--- title: "Core Strategy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Core Strategy Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more." source_url: "https://www.capterra.com/p/240709/Core-Strategy/" page_type: "product" language: "en" --- # Core Strategy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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) Core Strategy ## What is Core Strategy? Core-Strategy is an AI-powered, all-in-one strategy management platform built to help teams move faster, stay aligned, and hit their goals. Designed for modern organizations, it connects big-picture vision with everyday execution—so your strategy never gets lost in spreadsheets or slides. Plan smarter with automated SWOT analysis, set and track OKRs effortlessly, and measure real impact with real-time KPIs. Custom dashboards and visual reports keep everyone on the same page, while milestone tracking, workflows, and role-based access ensure focus, clarity, and accountability. From goal setting to performance reviews, Core-Strategy SPM makes it simple to plan, execute, and grow—all in one place. Work smarter. Move faster. Win together—with Core-Strategy. ## What is Core Strategy used for? [Business Management](https://www.capterra.com/business-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[OKR](https://www.capterra.com/okr-software/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version 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 Core Strategy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://core-csi.com/&name=Core Strategy) ## Core Strategy Overview Updated August 2026 AI summary Core Strategy supports organizations of all sizes with tools for strategic planning, goal and KPI tracking, and project management. Its features include dashboards, milestone tracking, idea management, modeling, roadmapping, and scorecards. The platform covers workflow management and prioritization, integrates with thousands of third-party apps via Zapier, and is available on web and desktop environments. ## 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. ### Core Strategy 4.8 (4) VS. [### monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) [4.6 (6,097)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.5 (6,048) Value For Money 4.5 (4) Value For Money 4.3 (4,666) Customer Service 4.8 (4) Customer Service 4.4 (4,459) ## Core Strategy alternatives [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,653)](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 [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [Jira](https://www.capterra.com/p/19319/JIRA/) [4.4 (15,460)](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 [Learn More](https://www.capterra.com/p/19319/JIRA/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,806)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,846)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157279/Dynamics-365/) ## FAQs about Core Strategy Overview ### What company size and specific industries is Core Strategy built for? Core Strategy is designed for organizations with 20 to 10,000 employees and is suitable for companies operating worldwide. The vendor description does not specify particular industries, so the product appears aimed at a broad range of business sectors rather than a single industry. Features and Usability ### What are the key features of Core Strategy? Core Strategy offers strategic planning, goal management, and KPI monitoring for performance tracking, plus project management tools such as task management, Gantt/timeline view, milestone tracking, and recurring tasks. It also includes dashboards, real-time reporting, document storage, collaboration tools, alerts/notifications, and third-party integrations. Integrations ### Which third-party tools and platforms does Core Strategy integrate with? Core Strategy integrates with Zapier, connecting to thousands of third-party apps through Zapier’s automation platform. This gives Core Strategy access to a broad range of tools across CRM, communication, file storage, and project management workflows without listing additional native integrations. Getting Started and Support ### What training and onboarding options does Core Strategy offer? Core Strategy provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos give users self-paced reference material for setup and feature review. Getting Started and Support ### What customer support options does Core Strategy offer? Core Strategy provides email/help desk, FAQ/forum, knowledge base, and chat support. Without reviewer feedback on support experiences, no clear pattern emerges on response times, helpfulness, or common frustrations. Users can still rely on these documented channels for assistance and self-service guidance. ## Features AI summary Based on 1,530 Strategic Planning reviews Capterra data shows that buyers of Strategic Planning software rank the following features as their top priorities: - **Prioritization** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**75%**) - **Progress Tracking** (**67%**) Core Strategy supports all three of the features reviewers value most: **Prioritization**, **Workflow Management**, and **Progress Tracking**. Together, these capabilities help businesses focus on the right initiatives, manage planning processes more efficiently, and monitor execution over time, allowing teams to make better strategic decisions and stay aligned on goals. Document Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Task Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Performance Metrics 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments Reminders 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity