Elate Reviews & Product Details

Elate is an AI-Native Strategy Platform that helps organizations build, execute, and operationalize their strategic plans in one connected system. It is designed for Strategy, Operations, and Chief of Staff leaders who are responsible for translating long-term goals into clear, measurable work across teams. Elate supports common strategy execution activities such as defining objectives, structuring initiatives, monitoring performance, and maintaining alignment throughout the year. As a centralized strategy execution system, Elate replaces the combination of spreadsheets, slide decks, and disconnected project management tools that many organizations use to manage strategic plans. The platform provides structure for planning, a consistent operating cadence for updates and reviews, and a shared view of progress that helps teams adjust as priorities shift. Organizations use Elate to run strategy cycles, track departmental and company-wide progress against goals, identify risks, and ensure plans remain active beyond the initial planning phase. Elate includes an AI capability called Strategy Advisor, which analyzes strategic plans, identifies potential execution risks, summarizes updates, and generates insights for leaders. Strategy Advisor supports strategy execution tasks such as evaluating plan structure, reviewing dependencies, identifying misalignment, and preparing leadership reporting. This helps leaders spend less time gathering information and more time making decisions that guide execution. Core features of Elate include: • Strategic plan creation with structured objectives, initiatives, outcomes, and dependencies • Real time monitoring of progress, performance indicators, and team level execution • Strategy Advisor for AI generated insights, summaries, and early risk detection • Reporting tools for leadership updates, dashboards, and progress communication • Integrations with CRM, ticketing, and project management systems • Operating cadence workflows for status updates, cross functional reviews, and accountability Key benefits for users include: • A single platform that connects planning and execution activities • Earlier visibility into risks and execution gaps using AI analysis • Less manual effort spent gathering updates or creating reports • Clearer communication of priorities and expectations across teams • A repeatable operating rhythm that supports alignment and accountability Elate is used by mid market and enterprise organizations that want a reliable, structured approach to strategy execution. The platform helps teams maintain clarity, monitor progress, and adjust plans as conditions change, allowing leaders to connect strategic intent with day to day execution in a consistent and measurable way.

Seller

Elate

Discussions

Elate Community

Languages Supported

English

Overview by

Nathan Starr (Strategy & Ops @ Elate)

Pricing

Pricing provided by Elate.

Elate's Strategy Execution Platform

Per Year

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Elate Integrations

(23)

Integration information sourced from real user reviews.

Elate Media

Elate Demo - See How Work Connects Across the Entire Strategy

Hierarchy View gives leaders a clear, unified picture of how objectives, initiatives, and outcomes roll up across teams. It helps organizations understand alignment, spot gaps, and ensure that day-to-day work supports top-level strategic goals.

Elate Demo - Get Clear, Consistent Updates Without the Manual Chasing

AI powered status updates turn team input into clean, structured summaries that highlight progress, blockers, and next steps. Leaders get reliable visibility without spending hours formatting or interpreting scattered updates.

Elate Demo - Strengthen Your Plan Before Execution Begins

Plan Analyzer evaluates the structure of your strategic plan, highlighting gaps, inconsistencies, or misalignment. It helps teams improve clarity, tighten outcomes, and build a stronger plan that is easier to execute and measure.

Elate Demo - Turn Complex Updates Into Clear Executive Reports in Seconds

Reporting Assistant generates polished, audience-ready reports from your plan and updates. It saves hours of manual work by transforming data and narrative into clear summaries that help leaders communicate progress with confidence.

Elate Demo - Catch Issues Early and Take Action Before Goals Slip

Risk Navigator identifies emerging risks using AI signals and team context. It surfaces what needs attention, explains why something may be off track, and helps leaders respond quickly to keep execution moving forward.

Elate Demo - Understand the True Health of Every Objective at a Glance

Objective Management brings all signals around an objective into one view, including risk indicators, sentiment from updates, progress, and connected work. Leaders get a clear picture of what is happening, why it matters, and where to focus next.

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Keon D.

High School Director

Small-Business (50 or fewer emp.)

4/29/2026

"User-Friendly for Tracking Goals, Needs Better Integration Guidance"

4/5

What do you like best about Elate?

I use Elate for work to track all my data and progress, and it's linked to Salesforce reports. I find it an easier way to track my goals for the school year using tables and graphs. I really like that Elate is very easy to use and helps in creating objectives. As a high school director, it aids me in overseeing the program by linking Salesforce reports to our objectives in Elate, which tracks moving data weekly. It's pretty decently easy to set up. Review collected by and hosted on G2.com.

What do you dislike about Elate?

I have no idea how to link reports from Salesforce to Elate to track data. Tutorials on intermediate and advanced features would be helpful. Review collected by and hosted on G2.com.

Bennett D.

Small-Business (50 or fewer emp.)

3/4/2026

"Best Strategy Platform Around with Effortless Setup, Seamless Microsoft Integration"

5/5

What do you like best about Elate?

I like how easy Elate is to use and its integration with Microsoft Teams and the 365Suite. It's built right in, which makes it very convenient. I also find the regular reports to be very useful, and the team was really helpful in setting it all up. Elate makes it easy to look up and work on the strategy, and the real-time information makes it easy to use. Review collected by and hosted on G2.com.

What do you dislike about Elate?

No strong dislikes, but would love for it to be more customizable. Review collected by and hosted on G2.com.

