How does OKRify help with grant reporting and donor transparency?

OKRify automatically generates grant-ready impact reports from your real-time goal data, showing funders exactly how their investment is moving your mission forward — with live dashboards updated as work happens.

Can we use OKRify for board meeting readiness?

Yes. OKRify provides a live, always-updated board dashboard inside Salesforce so leadership can walk into any board meeting fully prepared — showing strategic progress, program outcomes, and goal alignment in real time.

Turn Your Mission Into Measurable Impact With Intelligent OKRs

Q: Does our organization need Salesforce to use OKRify?

Yes — OKRify is built exclusively on Salesforce so nonprofits already using Salesforce NPSP, Nonprofit Cloud, or any Salesforce product can start immediately with zero integration overhead.

Q: Is there special pricing for nonprofits?

Yes. OKRify offers a dedicated Nonprofit Pricing Tier plus 10 complimentary licenses for qualifying organizations through the Salesforce AppExchange.

OKRify empowers nonprofits and social-impact organizations to align teams, accelerate goal achievement, and drive measurable mission impact—all from directly within your Salesforce ecosystem.

See How It Works

OKRify · Mission Dashboard

OBJECTIVE · Q1 2025

Expand youth education program to 3 new counties

3 Key Results 78% on track

OBJECTIVE · Q1 2025

Secure $2M in grant funding for food security programs

4 Key Results 55% in progress

OBJECTIVE · Q1 2025

Reduce volunteer churn by 30% through engagement initiatives

3 Key Results 91% ahead of plan

OBJECTIVE · Q2 2025

Launch donor impact reporting dashboard for board visibility

5 Key Results 42% in progress

OBJECTIVE · Q2 2025

Achieve 95% program compliance across all grant deliverables

4 Key Results 67% on track

✶ AI Copilot · Suggesting next check-in for 2 at-risk OKRs

From Feeding Families to Educating Youth, OKRify Helps Nonprofits Turn Big Dreams Into Measurable Results Across The Globe.

30+ nonprofits

AI-powered Goal & Performance Management to transforming your strategic planning into Impact.

Stop Guessing If Your Team Is Aligned — OKRify Shows You Exactly Where Every Goal Stands.

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Goals Aligned

Voices of success. Our clients share their Impact journey with OKRify.

Showcasing how our AI-powered OKR software has transformed their strategic planning and goal achievement, leading to measurable impact and success stories across various industries.

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Programs Monitored

/ about okrify /

Built for Mission-Driven Organizations. Inside Salesforce.

OKRify is a 100% Salesforce-native application that brings enterprise-grade Strategy Planning, Execution, and Goal Management to nonprofits — without the complexity or cost. Combining the power of the OKR framework and the Balanced Scorecard, OKRify gives your organization a single unified system to plan, execute, and prove impact.

Mission-First Design

Every feature is built around nonprofit realities — from grant cycles to program delivery and donor reporting.

AI at Every Step

OKRify’s AI guides your team through strategy creation, OKR drafting, progress nudges, and impact reporting.

Salesforce-Native Promise

Zero integrations, zero middleware, zero data risk. Your data lives in your Salesforce org — always.

Simple & Intuitive

Get up and running in minutes, not months. Intuitive UX means your whole team actually uses it.

✦ OKR Framework ◆ Balanced Scorecard

Two Proven Frameworks. One Unified Platform.

OKRify uniquely combines Objectives & Key Results (OKR) for agile, team-level goal alignment with the Balanced Scorecard (BSC) for holistic organizational strategy — giving nonprofit leaders the complete picture from daily execution to long-term mission success.

100% Salesforce Native No external tools. No sync. No middleware. Onboard in minutes.

Fully AI-Enabled Copilot Guides your team at every step — from strategy to impact reporting.

Grant & Program Aligned Map OKRs directly to funded programs and grant deliverables — so every funder report writes itself.

AppExchange Listed & Trusted Vetted by Salesforce, enterprise-secure, and ready to install in your org today — no custom code required.

Real-Time Mission Visibility Live Salesforce dashboards give every stakeholder — from frontline staff to board members — instant clarity on what’s winning and what needs attention.

AI-Powered OKRify

AI-Powered OKRify — Your Intelligent Strategy Partner

OKRify’s built-in AI does more than automate tasks — it acts as a dedicated strategy advisor at every stage of your nonprofit’s goal cycle, from day-one onboarding to end-of-cycle impact reporting.

Onboarding

Start with your strategic priorities. OKRify’s AI helps leadership draft ambitious Objectives with 3–5 measurable Key Results aligned to your mission, funded programs, and grant commitments. No blank-page paralysis — the AI guides you through every question.

