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What is Elate?

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 teams. Many organizations rely on spreadsheets, slide decks, and disconnected project or portfolio management tools to manage strategy. Elate replaces these fragmented approaches with a unified platform that connects strategic planning, execution, and reporting in one place. Teams 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 execution may be at risk. Built-in operating cadence workflows help teams share updates consistently and give leaders visibility without manual status chasing or disconnected reports. A core differentiator is Strategy Advisor, Elate’s strategy-specific AI capability. Strategy Advisor analyzes plan structure, progress updates, and cross-team signals to identify risks, summarize execution health, and surface insights that support better decision making. This allows leaders to detect issues earlier, understand tradeoffs, and focus attention where it matters most. Elate is used across a range of industries, including higher education, nonprofits, credit unions, and manufacturing, where leaders need clear visibility and disciplined execution across complex organizations. Integrations with CRM, ticketing, and project management systems help automate updates and provide a connected view of performance without replacing existing tools. Unlike portfolio management software or project tools, Elate acts as a strategy execution partner, helping leaders adapt strategy and stay on track as conditions change.

What is Causey?

Causey assists nonprofit organizations in enhancing their strategic planning processes and overall effectiveness. Drawing on over two decades of experience in the field, our software prioritizes simplicity while providing a centralized platform for all aspects related to an organization's strategy and execution, ultimately easing the workload for executive directors and board members. By utilizing dedicated software for strategic planning instead of conventional tools like Google Docs or Word, organizations can emphasize the significance of strategic planning. The system also automates email reminders to key stakeholders, motivating them to engage with their plans and monitor their progress. Additionally, it allows for the tracking of vital metrics, ensuring that both staff and board members remain aligned. Users have the capability to generate monthly reports that highlight effective features, offering insights into what strategies are successful and which may require adjustments, thus fostering continuous improvement and engagement. This holistic approach not only streamlines operations but also cultivates a culture of accountability and collaboration within the organization.

Media

Media

Integrations Supported

Asana
Basecamp
Copper
Dixa
Domo
Google Sheets
Intercom
Jira
Jira Align
Metabase
Microsoft Power BI
QuickBooks Online
Slack
Smartsheet
SugarCRM
Tableau
Trello
Xero
monday AI work platform

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Pricing Information

Elate offers subscription-based pricing tailored to the size, complexity, and needs of each organization. Pricing typically varies based on the number of users, access to advanced capabilities such as Strategy Advisor, and the level of onboarding and support required. Plans are available on annual agreements, with pricing provided upon request.

Pricing Information

$90 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Elate

Date Founded

2019

Company Location

United States

Company Website

www.goelate.com

Company Facts

Organization Name

Mission Met

Date Founded

2019

Company Location

United States

Company Website

www.causey.app/

Categories and Features

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Categories and Features

Nonprofit

Not specified

Strategic Planning

Goal Setting / Tracking

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