The 10 Best OKR Software Tools Of 2023

Shortlist These OKR Software Vendors

  1. ZOKRI
  2. Perdoo
  3. Betterworks
  4. Lattice
  5. Quantive
  6. Workboard
  7. Heartpace
  8. Mooncamp
  9. Leapsome
  10. Asana

We have taken a look and the best OKR software providers of 2023 and created a top 10 based on the features that are needed to not only make OKRs easy to add and see via different devices, but use the OKR framework in the correct way. Correct being, OKRs are being used to execute a well articulated strategy, and their utilization is having the effect of maintaining focus and accelerating goal achievement.

OKRs Are Just One Part Of A Strategic Planning Process

To make OKRs work hand make an impact you should understand that they are one concept amongst a number of other strategic planning concepts. A cohesive plan has all of the concepts connected into a business operating system. This system becomes how you roadmap and deliver growth and create a competitive advantage.

Step 1: What is our Mission, Vision and Winning Aspiration?

Mission

Vision

Winning Aspiration

Step 2: Where can we play and win?

Articulated Customer Profile, Segments & Value Proposition For Market Fit

Step 3: What do teams know that could help us win?

Insights & Ideas That Include Opportunities To Be Seized & Issues To Be Solved

Step 4: What is our winning strategy?

Step 5: Which OKRs do we need to commit to NEXT to execute this strategy?

Step 4: What is our winning strategy?

What is our winning strategy - Scorecards

Step 5: Which goals do we need to commit to NEXT to execute this strategy?

Step 6: What management systems are required?

Planned by you and brought to life and operationalized in ZOKRI

What Are OKRs?

Objectives and Key Results (OKRs) are one of a number of goal setting frameworks used by companies to guide and productivity, and optimize business performance.

The OKR framework has a number of attributes that makes it different to simpler goal methodologies that SMART. Those being:

  • Objectives With Meaningful Measures – The separation of the Objectives from the measures that will track the Objectives achievement. These measures are carefully chosen to be meaningful, which is why they are called Key Results.
  • Naturally Supportive – The ability to support the achievement one OKR with another. This is often referred to as alignment. It should always be possible to see which part of a company strategy the OKR you’re working on is supporting.
  • Sometimes Aspirational – The practice of setting aspirational outcomes that are likely to get missed can be seen as a little strange if you’re not familiar with the reasons why and the benefits of that approach.
  • Frequently Updated & Discussed – The reliance of continuous (usually weekly) check-ins and planning meetings that keep teams focused and accountable for results.

As we mentioned above, OKRs and therefore OKR software that helps you manages them are part of a wider strategic planning system. 

The Role Of OKRs & Therefore OKR Software

OKRs have a job to do. It’s an important job as well. understanding the job they do and the role of OKRs in an company will help you adopt them correctly and select the best OKR software for your needs.

  1. Execute Your Strategy – Team OKRs are there to help a company execute it’s strategy. A strategy is not a revenue target, it a compelling and cohesive story that articulates where you are, the problem you need to solve that requires change and your hypothesis for how  you the get an edge / competitive advantage that results in you winning.
  2. Provide A Roadmap – Think of OKRs are a tool that teams can use to roadmap what needs to be achieved in order to execute the strategy and move the big lagging indicators being tracked in KPI scorecards.
  3. Focus Conversations – OKRs are not a ‘set and forget’ goal setting framework. They are a ‘set and focus’ goal framework. The aim is to make conversations about them continuous and habitual.
  4. Share Information & Accelerate Performance – OKRs have a lot of information gathered around them. The information you want to collect have have flow to the right people and followed up on includes: Progress, Confidence / Risk Levels, Issues, Opportunities, and Priorities. Having a this information improves goal outcomes.

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.

Top 10 List Of OKR Software Vendors

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.

The suggested 8 steps for buying OKR software are as follows:

  • Discover
  • Shortlist
  • Arrange a demo and ask questions
  • Start trial with a range of stakeholders
  • Create evaluation framework based on requirements
  • Trial software
  • Negotiate 
  • Buy

 

#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 allowing customers to add and manage other strategic planning concepts that OKR success relies on. Making OKRs a key part of a strategic planing process, but not a replacement for strategic planning.

