Best Strategic Planning Software for HubSpot CRM

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Miro helps you keep your team's minds in sync. Miro is a virtual whiteboard and remote collaboration tool that helps cross-functional teams collaborate more effectively to create great things. Miro isn't a video conferencing tool, and Miro doesn't try to be. Miro's goal is to provide a platform for teams who work most effectively across areas, geographies, timezones to get more out of their ideas when they can't all be in the office together at the same time. It includes over 200 pre-made templates to capture and visualize ideas, collaboration tools like comments, chat screen sharing and video chat and integrations with popular business tools. Miro AI is your team's ultimate boost, empowering you to unleash your creativity and productivity like never before. We are your launchpad to the future, providing the assistance you need to bring your next big idea to life. Let Miro AI help you unlock the full potential of your team's innovation and collaboration capabilities.

Most strategy does not fail in the planning room, it fails in the follow-through. Plans get built, then strategy gets buried in spreadsheets, disconnected tools, and meetings that never quite tie back to the plan. Empiraa GPS keeps the plan visible, owned, and moving by bringing goals, KPIs, actions, meetings, and reporting into one connected platform built for real work, not just documentation. Teams start by building a plan in minutes, using industry templates, guided AI chat, a document upload, or their own manual framework. From there, GPS connects the plan to execution: owners are assigned, actions are created, projects link back to priorities, and meetings run inside the same system so every update stays tied to the strategy it supports. Live dashboards then show what is on track, what is falling behind, and where the team needs to focus next, so leaders spend less time chasing updates and more time making decisions. Empiraa GPS serves two audiences well. Businesses and leadership teams use it to align priorities, clarify ownership, and turn strategy into an operating rhythm the whole organisation can see. Consultants, advisors, and professional services firms use it to standardise how they deliver strategy across every client, with full white-label branding so the platform looks and feels like their own. Built-in AI (ANI) understands the goals, actions, and progress already in the system, so it can flag risks, surface stalled work, and recommend next steps without extra admin. GPS also connects to the tools teams and clients already use, and pairs with Empiraa Signal for organisations that want strategy and sales working from the same system.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

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.

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

Cosmos serves as a Strategic Operating System designed to facilitate team collaboration by integrating goals, initiatives, customer targets, and KPIs into a cohesive, real-time platform, ensuring that decision-making and execution remain aligned with quantifiable results. It empowers users to identify target audiences and strategic intentions through TargetLens workflows, which illustrate the connections between activities and business objectives, while also assessing the impact across various touchpoints. By merging performance metrics into a single KPI Universe, teams can effectively monitor their progress, observe live results, and modify their strategies based on definitive indicators instead of fragmented data, thus clarifying the key drivers of success and directing resource allocation. Furthermore, Cosmos enhances strategic planning by incorporating elements such as OKR notes to capture priorities and alignment, tools for defining audience personas and value propositions, as well as features for real-time sharing, including LiveLinks, to promote collaboration and transparency among team members. Ultimately, with its comprehensive suite of tools, Cosmos enables teams to not only track performance but also foster a culture of accountability and strategic foresight.

MyExecs.ai is an innovative virtual C-suite platform that harnesses AI technology to assist leaders, founders, and executive teams of small and medium-sized businesses. Rather than simply providing passive suggestions, MyExecs actively engages in operational management, financial predictions, and strategic coordination through a team of six specialized virtual executives: Chief Financial Officer (CFO), Chief Marketing Officer (CMO), Chief Revenue Officer (CRO), Chief Operating Officer (COO), Chief Technology Officer (CTO), and Chief Human Resources Officer (CHRO). This platform integrates with real-time tools such as QuickBooks, Stripe, HubSpot, Salesforce, and Google Sheets to conduct data audits and address interdepartmental challenges, utilizing a collaborative multi-agent debate system to enhance decision-making processes. By fostering this level of proactive engagement, MyExecs.ai empowers businesses to optimize their operations and make more informed strategic choices.

Elate is an AI-powered strategy execution platform that helps organizations plan, manage, and execute strategy with clarity and consistency. Built for Strategy, Operations, and Chief of Staff+ leaders, Elate provides a structured system for turning strategic goals into measurable execution across complex, multi-team organizations. Many organizations rely on spreadsheets, slide decks, and disconnected project tools to manage strategy. Elate replaces these fragmented approaches with a unified platform that connects strategic planning, execution, and reporting in one place. Complex organizations use Elate to define objectives, map initiatives and outcomes, assign ownership, and maintain alignment across departments. Elate supports the full strategy execution lifecycle. Real-time dashboards, hierarchy views, and rollups show how work connects to organizational priorities and where progress may be at risk. Built-in operating cadence workflows help teams share updates consistently and give leaders visibility without manual status chasing. A core differentiator is Strategy Advisor, Elate’s strategy-specific AI capability. Strategy Advisor analyzes plan structure and progress updates to identify risks, summarize execution health, and surface insights that support better decision making. Leaders gain earlier signals and clearer context as execution unfolds. Elate acts as a strategy execution partner, not a portfolio or project management tool. It helps leaders think through execution, identify tradeoffs, surface blind spots, and adapt strategy in real time. Unlike portfolio management software that tracks initiatives after decisions are made, Elate supports ongoing strategic decision making as conditions, priorities, and performance change — not task tracking.

Conventional strategic planning tends to be rigid and often fails to align individual contributions with the overarching vision or mission of the organization. To address these challenges, we have developed a dynamic approach aimed at engaging your team effectively and linking their efforts to what is most significant for your organization. Our goal is to create a robust strategy that is effective from the outset. Our experienced practitioners will lead tailored strategy sessions utilizing established methodologies, useful tools, and interactive exercises to craft a solid strategy along with a functional management system. It’s essential to involve your entire organization in the strategic planning journey. We will design a focused survey aimed at collecting valuable feedback from board members, managers, and employees alike. By identifying key growth opportunities through bespoke research, we will provide strategic insights into current and emerging competitors, industry trends, and shifts in the market landscape, ensuring your organization is well-prepared for the future. In this way, we not only create a plan but also foster a culture of collaboration and engagement within your team.

The Scaling Up Scoreboard serves as a digital solution that brings the Scaling Up and Rockefeller Habits frameworks to life by integrating strategic planning, daily operations, and performance monitoring into a cohesive platform. It allows teams to develop and oversee their One Page Strategic Plan (OPSP), which articulates their vision, mission, and performance objectives, and is designed to adapt continuously each quarter. With real-time dashboards that showcase Critical Numbers, alignment of priorities, and updates from daily huddles, teams can maintain focus and coherence with just an average commitment of six minutes each day. Users can log their daily priorities, track KPI progress, and share insights from huddles, while the platform enhances visibility throughout the organization, fostering a shared comprehension of responsibilities and accountability. By making the strategic plan transparent and quantifiable through priority dashboards and KPI tracking, it cultivates a culture of cascading accountability and enhances overall performance. Ultimately, this system not only streamlines operations but also empowers teams to achieve their goals more effectively.

Keto Software offers innovative solutions for strategic portfolio management that are no-code. They combine artificial intelligence with advanced analytics to boost business agility and transform decision-making. Keto AI+ Platform gives organizations deep insights into their operations. This allows them to align projects to strategic goals, optimize resources, and accelerate project completion. The platform is designed for ease of use and supports dynamic scenario analyses, visual data representations, and automated workflows. This makes complex data analysis available to all users. Keto Software helps companies navigate the challenges of digitalization, ensuring that strategies are executed efficiently and effectively to drive growth and competitive edge. Keto Software provides the tools necessary for success in the fast-paced digital world.