# ESM+Strategy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ESM+Strategy Software - reviews, pricing plans, popular comparisons to other Data Analysis products and more. Source: https://www.capterra.com/p/126984/ESM-Strategy/alternatives --- # ESM+Strategy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ESM+Strategy ## What is ESM+Strategy? ESM+STRATEGY empowers teams to formulate, track, and communicate their strategic plan. ESM+OKR leverages Objectives and Key Results to help organizations tactically get work done. ESM+CYBER enables organizations to manage risk, compliance, and cyber security. ESM+PERFORM empowers employees to link goals to the organizational strategy. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life. ## What is ESM+Strategy used for? [Performance Management System](https://www.capterra.com/performance-appraisal-software/)[Reporting](https://www.capterra.com/reporting-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/) Overall rating Based on 35 user reviews Reviews sentiment Positive 94% Neutral 6% Negative 0% Starting price $880 Per Feature, Per Month Free trial available 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 ESM+Strategy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.esmgrp.com&name=ESM+Strategy) ## 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. ### ESM+Strategy 4.7 (35) VS. [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting Price $880 Per Feature, Per Month Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (35) Ease Of Use 4.2 (2,531) Value For Money 5.0 (22) Value For Money 4.2 (1,834) Customer Service 4.8 (34) Customer Service 4.3 (1,987) ## ESM+Strategy alternatives [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.8 (52)](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Dashboard 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Data Connectors 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Connect to big data sources Data Visualization 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data KPI Monitoring 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking the status of previously identified performance measurements Reporting/Analytics 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Single Page View 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Display aggregated data points on one page for a bird's eye view assessment ESM+Strategy 65 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Planning training and tasks to facilitate the transition to new technology, process, or workflow. Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Alter the layout and content of dashboards Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Import, collect, and capture data from multiple sources Connect to big data sources Import and export data to and from software applications Combining data from different sources and providing a unified view Ability to handle large datasets Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Generate reports to assess the financial performance of an organization Form predictions based on past and present data/trends Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Manage and track all disruptions and incidents Document completed by employee to assist with career and personal development to reach short term and long term goals Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Organize and track educational activities Collect and maintain structured information that describes data or content Monitor task progress and planned accomplishments to better manage project status View and present dashboard on mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Identify, track, and respond to negative feedback Evaluation process that provides feedback on an employee's job performance Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Create, fill out, and send performance reviews to individual employees Predict future data based on historical data sets Arrange tasks based on the level of priority or urgency Reporting on how each user, task or process has advanced since its initiation Estimate or forecast of a future scenario based on the study of present trends Analyze and gain insights into data in real-time Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Follow the progression of a task associated with performance reviews Initiate collection and analysis of known risks Identifying desired outcomes and important milestones and creating a plan on how to achieve them Set a time to generate routine reports automatically Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria An individual's evaluation of his or her own strengths, weaknesses, and skills Online portal through which end users can access the system, manage tasks, or obtain information Display aggregated data points on one page for a bird's eye view assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Organized process that walks users through each step of building a business plan At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Visually identify direction of development and areas that require attention Interact with data visualization elements, such as charts and graphs, to drill down into data Assess skills, outcomes and results using preset metrics and averages Get Advice We can help you find the software with the features you need. Features 4.9 (24) 4.9 Based on 24 reviews ## Pricing Value for money 5.0 (22) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/126984/ESM-Strategy/pricing/) Basic $0.00 It includes: - Balanced Scorecard Designer - Create Objectives - Excel Exports - Measure and Strategic Initiatives - PESTEL - Porter's 5 Forces - SWOT Pro $880.00 Per Feature,Per Month It includes: - Balanced Scorecard Automation - Design Dynamic Strategy Maps - Initiative Prioritization - Strategic Initiative Project Management Value for money 5.0 (22) 5.0 Based on 22 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) 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 (34) 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 (34) 4.8 Based on 34 reviews ## User reviews Overall rating 4.7 Based on 35 reviews Filter by rating 5(27) 4(6) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent Diego d. Gestor de Pessoas Accounting ### "Surpreendente " 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 September 26, 2022 Pros Nossa que bom esse software. Ele surpreende com seus dados . Ele traz uma clareza pra tomada de decisões que nem sempre acredito. Fico aqui pensando em como posso usar ele mais e mais. Muito bom Cons Noa constam preços e são flutuantes. Poderiam usar o real. