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ease
features
design
support

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Description

A strategic management tool that allows companies to plan and track the progress of their strategic initiatives. Core Strategy features include: Objectives and Key Results Framework, SMART Goals, Balance Scorecard, PASTLE Analysis, KPI and Milestone Tracking, Notifications and Reminders, Risk Management, Data Import and Exports, and 5000+ out of the box Integrations

Description

Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asana
Gmail
Jira
Microsoft 365
Microsoft OneDrive
Microsoft Teams
Slack
Zapier
monday.com

Integrations

Asana
Gmail
Jira
Microsoft 365
Microsoft OneDrive
Microsoft Teams
Slack
Zapier
monday.com

Pricing Details

7.99
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Core -CSI LLC

Country

United States

Website

core-strategy.us

Vendor Details

Company Name

KPI Sense

Founded

2019

Country

United States

Website

kpisense.com

Product Features

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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