Honest answers to the questions ops leaders, CTOs, and CFOs ask before rolling out OKRs Tool. If something's missing, email Steven directly — he's the founder, he answers fast.
An afternoon for a senior operator. Set up your org structure, import OKRs from your spreadsheet, invite your team. No IT review, no procurement, no consultant required.
Most teams are running their first check-in within a week. See the full walkthrough →
You'll create your first OKR in about two minutes, using AI assist or one of our templates. Then you'll be prompted to invite your team and start your first check-in cycle.
The signup-to-first-OKR flow is designed so you see value before any procurement conversation needs to happen.
Yes. You can paste from a spreadsheet, import a CSV, or use AI to extract OKRs from any source. Objectives, Key Results, owners, current values, and target values all map cleanly.
If you're migrating from Lattice, Quantive, Workboard, or similar — see the migration guide → — or email steven@okrstool.com and the founder will help you migrate directly.
Yes — and it's included on every paid plan at no extra cost. Most teams don't need it, but if you do, Steven runs a 30-minute walkthrough covering setup, migration, and the rollout plan.
No. Three options:
Three ways:
Yes. OKRs Tool is built around cascading OKRs — company → department → team → individual. Every team OKR requires a parent, so goals can't be set in isolation.
The Alignment Map shows the full hierarchy in one view.
Yes. Performance reviews, 360 reviews, engagement surveys, and 1:1s are all included on the Expand plan.
If you're looking for a full HR platform with payroll and compensation bands, Lattice and Leapsome are broader than us. We do OKRs, reviews, and 1:1s — not the rest of HR.
10 integrations: Slack, Microsoft Teams, Google Workspace, Jira, Asana, Linear, ClickUp, Notion, plus a full REST API and webhooks.
We also ship an MCP server so you can talk to OKRs Tool directly from Claude, Cursor, or any MCP-compatible AI assistant. See all integrations →
It's built into the workflow, not bolted on. AI Coach drafts OKRs from your strategy, flags at-risk KRs before they miss, and generates check-in summaries for leadership reviews.
It doesn't write your OKRs for you — it makes the parts you already do faster.
Yes. Every cycle is archived, and the Your OKR Journey report shows whether your team is getting healthier or weaker quarter over quarter.
The data behind this: goal completion across our customer base climbs from 51% in the first two cycles to 79% by the fifth. The point of historical tracking is to see whether you're on that curve.
Three: binary (0/1), percentage (0–100%), and 0.0–1.0 scale. Customize per team or even per KR.
Most teams use percentage for execution KRs and binary for shipped/not-shipped milestones.
Yes. Roles: Admin, Manager, Member, Viewer. Plus team-based permissions so you can control which teams see which OKRs.
Role-Based Access Control (RBAC) is on every plan; full audit logs are on Expand.
Yes — Excel export is available today, covering objectives, Key Results, owners, current values, target values, and check-in history.
More export formats (CSV, JSON, REST API pulls) are on the roadmap. Your data is yours: data portability is a GDPR right we honor, not a feature gate.
Three flat-fee plans:
Our strongest commitment: if your team doesn't reach 60% adoption within 30 days, you get a full refund. No forms, no disputes, no questions asked.
It's included automatically on every paid plan. Since 2024, it has never once been invoked — but it exists because we're willing to put our money where our mouth is on OKR rollouts.
No. Pricing is flat — not per-user. Hire 5 more people, your bill doesn't change. Hire 50 more, your bill doesn't change.
The only time the price moves is when you cross from Scale (6–50 users) to Expand (51+ users), and even Expand is flat from 51 to unlimited users.
Yes. Choose monthly or annual billing — annual saves 20% compared to monthly.
No multi-year lock-ins, no contract minimums.
Yes. Cancel from your workspace settings in two clicks — no contact-sales-to-cancel pattern.
If you're on annual billing, the standard refund policy applies. See the refund policy →
No. No setup fee, no onboarding fee, no implementation fee. The price you see on the pricing page is the price you pay — nothing else.
Most teams self-onboard in an afternoon. If you want a guided walkthrough, that's free too: book a session with Steven →
EU only. All customer data is stored in AWS Ireland (eu-west-1). No transfer to US infrastructure.
Encryption: AES-256 at rest, TLS 1.2/1.3 in transit. See full trust & compliance →
Honest answer: OKRs Tool as a product is not independently SOC 2 audited, and we're not pursuing an audit in 2026.
Our entire platform runs on SOC 2 Type II-certified infrastructure: Cloudflare, AWS, Supabase, Resend. The underlying stack is audited — but the OKRs Tool application itself is not.
If you require an independent SOC 2 Type II certificate for the application layer, we're not your fit.
Yes — fully GDPR-compliant by design. EU data residency, right to erasure (immediate hard delete), data portability (personal JSON, org Excel, audit log CSV, REST API), and signed sub-processor agreements.
Yes, and it's free for all paid customers.
Email info@okrstool.com with your company name and signing authority. Standard DPAs are typically signed and returned within 2 business days. Custom-negotiated versions take longer.
Yes — on the Expand plan.
SAML 2.0 SSO works with Entra ID (Azure AD), Okta, and Google Workspace. SCIM provisioning for automated user lifecycle. Plus role-based access control and audit logs on every Expand workspace.
Yes. TOTP-based 2FA is available on every plan and can be enforced org-wide. AAL1 and AAL2 step-up authentication supported for sensitive actions.
Publicly listed at /sub-processors. You can subscribe to be notified before any sub-processor is added or changed.
Fast and human. Email support included on every plan; we aim to respond within 1–2 hours during EU business hours.
Most messages get a reply from Steven directly — he's the founder, not a support layer.
Yes. Steven runs 30-minute walkthroughs with prospects who are evaluating tools and want a no-pitch conversation. He'll tell you honestly whether OKRs Tool fits — or point you to the right alternative.
At kb.okrstool.com. Covers product setup, integrations, and the most common operational questions.
For OKR theory and frameworks: blog, guides, templates, and the OKR glossary.
Five, all free with no signup:
Publicly visible at /blog/product-roadmap. We ship most features within 1–2 weeks of committing to them. Recent releases at /blog/whats-new.
If something's missing from this page, email steven@okrstool.com — you'll get an answer from the founder, usually within a couple of hours.