# Elate Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Elate Software - reviews, pricing plans, popular comparisons to other OKR products and more.

Source: https://www.capterra.com/p/210214/Elate

---

# 

 Elate Software Review 2026: Features, Reviews, 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.

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

Elate

## What is Elate?

Elate is an AI-powered strategy execution platform that helps organizations build, track, and manage their strategic plans in one place. Designed for Strategy, Operations, and Chief of Staff leaders, Elate provides a structured way to define objectives, align initiatives, and monitor progress throughout the year. Teams use Elate to run annual planning cycles, manage their operating rhythm, and create visibility across departments. The platform includes tools for plan building, status updates, and real-time performance tracking. Elate’s AI capability, Strategy Advisor, highlights risks, summarizes updates, and offers insights to support more informed decision making. Integrations with CRM, ticketing, and project tools automate data flow and reduce manual work. Organizations choose Elate when they want to replace scattered spreadsheets and slides with a consistent approach to planning and execution.

## What is Elate used for?

[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[OKR](https://www.capterra.com/okr-software/)[Business Plan](https://www.capterra.com/business-plan-software/)

Top alternative

Featured

Overall rating

Based on 7 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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

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## 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.

### Elate

4.7 (7)

VS.

[4.5 (13,556)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting Price

Contact vendor

Starting Price

$10.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (7)

Ease Of Use

4.4 (2,718)

Value For Money

4.8 (6)

Value For Money

4.4 (1,954)

Customer Service

4.8 (6)

Customer Service

4.3 (1,579)

## Elate alternatives

[4.4 (2,952)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.4 (15,341)](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

[4.5 (3,491)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (57)](https://www.capterra.com/p/230178/Ninety/reviews/)

Starting price

$16.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/210214/Elate/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Strategic Planning

4.8 (5)

120.00% of 5 reviewers that rated this feature as important or highly important

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Goal Setting/Tracking

4.0 (4)

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

Establish measurable goals and objectives and track their progress over a specific period of time

KPI Monitoring

4.3 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Tracking the status of previously identified performance measurements

Dashboard

4.0 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Prioritization

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Arrange tasks based on the level of priority or urgency

Real-Time Data

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Receive data and information in real time

Elate 70 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

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

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

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

Create budgets based on historical data and future projections

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Alter the layout and content of dashboards

Alter the layout and content of reports

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 and export data to and from software applications

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

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

Centralized storage for employee data, records, and performance metrics

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

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

Use AI to generate content in the form of text, images, videos, etc.

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

Tracking the status of previously identified performance measurements

Monitor task progress and planned accomplishments to better manage project status

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Identify, track, and respond to negative feedback

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.

Arrange tasks based on the level of priority or urgency

Document and report the progress of ongoing projects

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

Manage and track financials on a project-to-project basis

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Monitor the progress of projects from start to finish

Estimate or forecast of a future scenario based on the study of present trends

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Develop potential scenarios to identify risks and opportunities

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

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Track the status and progress of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

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

Features

4.3 (7)

4.3

Based on 7 reviews

## Pricing

Value for money

4.8 (6)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

[View all Pricing Plans](https://www.capterra.com/p/210214/Elate/pricing/)

Value for money

4.8 (6)

4.8

Based on 6 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

Asana](https://www.capterra.com/p/184581/Asana-PM/)[

Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[

GitHub](https://www.capterra.com/p/129067/GitHub/)

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 (6)

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 (6)

4.8

Based on 6 reviews

## User reviews

Overall rating

4.7

Based on 7 reviews

Filter by rating

5(6)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BJ

Brian J.

Director of Strategic and Financial Planning

Telecommunications

### "Elate makes strategic planning easy and lightweight enabling company goal and strategic objective alignment."

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 24, 2025

The Elate tool along with support from their account team(s) have supported our strategic planning maturity. The tools is easy to use to build the annual plan but it’s also easy to enable the leadership team to use the tool to manage their teams’ objectives. Elate has proved to be a reliable, valuable addition to our objective tracking.

