---
title: "Best Strategic Planning Software 2026 | Capterra"
description: "Find the top Strategic Planning software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs."
source_url: "https://www.capterra.com/strategic-planning-software/"
page_type: "category"
language: "en"
---

# Best Strategic Planning Software

Last updated on September 11, 2026

Verified Insights

Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team.  
[Learn more](https://www.capterra.com/our-story/)

## DegreeSight

[4.6 (11)](https://www.capterra.com/p/196710/DegreeSight/reviews/)

What is this product about?

DegreeSight helps non-traditional transfer students find out how their credits will transfer and how long it should take to graduate. [Learn more](https://www.capterra.com/p/196710/DegreeSight/)

Starting price

Not available

Highest and lowest rated features

-   Dashboard5.0
-   Activity Dashboard4.5
-   Budgeting/Forecasting4.0
-   Roadmapping4.0

Ease of use

4.6 (11)

Most popular Integrations

Salesforce Platform

4.0

Ellucian

3.6

DegreeSight connects with 2+ software tools[See all integrations](https://www.capterra.com/p/196710/DegreeSight/#integrations)

---

## AchieveIt

[4.7 (21)](https://www.capterra.com/p/141509/AchieveIt/reviews/)

What is this product about?

Eliminate manual processes in strategic planning with AchieveIt—boosting visibility, accountability, and execution efficiency. [Learn more](https://www.capterra.com/p/141509/AchieveIt/)

Starting price

Not available

Free demo

Most popular features

-   Goal Setting/Tracking
-   Dashboard
-   Budgeting/Forecasting
-   KPI Monitoring
-   Milestone Tracking
-   Idea Management
-   Scenario Planning
-   Roadmapping
-   Modeling & Simulation
-   Scorecards
-   Generative AI
-   AI Copilot

Ease of use

4.7 (21)

---

## Spider Impact

[4.6 (27)](https://www.capterra.com/p/113352/SpiderImpact/reviews/)

What is this product about?

Spider Impact centralizes performance data and strategy, giving teams real-time insights to stay aligned and drive results. [Learn more](https://www.capterra.com/p/113352/SpiderImpact/)

Starting price

Not available

Free trial

Free demo

Highest and lowest rated features

-   KPI Monitoring5.0
-   Scorecards5.0
-   Activity Tracking4.5
-   Goal Setting/Tracking5.0

-   Milestone Tracking5.0

#### Selected review snippet

M

Michael G.

Health, Wellness and Fitness, 201-500 employees

> "Its intuitive and user-friendly KPI metric reporting, data sets, and initiatives function have significantly improved how we manage our business and track performance across our retail stores."

October 28, 2024

Ease of use

4.6 (27)

#### Selected review snippet

M

Michael G.

Health, Wellness and Fitness, 201-500 employees

> "Its intuitive and user-friendly KPI metric reporting, data sets, and initiatives function have significantly improved how we manage our business and track performance across our retail stores."

October 28, 2024

Most popular Integrations

Microsoft Excel

4.8

Jira

4.4

Asana

4.5

Google Sheets

4.7

Google Analytics 360

4.7

HubSpot Marketing Hub

4.5

HubSpot CRM

4.5

Stripe

4.6

Microsoft Power BI

4.6

Spider Impact connects with 17+ software tools[See all integrations](https://www.capterra.com/p/113352/SpiderImpact/#integrations)

---

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## Ninety

[4.7 (63)](https://www.capterra.com/p/230178/Ninety/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Align your team on long-term goals and short-term action. Try Ninety free for 30 days to bring your strategy to life. [Learn more](https://www.capterra.com/p/230178/Ninety/)

Starting price

$16.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Goal Setting/Tracking4.6
-   Dashboard4.6
-   Progress Tracking5.0
-   Scorecards4.8

-   Data Import/Export3.5
-   Task Management4.2
-   Milestone Tracking3.0
-   Task Progress Tracking3.0

#### Selected review snippet

K

Kristen N.

Hospital & Health Care, 11-50 employees

> "It provided a strong framework for implementing EOS and helped bring more structure and accountability to our meetings and goals. While there were some areas where additional customization or flexibility would have been helpful, the platform supported our team in building better processes and maintaining focus on our priorities."

August 3, 2026

Ease of use

4.5 (63)

#### Selected review snippet

K

Kristen N.

Hospital & Health Care, 11-50 employees

> "It provided a strong framework for implementing EOS and helped bring more structure and accountability to our meetings and goals. While there were some areas where additional customization or flexibility would have been helpful, the platform supported our team in building better processes and maintaining focus on our priorities."

August 3, 2026

Most popular Integrations

monday.com AI Work Platform

4.6

Google Calendar

3.3

Microsoft To Do

4.6

Zapier

4.7

Microsoft Planner

4.3

Ninety connects with 5+ software tools[See all integrations](https://www.capterra.com/p/230178/Ninety/#integrations)

#### Selected review snippet

K

Kelsey H.

Machinery, 51-200 employees

> "I like how it integrates with Microsoft applications so you're able to update your to-do's directly from Outlook."

