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Elate

Overview

Elate 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Elate
Elate
4.7
(7)

Pricing

Pricing available upon request

About Elate

Elate is an AI-Native Strategy Execution Platform that helps organizations stay aligned and focused as they build and manage their strategic plans. It is designed for leaders who guide planning cycles, coordinate cross-functional work, and communicate progress across the business. Strategy, Operations, and Chief of Staff teams use Elate to bring clarity to goals, maintain momentum throughout the year, and give their organization a shared understanding of priorities.

Elate helps teams create structured annual and quarterly plans by defining objectives, outcomes, initiatives, and success measures. The platform provides tools that support collaboration during planning, making it easier for teams to propose goals, understand dependencies, and ensure alignment across departments. Once plans are set, Elate becomes the central system for tracking progress and maintaining accountability.

Teams often struggle with gathering updates, understanding which goals need attention, and preparing reports for leadership. Elate simplifies this by providing a consistent operating cadence. Status updates, review cycles, and automated prompts help teams contribute information on time, and real-time das...

hboards show which areas are progressing well and which may need support. To make strategic work easier to understand, Elate includes visual tools that show how objectives relate to one another. Leaders can see how individual goals roll up into organizational priorities and where work may be blocked by dependencies or resource constraints. A major component of the platform is Strategy Advisor, an AI capability that analyzes the plan and its updates. Strategy Advisor highlights risks, summarizes team input, and provides early signals that help leaders identify issues before they escalate. It supports common leadership tasks such as reviewing progress, preparing updates for executive teams, and guiding conversations in review meetings. For many users, this reduces the time spent interpreting scattered information and brings more clarity to decision making. Elate also includes tools for reporting, making it easier to prepare leadership updates, quarterly reviews, and summaries for boards or executive committees. Reporting Assistant helps teams transform updates and performance data into clear narratives that reflect the current state of the strategy. Integrations with CRM systems, ticketing platforms, and project management tools help teams bring context into the plan without creating extra work. This keeps Elate connected to the systems teams already use while providing leaders with a unified view of performance. Organizations choose Elate when they want a platform that simplifies strategic planning, strengthens communication, and supports a structured approach to execution. The platform is built to help teams stay aligned, understand where support is needed, and ensure that strategic goals remain a focus throughout the year. Whether an organization is growing quickly or navigating change, Elate helps maintain clarity and consistency across teams.

Elate Screenshots

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Elate Pricing and Plans

Free Trial
Free Version

Elate's Strategy Execution Platform

Pricing available upon request

Plan includes:

  • Real-time Progress Tracking
  • AI-Powered Status Update Workflows
  • Automated Reminders and Update Requests
  • Team and Department Roll-ups
  • AI Summaries of Updates and Progress
  • Risk Identification & Signal Detection
  • Automated Report Generation w/ Tone Adjustments
  • Trends and Performance Insights
  • Objective & Initiative Management
  • Unified View of Company-Wide Strategy
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Elate Features

  • Popular features found in OKR
    Communication Management
    Customizable Dashboard
    Feedback Management
    Goal Setting/Tracking
    KPI Monitoring
    Performance Management
    Prioritization
    Reporting & Statistics
    Task Management
    Workflow Management
  • More features of Elate
    360 Degree Feedback
    Activity Dashboard
    Activity Tracking
    Ad hoc Reporting
    AI Copilot
    Alerts/Notifications
    API
    Budgeting/Forecasting
    Charting
    Collaboration Tools
    Commenting/Notes
    Configurable Workflow
    Customizable Branding
    Customizable Reports
    Customizable Templates
    Dashboard
    Dashboard Creation
    Data Import/Export
    Data Visualization
    Document Management
    Document Storage
    Drag & Drop
    Employee Management
    Employee Profiles
    Financial Analysis
    Financial Reporting
    Forecasting
    Gantt/Timeline View
    Generative AI
    Goal Management
    Idea Management
    Milestone Tracking
    Modeling & Simulation
    Negative Feedback Management
    Performance Metrics
    Planning Tools
    Progress Reports
    Progress Tracking
    Project Accounting
    Projections
    Project Management
    Project Planning
    Project Tracking
    Real-Time Data
    Real-Time Reporting
    Real-Time Updates
    Reminders
    Roadmapping
    Sales Forecasting
    Scenario Planning
    Scorecards
    Search/Filter
    Single Sign On
    Status Tracking
    Strategic Planning
    Surveys & Feedback
    Task Planning
    Task Progress Tracking
    Template Management
    Third-Party Integrations
    Visual Analytics
    "What If" Scenarios

