Best goal management software for 2024: Top 13 tools compared 

With an efficient goal management system, your sales reps’ weekly updates could sound like this:

“Last month, I closed 25 deals, moved 30 leads to the negotiation stage, and achieved 110% of my goal.”

This kind of detailed reporting highlights why top companies invest in goal management software.

In fact, the global market for this software is foreseen to reach USD 11 billion by 2031, driven by its significant ROI and ability to align team efforts with business objectives. 

If you are searching for the right goal management software for your business but are confused about picking an ideal one, this blog is a magic resource.

We have covered the top 13 goal management software, including the most reviewed, top G2 and Capterra rated, and those with great user experiences.

New to goal management systems? Here’s a quick definition, read below. 

What is goal management software? 

Goal management software is a modern solution for defining your goals and tracking your efforts toward achieving them.

Technically, the right goal management tool lets organizations:

• Set realistic and aspirational goals
• Track performance with real-time updates
• Customize milestones and tasks
• Enhance collaboration with integrated communication tools
• Analyze progress with detailed reporting and analytics

Note that, from a broad perspective, goal management software is also known as a performance management system because of its goal-setting, tracking, and performance review features.  

Many times, it is termed OKR (Objective and Key Results) software due to its alignment with the individual and company’s vision.  

Furthermore, it is addressed as project management software for integrating goal tracking into project workflows. 

Moving on to the list of best goal management software for you, which is highly rated on G2 and Capterra, plus loved by users the most! 

Top 13 Goal management software in 2024 

Here is a comprehensive look at the best goal management software available in 2024. 

*Note: The pricing above is for the plan offering an ideal goal management solution. 

Let’s discuss the top values one by one. 

1. Salesmate 

Salesmate CRM is a complete solution that helps businesses increase sales, boost marketing, and manage customer support.

The CRM platform offers an advanced Goal Management System to establish, monitor, and oversee different goals, ensuring alignment with your overall business strategy.

Therefore, by setting sales goals, you can focus your team on revenue-related targets like sales quotas, deals closed, and deals won, which will directly impact your bottom line.  

With Salesmate, you can precisely define your goals by specifying what you want to measure, tracking the frequency (weekly, monthly, yearly), identifying contributors, and determining who can view goal status.

Salesmate also allows you to set customer service goals, focusing on metrics like average ticket response, resolution time, and customer satisfaction ratings. It also offers custom goals for unique industry-specific needs.

You can manage permissions for creating, editing, deleting, and recalculating goals, ensuring alignment with strategic priorities.

With its user-friendly interface and extensive features, Salesmate keeps teams aligned and motivated toward their targets.

Its advanced CRM, Automation, and Reporting capabilities make it a comprehensive business growth solution.

Key features 

• Sales Goals Tracking: Set specific, measurable goals, breaking down larger objectives into smaller tasks for clear direction and focus. 
• Lead scoring: It offers automated lead scoring to prioritize high-interest leads, ensuring your sales team focuses on the best opportunities for conversion.

• Sales Pipeline Management: This system allows you to visualize sales pipelines, identify bottlenecks, and optimize processes to improve conversion rates. 
• Sandy AI: The intelligent assistant in Salesmate CRM performs tasks such as writing, call transcription, meeting scheduling, etc., streamlining your sales.
• Sales activity tracking software: This helps you monitor and record all sales activities to keep track of progress reports. 
• Email marketing and texting: Set personalized campaigns and A/B tests and track engagement to drive sales and nurture relationships. 
• Built-in Calling: Make calls directly from the platform, improving communication efficiency. 
• Power Dialer: Automate outbound calls to boost efficiency and reach more prospects effectively. 
• Sales Automation: Automate repetitive/mundane activities like data management and task assignments, saving time while ensuring consistent and timely communications. 
• Contact Management: Manage contacts and keep all customer information at your fingertips for efficient follow-ups and relationship building. 
• Sales Sequences: You can automate outreach and follow-ups, ensuring consistent engagement with leads. 
• Sales Reporting: It lets you monitor progress and performance with in-depth reports, enabling data-driven decision-making. 
• Meeting Scheduler: Organize meetings effortlessly with an integrated scheduler, keeping your calendar organized. 
• Team Inbox: Centralize all team communications in one inbox to ensure no message is missed and improve collaboration. 
• Mobile App: Manage goals and access CRM features on the go, ensuring continuous productivity. 