Pros

How lightweight the tool is to establish company goals (themes) and objectives with key results. It’s relatively intuitive and integrates with MS Teams. An important benefit of Elate is the ability to consolidate strategic objective results across all teams into a visual scorecard that is actually useful from a tracking and reporting perspective.

Cons

Some of the UI is clunky and doesn’t optimize the screen real estate, in addition, some of the search dialogs don’t work as expected.

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.

Response from Vendor

June 26, 2025

Thanks so much for the thoughtful review, Brian! We’re glad Elate has been helpful in supporting your strategic planning and making it easier for your leadership team to manage and track objectives. Really appreciate the feedback on the UI and search experience, too — I've passed this along to our team. Thanks again for partnering with us and for helping us keep improving! -TW

BC

Ben C.

Chief Strategy Officer

Education Management

### "Elate is going to change our strategy game (to a winning one)!"

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

July 4, 2024

Working with Elate has been a very pleasant and enjoyable experience so far! This is easily one of my all-time favorite vendors because each and every member of the team that we have worked with on launching our implementation have been fantastic, extremely helpful, eager to solve our problems and find solutions, and just easy and fun to work with. I believe in the product itself, but the team is so great I would recommend Elate to others for both the product and the partnership!

Pros

I love how easy it is to bring a strategic plan to life and have the plans, data visualizations, and commentary/notes all in one place. The accessibility and transparency that Elate provides to our organization's leaders will allow us to push the work forward in ways we've not been able to in the past.

Cons

As a newer tool, there are features that are not yet available, but that are on the product roadmap. Our users often have a lot of desires in terms of ways to view details and data of our strategic and annual plans, and there are limitations to the more complex functionality at this time. However, having been a customer for less than a year, we've seen many new features and updates rolled out, and I'm optimistic that over time the features we would like to see will become available.

Alternatives considered

[Cascade Strategy](https://www.capterra.com/p/148008/Cascade-Strategy/)

Reasons for choosing Elate

Cascade seemed to be geared towards large corporate customers and was going to be cost-prohibitive and/or not as democratic as we wanted a tool like this to be for our users. The Cascade team also felt really sales-y and didn't seem to understand the unique needs of a non-profit/K-12 education organization.

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.

Response from Vendor

July 9, 2024

Wow, Ben! Thank you so much for taking the time to write such a detailed review of your experience with Elate. Hearing that we are your all-time favorite vendor is one of the best compliments and we're really appreciative. Thank you for your business and support. Cheers to you and your team! -TW

EB

Emma B.

Head of Operational Business Excellence

Leisure, Travel & Tourism

### "Elate Makes Strategy Planning Easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

June 28, 2024

Pros

Elate makes strategic planning and reporting a breeze. The interface is simple and easy to use, which helps us keep our objectives updated and track progress effortlessly. The advanced reporting features, like hierarchy views and analytics dashboards, give us clear insights for better decision-making. Integration with our existing tools and reminder settings keep everyone on track. Overall, Elate has improved our team’s alignment and engagement with our company’s goals.

Cons

We're on a big push for automation and integration, especially around AI. Elate doesn't offer any APIs or webhooks, which would make our lives a lot easier. I suspect these extras are to come, but having them now would greatly enhance our workflow and efficiency.

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.

Response from Vendor

July 2, 2024

Hi Emma! Thank you for taking the time to write about your experience with Elate. We love hearing that UI is simple and easy, the features help with better decision-making, and that you feel Elate has improved your team's alignment and engagement with your strategy. Music to our ears. We appreciate you and are grateful for your partnership! -TW

JB

Jacob B.

CFO

Computer Software

### "Elated with Elate!"

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 19, 2024

The Elate team has been very supportive since day one. Any and all questions that come up are responded to with genuine care and attention. They always act as though they are vested in our success just as much as our internal team.

