---
title: "SuccessionHR Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about SuccessionHR Software - reviews, pricing plans, popular comparisons to other Succession Planning products and more."
source_url: "https://www.capterra.com/p/10014503/SuccessionHR/"
page_type: "product"
language: "en"
---

# 

 SuccessionHR Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 7, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

SuccessionHR

## What is SuccessionHR?

SuccessionHR is the first HR software focused on Succession Planning for top employers. A cloud-based solution that is easy to use, collaborative between HR and Managers, and accessible from anywhere. Our solution is designed to help top employers to identify and develop future leaders, while also ensuring that the organization is prepared for any eventuality. Risk management and contingency planning made easy. No more countless hours spent on Excel and PowerPoints. Quickly identify vulnerable

## What is SuccessionHR used for?

[Succession Planning](https://www.capterra.com/succession-planning-software/)[Talent Management](https://www.capterra.com/talent-management-software/)[Career Management](https://www.capterra.com/career-management-software/)

Top alternative

Featured

Overall rating

Based on 18 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$6345

Flat Rate, Per Year

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for SuccessionHR?[Manage this product listing](https://www.g2.com/products/successionhr/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SuccessionHR

4.9 (18)

VS.

[4.8 (5)](https://www.capterra.com/p/10014202/SuccessionNow/#reviews)

Starting Price

$6345

Flat Rate, Per Year

Starting Price

$2995

Flat Rate, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (18)

Ease Of Use

5.0 (5)

Value For Money

4.8 (18)

Value For Money

5.0 (5)

Customer Service

4.8 (18)

Customer Service

5.0 (5)

## SuccessionHR alternatives

Highest Rated

[4.9 (393)](https://www.capterra.com/p/177744/Together/reviews/)

Starting price

$10000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.9 (201)](https://www.capterra.com/p/146511/MentorcliQ-Employee-Mentoring/reviews/)

Starting price

$9900.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.6 (99)](https://www.capterra.com/p/153907/BizMerlin/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.7 (187)](https://www.capterra.com/p/155747/PerformYard-Talent/reviews/)

Starting price

$5.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/10014503/SuccessionHR/alternatives/)

## FAQs about SuccessionHR

Overview

### Which roles and teams benefit most from SuccessionHR?

SuccessionHR is most used by HR leaders, talent development teams, and people operations staff who manage succession planning, performance tracking, and employee development. HR business partners and administrators use it to centralize talent data, while executives and directors rely on it for workforce planning, leadership pipelines, and informed organizational decisions.

Answer based on 18 reviews

Overview

### What company size and industries is SuccessionHR built for?

SuccessionHR is built for human resources professionals at midsize businesses, which make up 78% of reviewers, especially in construction at 17%. It also appears in chemicals and non-profit organization management, each at 11%, with additional use among enterprise and small businesses. A common use is succession planning.

Answer based on 18 reviews

Features and Usability

### What are the key features of SuccessionHR?

SuccessionHR offers succession management, succession planning, and talent management features, along with performance management, goal setting/tracking, and competency management. It also includes employee database tools, employee profiles, onboarding, individual development plans, learning and development, surveys and feedback, reporting and analytics, and workflow management.

Integrations

### Which third-party tools and platforms does SuccessionHR integrate with?

SuccessionHR integrates with over 40 third-party HR and workforce platforms, including ADP Next Gen HCM, ADP Workforce Now, BambooHR, Dayforce HCM, Deel, Employment Hero, Gusto, and ChartHop. It also connects with Access PeopleHR, AlexisHR, Factorial, Freshteam, Humaans, and IRIS Cascade.

Getting Started and Support

### What training and onboarding options does SuccessionHR offer?

SuccessionHR provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference materials for learning features and setup steps.

Getting Started and Support

### What customer support options does SuccessionHR offer?

SuccessionHR provides Email/Help Desk and Phone Support. User feedback on support quality is not available here, so only the listed contact channels can be confirmed. These options give users direct ways to ask questions and resolve issues through written requests or live conversation.