July 3, 2025

---

## ClearPoint Strategy

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

What is this product about?

ClearPoint Strategy streamlines strategic planning with AI, automation, and expert guidance for sustainable growth. [Learn more](https://www.capterra.com/p/135495/ClearPoint-Strategy/)

Starting price

$50.00

Per Feature, Per Month

Free demo

Highest and lowest rated features

-   Strategic Planning4.3
-   KPI Monitoring5.0
-   Goal Setting/Tracking4.4
-   Budgeting/Forecasting4.5

-   Data Import/Export4.0
-   Dashboard4.5
-   Milestone Tracking4.5
-   Scorecards4.0

#### Selected review snippet

L

Lynsey G.

Hospital & Health Care, 51-200 employees

> "What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals."

March 10, 2026

Ease of use

4.6 (52)

#### Selected review snippet

L

Lynsey G.

Hospital & Health Care, 51-200 employees

> "The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent."

March 10, 2026

Most popular Integrations

Trello

4.5

Microsoft Excel

3.5

WordPress

4.6

Asana

4.5

Google Sheets

4.7

Google Analytics 360

4.7

monday.com AI Work Platform

4.6

Zapier

4.7

Tableau

4.6

ClearPoint Strategy connects with 10+ software tools[See all integrations](https://www.capterra.com/p/135495/ClearPoint-Strategy/#integrations)

---

## Corporater Business Management Platform

[4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/)

What is this product about?

Corporater Strategy Management helps organizations to have a centralized place for strategic planning and execution. [Learn more](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/)

Starting price

Not available

Free demo

Highest and lowest rated features

-   Goal Setting/Tracking3.8
-   Customizable Templates5.0
-   Budgeting/Forecasting3.3
-   KPI Monitoring4.0

-   Data Import/Export1.0
-   Milestone Tracking3.5
-   Roadmapping4.0
-   Dashboard5.0

Ease of use

4.1 (15)

---

## Aha!

[4.7 (565)](https://www.capterra.com/p/144020/Aha/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. [Learn more](https://www.capterra.com/p/144020/Aha/)

Starting price

$59.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Prioritization4.6
-   Strategic Planning4.7
-   Task Management4.7
-   Roadmapping4.9

-   Idea Management4.1
-   Document Management3.0
-   Budgeting/Forecasting4.5
-   Task Progress Tracking4.6

#### Selected review snippet

Carlie R.

Arts and Crafts, 1-10 employees

> "It's streamline interface and website made it user friendly and made the process easy and stress free"

March 31, 2026

Ease of use

4.4 (565)

#### Selected review snippet

Jerrid C.

Computer Software, Self-employed

> "Customer feedback capture is another strong area, since it helps turn customer input into roadmap items instead of letting feedback sit in emails, notes, or disconnected documents."

July 27, 2026

Most popular Integrations

Microsoft Word

4.7

Miro

4.7

Figma

4.7

ServiceNow

4.5

Azure DevOps

5.0

Bugzilla

4.1

Aha! connects with 42+ software tools[See all integrations](https://www.capterra.com/p/144020/Aha/#integrations)

#### Selected review snippet

Klaus Z.

Information Technology and Services, 501-1,000 employees

> "Integrations with engineering tools like Azure DevOps help keeping track with delivery without the need to recreate everything in AHA!"

February 18, 2026

---

## CCH Tagetik

[4.4 (108)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

87% recommend

What is this product about?

CCH Tagetik empowers enterprise-sized companies with AI-driven finance transformation — uniting close, planning, tax & reporting. [Learn more](https://www.capterra.com/p/62308/CCH-Tagetik/)

Starting price

$50000.00

Per Feature

Free demo

Most popular features

-   Goal Setting/Tracking
-   Dashboard
-   Budgeting/Forecasting
-   KPI Monitoring
-   Milestone Tracking
-   Idea Management
-   Scenario Planning
-   Roadmapping
-   Modeling & Simulation
-   Scorecards
-   Generative AI
-   AI Copilot

Ease of use

4.1 (108)

#### Selected review snippet

elisa Z.

Financial Services, 501-1,000 employees

> "What I appreciated most about CCH Tagetik is its ability to automate complex consolidation and financial close processes, which greatly reduces manual effort and the risk of errors."

April 9, 2026

Most popular Integrations

Microsoft PowerPoint

4.7

Microsoft Excel

5.0

Microsoft 365

5.0

Microsoft Word

5.0

Microsoft Power BI

4.6

SAP S/4HANA Cloud

4.7

Qlik Sense

4.5

SAP BW/4HANA

3.7

SAP Datasphere

No rating

CCH Tagetik connects with 9+ software tools[See all integrations](https://www.capterra.com/p/62308/CCH-Tagetik/#integrations)

---

## Ganacos

[4.9 (19)](https://www.capterra.com/p/150505/Ganacos/#reviews)

What is this product about?