The OKR part of ZOKRI is incredibly comprehensive and flexible. Allowing for an array of possible configurations based on your chosen cadences and approach. ZOKRI also offers an array of integrations across a wide range of tools that teams use.

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. Their meeting management functionality also also a must see and try feature.

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.

 

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.

ZOKRI Feature Depth Dec 2023

Why #1 Summary

  • Best at aligning Mission, Vision, Strategy & Scorecards
  • Really simple yet comprehensive OKR management
  • Complete KPI management feature-set
  • Unique meeting management features that save teams a lot of time and keeps team focused
  • Extends seamlessly to individual performance management at no extra cost
  • Wide range of integration possibilities that include project systems like Jira, spreadsheets, KPI tools e.g. CRMs, HRIS systems, Slack / MS teams, SSO and more
 
 
 

#2 Perdoo

perdoo-screenshot

Perdoo is a prominent name in the OKR software domain. Their platform is tailored to harmoniously intertwine a company’s strategic growth plan while providing an encompassing view of organizational progress.

Perdoo’s Key Features:

  • Establish, oversee, and analyze OKRs and KPIs.
  • Strategically plan initiatives and draw a roadmap for execution.
  • Receive weekly progress insights.
  • Seamless integrations with popular tools like Slack, Microsoft Teams, Jira, and beyond.
  • An empowered API access amplifying its functionality.

Pros:

  • The software offers a free tier for teams of up to 10, although some functionalities are restricted.
  • The platform is fine-tuned to ensure absolute transparency and a laser-focused approach to strategic targets.
  • The efficacy of the software is evident with its robust community, which includes over 2000 organizations and has tracked more than a million goals.

Cons:

  • Comprehensive OKR coaching incurs additional costs unless users opt for the Supreme plan.
  • The widely-adopted “Pro” plan lacks some features such as KPI boards and the provision to set objectives in “private” mode.

User Reception:

Capterra: 4.3
G2: 4.6

Perdoo Pricing:

  • Free: Designed for up to 10 users.
  • Pro: At $6.50/user/month.
  • Premium: $9.50/user/month.
  • Supreme: $17/user/month, packing the most extensive feature set.

While Perdoo stands as a stalwart in its own right, ZOKRI brings its unique strengths to the table. As a competitor, ZOKRI offers more advanced KPI management tools and boasts enhanced configurability when it comes to strategy formulation. With ZOKRI, businesses can adopt diverse approaches like Balanced Scorecard/OKR hybrids and Strategic Pillars, offering flexibility and adaptability.

 

#3 Betterworks

betterworks-screenshot

Founded in 2013, Betterworks has evolved into a go-to OKR platform, especially for enterprise-scale businesses with more than 250 employees. Beyond just tracking objectives, Betterworks positions itself as an extensive performance management solution, emphasizing the enhancement of employee engagement and productivity by zeroing in on crucial goals.

Betterworks’ Key Features:

  • Set, streamline, and monitor OKRs.
  • Integrate effortlessly with tools like Slack, Microsoft Teams, Jira, and beyond.
  • Gain deep insights into individual and team performance metrics.
  • Prioritize GDPR compliant data security.
  • Foster enhanced communication with performance review and chatting functionalities.

Pros:

  • High-profile clientele such as Air Canada, FedEx, and Hulu testifies to its industry credibility.
  • Comprehensive analytics facilitate a profound grasp of real-time progress.
  • Multiple pricing plans cater to teams ranging from 5 to 250 members, providing flexibility in choice.
  • Ensures secure data handling and offers numerous tool integrations.

Cons:

  • Absence of a free trial may deter potential users.
  • Teams smaller than 5 are left without a tailored plan.
  • Some users have pointed out limited reporting capabilities and a somewhat intricate customization process.

User Feedback:

  • Capterra: 3.9
  • G2: 4.3

Betterworks Pricing:

  • Betterworks Team Edition: Priced at $8/user/month (annual billing) for teams of 5-250 members.
  • Engage Team Edition: Available at $2/user/month for teams of 5-250 members.
  • Enterprise: Specific details are obtainable upon contacting sales.

 

#4 Lattice

lattice-screenshot

Operating from its San Francisco HQ with branches in New York and London, Lattice presents itself as more than just an OKR software. Encompassing a broader spectrum, it serves as a comprehensive platform that marries performance management with employee engagement, hence keeping both employees and managers in sync.

