Best OKR Software for Salesforce

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform. With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement. Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams. By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.

Creating exceptional product experiences that drive the business forward requires a dedicated space for product inspiration, strategy, planning, and collaboration. Productboard’s customer-centric product management platform provides a central, integrated system that helps product teams understand what each core segment of customers needs, prioritize what to build next, and align everyone around the roadmap. It’s where modern product teams spark their next big ideas and how they get the right products to market, faster.

Workleap is the people management platform that builds engaged and high-performing teams, one step at a time. With Workleap, smaller HR teams punch above their weight. We bring engagement, performance management, and compensation into one intelligent, AI-powered system, that makes listening, connecting the dots, and taking smart decision routine. Our offer is simple: see what’s really happening inside your company, act fast to drive growth that can’t be denied and scale what works using invaluable insights gathered across our platform and your tools. See, act and scale, with Workleap.

Lattice is the People Platform that 5,000 of the world’s most strategic HR teams use to drive a high performance culture. Purpose built for the age of AI with performance management, engagement, growth, compensation, HRIS and analytics, Lattice's easy-to-use platform allows managers to leverage technology to drive clarity and accountability across their team; provides HR leaders with the insights needed to be a strategic partner to the business; and simplifies HR operations to ensure the administrative fundamentals are done well.

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

OKRs can help you accelerate your business performance. Allows startups, growing departments, and large enterprises to achieve alignment and agility. You can easily create and update OKRs using tools that your team already uses. Visualize alignment throughout the organization and track progress. In near-real-time, you can see the performance of all levels of your organization. Through seamless integration with productivity tools such as Slack, you can track your objectives within your day-to-day workflow. Get the professional training, coaching, and dedicated support you need for a successful OKR rollout. You can easily create, manage, and update OKRs using popular business tools. Or connect data through our API to seamlessly connect across systems. Ally helps startups stay agile by aligning important objectives around critical outcomes that your business must achieve to succeed.

Transform your professional services business with KEBS, the comprehensive operating system for modern revenue management. Designed for IT consultancies, GCCs, and product engineering teams, KEBS replaces fragmented tools by integrating CRM, project management, resource planning, and financial reporting into one seamless workflow. What sets KEBS apart is its active intelligence layer. Instead of just recording data, our autonomous AI agents work in the background to predict billing gaps, match the right talent to open roles, and instantly flag projects that are drifting off-budget. By automating the entire lifecycle from the initial sales quote to final cash collection, leaders gain real-time visibility and control. Eliminate manual spreadsheets, stop revenue leakage, and drive higher profitability with a platform built to scale with your growth.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

Oversee the complete employee lifecycle, encompassing onboarding, detailed employee documentation, performance assessments, and team retention, all within a single unified platform. With endlessly adaptable employee records and highly customizable 360-degree performance evaluations, you will access a wide array of features essential for your expanding HR team. Additionally, leverage the built-in mobile applications for iOS and Android to effectively manage your mobile workforce, ensuring that you stay connected wherever you are. This comprehensive approach streamlines HR processes, enhancing efficiency and engagement across your organization.

The OKR Board for JIRA & Confluence by Oboard is the #1 JIRA OKR plugin on the Atlassian Marketplace, with over 2 000 customers worldwide. It natively plugs the OKRs framework into the existing Jira workflow, allowing users to create Objectives and Key Results, sync them with existing Tasks and Epics, and automate the OKR monitoring process. Additionally, OKR Dashboards generate advanced performance reports with just a few clicks. This significantly reduces OKR maintenance and gives teams more time to do their jobs. 🔷 The most important features are: ✅ OKR Roadmaps aligning teams across departments; ✅ Custom OKR levels (Strategic, Company, Department, Group, etc.); ✅ Custom OKR weights and types (Binary, Number, Percentile); ✅ Custom OKR breakdown periods (Year>Quarter>Month). It also includes Public and private Workspaces with user roles, automated Dashboards for reports and analytics, and a Public API for data export. OKR Board is compatible with JIRA Cloud and Server and has undergone a comprehensive security review, making it an ideal choice for even the most sensitive projects. Oboard offers an OKR Board for Confluence — a powerful OKR Confluence plugin to create executive real-time reports and dashboards.

