# 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/alternatives

---

# 

 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.

[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 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting Price

A$15

Per User, Per Month

Starting Price

$10

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (6)

Ease Of Use

4.2 (2,531)

Value For Money

4.5 (6)

Value For Money

4.2 (1,834)

Customer Service

4.2 (6)

Customer Service

4.3 (1,987)

## Workfacta alternatives

[4.8 (52)](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/)

Starting price

$50.00

Per User, Per Month

[4.4 (15,308)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Highest Rated

[4.8 (224)](https://www.capterra.com/p/182965/Profit/reviews/)

Starting price

Contact vendor for pricing

## 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.

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/)