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features
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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Gmail Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Teams Yes 
Slack Yes 
Zapier Yes 
monday AI work platform Yes 

Integrations

Asana No 
Gmail No 
Jira No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft Teams No 
Slack No 
Zapier No 
monday AI work platform No 

Pricing Details

7.99
Per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

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

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Alternatives

Core Strategy Reviews

Core Strategy

Core -CSI LLC