## Features

AI summary

Based on 94 Succession Planning reviews

Capterra data shows that buyers of succession planning software rank the following features as their top priorities:

-   **Surveys & Feedback** (**72%** of reviewers rated this feature as critical)
-   **Individual Development Plans** (**58%**)
-   **Competency Management** (**43%**)

SuccessionHR supports all three features that reviewers rate highest: **Surveys & Feedback**, **Individual Development Plans**, and **Competency Management**. Combined, these capabilities help businesses gather employee input, prepare targeted growth paths for future leaders, and assess role readiness with greater consistency, allowing teams to make stronger succession decisions and build a more prepared talent pipeline.

Competency Management

4.8 (4)

125.00% of 4 reviewers that rated this feature as important or highly important

Catalog, manage, and develop employee skill sets

Succession Planning

4.8 (13)

123.08% of 13 reviewers that rated this feature as important or highly important

Planning, tracking and developing internal talent for future key position filling

Activity Dashboard

4.4 (12)

100.00% of 12 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Career Development

4.4 (7)

114.29% of 7 reviewers that rated this feature as important or highly important

Process of enhancing skills & experiences for continuous professional growth & advancement

Progress Tracking

4.6 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Reporting on how each user, task or process has advanced since its initiation

Employee Management

4.6 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Track employee schedules, availability, and performance across projects and tasks

SuccessionHR 45 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Analytics: Tools for the systematic analysis of various types of data or statistics
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Career Development: Process of enhancing skills & experiences for continuous professional growth & advancement
- Competency Management: Catalog, manage, and develop employee skill sets
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Document Storage: Store and organize documents in a centralized system
- Email Reminders: Reminders sent via email
- Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository
- Employee Engagement: Tools to improve and measure employee satisfaction and involvement
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Employee Portal: Online portal where employees can access and track their own information
- Employee Profiles: Centralized storage for employee data, records, and performance metrics
- Goal Management: Allows employees to set and manage work or career related goals
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- HR Management: Automates core HR functions such as talent management, employee evaluation and learning management
- Individual Development Plans: Document completed by employee to assist with career and personal development to reach short term and long term goals
- Internal Talent Mobility: Movement of employees across roles within the same company
- Learning & Development: Facilitate training materials that help employees grow and progress in their positions
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Reporting: Active reporting of data and metrics
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Skills Assessment: Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
- Succession Planning: Planning, tracking and developing internal talent for future key position filling
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Talent Management: Integrate with Talent Managment software to better track learners progress and training sessions
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Training Management: Track employee/learner's progression through training programs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (18)

4.7

Based on 18 reviews

## Pricing

Value for money

4.8 (18)

Up to 49 Key Roles

$6,345

Flat Rate,Per Year

Up to 99 Key Roles

$8,460

Flat Rate,Per Year

Up to 249 Key Roles

$11,954

Flat Rate,Per Year

Up to 499 Key Roles

$18,942

Flat Rate,Per Year

500+ Key Roles

$36,618

Flat Rate,Per Year

Value for money

4.8 (18)

4.8

Based on 18 reviews

## Integrations

[

ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[

Rippling](https://www.capterra.com/p/172127/Rippling/)[

Deel](https://www.capterra.com/p/205015/Deel/)[

BambooHR](https://www.capterra.com/p/110968/BambooHR/)[

Paycor](https://www.capterra.com/p/133745/Paycor-Perform/)[

Paylocity](https://www.capterra.com/p/86714/WebPay/)[

Paychex](https://www.capterra.com/p/119841/Paychex-Flex/)[

Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (18)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (18)

4.8

Based on 18 reviews

## User reviews

Overall rating

4.9

Based on 18 reviews

Filter by rating

5(17)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AB

Ashleigh B.

