--- title: "Essential Strategy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Essential Strategy Software - reviews, pricing plans, popular comparisons to other Project Planning products and more." source_url: "https://www.capterra.com/p/98764/Essential-Strategy/" page_type: "product" language: "en" --- # Essential Strategy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[Support](#support) Essential Strategy ## What is Essential Strategy? Essential Strategy makes tracking progress towards achieving organizational objectives simple. Key progress updates and next steps are highlighted to ensure schedules are maintained and executives can automate update requests before an objective goes off schedule. The system features detailed objective dashboard screens simplify tracking status, budgets, benefits and how close an objective is to completion. ## What is Essential Strategy used for? [OKR](https://www.capterra.com/okr-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Project Planning](https://www.capterra.com/project-planning-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial 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 Essential Strategy?[Manage this product listing](https://www.g2.com/products/essential-strategy/claim_requests/new?auto=true) ## Essential Strategy Overview Updated August 2026 AI summary Essential Strategy offers project planning, OKR, and strategic planning tools for small and midsize businesses, featuring Gantt and timeline views, resource and task management, and visualization capabilities. It is delivered as a cloud-based solution and includes prioritization features to help teams organize and focus initiatives. The platform is accessible via web and SaaS deployment options. ## 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. ### Essential Strategy 0.0 VS. [4.8 (229)](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 0.0 (0) Ease Of Use 4.4 (229) Value For Money 0.0 (0) Value For Money 4.7 (211) Customer Service 0.0 (0) Customer Service 4.9 (215) ## Essential Strategy alternatives [4.6 (6,117)](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 [4.7 (565)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Peoplebox](https://www.capterra.com/p/197968/Peoplebox/) [4.6 (244)](https://www.capterra.com/p/197968/Peoplebox/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/197968/Peoplebox/) [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/) ## FAQs about Essential Strategy Features and Usability ### What are the key features of Essential Strategy? Essential Strategy includes strategic planning, project management, and project planning tools, plus task management, milestone tracking, and goal setting/tracking. It also offers KPI monitoring, scorecards, budgeting/forecasting, scenario planning, and visual reporting through dashboards, charting, data visualization, and Gantt/timeline view. Getting Started and Support ### What training and onboarding options does Essential Strategy offer? Essential Strategy provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, and documentation gives written reference material for self-paced review and later consultation. Getting Started and Support ### What customer support options does Essential Strategy offer? Essential Strategy provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback on support is available here, so support quality, response times, and common issues cannot be described from the catalog data. ## Features AI summary Based on 4,562 Project Planning reviews Capterra data shows that buyers of Project Planning software rank the following features as their top priorities: - **Project Management** (**75%** of reviewers rated this feature as critical) - **Workflow Management** (**69%**) - **Multiple Projects** (**60%**) Essential Strategy includes **Project Management**. However, it does not offer **Workflow Management** or **Multiple Projects**. Its support for **Project Management** gives teams a central way to plan tasks, track progress, and keep project work organized, helping businesses maintain visibility into timelines, responsibilities, and overall execution. 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 Budgeting/Forecasting Create budgets based on historical data and future projections Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Customizable Reports Alter the layout and content of reports Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Essential Strategy 22 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 - Budgeting/Forecasting: Create budgets based on historical data and future projections - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - KPI Monitoring: Tracking the status of previously identified performance measurements - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Prioritization: Arrange tasks based on the level of priority or urgency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Tracking: Monitor the progress of projects from start to finish - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - 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 - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available 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 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 ## 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.