A single platform for all data-driven decisions. Inspired by spreadsheets flexibility. Built for strategic planning. Free demo [Learn more](https://www.capterra.com/p/150505/Ganacos/)

Starting price

€20000.00

Per Year

Free demo

Highest and lowest rated features

-   Customizable Reports4.0
-   Scenario Planning5.0
-   Performance Metrics4.0
-   Real-Time Data4.0

-   Scorecards4.0

Ease of use

4.8 (19)

---

## Inspire

[4.8 (5)](https://www.capterra.com/p/192683/Leadership-Development-Software/#reviews)

What is this product about?

Easy to implement, learn and use, Inspire¿s strategic planning platform gets your strategic plan off the whiteboard and into reality. [Learn more](https://www.capterra.com/p/192683/Leadership-Development-Software/)

Starting price

$10.00

Per User, Per Month

Free demo

Most popular features

-   Goal Setting/Tracking
-   Dashboard
-   Budgeting/Forecasting
-   KPI Monitoring
-   Milestone Tracking
-   Idea Management
-   Scenario Planning
-   Roadmapping
-   Modeling & Simulation
-   Scorecards
-   Generative AI
-   AI Copilot

Ease of use

4.8 (5)

Most popular Integrations

Google Drive

4.8

Slack

4.7

Google Workspace

4.7

Jira

4.4

Microsoft 365

4.6

Microsoft Teams

4.5

SurveyMonkey

4.6

Zoho CRM

4.3

HubSpot CRM

4.5

Inspire connects with 22+ software tools[See all integrations](https://www.capterra.com/p/192683/Leadership-Development-Software/#integrations)

---

## Power ON

[4.3 (11)](https://www.capterra.com/p/240152/Power-ON/#reviews)

What is this product about?

Turn Power BI into a complete planning workspace. Edit data, build forecasts, collaborate in real-time. Excel feel. AI insights. [Learn more](https://www.capterra.com/p/240152/Power-ON/)

Starting price

Not available

Free demo

Most popular features

-   Goal Setting/Tracking
-   Dashboard
-   Budgeting/Forecasting
-   KPI Monitoring
-   Milestone Tracking
-   Idea Management
-   Scenario Planning
-   Roadmapping
-   Modeling & Simulation
-   Scorecards
-   Generative AI
-   AI Copilot

Ease of use

4.2 (11)

---

## Essential Strategy

0.0 (0)

What is this product about?

Essential Strategy helps organizations document, organize and achieve their strategic objectives. [Learn more](https://www.capterra.com/p/98764/Essential-Strategy/)

Starting price

Not available

Free trial

Free demo

Most popular features

-   Goal Setting/Tracking
-   Dashboard
-   Budgeting/Forecasting
-   KPI Monitoring
-   Milestone Tracking
-   Idea Management
-   Scenario Planning
-   Roadmapping
-   Modeling & Simulation
-   Scorecards
-   Generative AI
-   AI Copilot

---

## airfocus

[4.5 (124)](https://www.capterra.com/p/172674/airfocus/reviews/)

What is this product about?

The first modular strategic product management platform: Discover, learn, plan, and deliver - your way. [Learn more](https://www.capterra.com/p/172674/airfocus/)

Starting price

$59.00

Per User, Per Month

Free trial

Free demo

Highest and lowest rated features

-   Prioritization4.3
-   Roadmapping4.5
-   Idea Management4.3
-   Gantt/Timeline View4.0

-   Milestone Tracking3.0
-   Drag & Drop3.3
-   Budgeting/Forecasting2.0
-   "What If" Scenarios2.0

#### Selected review snippet

V

Vivek A.

Computer Software, 1,001-5,000 employees

> "simple intuitive user interface"

April 25, 2022

Ease of use

4.5 (124)

#### Selected review snippet

A

Andrea M.

Telecommunications, 501-1,000 employees

> "Its prioritization features and ability to align stakeholders around a clear roadmap have made it a valuable asset in our strategic planning process."

October 10, 2024

Most popular Integrations

Trello

4.5

Salesforce Sales Cloud

4.4

Jira

5.0

Basecamp

4.4

Asana

4.5

GitHub

4.8

monday.com AI Work Platform

4.6

Zapier

4.7

Wrike

4.4

airfocus connects with 15+ software tools[See all integrations](https://www.capterra.com/p/172674/airfocus/#integrations)

---

## Profit.co

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

93% recommend

What is this product about?

Cloud-based, AI-enabled Enterprise Strategy Planning Software that assists with aligning goals, tracking KPIs, and driving results. [Learn more](https://www.capterra.com/p/182965/Profit/)

Starting price

Not available

Free trial

Free demo

Highest and lowest rated features

-   Goal Setting/Tracking4.9
-   Strategic Planning4.7
-   KPI Monitoring4.8
-   Milestone Tracking4.8

-   Dashboard3.8
-   Budgeting/Forecasting3.5
-   Scenario Planning4.5
-   Prioritization4.8

#### Selected review snippet

C

Caleb J.

Computer Software, 1,001-5,000 employees

> "User Friendly Product and easy to navigate"

December 11, 2024

Ease of use

4.4 (229)

#### Selected review snippet

M

Mauricio D.