People Partner

Construction

### "Simple to use, great services, powerful tool."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 4, 2026

My overall experience with SuccessionHR has been extremely positive. It is a well-designed platform supported by a thoughtful, client-focused team. I would confidently recommend it to organizations looking for a practical, powerful succession planning solution.

Pros

As an HR consultant, I evaluated several succession planning platforms before recommending one to a client and supporting the implementation. SuccessionHR exceeded my expectations. The system is intuitive and easy to use while still being highly robust. Its dashboards give leaders clear, actionable insights, making it easy to spot trends and make informed decisions quickly. The customer service is also exceptional—responsive, friendly, and genuinely solution-oriented. It is clear the team behind SuccessionHR truly values their clients and their success.

Cons

I honestly do not have any complaints about the software or the service provided by the company. Any small questions I have had have been answered very quickly.

Alternatives considered

[Lattice](https://www.capterra.com/p/151676/Lattice/)

[Dayforce HCM](https://www.capterra.com/p/205376/Dayforce-HCM/)

[BambooHR](https://www.capterra.com/p/110968/BambooHR/)

Reasons for choosing SuccessionHR

Ease of use, price, customer service, integrations.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

CH

Celeste H.

Senior HRBP

Computer Software

### "Key Tool for Succession Planning"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 25, 2025

It's a good software to complement the Succession Planning of any company as this activity is really intricate and complex.

Pros

I like the system's functionality. As a new HRBP in my company, it didn't take me long to know how to use the system.

Cons

I don't know specifically how the financial impact is calculated and what metrics are being used to arrive at the numbers.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 27, 2025

Hi Celeste and thank you for your review and feedback! In regards to the financial impact calculator, that can be edited in your Settings/Customizations/Key Role Types section. If you have any questions do not hesitate to contact your Account Manager, whose email can be found in the Help button at the top of SuccessionHR app. Thank you again and we value your business! SuccessionHR Team

AN

Anonymous User

HR Manager

Food & Beverages

### "HR Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 17, 2025

Some advanced features require extra setup time Reporting tools could offer more customization Overall, SuccessionHR has been a dependable and efficient HR solution. It significantly simplifies payroll, hiring, and day-to-day HR tasks while keeping data organized and accessible. Once the initial setup is complete, the platform becomes a major time-saver and helps create smoother HR operations across the organization.

Pros

SuccessionHR offers a strong balance of features for its price. The platform consolidates several HR functions into one system, reducing the need for multiple tools. For most organizations, the ROI becomes clear once payroll, recruiting, and employee data management are fully integrated.

Cons

Clean, intuitive user interface Reliable payroll automation Strong candidate tracking & hiring workflows Helpful support team Excellent organization of employee data and documents Useful automated reminders and notifications

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MH

Moe H.

Director of Human Resources

Non-Profit Organization Management

### "Happy with SuccessionHR"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 14, 2025

SuccessionHR is impressive. It is easy to use and simple. Their excellent customer support further enhances the overall experience. The support team is responsive, knowledgeable, and genuinely interested in solving any issues users may encounter. We were blessed with a phenomenal Senior Account Executive by the name of \[sensitive content hidden\]. I want to thank him and SuccussionHR for the experience so far. To sum up, Succession HR stands out as a fantastic choice for anyone seeking a robust, reliable, and user-friendly system to help succeed in their organization’s succession outcomes.

Pros

SuccessionHR provides a user-friendly and straightforward solution characterized by high-quality customer service and support. The platform stands out as a robust, reliable, and intuitive system designed to enhance organizational succession planning. Furthermore, it facilitates seamless integration with minimal impact on current workflows. Users receive regular updates and improvements, strengthening both the reliability and overall effectiveness of SuccessionHR.

Cons

At this point, I haven't found anything I dislike yet. I discovered something unusual today, but I am confident there is a proper way to handle it.

Switched from

[Employee Manual Builder](https://www.capterra.com/p/196589/Employee-Manual-Builder/)

The goal is to automate the process, moving from manual methods to a centralized system. This allows directors to easily update information about their direct reports in one place, making the data accessible for everyone. With this system, we can support employees' professional development as they gain new skills within the organization.

