18 Best Strategic Planning Software Reviewed For 2024

AchieveIt is a cloud-based software that helps businesses with strategic planning, business development, and performance management. It provides tools for organizations in various industries, including state and local government, healthcare, education, commercial, banks and credit unions, manufacturing, and non-profit organizations.

Why I picked AchieveIt: Usually, businesses have several plans, such as marketing plans, business strategy, financial strategy plans, and so on. In that case, it's difficult to integrate and keep track of different plans. However, AchieveIt solves this problem with its one-stop solution. It lets users create unlimited plans, regardless of their planning method. It also offers a variety of views, including Kanban boards, Gantt, Dashboard, Tree, List, Embedded widgets, and multi-plan view.

Another good thing about this software is that it automates manual processes so that you can focus on creating plans. For example, it sends notifications and alerts to stakeholders when updates, changes, or critical milestones are approaching. It generates automated reports and provides interactive dashboards with real-time visualizations of key performance indicators (KPIs) and strategic metrics. This automation saves time on manual reporting and allows for quick access to critical insights.

AchieveIt Standout Features and Integrations

Standout features include performance tracking and analytics features that help organizations monitor the progress of their strategic initiatives. It provides customizable dashboards, reports, and visualizations that allow users to track key metrics, identify trends, and gain actionable insights.

Integrations are available natively through the software’s open API. Their implementation team will work with you directly to connect to other tools.

monday sales CRM is a customizable platform designed to centralize client interactions, automate sales workflows, and offer a comprehensive view of sales deals. It stands out for its extensive automation capabilities, robust data visualization, and user-friendly low-code/no-code environment, positioning it as a top choice for businesses seeking customizable automation solutions in their customer relationship management.

Why I Picked monday sales CRM: monday sales CRM offers extensive customization options that allow for tailoring the CRM to fit specific sales cycles and strategic planning needs. Its standout feature is the ability to centralize client communication and automate sales processes, which is critical for managing complex strategic plans. I believe Monday sales CRM is best for customizable automations due to its comprehensive data visualization and low-code/no-code platform, which enables teams to save time and focus on strategic decision-making.

Monday Sales CRM offers unique 'automation recipes'– customizable, pre-set automation rules that users can apply to streamline their sales processes. These recipes automate routine tasks like lead follow-ups, status updates, and notifications, significantly reducing manual effort.

monday sales CRM Standout Features & Integrations

Features include AI-assisted email composition, which aids in crafting relevant emails quickly, and email sync and tracking, which integrates email accounts with the CRM for direct management of communications and tracking of interactions. Additionally, the CRM provides mass email capabilities, activity management to log and track sales-related activities, performance tracking tools, customizable dashboards for visual sales insights, and sales forecasting.

Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Miro is a visual workspace tool that provides a platform for project management, collaboration, and integration with other applications. It is distinguished by its capacity to support visual innovation workspaces, enabling teams to efficiently build, iterate, and design.

Why I picked Miro: I chose Miro because it offers a comprehensive suite of collaborative tools and templates that facilitate the entire strategic planning process. Its standout feature is the ability to visualize complex strategies and data, which is crucial for aligning teams and communicating plans across an organization. I believe Miro is best for visual innovation workspaces due to its interactive presentation mode, central hub for tracking projects and resources, and seamless integration with other platforms, which collectively enhance the strategic planning and execution experience.

Miro Standout Features and Integrations

Features include real-time collaboration tools, such as sticky notes and comments, an infinite canvas, custom frames and shapes, presentation mode, TalkTrack to record process explanation videos, Miro Assist AI, document and image embedding, voting and polling features, mind mapping tools, screen sharing, timeline and roadmap planning, access control and permissions management.

Integrations include Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Monday.com, Confluence, Google Drive, Box, Airtable, Notion, Azure, and Webex. Some integrations are limited to paid plans only.

Rhythm is an enterprise software that helps organizations with strategic planning, goal setting, and execution management. It helps businesses align their objectives, track progress, and drive performance.