Response from Tim Wylie of Elate

edit

Hey Bennett! Tim here. Thank you for the thoughtful review. We’re glad to hear Elate has been easy to get up and running and that the Microsoft Teams and 365 integrations are making things convenient for your team.

It’s great to know the reporting and real-time visibility are helping you stay connected to the strategy and maintain focus across the organization. One of our goals with Elate is to bring strategy, metrics, and updates into a single place so leaders can quickly understand what’s happening and where attention is needed.

We also appreciate the feedback on customization. Our team is reaching out to better understand what you would to be more customizable as we think about the product roadmap.

Thanks again for sharing your experience and for being part of the Elate community!

Shane B.

CEO

10/19/2022

"Elate is the perfect fit for OKR management and strategic planning"

5/5

What do you like best about Elate?

The platform is intuitive to use and allows our teams to remain engaged with OKRs throughout our global offices. The key is the simplicity of the system. Review collected by and hosted on G2.com.

What do you dislike about Elate?

We have not yet identified any major weaknesses with Elate. We have shared feedback with the product team to allow for more robust exporting of reports Review collected by and hosted on G2.com.

Taylor Y.

Customer Success Operations Specialist

Mid-Market (51-1000 emp.)

4/25/2022

"elated for elate"

5/5

What do you like best about Elate?

Elate has enabled us as a business to collectively bridge gaps and break siloes between departments and teams. The ability to connect the company's goals to strategic objectives in a clear and concise data-driven format has created a platform that drives transparent conversations amongst leaders and naturally facilities prioritization for teams. Review collected by and hosted on G2.com.

What do you dislike about Elate?

Honestly, this is a love-hate, but we have come to appreciate it - Elate has a product mantra to keep things radically simplistic. In the beginning stages of building out our instance, it felt like we kept hitting limitations for how we wanted to display something or surface data. However, looking back now, it has proven better to keep things as simple as possible as it has created better adoption for those that are not as data familiar or just want to be able to look at something and understand it at glance and not have a lengthy explanation for what something means. Review collected by and hosted on G2.com.

What problems is Elate solving and how is that benefiting you?

We implemented OKRs across the business a couple of years ago with another tool that is inherently more people management focused, rather than business objective focused. Elate has allowed us to bolster our OKR rhythms and apply a much more strategic approach. The biggest bonus of it all is the ability to tie live data/metrics to the Key Results of the Objectives, which is something we were missing and desperately needed visibility into holistically as a business. Review collected by and hosted on G2.com.

Kip Z.

Chief Operating Officer

Mid-Market (51-1000 emp.)

3/7/2022

"Elate Increased Visibility and Decreased Headaches"

5/5

What do you like best about Elate?

Elate addresses a problem no one else has solved. Integrated dashboards, tracking objectives, connecting to themes - these are all needed to run a leadership team effectively. By having a single platform that connects to all essential KPI data sources, Elate removes the hassles and headaches of visibility into the business. Review collected by and hosted on G2.com.

What do you dislike about Elate?

If we have had any dislikes, we have found the Elate team is very responsive and they embrace feedback. Any suggestions I have made were usually already on the team's roadmap, so we have no knocks against the platform or the team. Review collected by and hosted on G2.com.

What problems is Elate solving and how is that benefiting you?

Consolidation. We have been able to bring every team's objectives and top KPI's into the Elate platform.

Easy maintenance. The scorecards and KPI reports are integrated with other data sources, making updates and the care-and-feeding of the data flow very easy.

Visibility. We can see each other's objectives, creating opportunities to collaborate with teammates. Review collected by and hosted on G2.com.

Verified User in Fund-Raising

Small-Business (50 or fewer emp.)

9/27/2022

"Elate is Great"

4/5

What do you like best about Elate?

The User Interface is great and I like that there is a Slack Plugin for users Review collected by and hosted on G2.com.

What do you dislike about Elate?

Figuring out how to format data so Elate can read and translate it. Review collected by and hosted on G2.com.

Chelsey K.

Chief of Staff

Mid-Market (51-1000 emp.)

3/2/2022

"The Solution to Our OKR Madness!"

5/5

What do you like best about Elate?

Elate has given us visibility into OKRs, which was previously missing when we were tracking them in Asana. We now have visuals for each and every key result and Slack reminders make it easy for our team to update their metrics weekly. Review collected by and hosted on G2.com.

What do you dislike about Elate?

Right now we're able to embed Sisense dashboards which is great, but I'd love to be able to pull data right from Sisense in the future to help auto update key results! Review collected by and hosted on G2.com.

What problems is Elate solving and how is that benefiting you?

Visibility into progress - Asana is great for managing tasks and the day-to-day, but it doesn't show us if we're on track or off track OR visuals of our progress (you can check tasks off all day long, but it doesn't always equal progress).

Easy to update - Slack reminders make it easy for OKR owners to give updates without even having to log in! Review collected by and hosted on G2.com.

Charnette M.

Finance Consultant

6/8/2022

"Great System for Managing our Business"

5/5

What do you like best about Elate?

Elate is very user-friendly and integrates so nicely with many of our other systems. It allows us to seamlessly link data and create useful dashboards for our departments. Review collected by and hosted on G2.com.

What do you dislike about Elate?

I think Elate is a great tool. I don't dislike anything about it. I know there are enhancements that will happen over time as the system matures. Review collected by and hosted on G2.com.