Biotechnology, 51-200 employees

> "The platform has been particularly impactful in the Innovation & Processes area, where it supports the standardization of processes, tracking of KPIs, and execution of strategic initiatives through clearly defined OKRs."

April 14, 2026

Most popular Integrations

Slack

4.7

Google Workspace

4.7

Jira

5.0

Microsoft 365

4.6

Gmail

4.8

Microsoft Teams

4.6

Profit.co connects with 65+ software tools[See all integrations](https://www.capterra.com/p/182965/Profit/#integrations)

#### Selected review snippet

F

Francisco P.

Construction, 201-500 employees

> "The software is continuosly being updates, adding features and integrating customer experiences."

June 11, 2024

---

## Zoho Sprints

[4.5 (300)](https://www.capterra.com/p/169569/Zoho-Sprints/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Zoho Sprints is a cloud-based agile project management platform that helps teams plan, track, and deliver work with clarity. [Learn more](https://www.capterra.com/p/169569/Zoho-Sprints/)

Starting price

$12.00

Per User, Per Year

Free trial

Free demo

Highest and lowest rated features

-   API5.0
-   Idea Management5.0
-   Prioritization5.0
-   Task Management5.0

-   Third-Party Integrations4.0

#### Selected review snippet

A

Angou L.

Non-Profit Organization Management, 11-50 employees

> "It has a clean intuitive interface that is very easy to use even for new users with no technical skills."

March 19, 2026

Ease of use

4.5 (300)

#### Selected review snippet

A

Aya K.

Alternative Dispute Resolution, Self-employed

> "Its comprehensive Scrum boards, drag-and-drop interface, and smooth connection with the larger Zoho ecosystem are often praised by users."

April 14, 2026

Most popular Integrations

Google Workspace

4.7

Jira

3.0

Microsoft 365

4.6

Microsoft Teams

4.5

GitHub

4.6

Google Calendar

4.8

Zoho Sprints connects with 28+ software tools[See all integrations](https://www.capterra.com/p/169569/Zoho-Sprints/#integrations)

#### Selected review snippet

A

Anil J.

Information Services, 1-10 employees

> "The integration with other Zoho products and third-party tools like Slack and GitHub makes it even more versatile."

January 13, 2025

---

[## Trello](https://www.capterra.com/p/211559/Trello/)

[4.5 (23612)](https://www.capterra.com/p/211559/Trello/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Trello is a cloud-based project management software that helps teams organize and manage their tasks and projects from anywhere. [Learn more](https://www.capterra.com/p/211559/Trello/)

Pros and cons based on reviews

-   Comprehensive real-time team collaboration
-   Versatile multi-purpose organization tool
-   Overwhelming and inconsistent notifications
-   Limited granular access and security

Starting price

$5.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.7
-   Task Progress Tracking4.9
-   Strategic Planning4.6
-   Project Planning4.8

-   KPI Monitoring4.2
-   API4.3
-   Template Management4.3
-   Prioritization4.6

#### Selected review snippet

Petru T.

Information Technology and Services, 51-200 employees

> "What I like most about Trello is how fast it can organize and turn thoughts into something visual ,structured with KPI monitoring systems in place."

June 23, 2026

Ease of use

4.5 (23,612)

#### Selected review snippet

Tom L.

Information Technology and Services, 11-50 employees

> "Useful collaboration tool for the marketing team to manage our content and comms calendar - the calendar power up in particular is easy to manage within the team, and share across the wider business to give visibility on our activity"

March 19, 2026

Most popular Integrations

Slack

4.6

Jira

4.6

Google Calendar

4.6

Zapier

4.7

Jotform

4.7

Hubstaff

4.5

Trello connects with 112+ software tools[See all integrations](https://www.capterra.com/p/211559/Trello/#integrations)

#### Selected review snippet

Mustafa A.

Civic & Social Organization, Self-employed

> "I also appreciate the 'Power-Ups' which allow for seamless integration with other tools like Google Drive and Slack, and the Butler automation feature helps save time on repetitive tasks"

April 14, 2026

---

[## Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15478)](https://www.capterra.com/p/19319/JIRA/reviews/)

What is this product about?

Jira is a project management tool for all teams to collaboratively plan, track, and manage projects, customize workflows, and more. [Learn more](https://www.capterra.com/p/19319/JIRA/)

Pros and cons based on reviews

-   Robust agile workflow support
-   Comprehensive project oversight tools
-   Frequent bugs and glitches
-   Slow performance with scale

Starting price

$7.91

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.5
-   Prioritization5.0
-   Workflow Management4.8
-   Task Progress Tracking4.0

-   Budgeting/Forecasting3.7
-   Project Planning4.2
-   Data Visualization3.0
-   Data Import/Export4.0

#### Selected review snippet

Matisse D.

Marketing and Advertising, 501-1,000 employees

> "Jira also has a great overview off all your relevant sections."

May 21, 2026

Ease of use

4.1 (15,478)

#### Selected review snippet

D

Dave R.

