Best OKR Software Of 2023

An OKR Software Comparison & Buyers Guide

The Information You Need To Create A Shortlist To Find The Best OKR Software For Your Company

Objectives and Key Results (OKRs) are the cornerstone of any successful business. When used properly, they can help you measure your progress and drive the results you need to reach your goals. But finding the right software to manage OKRs can be a daunting task. With so many options available, it’s hard to know which one is best for you and your team. That’s why we have compiled a list of the best OKR software tools out there. Read on to learn more about each one and find out which one is right for you.

What is OKR Software?

OKR software is a tool that helps organizations set, track, and achieve their goals. It provides a simple and efficient way to manage OKRs, enabling organizations to focus on their most important objectives and key results.

OKR software typically includes features such as goal setting, task tracking, progress monitoring, and reporting. It can be used by individuals, teams, or entire organizations.

There are many different OKR software products on the market, so it is important to choose one that best meets the needs of your organization. The following are some factors to consider when selecting an OKR software:

  • Ease of use: Choose a product that is easy to use and set up. It should have a user-friendly interface that allows users to quickly navigate and find the information they need.

  • Flexibility: Select a product that is flexible and can be customized to fit the unique needs of your organization. Look for a tool that offers different ways to input data and track progress (e.g., manually or automatically).

  • Connectivity: Make sure the OKR software you choose can connect to your teams KPI, project and communications tools, and your HR teams HRIS system.

  • Reporting: Make sure the software you choose provides comprehensive reports that give you visibility into your organization’s progress toward its goals. Reports should be customizable and allow you to drill down into specific data points

The Role Of OKR Software

In the same way OKRs are more than a goal format i.e. a goal written using an Objective and 1 – 4 Key Results, OKR software needs to go way beyond hosting your OKRs in the cloud in a nice user interface.

To get to the heart of what makes any tool the ‘best OKR software‘ in the market, you need to look at the aims of an OKR implementation, OKR best-practices the software needs to support, and then the features that would ensure you use OKR successfully.

The key to OKR software selection is to realize that on a purely functional level OKRs are used to:

  • Deliver Strategy – OKR is a strategy delivery framework so having features to add your strategy is an essential feature.

  • Cascade Company Goals – Share company goals, usually strategically aligned, and create visually aligned relationships between both Objectives and Key Results.

  • Align Teams – Allow departments, teams and individuals to align their goals.

  • Operationalize Performance – Provide the structure and processes to help teams manage OKR cycles – through stages like OKR drafting and approval, check-ins, team and 1-on-1 meetings, monthly reporting and end of quarter retrospectives.

  • Get Data Flowing Freely – Share updates with teams to ensure issues are resolved as well as praise given.

  • Spotlight Areas Of Risk – Provide current and accurate manager insight, pinpoint areas of risk for focus
deliver strategy

But it’s not all about function and process. Great organizations are people driven and on a human level, OKRs are there to provide:

  • Clarity – clarity in which goals matter most and what comes with this clarity is purpose and even excitement.

  • Transparency – provide a level of transparency on how the company and other teams are doing. Something that is always wanted by employees but rarely provided. This means OKR tools must make it easy to navigate to see other teams OKRs.

  • Impact Visibility – link the work being done to the impact it is trying to make.

To achieve this, OKR software needs to have features that:

  • Ensure the framework is used correctly – having boxes where you can type Objectives and Key Results is not even nearly enough and is the primary source of novice buyer confusion. The best OKR software needs depth and width of functionality.

  • Connect Tools & Become A Hub – OKR software needs to be able to be connected to other tools and data sources, be able to be customized to work the way teams want to work, and be easy to use with the training overhead to near zero.

  • Communicate Brilliantly – Nudges, alerts and notifications need to support teams and individuals to work more effectively as a team and to ensure that OKRs are achieved.

  • Manage Adherence To Process – OKR tools need to ensure that goals are not set and forgotten and key stages in the OKR cycle are completed. As soon as they are, the benefits that might have occurred are put at risk.

Who Should Help To Choose Your Preferred OKR Software Vendor?