Pros and cons 

Pricing: Billed annually 

Basic: $23 per user per month 

Pro: $39 per user per month 

Business: $63 per user per month 

Enterprise: Custom pricing 

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2. ClickUp 

ClickUp is an all-in-one project management and goal tracking software that helps teams and individuals efficiently manage tasks, projects, and goals.

Users can set trackable goals connected to their work, ensuring clear timelines, measurable targets, and automatic progress tracking. This functionality helps teams stay on track and achieve their objectives more effectively.

Leveraging AI for marketing automation, the platform helps businesses improve customer engagement and boost overall efficiency. With its powerful features and customizable interface, ClickUp allows users to streamline workflows, enhance productivity, and achieve their objectives faster

Key features 

• Task management with priorities, subtasks, and dependencies 
• Resource management 
• Product development 
• Knowledge management 
• Collaborations tools (Chat, inbox, and whiteboards) 
• Workflows

Pros and cons 

Pricing: Billed annually 

Free forever: Free for unlimited users 

Unlimited: $7 per user per month 

Business: $12 per user per month 

Enterprise: Custom pricing 

3. PerformYard 

PerformYard is an employee performance management tool focused on goal setting and tracking, employee evaluations, and continuous feedback.

This goal management platform enables organizations to set and track goals at all levels, ensuring alignment with overall company objectives.

It supports cascading goals (a hierarchical framework for structuring organizational goals), ensuring all team members’ efforts contribute to the overall company strategy.

Additionally, it facilitates frequent check-ins and integrates goal progress with performance reviews, promoting a culture of continuous development.

Key features 

• Reviews and check-ins 
• Goal management system 
• Continuous Feedback functionality 
• Reporting and analytics 
• Employee engagement 
• Integration with HR systems 

Pros and cons 

Pricing 

• It offers a single plan, Performance Management, with prices ranging from $5 to $10. Employee engagement is an add-on. 

4. Hive 

Hive stands out for its focus on purpose over projects, enabling teams to see beyond daily tasks and understand their broader impact.  

By setting clear goals and visualizing progress, the tool helps teams stay aligned and motivated, fostering a culture of productivity and engagement. 

Hive brings all your workplace tools into one dashboard, enabling seamless project management, communication, and automation. It also allows users to easily set and execute company goals.  

You can add goals and sub-goals, track progress over time, and link projects directly to goals.  

The platform supports setting SMART goals in numerical, monetary, or custom formats and pulls in data from other tools to streamline operations and reporting. 

Key features 

• Task management 
• Gantt charts 
• Time tracking 
• Collaboration with messaging, file sharing, and proofing tools 
• Custom workflows  
• Integrations 

Pros and cons 

Pricing: Billed annually 

Free: $0 (Goal management isn’t offered) 

Starter: $1/month/user 

Team: $3/month/user 

Enterprise: Custom pricing 

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5. Lattice 

Lattice is a robust people management platform that enhances employee performance, engagement, and development.

It integrates various HR functions, such as performance reviews, goal setting, and continuous feedback, to help organizations align their teams around strategic objectives. 

The goal planning software supports setting OKRs (Objectives and Key Results) to drive strategic impact by ensuring goals are visible, actionable, and integrated into daily workflows. 

Its seamless integration, real-time tracking, and comprehensive performance management features make it a powerful ally in driving organizational success.

Key features 

• OKR and goal tracking 
• Real-time tracking 
• Performance and talent reviews 
• Feedback and engagement surveys 
• Engagement surveys 
• Analytics 

Pros and cons

Pricing: Billed annually 

Performance Management + OKRs & Goals: $11 per person/month 

Engagement: Add-on for $4 per person/month 

Grow: Add-on for $4 per person/month 

Compensation: Add-on for $6 per person/month 

6. Asana 

Asana is a holistic project management tool designed to help teams align their efforts with organizational goals, prioritize tasks, and streamline workflows. Its goal management features are particularly beneficial for ensuring everyone stays focused on impactful work.

This goal setting tool allows teams to set goals and key results (OKRs), ensuring alignment at all organizational levels.

The platform fosters collaboration by enabling teams to share updates, set statuses, and create custom views to focus on what matters most. 