Activity Dashboard 5.0 (1) 100.00% of 1 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 Core Strategy 48 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Customizable Dashboard: Alter the layout and content of dashboards - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - 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 - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Multiple Projects: Ability to handle several projects simultaneously - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 4.5 (4) Free Trial Free Version BETA Release 0.00 It includes: - Objectives and Key Results (OKR) - Strategy Planning - Strategy Execution - Organizaion Drivers - Balanced Scorecard - Goal Management - Dashboads and Analytics - In-App Notifications - Online Help and FAQs - Shared Virtual Hosting - Shared Hosting - FAQs - Strategy Map - SMART Goals - Organization Drivers - Key Performance Indicators Growth Package $0.00 It includes: - okr - Strategic Planning - Objectives and Key Results (OKR) - Balanced Scorecard - SWOT - Strategy Roadmap - Strategy Tree - Dashboads and Analytics - Data Export and Import\* - Project Management Enterprise Package Custom quote available It includes: - Key Performance Indicators - Prespectives - Strategic Themes - Performance Criteria - Objectives and Key Results (OKR) - Organization Driver - PESTLE Analysis - SWOT - Capabilies Management - Capabilites Map - Strategy Planning - SMART Goals - Project Management - Balanced Scorecard - Strategy Map - Strategy Roadmap - Strategy Tree - Dashboads and Analytics - Milestone Calender - Strategy Execution - In-App Notifications - Email Notifications - Online Help and FAQs - Data Export and Import\* - API Integration - Support for Multiple Accounts - Multiple Language Support - Access to Beta Software - Access to Core-Strategy Linkedin Community - 1:1 Training - Custom Onboarding - Secure Shared Hosting - Secure Dedicated Hosting Value for money 4.5 (4) 4.5 Based on 4 reviews ## Integrations [ 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 (4) 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 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Ivan K. Accountant Internet ### "Empowering Strategy Management with AI and Clear Insights" 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 5, 2025 Overall, Core Strategy provides a comprehensive solution for managing the full strategic lifecycle — from planning and execution to tracking and reporting. It combines strong analytical capabilities with automation, offering both structure and flexibility for organizations of any size. The AI support makes strategic management far more efficient and accessible Pros I really like the AI-driven strategy plan generation and automated summaries — they save a lot of time and make the process more insightful. The platform allows full decomposition of a strategy plan into projects, goals, and OKRs with excellent KPI and project score tracking. I also appreciate the integrated project portfolio, task management, and capabilities and driver analysis. The environmental scanning, SWOT analysis tools, and dashboards give a clear, data-driven view of progress and alignment Cons Some dashboards could use more customization options, and initial setup may take time to connect all strategy components. It would also be great to have more AI templates for different industries and quicker data import from external tools. 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. RB Rochristor B. Systems Engineer Information Technology and Services ### "Core-Strategy tool that keeps getting better with every release" 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 29, 2022 Transparency, internal communication and internal planning Pros The software provides OKR, Balanced Scorecard, Strategic Roadmap and Strategy Map which has helped reinforce best practices. Additionally, Core-CSI also brought their management expertise to bear and made sure our system was setup correctly and we are able to fully leverage the tool. Cons A comprehensive tool not just OKR, it takes bit longer to learn all the features. 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. GA Guillermo A. Consultant Management Consulting ### "A lot of features, nice and quick implementation" 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 13, 2022 I am a strategic consultant and because of Core-Strategy robust features I suggest this tool to all of my customers. This tool provides numerous features such as: organization and user hierarchy, drivers, goals, objectives and strategic initiatives tracking along with may evaluation models such as: OKR, Balanced Scorecard, Strategy Roadmap and visual strategy developer module. Pros The software interface is robust and user friendly. Cons No major cons at this time, the tool is MVP state and already has a comprehensive number of features at very competitive cost. 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. KC Kris C. Managing Partner Information Technology and Services ### "Product Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 8, 2022 It integrates with our agile process thus weekly sprints, weekly meetings and monthly project reports are more impactful. Pros This product has assisted us in keeping track of all the project or program changes some of our customers invoke during development and deployment cycle. We have integrated this product with the existing agile process. It has helped with SDLC and DevOps life cycle. Cons It is a feature rich product that could be overwhelming to new users. This product is designed for seasoned professional 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.