It common for stakeholders from multiple teams to take part on a tool evaluation. The teams represented often come from the following teams:

  • Leadership – e.g. Chief-of-Staff, CEO, CFO
  • Strategy – e.g. Chief Strategy Officer
  • Operations – e.g. Chief Operations Officer, PMO
  • Engineering – e.g. Chief Technology Officer
  • Sales & Marketing –  e.g. CMO, Chief Revenue Officer
  • Human Resources – e.g. Chief People Officer, Head of HR
Other stakeholders that also take part in the evaluation include:

  • OKR Lead / Champion
  • OKR Team Leads
  • Team Managers
Each will have their own perspectives on what the software needs to do. For example, HR often want to connect OKR software to HRIS systems and have the software work closely with individual performance management processes. 

 

Which Tools Do Most People Want To Integrate To Their OKR Software?

OKR software needs to act as a hub for a number of tools as leaders want to maximise productivity and employees tend to hate double entry. The most common OKR tool integration categories are|:

  • HRIS – for user, teams, reporting lines and more
  • Projects / Tasks – to automate progress on relevant Key Results and Initiatives e.g. Jira, trello …
  • KPIs – range from analytics and BI tools to CRMs and spreadsheets
  • Sign-on – E.g. Microsoft, Google SSO
  • Communications – Slack and MS Teams, Email, In App
  • Calendar – for the easy creation of 1-on-1 and team meetings 

It’s typical for vendors to be adding new integrations in these categories all of the time so don’t be afraid to ask for an important tool to be added as part of the selection process. For example, ZOKRI aims to add new tools within 2 weeks of the request being accepted.

How To Choose The Best OKR Software For You

There’s a lot of OKR software out there and it can be tough to know which one is right for you. Here are a few things to consider when choosing the best OKR software for your needs:


  • Ease of use: You want a software that’s easy to set up and use so you can get started with your OKRs as quickly as possible. If you’ve hundreds or thousands of employees a HRIS integration and SSO will make your controlled roll-out much faster and easier.


  • Functionality: Make sure the software has all the features you need, such as progress and issue tracking, reporting, integrations and customizations. Also think about features you might want six or twelve months from now and make sure your software can extend to cover these. For example, it’s common to want to use OKRs with more general Performance Management at some point.


  • Pricing: Compare the prices of different OKR software to find one that fits your budget. You might also want to see if you can have read-only users for free.


  • OKR training and support: Look for a software vendor with great OKR training and support in case you have any questions or run into any problems.

The Top 10 OKR Software Vendors Of 2023

The OKR Software category now has a number of vendors to choose from. Comparing OKR software platforms can be hard, especially if you’re new to OKR and don’t really know what you want and how to compare the different OKR solutions.

Ultimately there is no better way of seeing if an OKR software tool is the right one for you without knowing what you want and then experiencing the solution for yourself.

The suggested steps for buying OKR software are as follows:

  1. Discover
  2. Shortlist
  3. Arrange demo and ask questions
  4. Arrange access, invite stakeholders and experience fully
  5. Evaluate solutions
  6. Buy

New To OKRs?

ZOKRI

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Top 5 Vendor Comparison Table

Strategy Delivery

OKR Management

KPI Management

Performance Culture Management

Recognition & Reward

Employee Development

Customization & Configuration

ZOKRI - OKR Software
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#1 ZOKRI

ZOKRI is headquartered in the UK with coaching and customer success support in Europe and America. It’s the only non-VC backed and currently profitable OKR software company.

ZOKRI’s focus and success is based on non dumbing OKRs down, but understanding what helps companies use the OKR framework in a mature and successful way, and how to avoid common pitfalls with better features.

ZOKRI is modular, highly customizable, extendable and amazing value for money

ZOKRI has a number of USP’s, but what those that are new to the solution are usually surprised and delighted with are the configuration and customization options that are given to account administrators. 

Depending on your initial requirements you might choose to set-up ZOKRI to be a lightweight OKR tool before extending to include more later, or open up more the full feature set to configure your perfect performance management system. This means that if you can extended ZOKRI to support more of your HR systems and processes.

All for the same cost as other OKR software vendors

  • Strategy Management
  • OKR Management
  • KPI Management
  • Culture Management
  • Anytime and 360 Feedback
  • Personal Development Planning
  • Appraisal Management
  • Incentive Plan Management

Plus companies often consolidate a number of tools down to ZOKRI e.g. recognition, personal development and appraisal management.  

ZOKRI pricing is $12.50 per user per month with all features and integrations being accessible. Discounts on this prices are applied as user number grow.

#2 Perdoo

perdoo-screenshot

Perdoo is a German OKR company. Like ZOKRI they offer both software and coaching. And like ZOKRI they also have KPI features that are often missing with other OKR platforms.

