Pros
- Excellent customer support with dedicated account managers
- Highly customizable reporting templates for board meetings
- Powerful data automation saves significant administrative time
- Strong alignment features link projects to strategic goals
Cons
- Initial setup requires significant time and planning
- Interface has a learning curve for non-technical users
- Pricing is higher than basic project management tools