Lattice’s Key Features:

  • Dynamic analytical tools for astute performance monitoring.
  • Goal setting, weighting, and meticulous tracking.
  • Visual aids for OKRs and overarching objectives.
  • Seamless integrations with platforms like Slack, Google Apps, Microsoft Teams, Outlook, and dedicated HRIS tools.
  • An accessible mobile application.
  • Expert advisory services.

Pros:

  • Trusted by over 2900 SMBs and more than 1000 large enterprises, including notable names such as Reddit and Asana.
  • Links company strategy to personal development via its unique “growth areas” functionality.
  • Specially tailored for HR teams or remote enterprises aiming for enhanced team cohesion.
  • The ability to integrate work with conversations, enhancing productivity and team synergy.

Cons:

  • Potential for unintentional micromanagement, especially if users aren’t well-versed in OKR methodologies.
  • A somewhat confined dashboard that might not fully cater to company-wide OKR visualization.
  • The absence of a free trial might dissuade potential users from exploring the platform.

User Feedback:

  • Capterra: 4.5
  • G2: 4.7

Lattice Pricing:

  • OKRs and Goals: Available at $8/person/month.
  • Performance Management: Also priced at $8/person/month. However, an all-inclusive plan that bundles both performance management and OKRs stands at $11/person/month.

 

#5 Quantive

From its diverse operational hubs in Denver, London, Berlin, Sofia, and Paris, Quantive is focused on empowering organizations. Their mission is to foster an outcome-centric culture, emphasizing alignment and enhanced visibility.

Quantive’s Key Features:

  • Goal setting with precision.
  • Extensive performance tracking using 160+ integrations.
  • Customizable automation workflows to simplify tasks.
  • Collaboration tools designed for efficient team interaction, task allocation, and performance oversight.
  • Miro whiteboards with unique voting capabilities cater to collaboration, note documentation, and info-sharing.
  • Benchmarking reports offer a comparative analysis, enabling companies to gauge their progress against fellow Quantive users.

Pros:

  • Endorsed by industry giants like Adobe, Red Hat, and Lumen, Quantive’s effectiveness is evident.
  • A sprawling user base of over half a million, spanning from startups to enterprises.
  • Mobile adaptability with apps tailored for both iOS and Android.
  • A 14-day trial period allows potential users to assess the platform’s utility, with a basic version available free for smaller teams.

Cons:

  • While the “Essentials” package is freely accessible, it does come with substantial restrictions concerning OKR functionality and third-party integrations.
  • The transition to the “Scale” package, tailored for multi-team entities, comes with a pronounced price spike.

User Feedback:

  • Capterra: 4.2
  • G2: 4.7

Quantive Pricing:

  • Essentials: Forever free with unlimited users, but with notable limitations.
  • Scale: Priced at $18/user/month.
  • Enterprise: Custom pricing upon direct consultation.

 

#6 Workboard

workboard-screenshot

Incorporated nine years ago, Workboard has a clear mission – inspiring teams, crystalizing organizational objectives, and simplifying the monitoring process for business expansion. Their platform is not just about setting objectives; it’s about measurable growth and transparent progress.

WorkBoard’s Key Features:

  • A communication suite specifically tailored for seamless team interaction.
  • Objective setting complemented by measurable outcome tracking.
  • The prized “OKR heatmap,” allowing users to visually understand OKRs at a glance.
  • Filtering capabilities to view OKRs by specific teams or individual contributions.
  • Weekly progress notifications to keep everyone abreast of updates.
  • Digital business review dashboards offering granular insights for leadership.

Pros:

  • Its tools are engineered to offer absolute clarity for each objective.
  • Commitment to transparency throughout the OKR journey is evident with features allowing team-wide access to progress data.
  • Automation plays a significant role, with automated notifications and quarterly progress reports.
  • WorkBoard goes beyond software, offering a certification course for OKR coaching and specialized training modules.
  • Their platform’s organization capabilities are lauded, making adjustments to dates, priorities, and progress notes seamless.
  • They give leaders a bird’s-eye view, which is invaluable for meetings and strategic deliberations.

Cons:

  • Initial usability could present challenges to newcomers.
  • Some users find the interface sluggish and the navigation somewhat convoluted.
  • Integration prospects seem limited, and the platform doesn’t offer performance reviews or feedback functionalities.
  • Pricing is only available upon direct inquiry, and their subscription model leans towards annual billing.