Elate Integrations

Salesforce Sales Cloud
Salesforce Sales Cloud
Jira
Jira
Xero
Xero
SalesLoft
SalesLoft
GitHub
GitHub
Nutshell
Nutshell

See all 20 integrations

Elate User Reviews

Overall Rating

4.7

Ratings Breakdown

5

86%

4

0%

3

14%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

Customer support

4.8

Functionality

4.3

Have you used Elate and would like to share your experience with others?

BC

Ben C.

Verified reviewer

Education Management

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed July 2024

Elate is going to change our strategy game (to a winning one)!

5

Working with Elate has been a very pleasant and enjoyable experience so far! This is easily one of my all-time favorite vendors because each and every member of the team that we have worked with on launching our implementation have been fantastic, extremely helpful, eager to solve our problems and find solutions, and just easy and fun to work with. I believe in the product itself, but the team is so great I would recommend Elate to others for both the product and the partnership!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
I love how easy it is to bring a strategic plan to life and have the plans, data visualizations, and commentary/notes all in one place. The accessibility and transparency that Elate provides to our organization's leaders will allow us to push the work forward in ways we've not been able to in the past.
Cons:
As a newer tool, there are features that are not yet available, but that are on the product roadmap. Our users often have a lot of desires in terms of ways to view details and data of our strategic and annual plans, and there are limitations to the more complex functionality at this time. However, having been a customer for less than a year, we've seen many new features and updates rolled out, and I'm optimistic that over time the features we would like to see will become available.

Reasons for choosing Elate

Cascade seemed to be geared towards large corporate customers and was going to be cost-prohibitive and/or not as democratic as we wanted a tool like this to be for our users. The Cascade team also felt really sales-y and didn't seem to understand the unique needs of a non-profit/K-12 education organization.

Vendor Response

Wow, Ben! Thank you so much for taking the time to write such a detailed review of your experience with Elate. Hearing that we are your all-time favorite vendor is one of the best compliments and we're really appreciative. Thank you for your business and support. Cheers to you and your team! -TW

Replied July 2024

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BJ

Brian J.

Verified reviewer

Telecommunications

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Elate makes strategic planning easy and lightweight enabling company goal and strategic objective alignment.

5

The Elate tool along with support from their account team(s) have supported our strategic planning maturity. The tools is easy to use to build the annual plan but it’s also easy to enable the leadership team to use the tool to manage their teams’ objectives. Elate has proved to be a reliable, valuable addition to our objective tracking.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
How lightweight the tool is to establish company goals (themes) and objectives with key results. It’s relatively intuitive and integrates with MS Teams. An important benefit of Elate is the ability to consolidate strategic objective results across all teams into a visual scorecard that is actually useful from a tracking and reporting perspective.
Cons:
Some of the UI is clunky and doesn’t optimize the screen real estate, in addition, some of the search dialogs don’t work as expected.

Vendor Response

Thanks so much for the thoughtful review, Brian! We’re glad Elate has been helpful in supporting your strategic planning and making it easier for your leadership team to manage and track objectives. Really appreciate the feedback on the UI and search experience, too — I've passed this along to our team. Thanks again for partnering with us and for helping us keep improving! -TW

Replied June 2025

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KK

Kornél K.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed June 2024

The goal is common

3

I didn't like it from the start, but they are working on the system and I see the improvements. That is the most important thing. I think the idea and the tool is good.

Ratings Breakdown

2
Ease of use
4
Customer support
3
Functionality
icon
Pros:
I like the hierarchy view idea where we can connect the dots between people, disciplines and departments. I think it is very important to be able to see the connections, dependencies between tasks and that view is very helpful in that sense. In a company the most important thing is to see the common values, goals, etc. With this and Elate there a very good way to show these, even for the smallest tasks in the Company. And yes, if something doesnt have a connection, then why we are doing it as an objective?
Cons:
- Can not open a link in a new page - Sometimes I can not tag someone - If you are opening something as an objective and you open another one frm that panel, if you close it it will close the parent objective as well.

