# Align Reviews **Vendor:** Align **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.8/5.0 **Total Reviews:** 17 ## About Align Align is goal management software for companies and their teams. Align provides tools to plan and communicate shared priorities, to help companies visualize and reinforce strategic goals. The software is built around proven business habits: morning meetings that last no more than 15 minutes, ongoing employee input, and transparent performance tracking. ## Align Reviews ### 1. Fantastic Platform for companies who are ready to scale and need a platform to help get there! **Rating:** 5.0/5.0 stars **Reviewed by:** Sunil M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Align?** Align is a very straightforward platform to help bring all the aspects of the business principles of Scaling Up (the Rockefeller Habits) to life. For companies looking for a tool to keep the overall strategy, annual initiatives, and quarterly priorities constantly in front of their employees, Align is the tool you're looking for. **What do you dislike about Align?** There aren't really a whole ton of downsides that we've encountered with Align. **What problems is Align solving and how is that benefiting you?** Align centralizes the strategic planning and operational execution across the organization. It's CRUCIAL to keep in mind that Align is NOT a project management platform but rather aimed specifically at keeping the entirety of the company aligned (see what I did there) with the overall purpose and strategy behind the tasks and activities of each team. ### 2. EXCELLENT SOFTWARE FOR KEEPING UP WITH COMPANY PRIORITES **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki V. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Align?** Through using Align, we have been able to focus more on essential priorities. I appreciate being able to track my, other team members, and the company's progress. **What do you dislike about Align?** It's not a huge setback, but I wouldn't say I like that numbers do not roll over to the next quarter. I understand the quarterly tracking, but I would also like a running total. **What problems is Align solving and how is that benefiting you?** It's helping us keep ourselves and team members accountable. ### 3. Increased productivy and results **Rating:** 5.0/5.0 stars **Reviewed by:** Kerrie H. | Co-founder and Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2022 **What do you like best about Align?** Align is very easy to use and scales across members of a team as well as multiple teams. Having a strategy and execution plan that receives daily attention is required for successful businesses, yet few actually address these areas consistently. Using align makes it easy and gives you a competitive edge. My companies have seen increased productivity and excellent results due to the consistent use of Align. **What do you dislike about Align?** I don't see any downsides to using Align. Some team members not used to being held accountable and delivering results will need some time to ramp up. If there are low performers on your team, this will become more apparent when using the tool. **What problems is Align solving and how is that benefiting you?** Align helps us create robust 1-page strategic plans which include goals and priorities as well as tasks. We then hold daily and weekly huddles to stay on track. We like the consistency of revisiting the strategy quarterly and making any necessary adjustments. The daily use of the tool drives up productivity and, more importantly, our results. ### 4. Scaling made easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Philip K. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Align?** Unlike a task manager, Align is easier to plan out for a higher-level strategic plan that you can then put into smaller priorities. This helps you stay focused when you are in a situation where you say to yourself what should I do today? The answer is always to focus on that priority and what will move that priority's needle and the reason you are doing that is because you recognized what actions move your business forward beforehand. **What do you dislike about Align?** Probably the design of the app, it is getting better but if anything that could be one thing I would work on. **What problems is Align solving and how is that benefiting you?** It's helping me focus on the tasks that need to be done to scale my business. It's easy to lose focus and with Align I can always check myself. It's helping me scale my consultancy! ### 5. Align is our go-to for streamlining our team **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | HR Coordinator and Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Align?** Align helps streamline communication among our remote and hybrid workforce. From the use of the daily huddle updates, to top priorities, and a common goal and KPI tracking - it is truly a "one-stop shop" for team alignment. **What do you dislike about Align?** We've used Align for close to one year now and I don't see any drawbacks. At times, the interface isn't intuitive, but a simple reach out to our dedicated Align representative always clears that up quickly and effectively. **What problems is Align solving and how is that benefiting you?** Our team was having difficulty adjusting to the switch to remote/hybrid work. Align helped us organize and stay connected seamlessly. It has also increased our productivity as we all are able to work towards common goals without having to check on others progress via email or meetings. ### 6. Relentless execution! **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie J. | Owner, Right at Home West Palm Beach, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Align?