Plans That Make Execution Happen

Select a plan that fits your business needs.


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Great Start!

The perfect option for a growing team, start-up, or small business that wants to align team activity to execute their plan and achieve their goals.

Key Features

  • Develop and execute one (1) plan
  • Rich dashboards & visualizations
  • Static KPI’s
  • Activity digest & reminders
  • Mobile optimized design
  • Up to two (2) 3rd party integrations
  • Interactive tutorials


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Most Popular!

Everything a small or medium sized business needs to develop, execute, and measure their plans.

Key Features

  • Everything in Essentials, PLUS:
  • Create up to five (5) plans
  • Linear and Stepped KPI’s
  • Critical Success Factors
  • Up to ten (10) 3rd party Integrations
  • Advanced user permissions
  • Data export


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Complete Solution!

Ideal for medium to large organizations managing multiple plans across multiple teams and/or locations.

Key Features

  • Everything in Professional, PLUS:
  • Unlimited Plans
  • Advanced KPIs and visualizations
  • Unlimited 3rd party integrations
  • Premier support
  • Onboarding Accelerator included
  • Unlimited Precision Guidance
  • 99.9% SLA
  • Unlimited Viewers and Reviewers
  • And more…

Essentials Professional Enterprise
Organization Plans i
Plan builder wizard i
Flexible, cascaded plan structure i
Strategy overview dashboard i
Mobile-ready application i
Date-driven actions i
Automated plan health i
Advanced search i
Collaborators i
Progress notes i
Reminders & notifications i
Related links i
Activity digest i Weekly Daily Daily
File storage i
Customizable terminology i
Essentials Professional Enterprise
Personalized user dashboard i
Work center i
Calendar view i
Timeline view i
Custom work filters i
Key Performance Indicator (KPI) dashboard i
Static KPI metrics i
Linear KPI metrics i
Stepped KPI metrics i
Advanced KPI metrics i
Advanced KPI visualizations i
Critical success factors i
History log i
Custom tags i
Quick Add notepad i
Draft and publish i
Customizable GUI / whitelabling i
Data export i
Zapier integration i
Other 3rd party apps & integrations i 2 10 Unlimited
Unlimited viewers and reviewers i
Essentials Professional Enterprise
SOC 2 compliance i
SSL encryption i
Data encryption at rest i
Role-based access control i
Social provider authentication i
Advanced account permissions i
HIPAA compliance & BAA i
99.9% uptime SLA i
Essentials Professional Enterprise
Built-in tutorials & walkthroughs i
Self-serve knowledge base i
Interactive sample data i
Online support portal i Priority Priority Premier
Onboarding & implementation support i $ $
Unlimited Precision Guidance Sessions i
Dedicated Customer Success Manager i