Best Strategic Planning Software for Zapier

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.

nTask, online task management, and project management platform, is free for individuals, teams, and business professionals. Using nTask, you can create checklists, manage projects, collaborate with project teams, schedule meetings, and automate regular tasks. nTask is unique because it allows small and large teams to work together on different projects. Designed for agile teams, nTask allows you to create and assign tasks, submit timesheets, and more. Your team will now keep you informed about hours worked and submit time entries against each task to let you know exactly what your team is doing. nTask offers Kanban boards, project planning, and issue tracking. It's easy and free to sign up for nTask Get started today!

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.

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.

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.

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.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

airfocus is a modular and modern product management platform. It is a complete solution that allows product teams to communicate and manage their product strategy, prioritize work, create roadmaps, and collect feedback to solve the right problems. Airfocus is flexible and can be customized to meet your specific needs without disrupting your team's workflow. Join thousands of global product teams that use airfocus to make better products and make better decisions. Start your 14-day trial today.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

Your strategy should be front and center. It should be easily accessible to everyone, and linked to daily activities in order to reach your ambitious goals. Strategy is not a hierarchy. It's "we are all in this together." Every team within the organization should work together to create synergy. All objectives, projects, and KPIs in one place. Bottom-up energy meets top-down structure. Radical transparency. Genuine accountability. Visualize your entire organization's activity. Cascade helps you align your plans and trackable results, so you can grow. Cascade is helping thousands of companies achieve their business goals. Cascade makes big plans possible. Our platform is simple enough to be used by first-time strategists. However, it offers the sophistication and flexibility needed for large enterprises. You can either use our pre-made templates or create your own custom fields and templates.

The software designed for strategic planning streamlines the creation of strategy maps and key performance indicators (KPIs). A complimentary plan is offered for smaller-scale projects. With over 30 templates tailored to various industries featuring KPIs and strategy maps, users can effectively audit their strategy scorecard to identify potential issues and address them early on, preventing larger complications down the line. Our articles section provides valuable insights on strategy execution and the challenges associated with KPIs. For those seeking concrete examples, the “Examples” section offers a wealth of information. Users can identify KPIs with the most significant gains or losses, discover critical indicators, and analyze forecast metrics based on historical data. The software’s customizable business intelligence dashboards facilitate the monitoring of essential metrics. Users can also leverage built-in templates designed for specific business challenges, ensuring robust corporate governance, risk management, and compliance by starting with the GRC template. Additionally, this tool allows users to transition their strategy scorecard from a basic spreadsheet format to a comprehensive professional software solution, enhancing overall strategic effectiveness. Whether you are a small business or a large enterprise, this software is equipped to meet your strategic planning needs.

OGSM Software provides a unified environment for transforming strategy into structured, measurable execution. By connecting goals, strategies, KPIs, and projects, it creates a transparent framework that replaces static documents and fragmented systems. Teams gain real-time visibility into progress through automated updates, ensuring all stakeholders stay aligned on priorities and timelines. Its visual dashboards simplify reporting, while integrations with Microsoft Tasks, Power BI, and Kanban modules enhance collaboration. The system supports cascading objectives across departments, ensuring strategic consistency from leadership to operational teams. Built on strong security foundations, OGSM Software is ISO27001 certified and regularly audited to meet ISAE3000 standards. Trusted by governments, financial institutions, and enterprises worldwide, it offers a proven method for managing change and achieving organizational clarity. By combining methodology, technology, and accountability, OGSM Software turns planning into performance with measurable business outcomes.

A strategic management tool that allows companies to plan and track the progress of their strategic initiatives. Core Strategy features include: Objectives and Key Results Framework, SMART Goals, Balance Scorecard, PASTLE Analysis, KPI and Milestone Tracking, Notifications and Reminders, Risk Management, Data Import and Exports, and 5000+ out of the box Integrations

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Drag & Drop process flowchart maker allows you to embed video, docs and guidance to make things easier. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. Summary dashboards and detail reports allow you to view all task progress, track the status of tasks, and see what is due. Communicate, @mention and resolve issues as a group (even Guests), keeping track of everything discussed. Audits, feedback, tracking process success, and recording 'why not done' are all possible with audit trails and timestamps. Drag and drop process flowchart maker to create clear instructions. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. You can view all task progress, track the status of tasks, and see what is due using summary dashboards and detail reports.

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.

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

Break down your goals into essential results across different levels, along with the corresponding tasks. Develop a comprehensive objective map to tackle even the toughest challenges effectively. Each action aligns with a particular goal, and every goal is accompanied by a detailed action plan. Ensure you have access to all necessary information at the appropriate time and in the right context. Continuously evaluate your team's overall performance as well as that of individual members in relation to your goals. By utilizing quantifiable success metrics, you can achieve your objectives within the designated timeline and budget, all while adhering to specific KPIs. Remain vigilant about your shortcomings and be prepared to modify your current strategies for improved effectiveness. Regularly update your plans to reflect any necessary changes, and leverage the Sprints feature to efficiently manage complex tasks. This iterative approach not only enhances productivity but also fosters a culture of continuous improvement within your team.

Strategypoint is a flexible and simple strategy management platform. It supports all the most popular strategies management best practices and lets you plan, set goals and execute with your team. Use a Strategypoint template or your existing strategic plan to get started. You can easily track your progress by aligning everyone in your organization to linked goals and work programs. Strategypoint can help you achieve your team's vision!

High-growth companies can use Rhythm software to gain a competitive edge and achieve their strategic growth goals. Rhythm Systems cloud-based strategic plan software and white-glove support provide a competitive advantage that helps fast-growing companies execute and meet their growth goals more accurately. Rhythm helps clients to create weekly dashboards and document their strategic plans so that their teams can be held responsible for executing them with precision. Our implementation is fast and painless. We convert your strategic plan into Rhythm, and your team will be up and running at the next weekly meeting.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

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.