Vendor Response

Hi Kornél, thanks for taking the time to share your experience with Elate. We love hearing that it’s helped connect the dots across your organization and prioritize your Objectives. Regarding the cons you described, I will be sure to pass those along to our product team to confirm if it's expected behavior or if you’ve encountered a bug. Overall, we're glad you've found Elate valuable and look forward to continuing our partnership!-TW

Replied June 2024

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SY

Sarah Y.

Verified reviewer

Computer Software

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed June 2024

Great Software & Team

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
In addition to the software itself being highly useful for our team, the Elate team has always been highly responsive, open to feedback, and great to work with across the board. It is much easier to use Elate than trying to manage everything through spreadsheets and Powerpoint decks, which is what we did previously.
Cons:
The change management was the most difficult part, which wasn't as much about the Elate product, more about the process transformation. We used a combination of HR tools, project management tools, and Microsoft office solutions to manage pieces of planning/ops/day to day execution.

Vendor Response

Thank you so much for taking the time to share your experience with Elate, Sarah! We're thrilled to hear that the software has been impactful and equally delighted to learn about your positive experience working with our team! -TW

Replied June 2024

Read More

EB

Emma B.

Verified reviewer

Leisure, Travel & Tourism

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed June 2024

Elate Makes Strategy Planning Easy

5

Ratings Breakdown

5
Ease of use
4
Value for money
4
Functionality
icon
Pros:
Elate makes strategic planning and reporting a breeze. The interface is simple and easy to use, which helps us keep our objectives updated and track progress effortlessly. The advanced reporting features, like hierarchy views and analytics dashboards, give us clear insights for better decision-making. Integration with our existing tools and reminder settings keep everyone on track. Overall, Elate has improved our team’s alignment and engagement with our company’s goals.
Cons:
We're on a big push for automation and integration, especially around AI. Elate doesn't offer any APIs or webhooks, which would make our lives a lot easier. I suspect these extras are to come, but having them now would greatly enhance our workflow and efficiency.

Vendor Response

Hi Emma! Thank you for taking the time to write about your experience with Elate. We love hearing that UI is simple and easy, the features help with better decision-making, and that you feel Elate has improved your team's alignment and engagement with your strategy. Music to our ears. We appreciate you and are grateful for your partnership! -TW

Replied July 2024

Read More

AS

Amit S.

Verified reviewer

Marketing and Advertising

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed June 2024

FT Longitude review of Elate

5

Fantastic! It's the best tool on the market for strategic planning, has great user experience and many impressive features.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Ease of implementation ensured it was relatively quick to embed. User experience is really good which makes adoption a lot easier. Things like ability to update directly into Slack makes a huge difference. Advanced reporting makes it really easy to setup consistent updates. Connection to various other tools (e.g. SF, GDrive, Slack) makes connecting data very easy.
Cons:
There is a lot of functionality and there are parts that we don't use. My experience of systems is less is more. There is a danger Elate will start to try and do too much and lose it's value which I think is around strategic planning and OKR management.

Reasons for choosing Elate

Multiple reasons, but the overwhelming one would have been user experience and simplicity. It's easy to setup for admins and easy to update for users.

Vendor Response

Amit, thanks so much for taking the time to share your thoughts on Elate. We love hearing about your positive experience with the UX and features like Slack integration and Advanced Reporting. And the best tool on the market? Wow! Maintaining the Radical Simplicity principle has been a priority for our product roadmap since day one and we don't plan to change that. Thanks again!

Replied June 2024

Read More

JB

Jacob B.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed June 2024

Elated with Elate!

5

The Elate team has been very supportive since day one. Any and all questions that come up are responded to with genuine care and attention. They always act as though they are vested in our success just as much as our internal team.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Having an existing framework to optimize the way we execute on strategic initiatives was extremely beneficial rather than having to constantly solve for how to best organize, manage, and align all stakeholders.
Cons:
Would love to have more control over report formatting. Text/image sizing/placement.

Reasons for choosing Elate

The product vision and existing functionality aligned best with the operational approach we have been attempting to create for the past few years.

Vendor Response

Hi Jacob, Thanks so much for taking the time to share your experience with Elate. Hearing that our team has been supportive since day one and that you feel we are vested in your success is truly music to our ears. I'll pass along your comments on reporting to our product team, but I know we have some exciting things in the works :) Thanks again!! -TW

Replied June 2024

Read More

Showing 1 - 7 of 7 Reviews

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