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What is OKRify?

OKRify emerges as the leading tool for Goal Management and Strategy Execution within the Salesforce ecosystem. It seamlessly combines OKR methodologies with KPIs, promoting a concentrated and effective strategy execution process. By utilizing OKRify, businesses can enhance alignment, accountability, transparency, and teamwork among their personnel. This intuitive application prioritizes ease of use and is fully integrated into the Salesforce platform. Notable features encompass the capability to establish OKRs at various levels, including company-wide, team-centric, and individual metrics, along with an Objective/Team hierarchy, a heatmap for visualizing progress, automatic updates sourced from Salesforce data, real-time KPIs tailored for diverse users and organizational units, and milestones with split-period targets. Furthermore, OKRify functions as a central repository for the management, tracking, and updating of both OKRs and KPIs, offering a transparent view of organizational alignment. As teams leverage its comprehensive tools, OKRify not only helps maintain focus on strategic objectives but also fosters an environment of continuous improvement and engagement. Ultimately, it serves as a catalyst for driving success across all levels of an organization.

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.

Media

Media

Integrations Supported

Basecamp
ClickUp
Copper
Dixa
Domo
GitLab
Google Analytics
Google Sheets
Jira
Jira Align
Metabase
Microsoft Power BI
QuickBooks Online
Slack
Smartsheet
SugarCRM
Trello
Xero
Zendesk
monday AI work platform

Integrations Supported

Basecamp
ClickUp
Copper
Dixa
Domo
GitLab
Google Analytics
Google Sheets
Jira
Jira Align
Metabase
Microsoft Power BI
QuickBooks Online
Slack
Smartsheet
SugarCRM
Trello
Xero
Zendesk
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour 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

OKRify

Date Founded

2018

Company Location

United States

Company Website

www.okrify.com

Company Facts

Organization Name

Elate

Date Founded

2019

Company Location

United States

Company Website

www.goelate.com

Categories and Features

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Categories and Features

Strategic Planning

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

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