Mechanical or Industrial Engineering, 11-50 employees

> "Its customizable workflows, issue tracking, dashboards, and collaboration features help development and IT teams stay organized while making it easy to monitor project status and ongoing work."

July 13, 2026

Most popular Integrations

Salesforce Sales Cloud

4.4

Zendesk Suite

4.7

Confluence

4.6

Microsoft Outlook

4.5

Lucidchart

4.5

Hubstaff

4.5

Jira connects with 48+ software tools[See all integrations](https://www.capterra.com/p/19319/JIRA/#integrations)

#### Selected review snippet

Denis M.

Financial Services, 201-500 employees

> "I really rely on the integrations with Confluence and GitHub - it’s incredibly helpful to see code commits or doc pages linked directly to a ticket so I don't have to go digging around."

April 29, 2026

---

[## Asana](https://www.capterra.com/p/184581/Asana-PM/)

[4.5 (13675)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Asana makes strategy a living system — cascade goals, track execution in real time, and connect every initiative to strategy. [Learn more](https://www.capterra.com/p/184581/Asana-PM/)

Pros and cons based on reviews

-   Comprehensive real-time project tracking
-   Versatile work organization tools
-   Overwhelming and excessive notifications
-   Performance and reliability concerns

Starting price

$10.99

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management5.0
-   Workflow Management4.9
-   Task Progress Tracking4.9
-   Reporting & Statistics4.8

-   Budgeting/Forecasting3.9
-   Goal Setting/Tracking4.0
-   Data Import/Export4.5
-   Real-Time Data4.5

#### Selected review snippet

Yugma S.

Biotechnology, 201-500 employees

> "Asana is its intuitive interface and has the strong task management capabilities."

May 12, 2026

Ease of use

4.4 (13,675)

#### Selected review snippet

Veronika T.

Commercial Real Estate, 1-10 employees

> "It helped me bring structure and clarity to managing my beauty coworking space, especially with part-time staff. Once everything was set up, it became a reliable system for keeping tasks organized and the team aligned."

March 25, 2026

Most popular Integrations

Google Sheets

4.7

GitLab

4.6

WebWork Time Tracker

4.6

Make

4.8

Mailbird

4.4

SkedPal

4.5

Asana connects with 108+ software tools[See all integrations](https://www.capterra.com/p/184581/Asana-PM/#integrations)

#### Selected review snippet

Verified Reviewer

Facilities Services, 51-200 employees

> "Value for money easy to assign tasks to different individuals and integration is easy."

April 1, 2026

---

[## monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)

[4.6 (6108)](https://www.capterra.com/p/147657/monday-com/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

From basic projects to complex portfolio management--teams deliver their best strategic planning on monday.com's open platform. [Learn more](https://www.capterra.com/p/147657/monday-com/)

Pros and cons based on reviews

-   Comprehensive project tracking tools
-   Highly customizable workflow management
-   High and complex pricing structure
-   Frequent bugs and glitches

Starting price

$9.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.7
-   Task Progress Tracking4.6
-   Progress Tracking5.0
-   Real-Time Data5.0

-   Data Import/Export3.5
-   API3.0
-   Data Visualization4.0
-   Goal Setting/Tracking4.7

#### Selected review snippet

Graham B.

Management Consulting, 1-10 employees

> "The easier and smoother interactions with information and data inputs once the web pages content has been built and ready for user input."

May 5, 2026

Ease of use

4.5 (6,108)

#### Selected review snippet

L

Lokesh K.

Information Technology and Services, 201-500 employees

> "The AI integrations have been a game-changer for me, specifically for summarizing complex technical documentation and generating SEO-ready marketing content, which has significantly compressed our project lifecycles."

May 5, 2026

Most popular Integrations

Slack

4.6

Jira

4.4

Zoom Workplace

4.6

Asana

4.5

Adobe Creative Cloud

4.7

Shopify

4.5

monday.com AI Work Platform connects with 37+ software tools[See all integrations](https://www.capterra.com/p/147657/monday-com/#integrations)

#### Selected review snippet

Verified Reviewer

Mental Health Care, 51-200 employees

> "I love the fact that you can build in dependencies and it integrates with several other softwares such as Zoom, Gmail, and Slack (to name a few)."

January 22, 2026

---

[## ClickUp](https://www.capterra.com/p/158833/ClickUp/)

[4.6 (4628)](https://www.capterra.com/p/158833/ClickUp/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. [Learn more](https://www.capterra.com/p/158833/ClickUp/)

Pros and cons based on reviews

-   Comprehensive collaboration platform
-   Boosts organizational productivity
-   Frequent lag and slowdowns
-   Limited mobile functionality

Starting price

$10.00

Per User, Per Month

Highest and lowest rated features

-   Task Management4.6
-   Task Progress Tracking4.9
-   Workflow Management4.8
-   Activity Tracking4.7

-   Dashboard4.0
-   KPI Monitoring3.0
-   Prioritization4.0
-   Drag & Drop4.7

#### Selected review snippet

H

Harry D.

Marketing and Advertising, 11-50 employees

> "The user interface is a lot smoother and nicer looking visually than other products in the market, it definitely looks more modern!"

