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Envisio

Envisio 2026: Benefits, Features & Pricing

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

Overview

Envisio
Envisio
4.7
(28)

Pricing

Starting at $20,000.00 per year

About Envisio

Execute strategy and improve performance.

Envisio is the #1 strategic planning & performance management solution for local government, education, healthcare and nonprofit organizations. Envisio will transform how you develop and execute plans, measure and improve performance, and share results.

And because we work exclusively with public sector and nonprofit organizations, Envisio is built to meet your unique needs around creating transparency and building trust with external stakeholders. Let's get started.

Envisio Screenshots

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Envisio Pricing and Plans

Starting price: $20,000.00 per year
Free Trial
Free Version

Basic

$20,000.00

flat rate, per year

No plan information available

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    Envisio Features

    • Popular features found in Nonprofit
      Accounting
      Campaign Management
      CRM
      Customizable Forms
      Donor Management
      Electronic Payments
      Event Management
      Fundraising Management
      Grant Management
      Membership Management
      Registration Management
      Volunteer Management
    • More features of Envisio
      Access Controls/Permissions
      Activity Dashboard
      Activity Tracking
      Ad hoc Reporting
      Alerts/Notifications
      API
      Budgeting/Forecasting
      Charting
      Collaboration Tools
      Commenting/Notes
      Compliance Management
      Customizable Branding
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Dashboard
      Dashboard Creation
      Data Import/Export
      Data Visualization
      Document Storage
      Drag & Drop
      Employee Management
      Event Scheduling
      Financial Analysis
      For Municipal Offices
      For Nonprofits
      Gantt/Timeline View
      Goal Setting/Tracking
      Idea Management
      KPI Monitoring
      Milestone Tracking
      Performance Management
      Performance Metrics
      Planning Tools
      Prioritization
      Progress Reports
      Progress Tracking
      Project Management
      Project Planning
      Real-Time Analytics
      Real-Time Data
      Real-Time Reporting
      Real-Time Updates
      Reporting/Analytics
      Reporting & Statistics
      Roadmapping
      Scorecards
      Single Sign On
      Status Tracking
      Strategic Planning
      Task Management
      Task Planning
      Task Progress Tracking
      Template Management
      Third-Party Integrations
      Visual Analytics
      Workflow Management

    Envisio Integrations

    ArcGIS
    ArcGIS
    Microsoft Power BI
    Microsoft Power BI
    Tableau
    Tableau
    Microsoft Teams
    Microsoft Teams
    Google Calendar
    Google Calendar
    Questica Budget
    Questica Budget

    Envisio User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    68%

    4

    32%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.5

    Value for money

    4.7

    Customer support

    4.9

    Functionality

    4.4

    Melissa's profile

    Melissa M.

    Verified reviewer

    Government Administration

    1001-5000 employees

    Used monthly for more than 2 years

    Reviewed March 2021

    Envisio allowed our government to keep things moving forward in a coordinated manner

    5

    I have felt supported and important as a customer with Envisio since day one. They have great customer support, provide training to help your organization fully utilize the power of the tracking and management software, and seek input from customers to improve the functions of the software. They continue to innovate and try to provide the best service to their customers.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    I loved that it allowed managers to track and responded to many different goals, initiatives and action steps for a variety of different strategic objectives.
    Cons:
    None. I love this product. It is easy to use for a variety of projects and programs. It allows for multiple different plans and it controls who can see what.

    Reasons for switching to Envisio

    There was no easy way to track and manage the amount of information that we were handling in Excel. Errors and misses were constant. Excel could not remind you to enter and update and it did provide a scale of progress or allow clear and concise reporting.

    Vendor Response

    Melissa, thank you so much for your wonderful review. It is a pleasure to work with you and your team and we're thrilled at the success you're seeing with Envisio. Always here if you need us :) Thank you again! - Rob & the Envisio team

    Replied March 2021

    Read More

    CT

    Christian T.

    Verified reviewer

    Public Safety

    51-200 employees

    Used daily for less than 12 months

    Reviewed December 2025

    Outcome- and Value-Focused

    5

    My experience using Envisio has been defined by clarity, alignment, and momentum, allowing me to move quickly from adopting a strategic plan to actively managing it as a living system. Envisio gives me real-time visibility into objectives, initiatives, and outcomes, helping me track progress, assign ownership, and have more disciplined, data-informed conversations with staff and the Board. Rather than adding administrative burden, the platform reinforces accountability in a constructive way, strengthens communication with stakeholders, and embeds the strategic plan into everyday decision-making so strategy feels operational, relevant, and directly connected to public value rather than aspirational or static.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    What I like most about Envisio is that it turns our strategic plan into a living management system rather than a static document, aligning day-to-day work with clearly defined outcomes and public value. It allows us to connect initiatives, performance measures, ownership, and timelines in one transparent platform that reinforces accountability without creating a punitive culture. Envisio supports our shift from outputs to outcomes, helping us clearly articulate why we do what we do and how it benefits the community, while also improving communication with our Board and stakeholders through clear, visual dashboards. Most importantly, it helps embed the strategic plan into the organization’s culture by making priorities visible, measurable, and continuously discussed—so strategy becomes how we operate, not something we revisit once a year.
    Cons:
    What I like least is that Envisio requires a deliberate investment of time and discipline up front—especially in clearly defining outcomes, measures, and ownership—before its full value becomes apparent. The rigor that makes the platform powerful can feel demanding at first, particularly for staff who are more comfortable with narrative reporting than structured performance tracking, and it requires ongoing attention to keep data current so dashboards remain meaningful. In the early stages, that learning curve and the need to change habits can feel like friction, even though the payoff in clarity, alignment, and accountability ultimately outweighs the initial effort.

