--- title: "Elate Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Elate Software - reviews, pricing plans, popular comparisons to other OKR products and more." source_url: "https://www.capterra.com/p/210214/Elate/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Elate Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 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) 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 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 Elate?[Manage this product listing](https://www.g2.com/products/elate/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. ### Elate 4.7 (7) VS. [4.8 (241)](https://www.capterra.com/p/182965/Profit/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (7) Ease Of Use 4.5 (241) Value For Money 4.8 (6) Value For Money 4.7 (223) Customer Service 4.8 (6) Customer Service 4.9 (226) ## Elate alternatives [4.4 (3,046)](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 [4.5 (63)](https://www.capterra.com/p/165423/Weekdone/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Worxmate](https://www.capterra.com/p/10019512/Worxmate/) [4.8 (17)](https://www.capterra.com/p/10019512/Worxmate/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10019512/Worxmate/) [View all alternatives](https://www.capterra.com/p/210214/Elate/alternatives/) ## FAQs about Elate Overview ### What company size and specific industries is Elate built for? Elate is designed for mid-market and enterprise organizations, especially strategy, operations, and chief of staff teams that manage planning cycles, track objectives, and keep teams aligned. It is built for companies that need structured coordination across departments rather than for small businesses. Features and Usability ### What are the key features of Elate? Elate offers goal management, performance management, and 360 degree feedback, along with KPI monitoring, scorecards, and employee profiles. It also includes strategic planning tools such as scenario planning, what if scenarios, forecasting, roadmapping, dashboards, and reporting, plus workflow management, task tracking, and third-party integrations. Integrations ### Which third-party tools and platforms does Elate integrate with? Elate integrates with over 20 third-party tools for analytics, CRM, project management, and collaboration. Key integrations include Airtable, Asana, GitHub, Google Analytics 360, Google Sheets, HubSpot CRM, Jira, Microsoft Power BI, QuickBooks Online, Salesforce Sales Cloud, Salesloft, Slack, and Smartsheet. Getting Started and Support ### What training and onboarding options does Elate offer? Elate provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars can cover broader feature overviews, documentation offers written reference material, and videos provide visual self-paced learning. Getting Started and Support ### What customer support options does Elate offer? Elate provides email/help desk support, a FAQ/forum, a knowledge base, and chat. Support is organized around self-service resources and direct contact options, giving users multiple ways to get help with setup and routine questions. ## Features AI summary Based on 661 OKR reviews Capterra data shows that buyers of OKR software rank the following features as their top priorities: - **Strategic Planning** (**38%** of reviewers rated this feature as critical) - **KPI Monitoring** (**43%**) - **Goal Setting/Tracking** (**55%**) Elate supports all three features that reviewers rate most highly: **Strategic Planning**, **KPI Monitoring**, and **Goal Setting/Tracking**. Together, these capabilities help businesses align long-term priorities with measurable performance targets and day-to-day execution, allowing teams to set clear objectives, track progress consistently, and stay focused on outcomes that matter most. 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 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 Task Management 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 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 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 Elate 77 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 Align all staheholders involved to improve collaboration, visibility, and performance 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. Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Communciates results to employees in the form of mass messages if there has been an illness outbreak within the workplace 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 Identify human and material resources and assign them to projects and portfolios. 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 Assigns goals to strategic plans and define owners and milestones for each goal. 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 Identify the most performant content and the types of content that can be improved or eliminated. 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 Assign priorities to different types of goals, by time frame. 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) [View pricing plan details](https://www.capterra.com/p/210214/Elate/pricing/) Elate's Strategy Execution Platform Contact for detailed quote. It includes: - Real-time Progress Tracking - AI-Powered Status Update Workflows - Automated Reminders and Update Requests - Team and Department Roll-ups - AI Summaries of Updates and Progress - Risk Identification & Signal Detection - Automated Report Generation w/ Tone Adjustments - Trends and Performance Insights - Objective & Initiative Management - Unified View of Company-Wide Strategy - Role-Based Access Control + User Based Permissions - 60+ CRM, Ticketing, and Project Management Integrations - KPI and Metric tracking - Dashboards and Visualization Tools - Guided Implementation & Strategic Services - Cloud-Based Platform 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/)[ 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/)[ monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/) 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 Counts reflect reviews available in this feed. 5(6) 4(0) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful CS Chief Strategy Officer Chief Strategy Officer Used the software for: Less than 1 year ### "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 5, 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. DO Director of Strategic and Financial Planning Director of Strategic and Financial Planning Used the software for: 3-5 years ### "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 25, 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. VP VP-Delivery VP-Delivery Used the software for: Less than 1 year ### "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 23, 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. GO Growth Officer Growth Officer Used the software for: 3-5 years ### "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 23, 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. HO Head of Operational Business Excellence Head of Operational Business Excellence Used the software for: 1-3 years ### "Elate Makes Strategy Planning Easy" 5.0 July 2, 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. DO Director of Business Transformation Director of Business Transformation Used the software for: Less than 1 year ### "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 23, 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. CF CFO CFO Used the software for: 1-3 years ### "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 25, 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. 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