Why I picked Rhythm: Rhythm has a great onboarding and implementation process that ensures the successful adoption of the software. The process begins with a discovery phase where Rhythm's implementation team collaborates with the client to understand their unique needs, goals, and existing processes. They gather information and conduct workshops to prepare a tailored implementation plan.

Then, Rhythm's implementation team works closely with the client to configure the software according to their specific requirements. This involves setting up account structures, defining metrics and goals, and customizing the platform to align with the client's organizational structure and terminology.

They also encourage clients to provide feedback and suggestions for enhancements, which ensures that the software meets the evolving needs of the organization.

Rhythm Standout Features and Integrations

Features: Rhythm has a clean interface, and it is designed to be intuitive, user-friendly, and visually appealing. It provides a clean and organized layout that enables users to navigate the software and access key features and information efficiently.

Integrations include WordPress, Zoom, CloverConnect, QuickBooks Online, Canvas, CampaignMonitor, AWS EventBridge, Sitefinity, Clowder, and Elevate. You can also get additional integrations through Rhythm API and Zapier.

Perdoo is performance management software that helps organizations align their goals, track progress, and drive employee engagement. It enables companies to create a culture of transparency, alignment, and accountability by ensuring everyone in the organization is working towards the same objectives.

Why I picked Perdoo: The feature I liked the most is the KPI board, which are visual dashboards that allow organizations to track and monitor their Key Performance Indicators (KPIs) in real-time. KPI Boards present KPIs in a visual and intuitive format, making it easier for individuals and teams to understand their performance at a glance. Visual representations such as charts, graphs, and progress bars enhance quick assessments.

Another great feature is strategic pillars, which represent an organization's core areas or focus areas. They are the fundamental building blocks that support the achievement of organizational objectives. By breaking down the strategy into specific pillars, teams and individuals can set goals that directly contribute to these strategic areas.

Perdoo Standout Features and Integrations

Standout features include peer recognition that enables managers and colleagues to recognize and praise employees for their achievements, fostering a positive work environment and boosting employee morale.

Integrations include Microsoft Teams, Slack, Asana, Jira, Google Sheets, and Zapier. You can also avail additional integrations through Zapier and the Perdoo API.

MPOWR Envision is a strategic planning platform designed to assist organizations in effectively developing, executing, and monitoring their strategic plans. It is designed to help both large and small and non-profit and for-profit organizations.

Why I picked MPOWR Envision: I picked MPOWR Envision for its Strategy Health Map feature. It is a unique feature that utilizes health algorithms to help users identify areas of improvement. It provides an overview of which projects are critical, at risk, or healthy.

The strategy health map offers a clear and concise visual representation of the organization's strategic initiatives and their progress. This allows executives to quickly grasp the current state of strategic initiatives.

MPOWR Envision Standout Features and Integrations

Standout features include a digest summary report, which provides key highlights and insights from the performance data and metrics tracked within the software. This allows stakeholders to grasp the overall performance and progress of the organization quickly.

Integrations include Google Docs, Microsoft Excel, Slack, Gmail, Trello, Dropbox Business, Google Sheets, Asana, Jira, and Microsoft Teams. You can also get additional integrations through Zapier.

Sciforma is a project and portfolio management (PPM) software solution designed to help organizations effectively plan, execute, and manage their projects and portfolios. It provides a range of features and tools to support project managers, team members, and stakeholders throughout the project lifecycle.

Why I picked Sciforma: Sciforma is the best platform for resource optimization because it provides a centralized platform for managing and allocating resources across projects and portfolios. It offers a holistic view of resource availability, skills, and workload, allowing project managers to make informed decisions when assigning resources to projects.

The software enables organizations to plan and optimize resource capacity effectively. It helps in identifying resource constraints and determining if resources are underutilized or overbooked. This allows project managers to balance workloads, avoid resource bottlenecks, and ensure that resources are allocated efficiently.

Sciforma Standout Features and Integrations

Standout features include a time management feature that allows team members to track their time on project tasks. It provides time tracking functionality where users can enter their worked hours, providing accurate data on actual time spent. This helps monitor project progress, track task completion, and compare it against planned timelines.