User Feedback:

  • Capterra: 4.5
  • G2: 4.7

 

#7 Heartpace

heartpace-screenshot

Positioned seventh on our list, Heartpace primarily thrives as an HR solution. While it doesn’t inherently market itself as an OKR tool, discerning buyers still gravitate towards it for its application in OKR contexts.

Heartpace’s Key Features:

  • Data-driven Insights: Heartpace underscores the importance of decisions rooted in concrete data. It’s not just about managing employees; it’s about understanding their performance nuances and driving improvement.
  • Modular Configuration: Heartpace isn’t a one-size-fits-all platform. Users have the flexibility to choose and integrate modules that align with their organization’s unique HR needs, at their convenience and preferred pace.
  • Performance Management: While Heartpace’s OKR offerings might not be as extensive or strategic as specialized OKR tools, it shines when it comes to performance management. Their people-centric approach prioritizes employee engagement and the cultivation of a winning organizational culture.
  • Equal Pay Analysis & Salary Review: A standout feature, Heartpace offers tools for smooth equal pay analysis, with a focus on promoting gender equality. Organizations can derive rich insights into their pay structure, making the salary review process a breeze.

Pricing Considerations:

  • Heartpace offers a flexible pricing model, starting at $5.00 per month per user. It’s worth noting that the final price might scale up depending on the chosen features and modules.
  • A free version exists for organizations wishing to test the waters before diving in, and there’s an available free trial for a more in-depth experience.

 

#8 Mooncamp

mooncamp-screenshot

Mooncamp, with its user-friendly interface reminiscent of Notion, offers teams a streamlined experience in OKR and goal-setting. Its versatile workspace options, coupled with a focus on both team and individual objectives, makes it a compelling choice for those keen on simplicity and clarity.

Mooncamp’s Key Features:

  • Workspace Versatility: Easily switch between public and private OKRs tailored for distinct teams, projects, and individuals.
  • OKR Flexibility: Enables the creation of OKRs at both team and individual levels to ensure goal alignment throughout the organization.
  • Prioritization Tools: Action items that align goal-setting with priority tasks, ensuring tasks that matter most are attended to.
  • Strategic Insights: Provides tools for mapping out strategies with integrated notes, allowing teams to visualize and plan effectively.

Pros:

  • User-Friendly Design: The UI is both aesthetically pleasing and intuitive, encouraging consistent user engagement.
  • Seamless Integrations: Strong ties with platforms like MS Teams and Slack, promoting smooth cross-platform communication.
  • Efficient Search & Filter: Advanced functionalities ensure users quickly find the information they need.

Cons:

  • Company-Level Objective Gap: The platform doesn’t cater to overarching company-wide objectives, possibly leading to team misalignment.
  • Collaboration Shortfalls: Absence of real-time coworking collaboration, which could hinder remote teamwork.
  • Editing Limitations: Strategic planning tools could be enhanced for more flexible editing.

Mooncamp’s focus on simplicity and user experience makes it a strong contender in the OKR software market. It’s particularly suitable for teams or businesses that value ease-of-use and clear visualization. While it excels in many areas, organizations looking for more extensive collaboration tools and company-level objectives might need to evaluate its features closely.

Mooncamp’s Pricing:

For detailed pricing, it’s best to directly reach out to Mooncamp. However, initial indications suggest competitive pricing structures.

Customer Rating:

  • Capterra: 5/5
  • G2: 4.8/5

 

#9 Leapsome

leapsome-screenshot

Leapsome initially carved its niche as a distinguished HR tool, renowned for its performance reviews and 360 feedback capabilities. With the evolution of time and technology, Leapsome expanded its horizon, delving into the world of OKR functionality. While the transition from an HR-centric tool to an OKR integrated platform might seem organic, it does come with its set of challenges. The most glaring one is the absence of the nuanced depth one would typically expect from dedicated OKR vendors.

This trajectory of Leapsome brings ZOKRI into focus. Unlike Leapsome, ZOKRI commenced its journey as a specialist OKR tool, endowed with the depth and breadth expected of specialists. Only later did it branch out, introducing HR modules. This strategy ensured that ZOKRI catered to the discerning needs of OKR-centric buyers without compromising on the essentials. At the same time, it ensured that other stakeholders were not left wanting, providing them with the features they coveted.