    Reasons for choosing Envisio

    Envisio far exceeds what can be done with an Excel spreadsheet.

    Reasons for switching to Envisio

    Envisio provided a much better solution that the spreadsheet template.

    Read More

    AT

    Amy T.

    Verified reviewer

    Government Administration

    51-200 employees

    Used monthly for less than 6 months

    Review source

    Reviewed February 2019

    Easy to use, still some bugs being worked out. Great Customer support!

    4

    Overall, great experience.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    - Great team, and customer service - Quick to respond to client issues - Software is easy to use
    Cons:
    - Still some kinks or bugs being worked out - Running appropriate reports not always easy

    Read More

    BH

    Brad H.

    Verified reviewer

    Government Administration

    5001-10000 employees

    Used weekly for less than 2 years

    Reviewed January 2026

    Envisio is meets and exceeded!

    5

    Overall, very positive, we are currently expanding our usage from our initial intent, to include other divisions, and exploring the project management opportunities within many areas.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Out of all of our systems we use, Envisio seems the most intuitive. The Zen help desk is very supportive, responsive and helpful in the very few times in reaching out with questions.
    Cons:
    The reporting structure is robust, but sometimes it is complicated to use, and we have to tweak to get exactly what we need. Maybe provide less than five templates of commonly run reports would be helpful.

    Read More

    JG

    Jason G.

    Verified reviewer

    Government Administration

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed July 2020

    Strategy Execution Platform that Understands Government

    5

    I am a local government consultant that has used and implemented a variety of different products within this category - ranging from sophisticated spreadsheets to full-featured platforms like Envisio. I recommend Envisio to my clients because they (1) understand my clients, their business issues, and their reporting needs; (2) the ease of use for both implementation and the end user; (3) their incredible attention to their client needs; and (4) their reasonable pricing.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Envisio's strategy execution platform has the best reporting functionality that I have seen in this sector. They've thought it through very well, striking a very good balance between flexibility and structure. Because they are focused intently on public (local government, school district, etc) organizations, Enviso meets the reporting needs of my clients extremely well.
    Cons:
    Perhaps a bit of a con is that the platform is still evolving pretty rapidly. Don't get me wrong, this is not a beta product - it is very capable and full featured (and is being used by lots of organizations, including some very large ones). Envisio's constant push towards perfecting the platform is in full motion. If you appreciate a platform that thoughtfully considers meaningful changes, this is not an issue. If you like your software to just always work the way that you first learned it, this can be a drawback.

    Reasons for choosing Envisio

    Envisio's singular focus helps it to be my product of choice. Many other platforms may be more flexible, but it tends to be their flexibility that has the other edge of making things more technically complex than my users prefer.

    Read More

    AK

    Aimee K.

    Verified reviewer

    Government Administration

    1001-5000 employees

    Used daily for less than 2 years

    Reviewed September 2021

    Outstanding Product and Customer Service

    5

    Envisio allows us the opportunity to effectively track and report initiatives of strategic importance and provide public-facing dashboards that demonstrate achievement towards our strategic goals and smart cities initiatives. In addition, department data analytics dashboards allow us to create meaningful data visualizations that help us better understand and address needs across the organization. Ultimately, Envisio bolsters our ability to use data an asset to engage our residents and enhance the decision-making process while being highly transparent.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Envisio's customer support has been exceptional from the very beginning. The implementation team held our hands throughout the process to ensure that the end result met our needs and we (both administrators and users) had the skills necessary to make our use of the platform a success. We've continued to experience that same high level of support with routine check-ins from our Customer Success Manager who works with us to continually optimize our use of Envisio, introduce us to new features, and, most importantly, listen to our wants and needs. We've reported a few (2-3) technical issues and, I can happily say, every single one has been resolved by the end of the business day, if not sooner. To me, that is incredible customer service!
    Cons:
    I don't like to be the person devoid of constructive criticism but I have none. We've made suggestions for enhancements and have been pleasantly surprised to find quite a few of them included in the very next release. Envisio continues to evolve in a way that shows they listen to the voice of the customer.