** It's an easy way to align strategy, customers, employees and processes. My customers use it to keep the focus on strategic initiatives and the priorities that provide the greatest returns **What do you dislike about Align?** It takes time to learn good habits like running effective meetings and constructively challenging team priorities. The align software guides teams through the process but it still takes time **What problems is Align solving and how is that benefiting you?** Setting clear priorities and measuring progress. I have two clients that have increased top line revenue growth in the 30-50% range with improvements in profitability. Cool, huh? ### 7. Great tool to get team Aligned **Rating:** 5.0/5.0 stars **Reviewed by:** Vikram B. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Align?** Clean user interface. Simple to use. It keeps the team accountable in a visual setting. Very easy for an administrator to get the account started, adding team members and inputting payment options. **What do you dislike about Align?** Minor dislike is when updating tasks/priorities to "Edit" and going into a different page. It would be great to have a +/- button right next to the KPI item so that someone can press up or down. Or the field box to input the new value. **What problems is Align solving and how is that benefiting you?** We started using Align to keep our startup all focused on common goals. With a technology startup, everyone might be doing many tasks simultaneously, and making sure they stay on track is the most important goal. The most significant benefit is with Align being so visual with Red, Yellow, and Green colors, how fast we can decipher where our attention needs to be. ### 8. Brings the team together **Rating:** 4.0/5.0 stars **Reviewed by:** NORMAN R. | Head of Innovation, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2021 **What do you like best about Align?** Align has been an essential tool the last year as out business grew and our team dispersed. What started as an accountability tool has grown to be the central meeting and collaboration tool as our small team deals with increasingly complex working relationships and challenges. What I like best about it is the transparency and inclusiveness it brings to our processes, so that we all know where we're excelling and where we can improve and how each member of the team can jump in and help out. **What do you dislike about Align?** Align can do a lot, and for a small team that uses only some of the available tools, the complexity of the interface that comes with all those options can be a bit confusing. **What problems is Align solving and how is that benefiting you?** Flattening the organization of the company and creating powerful transparency that creates a good overview and tracks the minutia that each team member is responsible for. ### 9. Amazing platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Cléo M. | coahc, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Align?** I'm using Align for more than 10 years with my clients, and it is the best tool to implement Scaling Up Methodology. I love the platform because it is super simple and user-friendly! Also, the Align Team is always there to help ;-) **What do you dislike about Align?** The MOBILE APP is not easy to use as the online desktop. **Recommendations to others considering Align:** Answer in the section What I like about the platform **What problems is Align solving and how is that benefiting you?** As a coach, 10x my capacity, because no time required from me before and after coaching, it is all integrated, I do all the thing LIVE. ### 10. Makes all the Difference **Rating:** 4.5/5.0 stars **Reviewed by:** Lawrence C. | Founder and CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Align?** Align allows my business to focus on what is important and really live the scaling up model. Before Align we had a combination of 'Shiny Object Syndrome" and "Problem of the Day" syndrome. Align allows us to fully integrate the scaling up process but more importantly it really helps us with the execution side of it and helps us focus on our priorities and not get distracted by Shiny Objects or Problem of the Day. My business now focuses on what is important. As a CEO i find it invaluable to have all of my companies priorities in one place. I also can review all huddle notes and get a feel for the business from anywhere in the world. Align has been one the most important tools to help our business scale **What do you dislike about Align?** There is not much i don't like about scaling up. There have been some issues with mobile vs. desktop - but those were all cleared up. We also did not like the reporting of critical numbers before but that has also been worked on and is much better. **Recommendations to others considering Align:** Dont wait to try it - just start using it. The support is great and it is not that hard. We are in construction and not a tech-friendly company and my managers embraced it. **What problems is Align solving and how is that benefiting you?** The main problem solved with Align is the reduction of distractions. Having our scaling up priorities and tasks organized so well makes us much more efficient. We used to struggle with excel as a tool to keep track of priorities and tasks - it was awful. Align has changed all that - it gave us very user friendly way to track priorities and tasks. ### 11. Align has underpinned our successful scaleup **Rating:** 5.0/5.0 stars **Reviewed by:** Surend D. | Senior Lecturer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Align?