Alternatives considered

[OHIP Billing](https://www.capterra.com/p/150206/OHIP-Billing/)

Reasons for choosing SuccessionHR

SuccessionHR was a user-friendly system. Their system met the expectations for what we need at the time.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

PB

Pam B.

Director

Warehousing

### "SucessionHR Setup"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 27, 2025

Our overall experience has been great! Our service Rep is fantastic, the system is very easy to use and I feel confident it is going to provide us with the support needed to build our talent pool.

Pros

We just began using the system, but my overall experience has been very positive. The platform has been easy to set up and user friendly. I also like how easy it has been to export some of our current data into the system. Our service rep, \[sensitive content hidden\] is extremely responsive and friendly. I'm looking forward to getting our leaders involved in the platform and streamlining our process.

Cons

We are just beginning to use the platform so I don't have any dislikes at this time. I think our leaders will find it very easy to use.

Alternatives considered

[Quantum Workplace](https://www.capterra.com/p/150237/Recognition/)

Reasons for choosing SuccessionHR

I liked the ease of this platform and the ability to send out surveys via email.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

Anonymous User

Director of HR

Legal Services

### "Great First Impressions! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 7, 2025

While we are still early in our rollout, I'm confident the system will add value. My overall experience has been extremely positive. The platform is well-suited for both HR administrators and senior leaders. I'm looking forward to streamlining our succession planning process, making it more accessible across the organization.

Pros

We wanted a solution that our key leaders could easily adopt without extensive training. SuccessionHR is straightforward- not only for end users but also in terms of setup and immediate usability. The customer support team is excellent, and I feel confident reaching out anytime I have question.

Cons

Regular data uploads ensure the system stays current and accurate, though it is still unclear how this process will impact our workflow, as we are just beginning our first SuccessionHR cycle.

Alternatives considered

[Lattice](https://www.capterra.com/p/151676/Lattice/)

Reasons for choosing SuccessionHR

Price, simplicity, user interface and customer support.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

KW

Kurt W.

HR Director

Farming

### "SuccessionHR Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 25, 2025

Excellent! Sales and set up process were easy, support for configuration and use has been timely and effective.

Pros

It provides a live and connected platform for succession and talent review processes. Have only ever done these two things in spreadsheets - SuccessionHR is a game changer!

Cons

Nothing that I can think of at the moment - we just started using the platform, and so far it's working just as we had hoped!

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

LF

Lindsay F.

CHRO

Health, Wellness and Fitness

### "Highly Recommend!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 25, 2025

Extremely positive. Excellent customer service. Very responsive.

Pros

It is extremely simple to use; user friendly and intuitive. Appreciate having the metrics dashboard and being able to look at our planning from a global/holistic point of view.

Cons

I wish there was some sort of education comparison tool.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RV

Ryan V.

VP of HR

Construction

### "Out of the gate - overall experience "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 20, 2025

So far the system has proven to be very valuable to us. Although we are new to the system our experience has been great. The Succession HR team has been very helpful and extremely responsive as well.

Pros

Succession HR is a great a simple tool to setup and utilize. It has the right amount of customization while still maintaining standards. The visuals are excellent and easy to follow.

Cons

I have not come across any cons to the system as of yet.

Alternatives considered

[15Five](https://www.capterra.com/p/140437/15Five/)

Reasons for choosing SuccessionHR

It has everything we wanted in a succession system

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

WO

Wendy O.

HR administrator

Insurance

### "What I like anout SuccessionHR"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

February 17, 2025

Used it for several years and it helped me to function as a professional

Pros

Easy to access relevant data and information

Cons

Nothing because it was very easy to use as I mentioned above

Switched from

[Sage HR](https://www.capterra.com/p/128705/SageHR/)

The company made the decision and since I'm subject to authority, i had to align

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/10014503/SuccessionHR/reviews/)

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