    Reasons for switching to Envisio

    The data visualization and reporting capabilities were far superior to the product we had been using. We went from spending a substantial amount of staff time preparing quarterly reports to having real-time, on demand data analytics dashboards as well as reports that are automatically distributed to the leadership team every month. In addition, we were able to launch a public-facing strategic plan dashboard as well as a dashboard for the our smart cities initiative.

    Read More

    JJ

    Jeff J.

    Verified reviewer

    Civic & Social Organization

    201-500 employees

    Used monthly for less than 2 years

    Reviewed August 2021

    Great software and great customer service

    4

    Envisio does a great job in helping us create dashboards that track and show our progress towards strategic plan goals. They worked with us to help create custom solutions when it wasn't obvious how to do what we wanted to do. They provide lots of options and quite a bit of customization. Customer service is personal and top-notch. They check in on us whenever they see a lull in activity, which is appreciated. They genuinely create a great customer experience and want you to use the software.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Very professional-looking dashboards. Lots of options on what to display and how to display it. Easy to share dashboards with people outside our Envisio environment. Customer Service is very responsive to requests/questions and provides solutions quickly. Envisio's programming staff have incorporated many upgrades based on customer input, and Envisio staff request input at most every opportunity. Training is very comprehensive and was done in a way that made it very easy to understand despite the complexity of the software. Formulas are simple to create and provide a unique Suffix option, which has come in handy a number of times.
    Cons:
    Sometimes the complexity of the software can be daunting, especially in Plans reports. Refreshes, unless done manually, can take up to an hour to work their way through the system. I wish formulas in Data Sources were not restricted to just columns - at times it would be nice to create formulas based on rows or individual cells. Pie charts require Data Sources to be transposed. Wish there was a folder system to better organize Visuals (tags can help, but sorting by tags currently isn't an option). Can't always find what I'm looking for in their help files, but, when contacted, their customer service staff respond quickly and almost always have the right solution the first time.

    Reasons for choosing Envisio

    The biggest difference was Envisio handles formulas much better than the other software packages we considered to replace SmartSheet.

    Read More

    AS

    Angela S.

    Verified reviewer

    Government Administration

    201-500 employees

    Used weekly for more than 2 years

    Review source

    Reviewed May 2022

    Envisio

    5

    Envisio has been excellent to work with . With both our Strategic Plan implementation and our Performance Evaluations, they have been happy to accommodate our special needs are necessary.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The Envisio customer service team is absolutely great. The City of Rowlett hit a few stumbling blocks at implementation of our own fault and then COVID hit. When we went back to the drawing board to set up and use the product, the Envisio team was able to take us from step one to full rollout and work directly with our team to ensure success. There were webinars and smart goal setting training. We now have a system we love that is easy for our team to use and provides us with the priorities, goals, actions and performance measures needed to track the success of our strategic plan.
    Cons:
    I would like a more robust reporting feature. This one is a bit complicated to maneuver. A crystal report format where you can drag and drop the information you want would be excellent. I would also like a way to archive completed actions - so they are there with their updates but not crowding they system in reporting and screen space.

    Read More

    JM

    Julie M.

    Verified reviewer

    Public Policy

    501-1000 employees

    Used daily for less than 12 months

    Review source

    Reviewed November 2019

    Excellent monitoring tool for local government

    5

    We are now providing 'live' outcome reporting on around 80 measures. This information is easily accessed by our wider community, and the data can be downloaded by those with more specific research or other needs. The customer service we have received has been excellent - nothing has been too difficult, and I have been reassured by how accessible and responsive Envisio support has been.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Envisio provided an easy-to-use solution to the problem we had in trying to present simple, high-level outcome monitoring for our community. It has been easy for non-technical people to learn how to use. - our dashboards are a thing of beauty! Once we make further progress, we will be able to report (publicly or internally) all the way from high-level indicators down to low-level actions. This is the first time we have had the opportunity to link strategic outcomes with actions, and we have been delighted with how suitable Envisio has turned out to be for our purposes.
    Cons:
    In future I would like Envisio to incorporate interactive maps into the dashboard function, but I think this is probably something that will be developed over time.

    Vendor Response

    Hi Julie! Thank you so much for your wonderful review. It is a pleasure to work with you and we are thrilled that you are seeing so much value with Envisio. We do now have the ability to include interactive maps. We'll be in touch shortly to get you set up with that. - Cara & the Envisio team.

    Replied November 2019

    Read More

    VR

    Verified
    Reviewer

    Used weekly for less than 2 years

    Review source

    Reviewed May 2018

    Intuitive alignment of strategic goals down to actionable steps make an awesome collaboration tool.

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    An intuitive organization of high-level strategic priorities down to actionable, measurable steps simplifies the reporting of accurate, timely status of several hundred activities. Envisio is much easier to understand and use than traditional project management software. Excellent, proactive customer service is a hallmark of Envisio.
    Cons:
    Generated reports are long; however, it is not difficult to remove the white space and customize the content.

    Read More

    Showing 1 - 10 of 28 Reviews

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