# Best Succession Planning Software for Medium-Sized Businesses

  *By [Grace Savides](https://research.g2.com/insights/author/grace-savides)*

   Products classified in the overall Succession Planning category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Succession Planning to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Succession Planning category.

In addition to qualifying for inclusion in the Succession Planning Software category, to qualify for inclusion in the Medium-Sized Business Succession Planning Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.




  
## How Many Succession Planning Software Products Does G2 Track?
**Total Products under this Category:** 47

### Category Stats (Jun 2026)
- **Average Rating**: 4.4/5 (↓0.07 vs May 2026) The average rating of products in this category, based on all submitted ratings
- **New Reviews This Quarter**: 11
- **Buyer Segments**: Enterprise 38% │ Small-Business 31% │ Mid-Market 31% Represents the distribution of reviewers across all products in this category.
- **Top Trending Product**: Cornerstone Performance (+0.43%) - Among all products in this category, Cornerstone Performance recorded the largest rating increase compared to last month
*Last updated: June 03, 2026*

  
## How Does G2 Rank Succession Planning Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 7,500+ Authentic Reviews
- 47+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

  
## Which Succession Planning Software Is Best for Your Use Case?

- **Best for Small Businesses:** [UKG Pro](https://www.g2.com/products/ukg-pro/reviews)
- **Best for Mid-Market:** [UKG Pro](https://www.g2.com/products/ukg-pro/reviews)
- **Best for Enterprise:** [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews)
- **Highest User Satisfaction:** [Quantum Workplace](https://www.g2.com/products/quantum-workplace/reviews)
- **Best Free Software:** [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews)

  
---

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---

  ## What Are the Top-Rated Succession Planning Software Products in 2026?
### 1. [UKG Pro](https://www.g2.com/products/ukg-pro/reviews)
  Designed for organizations that prioritize diverse workforces and cultures of trust and belonging, UKG Pro® puts people at the center of your strategy. From HR and complex payroll to talent and industry-focused workforce management (WFM),our comprehensive human capital management solution (HCM) anticipates people’s needs beyond just work. We partner with you every step of the way to drive better business outcomes and create great workplaces for all.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2,151
**How Do G2 Users Rate UKG Pro?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)
- **Performance:** 9.0/10 (Category avg: 8.7/10)
- **Interoperability:** 8.4/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind UKG Pro?**

- **Seller:** [UKG](https://www.g2.com/sellers/ukg)
- **Company Website:** https://www.ukg.com/
- **Year Founded:** 1977
- **HQ Location:** Weston, FL
- **Twitter:** @UKGInc (42,671 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/67539665 (16,399 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Payroll Manager, HR Generalist
  - **Top Industries:** Hospital & Health Care, Oil & Energy
  - **Company Size:** 48% Mid-Market, 46% Enterprise


#### What Are UKG Pro's Pros and Cons?

**Pros:**

- Ease of Use (176 reviews)
- Helpful (87 reviews)
- Customer Support (69 reviews)
- Easy Access (65 reviews)
- Intuitive (65 reviews)

**Cons:**

- Poor Customer Support (46 reviews)
- Not User-Friendly (45 reviews)
- Learning Curve (44 reviews)
- Not Intuitive (38 reviews)
- Limited Features (36 reviews)

### 2. [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews)
  SAP SuccessFactors HCM is a global, AI-powered cloud HR suite designed to help organizations thrive in a fast-moving world. With 100+ localizations, it delivers real-time visibility and connected solutions across core HR, payroll, talent management, learning, analytics, planning, and employee experience. More than 10,000 organizations trust SAP SuccessFactors HCM to enhance every employee experience, workforce decision, and people process—turning each employee into a success story. With SAP SuccessFactors HCM, you can: - Empower your workforce with AI-driven tools for self-service, learning, performance, and development to help people work faster and smarter. - Identify and develop top talent with a unified source of people and skills data that supports both HR strategies and business goals. - Stay compliant and agile with built-in legal and regulatory updates tailored to local business requirements. - Accelerate time to value by leveraging proven HR best practices and the strength of a global partner ecosystem.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 1,471
**How Do G2 Users Rate SAP SuccessFactors HCM?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)
- **Performance:** 8.5/10 (Category avg: 8.7/10)
- **Interoperability:** 8.5/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind SAP SuccessFactors HCM?**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** https://www.sap.com/
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,160 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Recruiter, Consultant
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 56% Enterprise, 34% Mid-Market


