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Top Rated Business Performance Management Software with Microsoft 365

Last updated: July 2026

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28 software options

Motivosity logo

Employee recognition and engagement platform

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Motivosity is an employee engagement platform that helps develop your managers and build great cultures. Motivosity helps managers at every level have the tools they need for success and to support their team members.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need to manage contracts, clients, proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

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Profit.co logo

AI-enabled enterprise strategy management software

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Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

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StaffCircle logo

Employee Success Platform

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StaffCircle is web and mobile, employee relationship and management platform helping organisations Communicate and perform Appraisals and One2One check-ins with both non-desk & office-based employees. Users are provided with a web app branded to the business which can be accessed by any device.

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Visio logo

Diagramming, process modeling & data visualization

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Microsoft Visio is a cloud-based flowchart and diagram creation tool, designed to aid collaboration and connect real-time data with business workflows. The platform enables communication of complex information through data-linked diagrams, flowcharts, org charts, floor plans, and more.

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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer helps companies manage performance beyond spreadsheets. Unify planning, forecasting, and reporting in one platform, automate manual work, and empower finance teams with real-time insights and predictive analytics.

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Board logo

The Enterprise Planning Platform

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Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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kippy logo

Align every person, process and activity, to your company's

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Align every person, process and activity, to your organisation's most important objectives, to track and improve company-wide performance, without all the usual hassles!

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CCH Tagetik logo

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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VirtlX logo

360° success management & employee engagement platform

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VIRTLX provides essential data which helps our clients increase business efficiency and boost revenues

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Freshsales logo

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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Vena logo

Microsoft Excel-based FP&A software

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Turn data into decisions with Vena. Leverage AI-powered insights, self-service analytics and integrations with Power BI and PowerPoint.

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Smart IP&O logo

Demand Forecast and Inventory planning suite

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Smart IP&O is a web-based, integrated suite with modules designed to help businesses to track business metrics and forecast accurately to optimize service levels. The platform integrates four modules; Smart Inventory Optimization, Supply Planner, Demand Planner, and Operational Analytics.

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.

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Inspire logo

Cloud-based and AI-enabled performance management solution

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Inspire is a cloud-based and AI-enabled performance management solution designed to help organizations of all sizes manage objectives through OKR and goal setting methodologies. Key features include team collaboration, employee recognition, progress tracking, reporting, and analytics.

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Obzervr logo

Fieldwork automation & mobility for asset maintenance.

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Obzervr’s Digital Work Management Solution is an end-to-end fieldwork automation and mobility solution for heavy industry maintenance.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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EverReady logo

Get the most out of your CRM with AI

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EverReady automates CRM data capture by syncing Gmail/Outlook emails and meetings, and creating enriched contacts from email signatures.
Keep your CRM clean and up to date, improve pipeline visibility, detect risks faster, and forecast more accurately—without manual entry.

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Sapience Vue logo

Business performance management and analytics software

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Sapience Vue is a data analytics software that helps organizations track performance, assess risks, monitor compliance, and more on a centralized platform. Supervisors can compare data in real time to ensure team and department productivity is in line with predefined business goals and overall KPIs.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for Business Performance Management. AI extends what you can accomplish by centralizing all performance data and strategic initiatives in one governed environment. Streamline planning and use advanced reporting for data-driven performance analysis.

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UTrakk logo

Digitalize your management

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Management platform built for manufacturing world : task management, Gemba walks, team collaboration, KPI's, knowledge center, audit, and coaching.

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Briq logo

Data analytics solution for construction businesses

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Briq is a corporate performance management platform built to make the lives of construction financial professionals easier and to make

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