--- description: Review of Elate Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Elate | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [Elate](/software/193525/elate) # Elate Canonical: https://www.softwareadvice.co.nz/software/193525/elate Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/193525/elate?page=2) > 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 dashboards 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. > > Verdict: Rated **4.7/5** by 7 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 7 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Elate ## Commercial Context - **Pricing model**: Flat Rate - **Pricing Details**: Elate offers subscription based pricing with tiers that scale based on the size of the organization and the level of functionality required. Pricing is designed to support a range of teams, from organizations building a structured planning process for the first time to larger companies managing complex, cross functional strategic initiatives. Plans typically vary based on the number of users, access to advanced features such as Strategy Advisor, and the level of support and onboarding required. Customers can choose between annual and multi year agreements. Elate also provides optional add ons for organizations that need enhanced integrations, expanded data connections, or additional reporting capabilities. In addition, Elate offers on-premise strategy services and workshops. Elate works closely with each organization to align pricing with their planning and execution needs. A detailed quote is available upon request. - **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Australia, Austria, Belarus, Belgium, Bulgaria, Canada, Croatia, Denmark, Estonia, Finland, France, Germany, Greece, Greenland, Hungary, Iceland, Ireland, Isle of Man and 23 more ## Features - "What If" Scenarios - 360 Degree Feedback - AI Copilot - API - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Alerts/Notifications - Budgeting/Forecasting - Charting - Collaboration Tools - Commenting/Notes - Communication Management - Configurable Workflow - Customisable Branding - Customisable Dashboard - Customisable Reports - Customisable Templates - Dashboard - Dashboard Creation ## Integrations (22 total) - Airtable - Asana - ChartMogul - GitHub - Google Analytics 360 - Google Sheets - HubSpot CRM - HubSpot Content Hub - HubSpot Sales Hub - Jira - Microsoft Power BI - Nutshell - Pendo - Pendo - QuickBooks Online ... and 7 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Business Plan Software](https://www.softwareadvice.co.nz/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.co.nz/directory/4712/business-plan/software) - [OKR Software](https://www.softwareadvice.co.nz/directory/3713/okr/software) - [Strategic Planning Software](https://www.softwareadvice.co.nz/directory/3854/strategic-planning/software) ## Alternatives 1. 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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. > > 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\! ----- ### "Elate makes strategic planning easy and lightweight enabling company goal and strategic objective alignment." — 5.0/5 > **Brian** | *24 June 2025* | Telecommunications | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "The goal is common" — 3.0/5 > **Kornél** | *16 June 2024* | Computer Software | Recommendation rating: 5.0/10 > > **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. > > 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. ----- ### "Elate Makes Strategy Planning Easy" — 5.0/5 > **Emma** | *28 June 2024* | Leisure, Travel & Tourism | Recommendation rating: 10.0/10 > > **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. ----- ### "Great Software & Team" — 5.0/5 > **Sarah** | *16 June 2024* | Computer Software | Recommendation rating: 10.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/193525/elate?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/193525/elate) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data