** It is a no brainer to me that if you are adopting a scaling methodology, you should do it on a SaaS platform. The things that drew me to Align are: 1. Having somewhere central to capture the priorities of the company that is visible to everyone 2. The strategic planning framework 3. Daily Huddles **What do you dislike about Align?** Would like to see some more 3rd party integrations or a framework for doing that. Zapier is a good start but I would like more options. **Recommendations to others considering Align:** Take the time to get onboarded properly by Align's friendly staff. It made things very smooth for us and we had the product up and running well within a quarter. **What problems is Align solving and how is that benefiting you?** 1. Getting everyone aligned! 2. We grew 65% last year, definitely aided by Align 3. In our post Covid world the discipline of daily huddles (over Zoom) has been invaluable ### 12. Nurturing A Daily Clarity of Purpose **Rating:** 5.0/5.0 stars **Reviewed by:** Helen Mary L. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2020 **What do you like best about Align?** It shows the company priorities in one glance and how the moving parts align to it. **What do you dislike about Align?** The integration to Salesforce is a little limited. I am tied to what the Salesforce reports can generate. Might need a dev or IT in Salesforce to improve it. **Recommendations to others considering Align:** Get your whole company on board. It works for us because we are all game to use it. **What problems is Align solving and how is that benefiting you?** Clearing the clutter and gatekeeping of business goals. I weigh each task of my day against the priorities that move the needle for the company and it helps me make decisions instead of be paralyzed by volume of work. ### 13. Align is Essential to Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Fredric L. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2020 **What do you like best about Align?** The software is easy to use and completely intuitive, it's web-based so I can access it anywhere, anytime, and it always works. It keeps our key numbers and priorities visible to the team at all times, and when new team members join it's so easy to get them up to speed on all the essential information about our business. We couldn't do our planning or run our business without it. **What do you dislike about Align?** Integrations and automation could be better, but new features are rolling out all the time. For example, there's a Slack integration, but not yet a Teams integration. **What problems is Align solving and how is that benefiting you?** A number of years ago we decided to implement the Rockefeller Habits, and using Align was a huge part of getting the habits in and making them stick. We do quarterly and annual planning with our team, and Align is front and centre on those days. We use to to track all the critical numbers and priorities in the company, and to measure team performance. Our business has grown massively since we started using it. ### 14. Align for non-profits is a must **Rating:** 5.0/5.0 stars **Reviewed by:** Erik F. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2020 **What do you like best about Align?** The Align software allowed me to keep a non-profit board accountable and engaged for the 2 years that I was President. It kept priorities front and Center. There is nowhere to hide with align **What do you dislike about Align?** I have nothing that I disliked about the product **Recommendations to others considering Align:** Align was a game-changer for our board. We became the fastest growing chapter in the world, and Align was what kept everyone accountable. **What problems is Align solving and how is that benefiting you?** The problem to be solved is "Getting stuff done" So often on a non-profit board everyone can talk a good game, but when it comes to getting the high things done very few show up. With Align it all went onto our phones and we were able to see what everyone did or did not do each week. ### 15. Game changer - Align keeps our team in sync and increases our productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Amith N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2020 **What do you like best about Align?** Align's daily huddle feature is a central part of our business. We use it every day across all of the teams to make sure that everyone is focused. The tool helps communication and also increases accountability. **What do you dislike about Align?** There are few elements of the software we don't like. For a while, they didn't have an integration with Slack, which is our other main day to day communication tool. That has been resolved as they now have a great integration with Slack so I don't really have any constructive input to offer here. **Recommendations to others considering Align:** Make sure that you are committed to the ideas behind the software first. That is, the software is great, but if you're not committed to improving your focus by narrowing your priorities and opening up communication, the tool won't help you much. The tool is a great way to implement methodologies like Scaling Up/Rockefeller Habits, EOS, etc, and can be used without one of those specific methodologies. However, if you're not committed to the ideas of a narrow set of priorities and clear and open communication it might not be a fit. Align does provide really good onboarding services as part of their service fee that helps people implement these ideas within their business and they are also partnered with several great coaching organizations who can help further. However, it is critical that you want to do these things to get the most out of this tool. **What problems is Align solving and how is that benefiting you?