The tool keeps teams informed, aligned, and productive through tools such as reporting dashboards, portfolios, and automated status updates.

Key features 

• Goal setting and management 
• Real-time progress tracking 
• Workflow automation 
• Reporting dashboards 
• Seamless integration with essential business tools 
• Asana AI 

Pros and cons 

Pricing: Billed annually 

Starter: $10.99 

Advance: $24.99 – For Goal features 

Enterprise and Enterprise+ are two custom plans 

7. Cascade 

Cascade is a leading goal planning software that helps organizations turn their strategic plans into actionable projects and goals. It is a central hub for monitoring progress, ensuring alignment, and driving performance across the organization.

Users can set and manage goals that align with their strategic objectives, including projects and KPIs (Key Performance Indicators).

Cascade’s features include automated tracking, real-time updates, and visualizations to help teams stay on track and align with the company’s strategic vision.

Key features 

• Strategy advisory 
• Strategy map 
• Vision statement 
• Cascade planning 
• Dashboards and reports 

Pros and cons 

Pricing

• It offers two plans, Essentials and Enterprise+. To find out the price, contact sales. 

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8. Trello  

Trello is a popular project management software solution. The platform employs boards, lists, and cards to help teams organize and prioritize their projects visually.

It is perfect for teams seeking an intuitive yet robust solution to manage tasks and foster collaboration.

Automation features powered by Butler reduce repetitive tasks, freeing time for more critical work.

The platform is accessible on a laptop or mobile device, enabling teams to connect and organize easily, making it easier to achieve business goals.

Trello supports real-time collaboration and integrates with tools like Google Drive and Slack, enhancing its functionality.

The platform gives smooth access on mobile and desktop, enabling teams to connect and organize easily, making it easier to achieve business goals.

Trello supports real-time collaboration and integrates with tools like Google Drive and Slack, enhancing its functionality.

Key features 

• Kanban boards 
• Customizable workflows 
• Automation 
• Power-ups 

Pros and cons 

Pricing: Billed annually 

Free (Ideal for individuals and small teams)

Standard: $5/user/month 

Premium: $10/user/month 

Enterprise: Custom pricing 

9. Leapsome 

Leapsome is a comprehensive people enablement platform focusing on performance management, employee engagement, and learning development.

It helps organizations align, develop, and enable their employees through features like goal management, 360-degree feedback, and engagement surveys.

The integration with tools like JIRA aligns daily tasks with strategic goals, while AI-driven recommendations streamline the goal-setting process by adhering to best practices.

Key features 

• 360-Degree feedback 
• Performance reviews 
• Engagement surveys 
• Learning Paths 
• Instant feedback 
• Manager dashboard 
• Reporting and analytics 

Pros and cons 

Pricing

• It offers custom pricing. 

10. Primalogik 

Primalogik is an advanced performance management software designed to streamline employee evaluations and development.

This platform helps organizations gain a comprehensive view of employee performance by collecting feedback from multiple sources, including peers, managers, and subordinates.

It also provides dynamic analytics and reporting tools for easy tracking and actionable insights into employee progress and development.

Key features 

• 360 degree feedback 
• Performance reviews 
• Analytics & reporting 
• Goals and OKRs 
• Instant feedback 
• Opinion surveys 

Pros and cons 

Pricing

Monthly subscription: Billed on the first of each month with $159/user/month 

Annual subscription: Pay $1590 for ten months upfront and get two months free 

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11. Kroolo 

Kroolo is an emerging goal management tool designed to help teams set, track, and achieve their goals.

Leveraging AI simplifies the creation of goal objectives and OKRs with intuitive prompts, enabling swift assignment of tasks and team members.

Its dynamic dashboard allows for comprehensive tracking of multiple goals, presenting them in both tile and list views to streamline oversight.

The platform supports the creation of sub-goals, ensuring a detailed and organized approach to complex projects.

With real-time updates, collaborative features, and robust analytics, Kroolo enhances transparency, accountability, and productivity across all levels of an organization.

Key features 

• Goal management 
• Task management 
• Project management 
• Mention blockers 
• Document management  
• Team management 
• Channels and charts  

Pros and cons 

Pricing: Billed annually 

Free Plan (Ideal for personal goals management) 

Starter Plan: $10/user/month  

Business Plan: $18/user/month 

12. Betterworks 

Betterworks is intelligent employee goal-setting software that enables employees to achieve their highest potential. Its comprehensive suite of tools simplifies performance management, enhances manager effectiveness, and boosts employee engagement.

