# Envisio Software Reviews, Demo & Pricing - 2026 > Review of Envisio Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/envisio-profile --- [Home](https://www.softwareadvice.com/) / [Nonprofit Software](https://www.softwareadvice.com/category/4280-nonprofit/) / Envisio Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/envisio-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/envisio-profile/alternatives/) # Envisio 2026: Benefits, Features & Pricing Wondering if Envisio is right for your organization? Our Nonprofit Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Envisio 4.7 [(28)](https://www.softwareadvice.com/project-management/envisio-profile/reviews/) Pricing Starting at $400.00 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. Wondering if Envisio is right for your organization? Our Nonprofit Software selection experts can help you in 15 minutes or less. ## Envisio User Interface ## Popular Envisio Alternatives Main Product Envisio 4.7 [(28)](https://www.softwareadvice.com/project-management/envisio-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.68Value for money - 4.89Customer support - 4.36Functionality Pricing Starting at $400.00 per year Get Price Alternative Product [Notion](https://www.softwareadvice.com/project-management/notion-profile/) 4.7 [(2753)](https://www.softwareadvice.com/project-management/notion-profile/reviews/) Ratings Breakdown - 4.35Ease of use - 4.57Value for money - 4.39Customer support - 4.62Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [OpenProject](https://www.softwareadvice.com/project-management/openproject-profile/) 4.6 [(188)](https://www.softwareadvice.com/project-management/openproject-profile/reviews/) Ratings Breakdown - 4.58Ease of use - 4.64Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at €5.95 per month Get Price Alternative Product [Teamwork.com](https://www.softwareadvice.com/project-management/teamwork-pm-profile/) 4.5 [(940)](https://www.softwareadvice.com/project-management/teamwork-pm-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.44Value for money - 4.48Customer support - 4.37Functionality Pricing Starting at $9.99 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13582)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [Business Base](https://www.softwareadvice.com/project-management/business-base-profile/) 4.8 [(57)](https://www.softwareadvice.com/project-management/business-base-profile/#reviews) Ratings Breakdown - 4.68Ease of use - 4.67Value for money - 4.83Customer support - 4.68Functionality Pricing Starting at $10.00 per month Get Price ## Envisio Pricing and Plans Starting price: $400.00 per year Free Trial Free Version Starter $400.00 flat rate, per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Power BI Integration rated undefined from -1 review Tableau Integration rated undefined from -1 review Microsoft Teams Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review Euna Budget Integration rated undefined from -1 review ## 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 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 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 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 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 CZ Cinthya Z. Verified reviewer Public Safety 201-500 employees Used daily for less than 2 years Reviewed January 2026 Shaping the Future of the Organization 5 I really like the overall experience it it's a great tool to manage plans and facilitate the cross collaboration between the departments. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: I love that it's really user friendly and it's a great tool for managing the Strategic Plan and some visualizations to monitor the progress and KPI across the agency. Cons: As an area of improvement to ensure it's a comprehensive project management tool I would recommend making some updates on the project planning module and allow to set timelines not just at the task level but at the subtask level too. Reasons for choosing Envisio Due to the different modules and features provided. 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 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 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 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 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 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 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 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 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 Mark B. Verified reviewer Higher Education Used monthly for less than 2 years Review source Reviewed June 2018 Envisio A Collaborative Project planner 5 The software enabled us to stay organized in our 3 year plan. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The Envisio user interface is very easy to navigate and the site itself is very responsive, even when accessing it from overseas. Cons: The only aspect that I believe could be improved is locating the edit feature of the tasks and objectives, instead of relying on the drop down arrow. Read More Showing 1 - 10 of 28 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/envisio-profile/reviews/) ## Envisio Popular Comparisons [Notion vs Envisio](https://www.softwareadvice.com/project-management/envisio-profile/vs/notion/)[OpenProject vs Envisio](https://www.softwareadvice.com/project-management/envisio-profile/vs/openproject/)[Teamwork.com vs Envisio](https://www.softwareadvice.com/project-management/envisio-profile/vs/teamwork-pm/)[Asana vs Envisio](https://www.softwareadvice.com/project-management/asana-profile/vs/envisio/)[Business Base vs Envisio](https://www.softwareadvice.com/project-management/business-base-profile/vs/envisio/) [Compare All Alternatives](https://www.softwareadvice.com/project-management/envisio-profile/alternatives/) ## Other Top Recommended Nonprofit Software [Neon CRM](https://www.softwareadvice.com/nonprofit/neoncrm-profile/) **4.3** (619) Recently recommended **123** times [DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/) **4.5** (1436) Recently recommended **103** times [Charityproud](https://www.softwareadvice.com/nonprofit/charityproud-profile/) **4.7** (88) Recently recommended **102** times [Bloomerang](https://www.softwareadvice.com/nonprofit/bloomerang-profile/) **4.7** (1287) Recently recommended **98** times Stuck Between Options? 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