October 23, 2025

Ease of use

4.3 (4,628)

#### Selected review snippet

L

Louis S.

Real Estate, 51-200 employees

> "It combines tasks, docs, dashboards, automations, and team communication in one place, which reduces tool sprawl and improves visibility."

May 11, 2026

Most popular Integrations

Trello

4.5

Jira

4.4

Asana

4.5

Clockify

4.8

Zapier

4.7

Toggl

4.7

ClickUp connects with 160+ software tools[See all integrations](https://www.capterra.com/p/158833/ClickUp/#integrations)

#### Selected review snippet

William M.

Information Technology and Services, 1-10 employees

> "What stood out most was how well it integrates with other software. Whether it's Slack, GitHub, Google Drive, or various automation platforms, ClickUp connects smoothly and fits naturally into an existing workflow rather than forcing you to change how you work."

July 13, 2026

---

[## Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

[4.5 (3545)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. [Learn more](https://www.capterra.com/p/79104/Smartsheet/)

Pros and cons based on reviews

-   Real-time team collaboration tools
-   Versatile project tracking platform
-   High cost and licensing challenges
-   Performance and reliability concerns

Starting price

$9.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.6
-   Task Progress Tracking4.6
-   Workflow Management4.9
-   Strategic Planning4.8

-   Milestone Tracking4.0
-   Progress Tracking4.5
-   Goal Setting/Tracking4.5
-   Reporting & Statistics4.5

#### Selected review snippet

Julieann L.

Construction, 1-10 employees

> "Smartsheet takes all the benefits of Excel and creates an intuitive and super-simple to use platform."

February 19, 2026

Ease of use

4.3 (3,545)

#### Selected review snippet

M

Matt B.

Broadcast Media, 1,001-5,000 employees

> "Smartsheet supports a wide range of use cases, from workflow automation and reporting to governance, compliance, project management, and client-facing solutions."

June 8, 2026

Most popular Integrations

Google Drive

4.7

Jira

4.4

Microsoft Outlook

4.7

Tableau

4.7

Workplace from Meta

4.4

Okta

4.7

Smartsheet connects with 68+ software tools[See all integrations](https://www.capterra.com/p/79104/Smartsheet/#integrations)

#### Selected review snippet

Aditi S.

Marketing and Advertising, 11-50 employees

> "Integration with other platforms helped us to cut down a lot of extra work."

June 11, 2024

---

[## Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (3039)](https://www.capterra.com/p/76113/Wrike/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

Wrike is the AI-powered work delivery platform to turn your strategic plan into action and track progress in real time. [Learn more](https://www.capterra.com/p/76113/Wrike/)

Pros and cons based on reviews

-   Centralized real-time team collaboration
-   Comprehensive project visibility tools
-   High and inflexible pricing structure
-   Frequent minor bugs and glitches

Starting price

$10.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Gantt/Timeline View5.0
-   Commenting/Notes5.0
-   Prioritization5.0
-   API5.0

-   Activity Dashboard4.0
-   Milestone Tracking5.0
-   Progress Tracking5.0
-   Project Planning5.0

#### Selected review snippet

O

Ojaswini W.

Marketing and Advertising, 10,001+ employees

> "Additionally, the flexibility of the interface is a major advantage."

May 6, 2026

Ease of use

4.2 (3,039)

#### Selected review snippet

T

Thiago F.

Marketing and Advertising, 201-500 employees

> "It is a robust platform that helps centralize project management, improve workflow visibility, and keep teams aligned across multiple demands and deadlines."

April 21, 2026

Most popular Integrations

QuickBooks Online

4.3

Microsoft Outlook

4.3

Bitbucket

4.6

Microsoft Viva Engage

4.2

Marketo Engage

4.8

Zoho Books

4.4

Wrike connects with 131+ software tools[See all integrations](https://www.capterra.com/p/76113/Wrike/#integrations)

#### Selected review snippet

L

Lauren P.

Entertainment, 501-1,000 employees

> "Wrike’s integrations are also a big win; being able to connect it to tools like Outlook, Teams, Box keep communication and files tied directly to the work."

April 22, 2026

---

[## Notion](https://www.capterra.com/p/186596/Notion/)

[4.7 (2812)](https://www.capterra.com/p/186596/Notion/reviews/)

87% recommend

What is this product about?

Notion is a workspace for notes, tasks, and strategic planning, with tools for collaboration and project management. [Learn more](https://www.capterra.com/p/186596/Notion/)

Pros and cons based on reviews

-   Real-time collaborative workspace
-   Flexible all-in-one organization hub
-   Sluggish with large content
-   Mobile app usability issues

Starting price

$12.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.7
-   Task Progress Tracking4.6
-   Project Planning4.8
-   Goal Setting/Tracking4.7

-   Data Import/Export3.3
-   Milestone Tracking4.4
-   Drag & Drop4.2
-   Document Management4.5

#### Selected review snippet

K

Kerdjou T.