The performance management tool leverages AI and data analytics to drive informed decision-making and improve managerial effectiveness.

Key features 

• Intelligent performance management 
• Goal management 
• Conversations 
• Employee engagement 
• Calibration 
• Analytics and insights 

Pros and cons 

Pricing 

• Betterworks offers two plans (Enterprise, which starts with 2500 employees) and (Mid-market plan, which starts with 500 employees). You need to request a quote for each plan. 

13. Perdoo 

Perdoo is not just another goal management platform—it’s your strategic partner in achieving success. It provides a structured approach to goal management, combining OKRs and KPIs to foster alignment and strategic execution.

Used by over 2000 organizations worldwide, Perdoo is praised for its ability to simplify complex goal management processes and drive substantial business growth.

Key features 

• Strategic planning 
• Goal management 
• Performance management  
• Customizable check-ins 
• KPI monitoring 

Pros and cons 

Pricing: Billed annually 

Free Plan: $0 

Premium Plan: $7.20 

Supreme Plan: $8.80

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What are the benefits of goal management software? 

Goal management software offers numerous benefits, including helping organizations streamline processes, enhance collaboration, and improve overall performance.  

Here are some key benefits:  

• Improved collaboration and communication: Goal management software supports efforts to achieve common goals. Thus, it will have features like shared workspaces, real-time chat, and document sharing to keep all employees aligned.
• Increased accountability and transparency: Real-time progress tracking and updates keep everyone accountable and aware of each other’s progress.
• Enhanced clarity and focus: The software helps set specific, measurable goals, allowing teams to focus on what matters most and align individual activities with overall organizational objectives.
• More efficient goal management: Features like task prioritization and customizable goals and milestones ensure your team completes critical tasks first.
• Better performance tracking: The platform lets set up a performance review process to find shortcomings and identify areas for improvement.
• Improved productivity and efficiency: Organizing and automating repetitive tasks helps achieve goals more efficiently.
• Data-driven decision making: A goal management system provides insights into performance metrics, helping adjust strategies and align organizational objectives.

What are the features of goal management software? 

The best goal setting software offers explicit, trackable SMART goal creation, helping teams align efforts and monitor progress effectively.

Let’s explore the top features of goal management software:

1. Goal creation 

Defining goals and their types, such as short-term, long-term, personal, team-based, or company-wide, helps organize and focus efforts.

Note that a tool’s SMART goal creation capability is often integrated to help users set realistic and trackable objectives.

Interesting read: How to Set the Right Sales Goals for Your Company

2. Goal tracking and progress updates 

Real-time monitoring provides continuous updates on performance, helping teams stay on track.

This feature often includes progress bars, milestone tracking, and notifications to keep everyone informed of progress and tasks remaining.

3. Customizable goals and milestones 

Every tool we discussed above offers customizable features for goals and milestones. These features allow organizations to tailor their goals to fit their unique needs, making the goal-setting process more effective and relevant.

4. Task prioritization 

This feature of a goal management tool organizes tasks by importance, ensuring that critical activities are completed first.

It enhances time management and productivity by focusing on high-priority tasks that significantly impact business outcomes. 

Must read: 5 Top Time Management Hacks for Sales Reps

5. Reporting and analytics 

Detailed reports and visual dashboards offer insights into goal progress, performance metrics, and areas for improvement.

Custom reports can show individual performance, team achievements, or company-wide progress, aiding in comprehensive performance reviews.

Must read: 30+ Sales KPIs for sales team to track in 2024

6. Collaboration tools 

Features like shared workspaces, real-time chat, and document sharing enable seamless teamwork and communication, ensuring all team members are aligned and can easily collaborate toward common goals.

7. Integration with other tools 

Essential integrations with CRM systems, communication tools, and project management software create unified workflows, reducing data silos and streamlining processes.

All this makes it easier for teams to manage goals across different systems and enhance overall operational efficiency.

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How to choose the best goal management software? 

Choosing the best goal management software involves more than just comparing features. Here’s a practical approach to ensure you select a solution that fits your organization’s needs:

1. Identify the problem and define important outcomes  

Understand your organization’s specific challenges and outline what you want to achieve with the goal management software.

