Goal management software helps individuals or teams set, track, and achieve goals using smart tools.
It increases productivity and ensures team alignment, leading to better performance.
Look for a goal management platform with customizable dashboards to meet your business's unique needs.
A CRM with goal management, like Salesmate, can streamline your entire business, ensuring consistent growth.
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 2025
Here is a comprehensive look at the best goal management software available in 2025.
Goal management tools
Starting price (per user/month)
Capterra ratings
Best for
Salesmate
$39
4.6
Advanced CRM solution with goal management
ClickUp
$7
4.7
Versatile project management
PerformYard
$5-10
4.7
Performance management, HR teams
Hive
$12
4.6
Task management, team collaboration
Lattice
Custom pricing
4.7
Performance reviews, employee engagement
Asana
$24.99
4.4
Workflow and project management
Cascade
Unavailable
4.7
Strategic planning execution
Trello
$10
4.4
Task management, project organization
Leapsome
Unavailable
4.8
Continuous performance management
Primalogik
$159
4.7
Customizable performance appraisals and feedback
Kroolo
$10
4.0
Goal tracking, team collaboration
Betterworks
Unavailable
4.3
Enterprise performance management
Perdoo
$7.20
4.3
Strategic alignment and goal tracking
*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.
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
Pros
Cons
User-friendly interface and affordable
Limited project management features
Extensive sales growth solutions
Basic plan lacks advanced features
Pricing: Billed annually
Basic: $23 per user per month
Pro: $39 per user per month
Business: $63 per user per month
Enterprise: Custom pricing
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
Pros
Cons
Offers a free plan for personal use
Can be overwhelming with features, leads time consuming
Great task management tools
Unlike CRMs, not the ideal fit for sales processes
Highly customizable interface
Some users found learning curve and confusing automation changes
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
Pros
Cons
Ease of use
Can be challenging to navigate initially
Smart goal-tracking
Requires significant data for best use
Excellent customer support
Limited customization as per some users
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
Pros
Cons
Highly customizable
Users reported steep learning curve
Excellent collaboration tools
Initial setup can be time-consuming
Pricing: Billed annually
Free: $0 (Goal management isn’t offered)
Starter: $1/month/user
Team: $3/month/user
Enterprise: Custom pricing
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
Pros
Cons
User-friendly interface
Initial learning curve
Comprehensive HR tools
Can be expensive for small teams
Excellent customer support
Limited customization for some features
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
Pros
Cons
Efficient project management
Learning curve for new users
Excellent collaboration tools
Limited features on lower-tier plans
Navigation can be cumbersome
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
Pros
Cons
Easy to use
Can be complex for small teams
Comprehensive progress tracking
High learning curves
Effective collaboration tool
Occasional performance lags reported
Pricing
It offers two plans, Essentials and Enterprise+. To find out the price, contact sales.
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
Pros
Cons
Easy to use and intuitive
Limited advanced features
Offers effective team collaborations
Can become cluttered with large projects
Wide range of integrations
Limited reporting capabilities
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
Pros
Cons
User-friendly interface
Initial learning curve
Effective tools for setting and tracking goals
Some users find it difficult to navigate
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
Pros
Cons
Excellent customer support
UI limitations
Affordable pricing
Limited customization
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
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
Pros
Cons
Native AI assistant, Kroo AI
Limited advanced features
Crisp, smooth, and easy to set up
Basic reporting capabilities
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
Pros
Cons
Comprehensive performance management tools
Complexity for new users
User-friendly interface
Some users faced navigation challenges
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
Pros
Cons
Effective goal setting and tracking
Initial setup can be complex
Strong integration capabilities
KPI boards are only under Supreme plan
Becomes a bit messy with adding too many objectives
Pricing: Billed annually
Free Plan: $0
Premium Plan: $7.20
Supreme Plan: $8.80
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.
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.
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.
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.
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.
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.
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.
What are the trends in goal management software for 2025?
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 2025:
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.
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.
Goals are broad targets that require multiple tasks to be completed. For instance, a goal can be “increase sales by 20% this quarter,” while a task is a specific action needed to achieve that goal, like “call 10 new leads each week.
What are goal setting and tracking tools?
Goal setting and tracking tools, or goal management systems, help users set specific goals and monitor their progress. This can be for personal or organizational success.
What is the SMART tool for goals?
Sales goal management software includes features for setting and managing SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to achieve set targets.
What are effective critical strategies for setting realistic team goals?
Here are some effective strategies to set realistic goals while keeping the best goal planner software with you:
Involving the team in the goal-setting process
Aligning goals with organizational objectives
Breaking down larger goals into manageable tasks
Providing built in goal templates
Setting clear priorities
Regular check-ins for tracking goals
Providing necessary resources
How can a goal management solution align individual and team objectives?
Goal management software aligns individual and team objectives by providing a platform for shared goal-setting, real-time progress updates, collaboration tools, and team performance analytics.
This ensures everyone in the team is working towards the same objectives and can see how their contributions impact the team’s success.
Sonali Negi
Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.
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Key Takeaways
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:
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 2025
Here is a comprehensive look at the best goal management software available in 2025.
*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
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
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
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
Pros and cons
Pricing
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
Pros and cons
Pricing: Billed annually
Free: $0 (Goal management isn’t offered)
Starter: $1/month/user
Team: $3/month/user
Enterprise: Custom pricing
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
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
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
Pros and cons
Pricing
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
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
Pros and cons
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
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
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
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
Pros and cons
Pricing
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
Pros and cons
Pricing: Billed annually
Free Plan: $0
Premium Plan: $7.20
Supreme Plan: $8.80
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:
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.
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.
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.
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.
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.
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.
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.
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.
What are the trends in goal management software for 2025?
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 2025:
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.
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.
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.
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.
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
How do goals and tasks differ?
Goals are broad targets that require multiple tasks to be completed. For instance, a goal can be “increase sales by 20% this quarter,” while a task is a specific action needed to achieve that goal, like “call 10 new leads each week.
What are goal setting and tracking tools?
Goal setting and tracking tools, or goal management systems, help users set specific goals and monitor their progress. This can be for personal or organizational success.
What is the SMART tool for goals?
Sales goal management software includes features for setting and managing SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to achieve set targets.
What are effective critical strategies for setting realistic team goals?
Here are some effective strategies to set realistic goals while keeping the best goal planner software with you:
How can a goal management solution align individual and team objectives?
Goal management software aligns individual and team objectives by providing a platform for shared goal-setting, real-time progress updates, collaboration tools, and team performance analytics.
This ensures everyone in the team is working towards the same objectives and can see how their contributions impact the team’s success.
Sonali Negi
Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.