Axy OKR is an innovative OKR performance management solution built exclusively on the Salesforce platform, designed to facilitate the tracking and assessment of OKRs for businesses that utilize Salesforce in their operations. Its integration with Salesforce enables Axy OKR to offer unique functionalities that are often unavailable in other OKR management tools, including automated progress measurement through Salesforce report binding, among various other advanced features. This seamless connection not only enhances usability but also allows organizations to leverage existing data for more accurate performance evaluations.

Say goodbye to the frustrating manual reports and spreadsheets — with the OKR Board for Salesforce by Oboard. With this Salesforce OKR plugin you can set, track, and manage all your OKRs directly within Salesforce. It's user friendly, fully customizable, and very intuitive — perfect for thought leaders implementing the OKR framework for their teams. OKR Board for Salesforce seamlessly integrates OKRs into the Salesforce ecosystem, providing an efficient way to align your company towards a common goal while monitoring everyone's progress. In addition OKR Board for Salesforce offers: ✅ Extreme customization options and advanced security features; ✅ Real-time Dashboard to monitor different intervals and teams; ✅ Customizable OKR levels, weights and breakdowns; ✅ Public API to share data with visualization software. Apart from OKR management, OKR Board also provides reporting and analytics tools with a real-time Dashboard that can be set to show any intervals or teams. This data can be easily exported into third-party visualization tools or presented as an executive report with a shareable link. The cost for OKR Board is $10 per user per month, with a 30-day trial available that requires no credit card.

Perdoo is an OKR platform that ambitious organizations use to accelerate their growth. It provides all the tools and expert guidance you need to achieve growth and turn strategy into action. Visually connect your goals and the strategy they support. You can track real-time progress towards your targets and see what's being done if they are missed. Perdoo's industry-leading resources and expert coaching will help you set your OKRs to maximum impact. Start at perdoo.com for a free trial

Profit.co is a global leader in AI-powered performance management and OKR software, empowering organizations of all sizes to align teams, set goals, and drive continuous improvement, serving over 2,000 customers globally, from startups to Fortune 500 companies. The platform integrates Plan, Process, and People through the Performance Triangle framework to bridge the gap between strategy and execution. The plan defines the strategy using tools like OKR Software, Balanced Scorecards, and Strategy Roadmaps. The process drives execution through Project Portfolio Management, Tasks Management, Timesheets and Meeting tools. The People element focuses on Team Engagement, Recognition, Survey, Feedback and Performance Management. With seamless integrations across 80+ business tools and backed by expert coaching, consulting, and 24/7 live support, Profit.co ensures easy adoption and enterprise-scale rollouts.

Koan features a user-friendly interface that empowers teams to establish clear and quantifiable objectives. Whether in a physical workspace or operating remotely, this OKR tool enhances teamwork, monitors performance, and promotes a sense of unity. With its distinctive strategy for managing objectives and progress updates, Koan integrates goal setting with ongoing reflection, enabling teams to concentrate on executing tasks, learning from their experiences, and moving ahead. By utilizing Koan, teams can not only set their goals but also engage in reflection and collaboration regarding their progress, ultimately driving substantial outcomes. Regularly update your team by discussing advancements, shifting priorities, and any challenges encountered. Encourage collaborative assessments of confidence levels, ensuring that every team member has a voice in evaluating goal progress. Acknowledge accomplishments and foster trust among colleagues through tailored questions, which can initiate valuable dialogues and create natural opportunities for constructive feedback, enhancing team dynamics. In doing so, Koan effectively transforms the way teams interact and succeed together.

Create relationships between goals and dependencies easily. Tability gives you live updates so that you can celebrate your wins and identify potential risks in a glance. Weekly check-ins will help you stay on top of your goals. Tability will send you reminders via email, Slack or push notifications. Connect Tability with your tools to pull data automatically and accelerate the check-in process. Tability creates data-driven reporting that you can easily share with stakeholders, even if they do not have access to the platform. Tability uses AI to create goals for you so you can move from an idea to a gameplan within minutes.

entomo is an experience platform for people built for the digital workplace. entomo powers 30mn+ users and more than 30 million workplaces worldwide. It enables workforce experiences that transform engagement, performance, and talent development through hyper personalized insights and nudges. Fortune 500 companies and other large corporations are among the clients of entomo, as well as forward-thinking Governments that have undertaken transformational initiatives at an enterprise, industry, or national level. entomo has been voted a leader in G2's software marketplace across multiple categories. entomo was founded on the belief that the current way enterprises view talent development and performance is not appropriate for the new workplace. This is especially true when employees are expected to give their best every day. It should be a continuous process, tailored to each employee, and done every day.