** We use the One Page Plan to set as clear set of priorities and reinforce our cultural purpose and values. We use the team planning tools to ensure each that all areas of the organization are in sync with those annual and quarterly priorities. Then, we use the Daily Huddle feature to ensure that the day to day rhythm is smooth and that our team members don't get stuck. ### 16. Align Review - Project Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Tara M. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2019 **What do you like best about Align?** What I loved about Align is that it provided an easy to use status reporting tool that accommodated leadership's goal of having instant visibility into daily activities and priorities, how well they tied to weekly/monthly/quarterly and annual goals. Align is a very easy to use (both in data entry and retrieval) which was helpful for those of us working in high complexity problem solving capacities 24/7. When you live in complexity, you don't want to work with complex tools for standard reporting and management activities that are required daily. It was always nice to start the day with a straightforward tool like Align. **What do you dislike about Align?** There is not much that I really dislike per se, the only concern I would note is that the version of Align we used as part of organizational strategy allowed a great deal of free text entries (as opposed to pre-set categorized drop down entries). I understand the intent was for management to review the raw inputs so they could have meaningful insight into the truth of daily operational activities - specifically, to identify misaligned activities that were causing kinks in the production flow. The only problem with free text entry is that it can quickly become so non-uniform that the ability to pull data and trending/analytics, etc. is diluted with the presence of so many non-standard entries that require individual deciphering to glean the actual trend. **Recommendations to others considering Align:** Because free text entry is an option in Align, it would be good to identify prior to release to the company, what categories and tracking attributes are most valuable to the organization; you want to make sure the free text entry option is defined enough to ensure you don't get very long narratives that require constant deciphering; similarly, you want to ensure you don't get too simplistic entries that don't give the real insights you're looking for (basically, the free text entries allow very long entries, or allow people to kind of skip through it without putting much of anything in the tool. Neither extreme serves the purpose of the tool, and the goal of collecting meaningful insights into the tool). To ensure ROI on the Align software, determine KPI's on the front end, and work with managers to ensure consistency in daily entry on behalf of all users entering data. **What problems is Align solving and how is that benefiting you?** The company invested in Align to assess where the gaps in alignment existed across the organization; the company had exponential growth in a very short time, growth they weren't really prepared for from an infrastructure/organizational strategy perspective. Also, portfolio focused (global minded) strategic management did not arrive until after the growth explosion; so we had a lot of skilled folks in the production floor that had tons of insight into the tactical aspects of the day to day business, but were so focused on tactical that the strategic goals and oversight of strategic goals were getting lost in the mix. Align was purchased to provide a simple tool for ALL employees to enter daily tasks, so management could analyze the inputs and identify opportunities for compression, gaps, workload redundancies, overages, etc. and make strategic level recommendations to help better align the organization long term. ### 17. Limited program good for sharing within company **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2018 **What do you like best about Align?** There are multiple huddles set in the program for different teams. **What do you dislike about Align?** It is limited and not intuitive and slow **Recommendations to others considering Align:** It can help different departments and remote people stay in touch. **What problems is Align solving and how is that benefiting you?** It helps keep the companies goals clear and recorded. It keeps transparency between departments ## Align Discussions - [What is Align used for?](https://www.g2.com/discussions/what-is-align-used-for) - [View Align pricing details and edition comparison](https://www.g2.com/products/align/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+10%3A21%3A21+-0500&secure%5Bsession_id%5D=fa1f60fd-ead0-4256-8594-5a859340c531&secure%5Btoken%5D=6a69d2c0079855feddc983f9085bdebac2db750c761599e755b6ff61ad71945b&format=llm_user) ## Align Features **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning **Optimize** - Progress Tracking - KPIs - OKR **Execute** - Performance - Communication - Alignment - Performance ## Top Align Alternatives - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) - 4.4/5.0 (408 reviews) - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.7/5.0 (235 reviews) - [Perdoo](https://www.g2.com/products/perdoo/reviews) - 4.4/5.0 (531 reviews)