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jackie A. Sr Director of IT Biotechnology ### "Great software to support strategy execution and tracking" 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 October 5, 2021 It was great to work w/ the ESM team during the initial implementation where they were very effective at working with the executive leadership to capture and formulate specific details to build out the scorecard. Several workshops were held to get the team aligned and comfortable using ESM as the backdrop and means to review the progress on a monthly basis. I was also part of the admin training sessions and those were very informative and covered the necessary features to support the tool in-house. Pros The software has an intuitive interface and helps ease the process of setting up the initial scorecard and strategy map as well as maintaining the information going forward. There is considerable flexibility to adapt it to your organization's vocabulary and planning model. Cons The hardest part of using the software was bringing new executive leaders up to speed on it after we had our initial workshops to get it in place. Not really a software issue, but more of a training and adoption issue. The ESM team was great about helping Ultivue bridge that gap. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Omar D. Reconciliations Manager Banking ### "software to increase the productivity of your team" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 June 27, 2021 We used it as a test to try if an incentive strategy worked with our collaborators, however we decided to use other free software that offer us the same. Pros The best thing about this software is that it allows you to create your KPIs from the same database that can enhance decision-making in your business. It can even be filled in real time to be able to make adjustments with your team of the strategy they are carrying out. additionally they can also see their progress so it becomes challenging and inventive Cons Having a systems team that can do the filling work in real time can make your job easier. in case you cannot have this, the tool becomes little useful because the information. shown will not be found on live Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Sean C. CEO Financial Services ### "Aligned my Board of Directors and Employees" 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 23, 2020 Aligned the Board of Directors, brought the strategic plan to life, and engaged employees with how they support the strategy. Pros User friendly, shows employees how they impact the strategy, helps set the agenda for Board Meetings, staff planning sessions and facilitates decision making and budget choices. Cons Challenged the status quo and forced us to rethink how we run the business. Very effective with exposing gaps in our strategy. Reasons for choosing ESM+Strategy Presentation ready with strategy maps and scorecards. Simple and easy to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MP Matthews P. Head of Strategy Human Resources ### "Used software for over 10 years" 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 December 19, 2019 The ESM Team is fantastic to work with and the software continues to support our focused strategic planning and performance excellence culture. Pros ESM supports HRDC with our strategic planning and review. We have Balanced Scorecards that we manage with leadership through ESM. We are able to drive our goal for a high performance culture in the organization. It is very sophisticated but also easy for us to use. Cons We are very happy with the software so I'm thinking back about any issues we've have over the past 11 years of using ESM. We asked for better dashboards in 2018 and the ESM team launched new dashboard capabilities in 2019 and we love the new flexibility. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Principal Real Estate ### "Top Tier Firm and Excellent Product" 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 24, 2019 Empowered our team to take hold of our strategy and get the job done. Offers us the insight to make smart decisions around our investments. We were able to use the tool and methodology to avoid unnecessary expenses for projects that weren't aligned to our strategy Pros deep permission capabilities around user access, rapid scorecard design, great communication tool, rooted in Kaplan Norton best practices, great customer service team Cons Doesn't do P&L financial planning (but didn't really buy it for that purpose), Want to be able to display multiple strategy maps at the same time in the same scorecard (right now you have to select from a drop down list as to which gets displayed) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Gerald L. North American General Manager and Vice President of Sales Food Production ### "Balanced Scorecard" 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 December 9, 2018 It allowed us to turn our five year business strategy into sustainable actions! Pros The software was easy to use and allowed us to turn strategy into actions. Cons Overall it was very intuitive - not much not to like. 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. KW Kate W. Consultant Non-Profit Organization Management ### "ESM Strategy" 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 December 2, 2018 Pros The software looks extensive and would will help us achieve our company's goals. Cons The price is a little high for our situation. 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. JA John A. Senior Strategy Consultant Health, Wellness and Fitness ### "Effective tool, simple to use" 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 9/10 November 26, 2018 Pros ESM provides one stop shopping for our balanced scorecard needs for both enterprise strategic plans and cascaded plans. The software is easy to use for objective and measure owners to report results, and to share with leadership. Cons It takes a bit of time for system administrators to become fluent with the software. ESM staff has been very helpful in training our team in the system. 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. LS Leo S. Consultant Education Management ### "ESM+Strategy 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 November 23, 2018 Pros Its ease of user and reporting capabilities are what make it a great software. Cons BSC methodology knowledge is sometimes needed as a precursor to using the software. 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. 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