Strategy Planning for your Organization

Align departments, program managers, and frontline staff in one system. Each team member understands exactly how their daily work connects to organizational mission-level priorities — from the Executive Director to field volunteers.

Goal Settings

Check-ins, milestone updates, and performance signals flow automatically into Salesforce dashboards. Executive directors and board members get instant visibility without chasing spreadsheets or scheduling status calls.

Track Progress

Close the loop with automated impact reports that map OKR outcomes to grant deliverables and donor commitments — turning your data into compelling narratives that secure renewed funding and board trust.

Weekly and Monthly Overview for Managers

Manage Risk

Course Correction

Assist with Initiative Settings

AI Built for Leaders Who Deliver Results Scale your impact not your workload

Bridge the impact gap with AI-guided strategy, real-time insights, and proactive course corrections that keep teams aligned and goals moving forward.

key benefits

Why Nonprofits Choose OKRify

Everything your organization needs to plan boldly, execute consistently, and prove impact convincingly.

Up & Running in Minutes

OKRify’s intuitive setup means nonprofits can onboard without IT teams or consultants. Install from Salesforce AppExchange, configure your org, and launch your first OKR cycle — all in a single session.

Simple Onboarding

AI That Guides Every Step

OKRify’s embedded AI copilot helps nonprofits draft compelling objectives, write measurable key results, identify at-risk goals, and generate donor-ready impact reports — so no one gets stuck or left behind.

AI-Powered Guidance

Zero Integration Overhead

Built 100% inside Salesforce, OKRify eliminates spreadsheets, disconnected tools, and data sync headaches. Your donor data, program data, and goal data all live together — secured by Salesforce.

Salesforce Native

Full Organizational Alignment

Cascade strategic objectives from the Executive Director down to every program manager and frontline volunteer. Everyone sees how their work connects to the mission — eliminating silos and wasted effort.

Team Alignment

Donor & Board-Ready Reporting

Auto-generate compelling impact reports that map OKR outcomes directly to grant deliverables and donor commitments. Turn your data into narratives that renew funding and win board confidence.

Impact Reporting

Balanced Scorecard + OKR Power

Most tools offer just OKRs. OKRify uniquely combines the Balanced Scorecard for long-range strategic vision with OKRs for agile quarterly execution — giving nonprofits a complete strategy-to-impact system.

Dual Framework

how it works

Strategy to Impact in Four Steps

OKRify makes complex strategy management simple — guiding your entire organization from big-picture mission to day-to-day execution, all inside Salesforce.

Define Your Mission Strategy

Cascade Goals Across Every Team

Track Progress in Real Time

Prove Impact to Funders & Boards

AI Copilot

AI That Guides Your Nonprofit at Every Step

OKRify isn’t just a platform — it’s an intelligent advisor built for nonprofits. At every stage of your strategy cycle, AI is working behind the scenes to keep your team on track and your impact growing.

◆ AI drafts mission-aligned OKRs and Key Results instantly, trained on nonprofit goal frameworks

◆ Detects at-risk objectives and proactively suggests corrective actions before goals fall behind

◆ Generates donor-ready and board-ready impact narratives from your real goal data

◆ Guides new staff through strategy planning without needing OKR expertise

◆ Available in multiple languages to serve diverse global nonprofit teams

◆ Smart check-in reminders keep your team engaged and progress data current

how it works

Strategy to Impact in Four Steps

OKRify makes complex strategy management simple — guiding your entire organization from big-picture mission to day-to-day execution, all inside Salesforce.

01 Mission

Executive level Program managers Field teams

02 Cascade

Department goals Team OKRs Individual tasks

03 Track

Check-ins Milestones Dashboards

04 Impact

Reports Narratives Board trust

Impact Outcomes

Aligned

Organization & everyone on the same page

Clear

Execution connected to mission

Visible

Progress with real-time insights

Proven

Impact to secure funding & trust

Watch & Learn

OKRify in Action

1:06

Create OKRs with AI in Seconds

Smart Goal Setting in Salesforce (OKRify AI Demo)

1:14

AI OKR Assistant in Salesforce

Track Goals, Deadlines & Progress Instantly (OKRify)

1:54

Turn Goals into Action Plans with AI

OKR Board Automation in Salesforce (OKRify)

1:10

Smarter OKR Tracking with AI — OKRify Monthly Performance Reports

Now Playing

Watch OKRify in Action · 90 sec

OKRify in Action — See How It Works in 90 Seconds

AI-Powered OKRify