Do you truly possess a comprehensive view of the situation? Various reports are generated across the organization, with data and statistics consistently updated, consuming a significant amount of time. Departments such as sales, marketing, customer service, production, and HR all maintain their own reporting systems and key performance indicators (KPIs), but how is this data utilized? Are all stakeholders granted access to these insights? Do you recall the rationale behind tracking this information? Can you observe how these KPIs influence your company's overarching goals and vision? Furthermore, is there widespread awareness of these metrics among your team? It’s essential to establish connections between disparate data sets that were previously siloed in different departments. By visualizing how KPIs relate to your company’s objectives and mission, you can uncover new opportunities. Providing clarity during crucial moments for you and your employees is vital, as it allows you to recognize the influence of data on your future operations, organization, and teams. Ensure that everyone is aligned and that each action taken by your employees is directly linked to your strategic vision, fostering a unified approach to achieving success. By doing so, you will enhance collaboration and drive better results across the board.

Mesh supports remote hybrid organizations in realizing their growth ambitions through an engaging and straightforward approach that fosters employee involvement. By making the pursuit of goals and OKRs an integral part of daily routines, it transforms what is often a tedious and obligatory process into one that everyone actively participates in. This streamlined method not only accelerates growth but also simplifies the setting of goals and OKRs. Adopting a human-centric perspective on leadership and employee development, Mesh aims to create an environment where all individuals can flourish. Our aspiration is to develop a genuine employee-first platform that promotes self-expression, enhances self-awareness, and encourages self-management. This is achieved by harnessing the strengths of social media, positive psychology, and machine learning technologies. With leaders visibly prioritizing both company and team objectives, team members collaboratively align their personal and collective goals or key results. By breaking down larger goals into manageable milestones and initiatives, employees gain insight into their ongoing contributions, while managers are able to offer timely feedback for necessary adjustments. Thus, Mesh not only drives organizational success but also cultivates a culture of continuous improvement and collaboration.

DevOKR is a comprehensive software solution designed for enterprises to effectively implement OKRs (Objectives and Key Results), facilitating team alignment around strategic objectives and performance monitoring. Its primary functionalities encompass OKR management featuring weighted scoring, alignment with company strategies, modules for check-ins and meetings, 360-degree feedback mechanisms, competency assessments, end-of-year evaluations, an AI-driven OKR generator and analysis tool, dynamic organization charts, role-specific dashboards, as well as robust reporting and analytics capabilities, alongside a goal library. Furthermore, DevOKR seamlessly integrates with over 26 tools, such as Slack, Microsoft Teams, Jira, Asana, Salesforce, HubSpot, GitHub, and Google Sheets, enhancing its versatility. The platform also prioritizes enterprise security by supporting Active Directory/LDAP and Single Sign-On (SSO). Additionally, it offers OKR consulting, coaching, and tailored training programs to foster successful adoption of the methodology. Available in both English and Turkish, the platform provides data residency options to cater to various organizational needs and compliance requirements, ensuring a well-rounded user experience.

Betterworks is the pioneer in intelligent performance management software solutions. Its flexible, enterprise-ready SaaS platform helps workforces and organizations achieve their highest potential with tools that foster greater manager effectiveness and employee performance, leading to higher engagement and retention and, ultimately, better business outcomes. As a comprehensive, purpose-built performance management solution, it incorporates goal-setting, manager-employee conversations, feedback, employee engagement, and recognition — all accessible in the applications employees use daily in the flow of work, like email, calendars, and messaging apps. Betterworks’ modules capture structured and unstructured data to provide HR with both comprehensive and granular views of employee performance. This enables managers to easily coach employees in both performance and career development, continuously improving performance and elevating the employee experience.