Curious about Teamflect but too busy for a full demo? How about a quick phone call?

OKR and Goal Tracking Software for Microsoft Teams

Drive high performance with integrated OKR software for Microsoft 365

Make your company Goals & OKRs a natural part of daily conversations with the most intuitive OKR software designed to fit seamlessly inside your Microsoft Suite.
SOC 2 Type 2 · GDPR Compliant
Integrates with 200+ HRIS
24/5 customer support
Rated #1 in Microsoft Teams
and Outlook
in Performance Management
Teamflect OKR dashboard showing 64% overall progress toward revenue and lead generation goals, with On Track and At Risk status indicators.
Trusted by 1,000+ organizations — from Fortune 500 enterprises to fast-growing startups.

OKRs Done Right — Adopted Fast

"Simple enough that we never needed support, powerful enough to transform how we manage strategy."
Rachel Irvine-Marshall
Executive General Manager, Pure Environmental
Rachel Irvine-Marshall, Executive GM, Pure Environmental
STEP 1

Set Goals

Teamflect new goal form in Microsoft Teams with goal title, description, owner, goal type, and progress type fields for a Q2 goal.
STEP 2

Track Progress

Teamflect goal progress panel inside a Microsoft Teams 1-on-1 meeting, showing 35% overall progress with on-track and at-risk goals.
STEP 3

Check-In

Teamflect goal check-in message in Microsoft Teams chat for 'Increase the efficiency of your workflow', showing progress from 2,500 to 3,500 toward a 5,000 target, marked on track.
STEP 4

Review Results

Teamflect goals in review period view showing progress and status for each goal, with employee and manager comments.

Trusted by leadership. Proven at scale. Used every day.

G2 Fall 2026 Leader badgeG2 Users Love Us badgeG2 Summer 2026 Leader Badge

Align every team behind company strategy with OKR software built for Microsoft Teams

Cascade company objectives into department and individual goals, track OKRs and KPIs with automated check-ins, and connect results to performance reviews, all inside Microsoft Teams and Outlook.
Cascading goals

Cascade company OKRs down to every team and every employee

Connect company objectives to team and individual OKRs with cascading goals that make ownership, alignment, and progress instantly clear across the organization. Use Teamflect’s tree/hierarchy view to display how each goal contributes to broader company strategy. Works whether you run OKRs, KPIs with targets, weighted goals or quarterly priorities.
OKR tracking software dashboard showing sales goal progress on revenue growth, pipeline generation, and win rate with on-track and at-risk statuses.
Microsoft Teams chat showing a Teamflect goal check-in to increase workflow efficiency, with progress from 2,500 to 3,500 toward a 5,000 target, marked on track.
Automated check-ins

Automated goal check-ins inside Microsoft Teams, no chasing required

Automate goal check-ins inside Microsoft Teams to keep OKRs up to date without constant follow-ups. Teamflect prompts employees to share progress at the right time, giving managers real-time visibility without turning check-ins into extra work.
Integrations

OKR software that pulls key results from your own systems

Pull key result progress from where the numbers already live instead of typing it in. Link a goal to an Excel file on SharePoint, a task list in Microsoft Planner or To Do, a Power BI dataset, or any internal system through the Teamflect API. Goals that need a human update still get automated check-in reminders in Teams.
Teamflect objective tracking connected with Excel, Microsoft Planner, To Do, Power BI, and API, with an automated progress check-in notification.
Teamflect company goals dashboard showing at-risk and overdue objectives with a notification to review at-risk goals.
Goal dashboards

Know where every goal stands, at a glance

One dashboard shows every objective across the company, filtered by department, owner or status. At-risk and overdue goals surface automatically, so you fix them before the quarter ends. Export to Excel or push the data to Power BI for leadership and board reporting.
Built-in AI

AI that helps write clear OKRs and flags the ones falling behind

Turn a rough idea into a clear, measurable objective with suggested key results in seconds. Once goals are live, AI-powered OKR tracking flags objectives drifting off track and sends automated progress summaries for every team, so you catch problems in week four, not week twelve.
OKR platform UI for setting a new Q2 goal with title and description fields and an AI button to generate the description.
Teamflect dashboard showing two employee goals with progress and status indicators plus comments from Miriam and Adele.
Goals in reviews

Performance reviews grounded in OKR and KPI results, not memory

Teamflect works as OKR performance management software, not two separate tools: every goal from the review period appears in the performance review form with its final progress and check-in history. Managers rate what was actually achieved, and employees see exactly how their OKRs and KPIs shaped the outcome.
50% of Long-Term Strategic Goals Achieved in Record Time
"We've accomplished more than 50% of our strategic plan within one year. That's pretty crazy. We were able to facilitate that because we were using a tool like Teamflect."
Ian Brown, Campus Director at Furman University
Ian Brown
Campus Director, Furman University
Read Full Story

The easiest rollout you’ll have with any OKR software

Most OKR programs fail in the setup, not the software. Objectives get entered, department goals never get linked, and by week three the spreadsheet is back.

Teamflect is built so you can avoid that without a consultant. Goals are created and cascaded in a few clicks inside Teams, check-in reminders are automatic, and there is nothing to install for your users because they already have Teams.

On paid plans you also get a dedicated Customer Success Manager who:

  • Walks your admins through setting up the goal cascade and check-in cadence
  • Recommends how to structure OKRs, KPIs or MBOs based on what has worked for similar companies
  • Trains your leadership team so they are confident before you roll out wider
  • Stays your point of contact as you expand to every department

Start with up to 10 people for free, add departments when you are ready.

Man representing a dedicated Teamflect Customer Success Manager providing support from setup through onboarding.

Resources for Effective OKR Management

We put together all the helpful resources organizations need to implement and manage OKRs effectively. From expert conversations and blog articles, all the way to step-by-step video guides.
Podcast episode: What Are OKRs and Why Do They Fail? with OKR expert Hannes Albrecht
What Are OKRs and Why Do They Fail?
Listen to our conversation with OKR expert Hannes Albrecht covering OKR basics, common mistakes, and what separates companies that get it right.
Podcast
Blog Article: How to run OKR Check-in Meetings
How to Run OKR Check-In Meetings
In this detailed article, we walk you through the key steps, tools, and best practices for running effective OKR check-in meetings.
Video guide: Cascading Goals in Microsoft Teams
Cascading Goals in Microsoft Teams
In this step-by-step video guide, we walk you through the key steps to building a cascading goal structure in Microsoft Teams and Outlook.
Video

Create high-performing and engaged teams - even when people are remote - with our easy-to-use toolkit built for Microsoft Teams

Frequently Asked Questions

Here are some of the most frequently asked and heavily researched questions about using OKR software.

Can OKR software sync with our HRIS so goal owners stay correct when people change roles?

How do I cascade company objectives down to team and individual goals?

Can I track KPIs and OKRs in the same place?

Can I use only the Goals module without performance reviews?

How do tasks in Planner and To Do connect to goals?

What OKR software do enterprises use when they are standardized on Microsoft 365?

What reporting and dashboards are available for OKRs?

Can I import our existing goals from Excel or another tool?

How do I stop OKRs from being set once and then forgotten after week three?

Is there a free OKR tool that is good enough for a small team?

How do I connect OKRs to performance reviews so goals actually count?

What are the limitations of Teamflect for OKR management?