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features
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Description

Causey helps a nonprofit organization improve its strategic planning process and effectiveness. Our software, which is based on our 20+ years' experience in strategic planning and a focus of simplicity, serves as a home to all things related an organization's execution and strategy, making your job easier as an executive director or board. By using specialized software to plan strategically, rather than Google Docs or Word for example, an organization can reinforce the importance of strategic planning. The software sends out automated emails to key users that encourage them to work on their plan and track progress. Track key metrics to keep staff and board members on the same page. Users can run monthly reports that show which features are working and which ones are not.

Description

VisionSync is strategic planning software for strategy execution, used by colleges and universities, hospitals and health systems, cities, counties and state agencies, nonprofits and chambers of commerce. It keeps an approved strategic plan moving by connecting every goal to the initiatives that move it and the people who own them. Teams load their plan in their own framework and wording, naming every layer from pillars and goals to strategic initiatives and mirroring their organization structure. Each initiative gets one owner, RACI roles, tasks, a due date and a target for each review period, so KPIs are tracked through the initiatives behind them. Updates come in on schedule through email and in-app reminders, with Microsoft Teams and Slack reminders in beta. Each update records progress against the target, an on track, off track or neutral status, and a comment explaining the number. Progress is normalized and rolls up through every department to the organization's goals, and board, table, dashboard and heatmap views show where the plan stands. Leadership and board reports come straight from live data, and tags tie initiatives to accreditation criteria, grants, funding sources or standards so evidence reports come from the same updates. PulseIQ, an optional AI assistant in beta, answers plain-language questions and writes per-initiative summaries using only the organization's own plan data. VisionSync supports SAML single sign-on, role-based permissions, plan visibility controls and encryption in transit, with accessibility aligned to WCAG 2.2 AA and Section 508. Implementation, training and ongoing support are included, and most organizations go live in 30 to 60 days.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Active Directory No 
Google No 
Microsoft Entra ID No 
Microsoft Excel Yes 
Microsoft Teams No 
Model Context Protocol (MCP) No 
Okta No 
Slack No 

Integrations

Active Directory Yes 
Google Yes 
Microsoft Entra ID Yes 
Microsoft Excel No 
Microsoft Teams Yes 
Model Context Protocol (MCP) Yes 
Okta Yes 
Slack Yes 

Pricing Details

$90 per month
Free Trial Yes 
Free Version No 

Pricing Details

Access is priced monthly by seat bracket, with seats counting all logins, including view-only users. Annual or multi-year terms apply. Implementation and training carry a one-time, tier-based fee; optional SSO/SAML setup has a separate one-time integration fee. Nonprofit and public-sector rates, plus education discounts, may apply.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Mission Met

Founded

2019

Country

United States

Website

www.causey.app/

Vendor Details

Company Name

StraightEdge Innovations, LLC

Founded

2023

Country

United States

Website

visionsync.com

Product Features

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

Product Features

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

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