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features
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support

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Description

Business Sorter makes it easy to plan and implement your business. Instead of starting from scratch, you can choose from a variety of content. This simple process of sorting cards helps you to review your business and reduces the time it takes to plan. You can modify your plan to fit your needs, delegate tasks and set budgets and timings. To help you and your team navigate areas that you are less familiar with, tips are included at each step in your plan. Planning and following through are key to a business's success. Your business will run more efficiently and profitably if your team is focused on their priorities and has full visibility over their progress. *Journal of Management Studies USA; Cranfield School of Management, Warwick

Description

Causey helps a nonprofit organization improve its strategic planning process and effectiveness. Our software, which is based on our 20+ years' experience in strategic planning and a focus of simplicity, serves as a home to all things related an organization's execution and strategy, making your job easier as an executive director or board. By using specialized software to plan strategically, rather than Google Docs or Word for example, an organization can reinforce the importance of strategic planning. The software sends out automated emails to key users that encourage them to work on their plan and track progress. Track key metrics to keep staff and board members on the same page. Users can run monthly reports that show which features are working and which ones are not.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
Xero Yes 

Integrations

Microsoft Excel Yes 
Xero No 

Pricing Details

$10.00/month Small Team
$30.00/month Medium Team
$80.00/month Large Team
Free Trial Yes 
Free Version No 

Pricing Details

$90 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Business Sorter

Founded

2015

Country

New Zealand

Website

www.businesssorter.com

Vendor Details

Company Name

Mission Met

Founded

2019

Country

United States

Website

www.causey.app/

Product Features

Business Plan

Business Plan Templates Yes 
Collaboration Yes 
Dashboard Yes 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing Yes 
Step-by-Step Wizard Yes 

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping Yes 
Scenario Planning No 
Scorecards No 

Product Features

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

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