#### What Are SAP SuccessFactors HCM's Pros and Cons?

**Pros:**

- Ease of Use (144 reviews)
- Features (118 reviews)
- HR Management (113 reviews)
- Comprehensive Features (104 reviews)
- Simple (93 reviews)

**Cons:**

- Limited Customization (83 reviews)
- Not User-Friendly (80 reviews)
- Not Intuitive (76 reviews)
- Limited Features (69 reviews)
- Learning Curve (57 reviews)

### 3. [Quantum Workplace](https://www.g2.com/products/quantum-workplace/reviews)
  Quantum Workplace is the all-in-one HR platform that helps you build better managers, identify top talent, and keep your best people. We turn fragmented talent data into connected insights, giving HR and people leaders the clarity they need to act with confidence. By uniting employee engagement, performance, and development tools into one connected experience, Quantum Workplace transforms people data into business momentum. Our platform equips leaders with the visibility to spot risks early, coach effectively, and strengthen culture at every level. From engagement surveys to performance and development conversations, goal tracking, feedback, and recognition, Quantum Workplace delivers powerful insights that drive clarity, alignment, and growth. When leaders have connected insights, teams thrive—and organizations grow stronger.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 826
**How Do G2 Users Rate Quantum Workplace?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Performance:** 9.0/10 (Category avg: 8.7/10)
- **Interoperability:** 8.4/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Quantum Workplace?**

- **Seller:** [Quantum Workplace](https://www.g2.com/sellers/quantum-workplace)
- **Company Website:** https://www.quantumworkplace.com
- **Year Founded:** 2002
- **HQ Location:** Omaha, NE
- **Twitter:** @QuantumWork (1,905 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/350249/ (162 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Manager, Human Resources Manager
  - **Top Industries:** Accounting, Hospital & Health Care
  - **Company Size:** 48% Enterprise, 41% Mid-Market


#### What Are Quantum Workplace's Pros and Cons?

**Pros:**

- Ease of Use (184 reviews)
- Goal Setting (107 reviews)
- Helpful (103 reviews)
- Intuitive (80 reviews)
- Simple (73 reviews)

**Cons:**

- Difficult Navigation (35 reviews)
- Goal Confusion (34 reviews)
- Not User-Friendly (34 reviews)
- Navigation Difficulty (32 reviews)
- Feedback Issues (29 reviews)

### 4. [OrgChart](https://www.g2.com/products/orgchart/reviews)
  OrgChart is a leading org chart automation and workforce planning solution, built for HR professionals and the people leaders they support. OrgChart seamlessly integrates employee data from multiple sources, including over 50 HR systems, allowing for an always-accurate, and visually sophisticated org chart. Once connected, easily keep charts up to date without any manual effort – at any time – by scheduling automated syncs or updating charts with one simple click. OrgChart simplifies the complexity of HR work, providing unparalleled visibility into an organization’s personnel, and surfacing valuable insights for strategic decisions about future organizational structures. OrgChart is trusted by thousands of organizations worldwide across multiple industries – from non-profits, government agencies, and educational institutions – to Fortune 500 companies.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 285
**How Do G2 Users Rate OrgChart?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10)
- **Performance:** 8.9/10 (Category avg: 8.7/10)
- **Interoperability:** 8.6/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind OrgChart?**

- **Seller:** [OrgChart](https://www.g2.com/sellers/orgchart)
- **Company Website:** https://www.theorgchart.com/
- **Year Founded:** 2005
- **HQ Location:** Novato, California
- **Twitter:** @theorgchart (1,920 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/806102/ (67 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** HRIS Analyst
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 71% Mid-Market, 26% Enterprise


#### What Are OrgChart's Pros and Cons?

**Pros:**

- Ease of Use (42 reviews)
- Org Chart (39 reviews)
- Org Charts (34 reviews)
- Helpful (33 reviews)
- Implementation Ease (25 reviews)

**Cons:**

- Learning Curve (20 reviews)
- Complexity (11 reviews)
- Not Intuitive (11 reviews)
- Steep Learning Curve (10 reviews)
- Not User-Friendly (8 reviews)