Another plus for Perdoo is that they have a Strategic Pillar alignment feature that for corporate planning and the use of OKR as a strategy delivery framework is important.

ZOKRI offers more features for KPI management and is more configurable in how Strategy is defined. For example, you can use Balanced Scorecard / OKR hybrids as well as Pillars.

Perdoo pricing is comparable to most OKR software vendors with users based pricing at between $9.50 and $17.00 per user per month.

#3 Betterworks

betterworks-screenshot

Betterworks is a US company that has chosen not to develop extensive OKR management capabilities in favor of investing in employee engagement survey features. As such there are key capabilities missing like Strategy and KPI management and reporting.

The OKR module costs $10 per user per month when billed quarterly. Employee engagement features are addition costs / bundles.

#4 Lattice

lattice-screenshot

Lattice is a US company that has a hybrid between an OKR tool and HR. The OKR features are where the focus of the comparison is and perhaps because of the generalization of the tool, these are not as evolved as others.

Examples of the limitations are the integrations and KPI management features are really limited. Only when you mature your OKR use will you realize how much these would be missed.

The OKR module costs $8 per user per month. There is a minimum annual agreement of $4,000. All contracts billed annually.

#5 GTMHub

GTMHub is a UK headquartered OKR vendor that offers a good range of OKR features and customization options.

GTMHub does not offer Mission, Vision, Strategy modules and therefore Strategic reporting is not possible. OKR reporting like with all platforms is certainly available, as is the ability to track KPIs.

Their pricing is between $19.00 and $29.00 per user per month, with the $19.00 plan offering limited features and customization options.

#6 Workboard

workboard-screenshot

Workboard is a US enterprise OKR vendor with all that operating at the large-enterprise end of the company spectrum brings, like the lack of pricing on the website.

Workboard has some great logos as customers so there is defiantly depth to the product. They also allow MBO to be used as an alternative to OKRs.

They look to have good OKR process management capabilities, which is essential when trying to manage OKRs at scale, across the globe.

We have not had the opportunity to try their solution and their place high up in the list is based on feature lists, company size and logo lists. If you are a huge enterprise, this should be on your shortlist. 

#7 Heartpace

heartpace-screenshot

Heartpace is more of a HR tool than an OKR tool but some buyers want this so we’ve made them number seven in the list.

Their obvious weaknesses are around the lack of strategy, KPI and pro OKR features, their features here are really basic or not present.

Their strength comes from the people centric approach to performance management.

Heartpace pricing is from $7 per month per user, suggesting the price will be more if you buy all of their features and modules.

#8 Mooncamp

mooncamp-screenshot

Mooncamp is relatively new entrant to the OKR tool space and makes a play on simplicity, which is true. It’s a simple to use OKR tool.

If you’re at the small end of the SMB spectrum e.g. 20 people, and only want OKR simple features this should be on the list. If you want strategy, KPIs, and performance management features then this is too limited.

The cost is €8 and possibly more if you want  SSO and other enterprise features.

#9 Leapsome

leapsome-screenshot

Leapsome is another HR tools that offer features like performance reviews 360 feedback that later added OKR functionality. Like most HR tools that extended into OKRs later, there is not the feature depth of the specialist OKR vendors.

It’s this that actually makes ZOKRI interesting as ZOKRI was a specialist OKR tools with the depth and width of a specialist before adding HR modules. Ensuring the OKR first buyer is not compromising whilst giving other stakeholders the features they also need.

There are 5 modules to choose from and pricing is from $8 per module, so the cost could add up. 

#10 Asana

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Asana is a project and task management solution that has recently given teams the ability to add goals and then align their work with these goals / OKRs. We’ve spoken to a few Asana users and they described the features as ‘basic compared to other OKR software’ but if you’re an Asana user it might be what you want to do the job.

What a project tool will always lack is the strategic and cascading layers, in addition to the OKR management workflows of a specialist tool. they obviously do not have performance management features as well.

Asana is also one of the most expensive solutions with goals being part of there $25 per user per month plan.

Summary

OKR are a framework that when used correctly have a huge impact on the performance of a company and its teams. OKR software fulfils a number of key purposes, a key one is to ensure the company follows OKR best-practices at scale efficiently. 

Because you are likely to keep your OKR software vendor for years not months, it’s important to choose the one that matches your current and forecasted future requirements. For example, if there’s a chance you’d like to extend your OKR software to cover individual performance management, choose a vendor that can give you these modules as well.