Causey
Turn your strategic plan into daily action.·causey.app
Causey is strategic planning software built for nonprofit leaders to turn a strategic plan into daily action. It connects qualitative goals to quantitative metrics, automates team check-ins and progress requests, and produces board- and funder-ready reports. The platform includes built-in strategic planning guidance, templates, and a course for organizations creating or refreshing a plan.
What it's for
Features 20
- Actions View (Core and Solid)
- Attachments, Links & Notes
- Automated team progress check-in requests
- Board-ready real-time progress views
- Built-in strategic planning guidance and templates
- Dashboard View (Core and Solid)
- Export All Screens as PDF
- Export Plan as PDF
- Filter Goals & Metrics
- Focus Mode (Basic/Super)
- Folders within Documents
- Funder and accreditor reporting
- Goal and metric tracking
- No per-seat pricing
- Plan View
- Presentation View
- START Lite strategic planning course included
- Tags & Custom Fields (Solid)
- Timeline View
- Unlimited users on every tier
At a glance
Pricing
All pricing is stated in US Dollars; invoices can be denominated in other currencies on request. Purchase orders, invoicing, and payment by check are accepted for grant-funded organizations.
Described as the entry tier for solo planners.
Entry-level tier for solo planners
Annual billing saves 16%.
500 MB storage, up to 4 active metrics
Most popular plan. Annual billing saves 16%.
1 GB storage, up to 15 active metrics
For organizations reporting to multiple stakeholders. Annual billing saves 16%.
5 GB storage, unlimited active metrics
Save 16% by paying yearly instead of monthly.