So, firstly, find answers to –

Are you struggling with tracking progress aligning, team goals, or maintaining accountability?

Identifying these issues will help you choose a tool that addresses your needs directly.

For instance, in remote work environments, tracking progress and maintaining accountability can be particularly challenging, making it crucial to have software that offers robust tracking and communication features. 

Interesting read: 10 Sales objectives to crush your quotas [with examples]

2. Determine who will need to use it  

Identify the people/departments in your organization that will use the goal management software, including team members, managers, and executives.

Plus, ensure the goals management tool is user-friendly and meets the skill levels of all users.

For instance, marketing teams might need easy integration with project management tools, while sales teams might prioritize CRM integration for tracking organizational goals.

We suggest an all-around rider solution like Salesmate CRM, which offers effective goal management, automation, and analytics.

3. Consider integration needs  

Assess how the software integrates with other tools you use, such as Slack for communication or CRM systems. Seamless integration enhances workflow efficiency and reduces data silos.

4. Assess usability and mobile accessibility  

Ensure the goal management platform is intuitive and easy to use, with a clean interface that minimizes the learning curve.

Plus, look for mobile accessibility, especially if you have field teams and remote workers.

Related read: 3 Ways to effectively manage a remote sales team

5. Evaluate security, privacy, and support  

These three are crucial parameters for picking any software, as you cannot compromise on data protection. So, check the security and privacy features of the software, including data encryption and role-based access controls.

Also, evaluate the vendor’s onboarding, training processes, and customer support quality, as these are crucial for successfully adopting and effectively using employee goal setting software.

6. Determine value for money  

Having a consumer mindset is essential when making crucial purchases. So, you must compare the pricing plans and features offered by different goal setting platforms to ensure you get the best value for your investment.

Consider options that offer comprehensive free tiers or trial periods, providing excellent value without upfront costs.

7. Read customer reviews  

Look at reviews and testimonials about goal setting management software from other users on platforms like G2, Capterra, and Software Advice to gauge their experiences with the software. This can help you make the right purchases based on real-world feedback.

8. Customization and scalability  

Choose goal management software that offers custom goals to meet your organization’s unique needs when setting goals for the business.

Interesting read: 6 Things to Remember While Setting SMART Sales Goals at Work

9. Regular updates and improvements  

Invest in a goal management solution that regularly updates and improves features based on user feedback and industry trends. Check their product update frequency and how much they are working to improve for their customers. 

10. Trial periods and demos  

Taking advantage of trial periods and demos is necessary to test the goal management software’s operational efficiency in a real-world setting. This helps determine if the software meets your needs before committing to it long-term.

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What are the trends in goal management software for 2024? 

Goal management software is evolving, focusing on simplifying business goal setting and tracking to achieve organizational aims.

Here are the significant trends to watch in 2024: 

• Boosting engagement with gamification

Goal management tools now feature points, badges, and leaderboards to increase employee engagement. This interactive approach can increase engagement by up to 60%, making goal-setting more enjoyable and motivating.

• Integration of AI (Artificial Intelligence) for smarter insights

AI integration provides managers with valuable insights and data-driven recommendations. This helps them make data-packed decisions to optimize goal achievement and identify potential issues early in the process.

• Enhancing teamwork with real-time collaboration

Collaboration tools in goal management software are valuable in remote and hybrid work environments. They enable instant communication, shared workspaces, and continuous feedback loops, which are crucial for maintaining team alignment and agility.

• Simplifying tracking with automated reporting

Automated reporting in goal management tools reduces manual data compilation and offers managers up-to-date performance metrics. This simplification makes the goal tracking process and identifying areas for improvement easier.

All the trends above aim to shift towards more interactive, data-driven, and collaborative goal management solutions, paramount for boosting productivity and achieving business goals in a dynamic work environment.

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Conclusion 

Investing in goal management software is like having a secret weapon for your business. It helps you organize your week and align your team’s efforts with broader objectives.

Goal setting software is not just about hitting targets; it’s about transforming how you work together to grow and succeed. It helps you set clear goals, keeps everyone on track, and boosts productivity.

Before investing in a goal management solution, understand your organizational needs.

CRM + goal management software, like Salesmate, can be promising for those looking for overall business growth. It helps businesses not only set actionable goals but also reach revenue targets.

Frequently asked questions