Integrations include Salesforce Sales Cloud, Jira, Google Calendar, Quickbooks Online, SharePoint, QuickBooks Payroll, Salesforce Service Cloud, Yammer, and VersionOne.

ClearPoint Strategy is a strategy reporting tool that helps businesses automate their strategy reporting process. It automatically collects data from various sources and provides powerful reporting capabilities so that users can focus on the activities and metrics that drive overall organizational goals.

Why I picked ClearPoint Strategy: ClearPoint integrates with various data sources, such as spreadsheets, databases, and external systems, to automatically collect relevant data. This eliminates manual data entry and ensures real-time and accurate reporting.

ClearPoint allows users to create strategy maps and scorecards to visually represent their strategic objectives, initiatives, and performance measures. These tools provide a structured framework for reporting the alignment between actions and strategic goals.

ClearPoint Strategy Standout Features and Integrations

Standout features include alerts and notifications that inform users about critical updates and changes in the strategy reporting process. This ensures that relevant stakeholders are promptly notified about deviations or significant milestones.

Integrations include Excel, Power BI, Tableau, Oracle, PowerPoint, Google Sheets, MySQL, Asana, WordPress, and QuickBooks. You can also get additional integrations through ClearPoint Strategy API and Zapier.

Cascade is a performance management software designed to help organizations manage their strategic goals effectively. More than 45,000+ global teams, such as KFC, Toshiba, Honeywell, American Express, and UNICEF, use Cascade for strategic planning.

Why I picked Cascade: I found Cascade to be the best solution for strategy execution. It achieves this by eliminating silos and promoting collaboration, transparency, and alignment across teams and departments. Cascade provides a centralized platform for managing and communicating strategic goals and initiatives. This ensures that all teams and individuals can see the overall strategy and align their efforts accordingly.

It facilitates the cascading of goals from the organizational level to individual contributors. This process breaks down silos by connecting the objectives of different teams and aligning them with the overarching strategy. It also encourages cross-functional team collaboration through collaboration tools, such as commenting, document sharing, and real-time updates.

Cascade Standout Features and Integrations

Standout features include customizable and interactive dashboards that visualize performance metrics and allow users to monitor progress in real-time. Also, it automates report generation, saving time and effort in gathering and analyzing data. Additionally, it offers various templates for goal-setting, such as the SMART goal-setting template.

Integrations include Salesforce, Google Calendar, Google Analytics, Microsoft Excel, Jira, Agile CRM, Airtable, Bitrix CRM, Gmail, and HubSpot. You can also get additional integrations through Zapier. The Cascade API is only available to Enterprise subscription users.

Workboard is a cloud-based strategy planning software. It provides features and tools for strategic planning, goal management, and performance tracking. It is used by a wide range of organizations across industries, including enterprises, businesses, non-profit organizations, and government agencies.

Why I picked Workboard: OKRs, or Objectives and Key Results, are a goal-setting framework that helps organizations define and track their objectives and measure their progress toward achieving them. Workboard is a software platform that specializes in implementing and managing OKRs.

Workboard provides a centralized platform where teams and individuals can align their objectives with the organization's overall goals. It enables cascading of objectives from the top level to individual contributors, ensuring everyone is working towards the same strategic priorities.

Workboard allows teams to track and monitor their real-time progress toward key results. It provides visual dashboards and progress indicators that help teams stay on track and make data-driven decisions. This visibility enables timely course corrections and helps identify areas where additional support may be needed.

Workboard Standout Features and Integrations

Standout features include collaboration and communication features such as goal commenting, status updates, and task assignments. These tools help teams discuss progress, share insights, and provide feedback, fostering a culture of collaboration and continuous improvement.

Integrations include Slack, Asana, GitHub, Jira, Google Calendar, HubSpot CRM, Zapier, Pipedrive, Zendesk Suite, and Microsoft Azure. You can also connect it to Zapier to get additional integrations.