### 5. [Cornerstone Performance](https://www.g2.com/products/cornerstone-performance/reviews)
  Cornerstone Performance enables companies to revamp the employee experience with clear & measurable goals, transparent career paths, targeted development plans, and continuous feedback channels. Identify high performers or employees qualified for performing specific job functions and close skill gaps using the Skills Matrix. Record and assess skills in real-time to determine employee competency using Observation Checklists. Automate performance reviews with a variety of features including employee goals and competency assessments. When combined with Cornerstone Learning, development plans can offer customized training recommendations powered by machine learning. Cornerstone powers the future ready workforce. With adaptive HR software designed to unite people, teams, technology, and business, our products inspire a work environment of growth, agility, and success for all. We built our AI-powered and skills-forward system for the contemporary workforce. Organizations that use Cornerstone modernize their learning and development experience, deliver the most relevant content from anywhere, accelerate talent and career mobility, and establish skills as the universal language of growth and success. Cornerstone serves over 7,000 customers and 140 million users and is available in 186 countries and 50 languages. For more information, visit www.cornerstoneondemand.com.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 116
**How Do G2 Users Rate Cornerstone Performance?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10)
- **Performance:** 8.3/10 (Category avg: 8.7/10)
- **Interoperability:** 7.6/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Cornerstone Performance?**

- **Seller:** [Cornerstone OnDemand](https://www.g2.com/sellers/cornerstone-ondemand)
- **Year Founded:** 1999
- **HQ Location:** Santa Monica, CA
- **Twitter:** @CornerstoneInc (12,960 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/19664/ (4,204 employees on LinkedIn®)
- **Ownership:** NASDAQ: CSOD

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care, Financial Services
  - **Company Size:** 46% Enterprise, 44% Mid-Market


#### What Are Cornerstone Performance's Pros and Cons?

**Pros:**

- Features (1 reviews)
- Functionality (1 reviews)

**Cons:**

- Complex Administration (1 reviews)
- Complex Features (1 reviews)
- Complexity (1 reviews)
- Complex Setup (1 reviews)
- Complex UI (1 reviews)

### 6. [Plum](https://www.g2.com/products/plum/reviews)
  Plum helps organizations unlock the power of durable soft skills to build stronger, more adaptable teams. Our behavioral assessment delivers predictive insights across the entire talent lifecycle, from hiring and development to internal mobility. By focusing on the human capabilities that drive long-term success, Plum equips you to make smarter, fairer, and more future-ready talent decisions at every stage.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 69
**How Do G2 Users Rate Plum?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Performance:** 7.5/10 (Category avg: 8.7/10)
- **Interoperability:** 5.0/10 (Category avg: 8.1/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

**Who Is the Company Behind Plum?**

- **Seller:** [Plum.io](https://www.g2.com/sellers/plum-io)
- **Year Founded:** 2012
- **HQ Location:** Kitchener, Ontario
- **Twitter:** @plum_io (2,339 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2573079/ (28 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Non-Profit Organization Management, Computer Software
  - **Company Size:** 48% Mid-Market, 31% Small-Business


### 7. [Pilat Talent Management](https://www.g2.com/products/pilat-talent-management/reviews)
  ASSESS. CALIBRATE. ACTION. Talent Management made easy. Employee career summary Employee career aspirations Assessment for Manager talent Talent Review process


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 26
**How Do G2 Users Rate Pilat Talent Management?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)
- **Performance:** 9.3/10 (Category avg: 8.7/10)
- **Interoperability:** 9.3/10 (Category avg: 8.1/10)

**Who Is the Company Behind Pilat Talent Management?**

- **Seller:** [Pilat](https://www.g2.com/sellers/pilat)
- **Year Founded:** 1974
- **HQ Location:** Hertford, England
- **Twitter:** @PilatHR (1,303 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pilat-hr-solutions/ (141 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 54% Mid-Market, 27% Small-Business



    ## What Is Succession Planning Software?
  [Talent Management Software](https://www.g2.com/categories/talent-management)
  ## What Software Categories Are Similar to Succession Planning Software?
    - [Performance Management Software](https://www.g2.com/categories/performance-management)
    - [Employee Engagement Software](https://www.g2.com/categories/employee-engagement)
    - [Career Management Software](https://www.g2.com/categories/career-management)