As for Leapsome, its modular structure offers a choice of five distinct modules. Pricing starts at a competitive $8 per module. However, potential buyers should exercise due diligence, as costs could accumulate depending on the range of functionalities sought.

Leapsome’s Key Features:

  • HR Mastery: Renowned for its HR-centric tools like performance reviews and 360 feedback.
  • OKR Integration: Despite being an HR tool at its core, Leapsome ventured into OKR functionalities, albeit without the depth of dedicated OKR platforms.
  • Visualization Excellence: Goal Tree View alongside intuitive graphs ensures clarity in objective tracking.
  • Engagement Reinforced: Focus on employee satisfaction metrics with eNPS scores, pulse surveys, and streamlined onboarding.

Pros:

  • Versatility: Transitions from an HR tool to one with OKR functionalities, providing a broader spectrum of services.
  • Responsive Support: A proactive support team ensures seamless user experience.
  • Holistic Engagement: Amplifies employee satisfaction and engagement metrics.

Cons:

  • Depth Dilemma: Lacks the comprehensive depth of specialized OKR vendors.
  • Cost Consideration: Modular pricing could lead to a cumulative cost depending on functionalities chosen.

Leapsome, with its HR expertise and newly integrated OKR functionalities, presents a compelling case for organizations seeking a balance between human resource management and objective tracking. However, potential buyers should weigh its offerings against dedicated OKR platforms like ZOKRI to make an informed decision.

Leapsome Pricing:

Starting at $8 per module, users should consult directly with Leapsome for a comprehensive pricing structure based on their needs.

Customer Rating:

  • Capterra: 4.8/5
  • G2: 4.8/5

 

#10 Asana

asana-screenshot

Historically, Asana has positioned itself as a premium choice for project and task management solutions. In its bid to evolve and cater to the dynamic needs of businesses, Asana recently integrated the functionality to add and align work with goals or OKRs. Feedback from a handful of its users indicates that while its OKR features may be deemed basic in comparison to dedicated OKR software, for loyal Asana users, it might just be the adequate touch of alignment they were seeking.

However, inherent in its project-centric design, Asana does stumble when it comes to the strategic depth, cascading layers, and comprehensive OKR management workflows that specialized tools boast of. And as expected, venturing into performance management features remains uncharted territory for Asana. While its offerings are diverse and encompassing, its premium price tag, especially for the goal-related features, may deter potential users.

Asana Key Features

  • Diverse Task Management: Comprehensive tools for organizing tasks, automating recurring ones, and viewing them in versatile formats.
  • Integration Proficiency: Seamless integration capabilities with platforms like Slack, Google Drive, Salesforce, Zapier, and over 200 others.
  • OKR Integration: Allows teams to set, assign, and align work with goals, although with a basic approach compared to specialist OKR tools.
  • Customization & Reporting: Automation tools based on user-defined rules and detailed reporting based on employee progress.

Pros:

  • A Comprehensive Solution: Beyond its OKR features, it’s an encompassing work management tool offering automation, integration, and versatile views.
  • Cross-Team Synchronization: Ideal for tracking projects across multiple teams with clarity on collaborators for specific projects or OKRs.
  • User-Centric Design: Intuitive, user-friendly features that cater to diverse project management needs.

Cons:

  • Visual Limitations: Inaccurate visual representations, especially for extensive projects and lacks a comprehensive graph representation of progress.
  • Strategic Depth: Misses out on the strategic layers and advanced OKR management workflows of specialized tools.
  • Pricing Concerns: Being positioned at the premium end of the pricing spectrum, especially for goal-related features, can be a potential drawback.

Asana stands as a beacon in the realm of project management. With the recent introduction of OKRs, it tries to bridge the divide between task management and strategic alignment. While it may not match the depth of specialized OKR tools, its wide array of project management features and integrations make it a commendable choice for businesses, especially those already invested in the Asana ecosystem.

Asana Pricing:

  • Basic: Free
  • Premium: $10.99/user/month
  • Business (with OKR Goals): $24.99/user/month or $30.49/user (if billed monthly)
  • Enterprise: For detailed pricing, contact Asana directly.

Customer Rating:

  • Capterra: 4.5/5
  • G2: 4.3/5

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.