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Top Rated Strategic Planning Software with Hubspot crm

Last updated: June 2026

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26 software options

Spider Impact logo

Where strategic priorities connect to measurable results.

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Spider Impact lets you manage your big-picture strategy. Spider Impact automatically rolls up weighted measures to objectives and perspectives so you can see how well you're executing your overall strategy, and put initiatives in place to course-correct to achieve optimal strategic performance.

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Elate logo

AI-native strategy execution for aligned, data-driven teams

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Elate is an AI-Native Strategy Platform that helps organizations build structured plans, align work across teams, and monitor progress in real time. With AI insights, automated updates, and integrated reporting, Elate provides a unified approach to planning and execution.

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Inspire logo

Cloud-based and AI-enabled performance management solution

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Align your company, team, department, and individual goals to scale quickly with strategic planning software from Inspire.

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ClickUp logo

Productivity platform for marketing agencies

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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Datarails logo

Financial planning and analysis (FP&A) software

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Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

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Quantive StrategyAI logo

Quantive StrategyAI — Strategic agility for today’s world.

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Quantive helps organizations modernize their outdated approaches to strategic decision-making and execution to create strategic agility for today's world.

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monday.com logo

Project management software

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Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Mooncamp logo

Mooncamp is the most flexible OKR software

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Mooncamp is an Objectives and Key Results (OKR) software. The platform enables employees to update work progress through Microsoft Teams or Slack and auto-update OKR progress with integrations to Jira, Excel, Asana, and more.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer supports long-term decision-making with multi-year models, what-if scenarios, and predictive insights. Align strategy with operations, evaluate investments, and guide transformation programs with a governed, collaborative planning platform.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Drivetrain logo

Platform for planning and managing financial analysis

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Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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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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Peoplebox logo

Enterprise OKR Platform used by Disney, Reliance & Razorpay

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OKR focused strategy execution platform that help fast-growing companies align and achieve moonshot goals.

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SharpCloud logo

Make data compelling, not complex.

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Data visualization software that transforms business data into engaging visual stories, helping you make smarter strategic decisions.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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Blox logo

Financial modeling and planning management software

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Blox helps business leaders with financial modeling and planning without the need for spreadsheets. With its marketplace of pre-built blocks, it has taken away the complexity of building a bespoke model and sped up the planning process massively.

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Empiraa logo

Cloud-based business planning and execution tool

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Empiraa is a cloud-based strategic planning platform that helps small to large businesses in human resources (HR), logistics, technology, hospitality, and other sectors turn their strategies into reality. It allows managers to coordinate their team's efforts toward achieving the strategy.

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Swit logo

Collaboration suite for small teams and large enterprises

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Swit is a collaboration software suite designed to help software developers & businesses in the education sector track task progress, manage project timelines, and share files. Multiple filters and views enable sorting of tasks based on team, work category, task status, and timeline.

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Perdoo logo

Cloud-based OKR and strategy execution software

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Perdoo is a cloud-based OKR platform that helps turn strategies into results. Perdoo caters to a wide range of industries and organizations of all sizes, from small businesses to large enterprises, that are looking to execute their strategy more effectively.

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Asana logo

Project tracking and workflow management platform

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Asana is a strategic planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Keto AI+ Platform logo

Connect your strategy with execution investments.

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Keto Software connects high-level objectives to execution. This AI-driven platform helps leadership prioritize initiatives, align teams with strategic goals, and adapt plans in real time to ensure strategic plans deliver results.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for strategic planning. AI helps you centralize all strategic initiatives, connecting high-level goals to the projects required to achieve them. Use customizable roadmaps and dashboards to maintain alignment and track progress across the entire business.

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ProjectManager logo

Award-Winning Project Management Software

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ProjectManager is an award-winning project and work management software solution designed to empower teams and improve collaboration.

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