Management Consulting, Self-employed

> "Indeed first using notion is not that hard at all, everything is clear, and there is even an automatic tutoriel that is generated by Notion when you arrived in the interface this follow a questionary made by notion in order to highlight your uses."

March 18, 2025

Ease of use

4.4 (2,812)

#### Selected review snippet

C

Connor Q.

Media Production, 201-500 employees

> "It is ideal for project management and allows for a variety of views and filters, such as bullet points, kantan board, etc. As expected from task management solutions it allows for different status' flags that can be customised (Completed, pending, cancelled, etc) as well as creation of different 'buckets' that can be set according to whatever logic is fit for your purpose."

April 7, 2026

Most popular Integrations

Google Drive

4.8

Slack

4.6

Trello

4.5

Canva

4.7

Evernote Teams

4.4

GitHub

4.7

Notion connects with 90+ software tools[See all integrations](https://www.capterra.com/p/186596/Notion/#integrations)

#### Selected review snippet

Marko S.

Information Technology and Services, 1-10 employees

> "Databases are seamlessly integrated, everything works properly!"

October 6, 2025

---

[## Airtable](https://www.capterra.com/p/146652/Airtable/)

[4.6 (2243)](https://www.capterra.com/p/146652/Airtable/reviews/)

81% recommend

What is this product about?

Cloud-based relational database and app-building platform for managing workflows, automating tasks, and deploying AI agents across. [Learn more](https://www.capterra.com/p/146652/Airtable/)

Pros and cons based on reviews

-   Comprehensive organizational capabilities
-   Extensive customization options
-   Mobile functionality shortcomings
-   Scalability and feature restrictions

Starting price

$20.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Task Management4.9
-   Workflow Management5.0
-   Task Progress Tracking4.5
-   Strategic Planning4.3

-   Real-Time Reporting2.0
-   Idea Management4.3
-   KPI Monitoring4.3
-   Milestone Tracking4.0

#### Selected review snippet

Cristiano F.

Marketing and Advertising, Self-employed

> "What I like most about Airtable is the user experience: the interface feels modern, clean, and very visual, so it’s easy to understand even for non‑technical users."

April 15, 2026

Ease of use

4.4 (2,243)

#### Selected review snippet

Dana K.

Real Estate, 1-10 employees

> "I have created Bases that run my business, create invoices, track my continuing education credits, budget, CRM's, organize my home, etc. If it can go in a spreadsheet, it can become so much more in an Airtable Base."

April 13, 2026

Most popular Integrations

Jira

4.4

HubSpot Marketing Hub

4.5

Zapier

4.7

Microsoft Outlook

4.5

Tableau

4.6

Miro

4.7

Airtable connects with 52+ software tools[See all integrations](https://www.capterra.com/p/146652/Airtable/#integrations)

#### Selected review snippet

Dana K.

Real Estate, 1-10 employees

> "It is the one piece of software that I don't even think twice about renewing. And now that they have integrated AI into its capabilities, I'm even more excited to try using it for other projects."

April 13, 2026

---

[## Miro](https://www.capterra.com/p/128955/Miro/)

[4.7 (1705)](https://www.capterra.com/p/128955/Miro/reviews/)

[Capterra Shortlist](https://www.capterra.com/strategic-planning-software/shortlist/)

What is this product about?

The #1 online collaborative whiteboard platform where teams get work done. [Learn more](https://www.capterra.com/p/128955/Miro/)

Pros and cons based on reviews

-   Real-time collaborative workspace
-   Versatile visual brainstorming platform
-   Complex and unintuitive navigation
-   Frequent bugs and reliability concerns

Starting price

$10.00

Per User, Per Month

Free trial

Highest and lowest rated features

-   Collaboration Tools4.8
-   Strategic Planning4.7
-   Task Management4.3
-   Task Progress Tracking4.5

-   Milestone Tracking3.8
-   Data Import/Export3.7
-   KPI Monitoring4.0
-   Goal Setting/Tracking4.1

#### Selected review snippet

Angel U.

Import and Export, 51-200 employees

> "Its intuitive interface makes it easy for cross‑functional teams to adopt and use without a steep learning curve."

May 5, 2026

Ease of use

4.5 (1,705)

#### Selected review snippet

O

Orest R.

Chemicals, 11-50 employees

> "It does have it’s disadvantages, such as the limit on dashboards and the small number of free templates, but it also has many advantages that make virtual teamwork easier and faster. Once you get the hang of it, it becomes a very useful and even fun tool!"

March 17, 2026

Most popular Integrations

Google Drive

4.8

Slack

4.6

Trello

4.5

OneDrive

4.5

Microsoft Teams

4.5

monday.com AI Work Platform

4.6

Miro connects with 43+ software tools[See all integrations](https://www.capterra.com/p/128955/Miro/#integrations)

#### Selected review snippet

E

Erwin M.

Information Technology and Services, 51-200 employees

> "It supports integrations with major cloud storage solutions and office suites."