Pros

Having an existing framework to optimize the way we execute on strategic initiatives was extremely beneficial rather than having to constantly solve for how to best organize, manage, and align all stakeholders.

Cons

Would love to have more control over report formatting. Text/image sizing/placement.

Reasons for choosing Elate

The product vision and existing functionality aligned best with the operational approach we have been attempting to create for the past few years.

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.

Response from Vendor

June 26, 2024

Hi Jacob, Thanks so much for taking the time to share your experience with Elate. Hearing that our team has been supportive since day one and that you feel we are vested in your success is truly music to our ears. I'll pass along your comments on reporting to our product team, but I know we have some exciting things in the works :) Thanks again!! -TW

AS

Amit S.

Director of Business Transformation

Marketing and Advertising

### "FT Longitude review of Elate"

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

9/10

June 17, 2024

Fantastic! It's the best tool on the market for strategic planning, has great user experience and many impressive features.

Pros

Ease of implementation ensured it was relatively quick to embed. User experience is really good which makes adoption a lot easier. Things like ability to update directly into Slack makes a huge difference. Advanced reporting makes it really easy to setup consistent updates. Connection to various other tools (e.g. SF, GDrive, Slack) makes connecting data very easy.

Cons

There is a lot of functionality and there are parts that we don't use. My experience of systems is less is more. There is a danger Elate will start to try and do too much and lose it's value which I think is around strategic planning and OKR management.

Reasons for choosing Elate

Multiple reasons, but the overwhelming one would have been user experience and simplicity. It's easy to setup for admins and easy to update for users.

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.

Response from Vendor

June 24, 2024

Amit, thanks so much for taking the time to share your thoughts on Elate. We love hearing about your positive experience with the UX and features like Slack integration and Advanced Reporting. And the best tool on the market? Wow! Maintaining the Radical Simplicity principle has been a priority for our product roadmap since day one and we don't plan to change that. Thanks again!

SY

Sarah Y.

Growth Officer

Computer Software

### "Great Software & Team "

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 16, 2024

Pros

In addition to the software itself being highly useful for our team, the Elate team has always been highly responsive, open to feedback, and great to work with across the board. It is much easier to use Elate than trying to manage everything through spreadsheets and Powerpoint decks, which is what we did previously.

Cons

The change management was the most difficult part, which wasn't as much about the Elate product, more about the process transformation. We used a combination of HR tools, project management tools, and Microsoft office solutions to manage pieces of planning/ops/day to day execution.

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.

Response from Vendor

June 24, 2024

Thank you so much for taking the time to share your experience with Elate, Sarah! We're thrilled to hear that the software has been impactful and equally delighted to learn about your positive experience working with our team! -TW

KK

Kornel K.

VP-Delivery

Computer Software

### "The goal is common"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

5/10

June 16, 2024

I didn't like it from the start, but they are working on the system and I see the improvements. That is the most important thing. I think the idea and the tool is good.

Pros

I like the hierarchy view idea where we can connect the dots between people, disciplines and departments. I think it is very important to be able to see the connections, dependencies between tasks and that view is very helpful in that sense. In a company the most important thing is to see the common values, goals, etc. With this and Elate there a very good way to show these, even for the smallest tasks in the Company. And yes, if something doesnt have a connection, then why we are doing it as an objective?

Cons

\- Can not open a link in a new page - Sometimes I can not tag someone - If you are opening something as an objective and you open another one frm that panel, if you close it it will close the parent objective as well.

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.

Response from Vendor

June 24, 2024

Hi Kornél, thanks for taking the time to share your experience with Elate. We love hearing that it’s helped connect the dots across your organization and prioritize your Objectives. Regarding the cons you described, I will be sure to pass those along to our product team to confirm if it's expected behavior or if you’ve encountered a bug. Overall, we're glad you've found Elate valuable and look forward to continuing our partnership!-TW

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

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