# Workfacta Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Workfacta Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more. Source: https://www.capterra.com/p/240836/Workfacta --- # Workfacta 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. 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/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Workfacta ## What is Workfacta? Workfacta is the simplest business performance software and cloud-based solution made for SMEs in mind. The all-in-one workspace is designed to unlock growth, align teams, create accountability and track performance in real-time. The Platform integrates a flexible Annual Planning tool (OKR, SMART goals, KPIs), structured Meeting workflows, and Automated Reports to track teams' progress. With Workfacta, team alignment, accountability, and fast decision-making have never been easier. ## What is Workfacta used for? [Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/)[Business Plan](https://www.capterra.com/business-plan-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$15 Per User, Per Month Free trial not 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 Workfacta?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.workfacta.com&name=Workfacta) ## 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. ### Workfacta 4.3 (6) VS. [4.4 (15,367)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting Price A$15 Per User, Per Month Starting Price $7.91 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (6) Ease Of Use 4.1 (14,410) Value For Money 4.5 (6) Value For Money 4.3 (9,814) Customer Service 4.2 (6) Customer Service 4.2 (9,570) ## Workfacta alternatives [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 [4.7 (7)](https://www.capterra.com/p/210214/Elate/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.8 (225)](https://www.capterra.com/p/182965/Profit/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (2,988)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Budgeting/Forecasting 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Dashboard 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Goal Setting/Tracking 5.0 (3) 100.00% of 3 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 Strategic Planning 4.7 (3) 100.00% of 3 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 KPI Monitoring 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Tracking the status of previously identified performance measurements Scorecards 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Workfacta 20 features Track and document all activities across devices, networks, and other systems Create budgets based on historical data and future projections Assembly of graphs and charts for visualizing and tracking statistics/metrics Combining data from different sources and providing a unified view Graphical representation of data Plan, manage, and track the financial activities of an individual or organization Establish measurable goals and objectives and track their progress over a specific period of time 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 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. Reporting on how each user, task or process has advanced since its initiation View and track pertinent metrics to find patterns and gain insights from data Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Securely stores data to prevent data loss or breaches At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them 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 Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (6) 4.2 Based on 6 reviews ## Pricing Value for money 4.5 (6) Free Version Basic A$15.00 Per User,Per Month Value for money 4.5 (6) 4.5 Based on 6 reviews ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ 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 4.2 (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 4.2 (6) 4.2 Based on 6 reviews ## User reviews Overall rating 4.3 Based on 6 reviews Filter by rating 5(3) 4(2) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AM Angus M. Managing Director Marketing and Advertising ### "No response from Customer Support for 3 weeks" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 January 31, 2024 Pros The ability to track our goals (OKR's) on Workfacta Cons lack of flexibility on start times and deleting meetings 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. JB Jevon B. Project Manager Professional Training & Coaching ### "Workfacta Business Management Transformed" 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 February 9, 2022 The entire journey that I have had with the Workfacta team and the product itself has been nothing short of amazing. The full onboarding that occurs with the platform is a refreshing approach and sets the Workfacta platform apart from the competition. I believe every organisation, regardless of size would benefit from the use of Workfacta. Pros The Workfacta platform is an amazing tool that helps any organisation in business efficiency. The platform allows any team within a business to keep track of all opportunities, challenges, and action items and ensures that nothing is dropped. In addition to this, it will allow you to tie all of those activities to annual goals and quarterly targets. Cons The only issue that I can raise is one which is not a fault of the program, but the building of the discipline in the use of Workfacta. I call it the Workfacta muscle. Some members within an organisation will quickly build that muscle and continue to use it, whilst others need more prompting to do so. It is part of the journey in the implementation of Workfacta in every organisation. 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. BC Ben C. Managing Director Food Production ### "Workfacta 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 February 9, 2022 The training to kick us off was good. We have been updated along the journey. Our overall experience has has been very good. Pros The Workfacta has simple software to use to keep your Team, Activates and Strategic direction on path. Cons Our business was one of the first users of the software. There were some glitches along the way. To Workfactas credit there were ironed then out. The program has continually got better. If you buy anything like this and the company is listening to its customers you are on a winner. 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. AS Adrian S. Managing Director Mechanical or Industrial Engineering ### "A Great Goal Setting and Monitoring Tool" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 1, 2022 Pros Management teams are most effective when core objectives are shared and progress towards them transparent. Workfacta is the best tool I have found for collaborative goal setting and monitoring in a team environment Cons Would be greatly improved through an API to automatically populate the "numbers" 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. HY Haydn Y. Business Developer Electrical/Electronic Manufacturing ### "A platform just for Leadership Teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2022 It was refreshing to see a platform solely dedicated to the high-level growth and operations of a business. I have seen firsthand large companies with dozens of integrated I.T. systems deployed, and yet the Executive Leadership Team have resigned themselves to run their own weekly meeting on a spreadsheet! WorkFACTA is a small investment in the most important area of your business. Pros WorkFACTA is uncluttered and doesn't try to be or do everything. It keeps a focus on the critical high-level metrics for any Leadership Team - Goals, Opportunities, Challenges - and ties everything back to an Action and a Timeframe to drive accountability. It greatly assists in our weekly meetings and helps us in working 'on' the business. Prior to this, it was very easy to lose that important time getting dragged into the day to day issues; this platform doesn't allow that to happen, and keeps everyone disciplined. Cons Some sorting and filtering options could be slightly improved for user experience but these are continually being refined I have noticed. 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. GI Greg I. Chief Executive Officer Non-Profit Organization Management ### "Workfacta Product Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 27, 2022 Our overall experience with Workfacta has been wonderful. The journey from baptism to becoming a Workfacta champion has been a very enriching experience. The tool is such a powerful platform that will transform any organisation to become more effective and efficient. Pros The product has two main strengths that drew us to Workfacta. Firstly, the product encompasses an onboarding process that has all users in the room led by a Workfacta representative. This means that all facets of the tool are explained, questions can be asked, and we can even have a practice meeting to have a go at the product. Secondly, once the onboarding is complete, the use of the software is incredibly easy. If there are any questions, there is a very thorough self-help centre, and you can contact a Workfacta rep who will happily attend to your query. Cons The system does not integrate with any other software/platform. This would be tricky given that every organisation uses different software/platforms for their everyday use, but if there was a wish list this would be on it. Reasons for choosing Workfacta The ease of use, the availability of the robust self-help centre, the accessibility to a Workfacta representative and the thorough onboarding for the organisation make the Workfacta product a cut above the rest. 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. ## 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. 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/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)