July 11, 2025

---

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Table of Contents

-   [1\. What is strategic planning software?](#1-what-is-strategic-planning-software)
-   [2\. The benefits of strategic planning software](#2-the-benefits-of-strategic-planning-software)
-   [3\. Typical features of strategic planning software](#3-typical-features-of-strategic-planning-software)
-   [4\. The cost of strategic planning software](#4-the-cost-of-strategic-planning-software)
-   [5\. Considerations when purchasing strategic planning software](#5-considerations-when-purchasing-strategic-planning-software)
-   [6\. Relevant strategic planning software trends](#6-relevant-strategic-planning-software-trends)

### 1\. What is strategic planning software?

Strategic planning software gives companies a centralized place to define business performance objectives, collect data, track progress, analyze trends, and predict outcomes. The software automatically collects key performance metrics from throughout a business’s software ecosystem to assemble a historical record of past performance. Decision-makers can then analyze trends and use predictive modeling to make informed decisions about future resource allocation.

* * *

### 2\. The benefits of strategic planning software

-   **Automatically collect performance analytics**: Once you've defined your quantifiable key performance indicators (KPIs), strategic planning software can begin collecting data from other integrated software. Data collection and calculation happens in the background, which provides faster results that are more accurate and affordable than manual KPI tracking methods.
    
-   **Save time managing projects**: Continuously checking in with employees regarding goal status costs everyone valuable time. Strategic planning software creates a fast, readily-accessible location where everyone can view progress statistics and scorecards without interrupting each other to check on them.
    
-   **Test decision scenarios in advance**: Many strategic planning software solutions offer scenario testing. This capability allows managers to input complex starting data and calculate outcomes based on historical metrics. Scenario testing gives managers valuable insights for making good strategic decisions.
    
-   **Develop historical performance baselines**: Tracking performance over time creates rich data that can help companies discover and predict cyclical business trends. They also capture the results of unexpected crises and unique opportunities for later study. Knowing what happened in the past helps organizations plan for the future.
    

* * *

### 3\. Typical features of strategic planning software

Strategic planning software features vary by platform, but many solutions include the following features:

-   **Goal setting**: Establish measurable goals and objectives and track and review those over time. Configure quantitative benchmarks based on qualitative improvement goals such as improved customer support.
    
-   **Key performance indicators**: Establish and track KPIs that help evaluate progress and results.
    
-   **Milestone tracking**: Manage project status by monitoring task progress and intermediate accomplishments.
    
-   **Strategic planning**: Visualize a preferred outcome, define goals, and identify specific steps to achieve them.
    
-   **Dashboard**: Review statistics in a centralized collection of attractive and informative graphs and charts.
    
-   **Predictive modeling and simulation**: Perform what-if analyses by configuring possible performance scenarios based on defined inputs. Use the calculated outcomes to analyze yield and project cash flow.
    
-   **Collaborative roadmapping**: Create a plan for achieving desired outcomes by setting important milestones in an environment where all stakeholders can view progress and contribute ideas.
    

* * *

### 4\. The cost of strategic planning software

Most products in this market are priced on a per user, per month basis. Pricing can be divided into three pricing tiers based on the starting prices: 

**Price ranges\*:**

-   $3 - $21
    
-   $21 - $229
    
-   $229+
    

_\*The pricing included is for the entry-level/lowest priced offering found on vendor websites on October 12, 2020. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products._

* * *

### 5\. Considerations when purchasing strategic planning software

Keep the following considerations in mind when choosing strategic planning software:

-   **Factor in the cost of training employees on how to use strategic planning software**: Configuring automation integrations can take some time and this process may not always be as intuitive as other more common types of software. The resulting learning curve is an important factor when choosing a platform. If your team has never used strategic planning software before, look for products that have received positive reviews for simplicity, documentation, and customer support.
    
-   **Calibrate the number of features you need against ease of use**: Some of the most advanced, best-of-breed platforms offer so many features and customizations that companies sometimes struggle to use and understand the tools. Look for solutions that focus on the greatest needs you currently have, the needs you anticipate as you grow, and your talent pool during implementation.
    
-   **Prepare your team for possible modifications to certain workflows**: Some strategic planning tools require employees to manually update certain completion milestones so the software can register progress. This extra step is usually easy, but it can represent a small change in how work is accomplished. At least initially, some employees may need training and reinforcement to keep the strategic planning software up to date.
    

* * *

### 6\. Relevant strategic planning software trends

-   **Mounting global uncertainty is making predictive modeling more popular than ever before**. Companies want to feel like they have more control over the future. Strategic planning software helps make predictions about future performance and gives managers that sense of control. The democratization of technologies such as machine learning and artificial intelligence are making predictive modeling more mainstream among small and midsized businesses. This technology is also becoming more affordable.
    
-   **Strategic planning software can support Agile and lean planning methodologies**. Agile frameworks generally split large projects into smaller sprints with predefined, iterative milestones. Many strategic planning software platforms are built around this structure. Therefore, strategic planning software is increasingly becoming part of how modern companies manage Agile operations.
    

* * *

**Sources**

Products evaluated for the pricing calculation were taken from Capterra's [Strategic Planning Software Top 20 report](https://www.capterra.com/strategic-planning-software/#top-20). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them.