Blanca Hernandez — Director of Programs & Partnerships, YES Nature to Neighborhoods
My overall experience using Causey is great! Everyone on our team can see where and how they are contributing to our work and are motivated to do their part.
Blanca Hernandez — Director of Programs & Partnerships, YES Nature to Neighborhoods
Every tier includes unlimited users, built-in strategic planning guidance, and the structure to keep your plan alive — not gathering dust. No per-seat pricing. No surprise costs.
Not sure which tier? Most organizations start with Core. You can upgrade or downgrade anytime.
For organizations ready to get their plan off paper and into action.
For organizations that need their whole team aligned and accountable.
For organizations reporting to multiple stakeholders with complex strategic priorities.
Looking for a simpler option? See our Basic tier.
| Lite | Core | Solid | |
|---|---|---|---|
| Scale & Storage | |||
| Users | Unlimited | Unlimited | Unlimited |
| File Storage | 500 MB | 1 GB | 5 GB |
| Active Metrics | Up to 4 | Up to 15 | Unlimited |
| Views & Navigation | |||
| Plan View | ✓ | ✓ | ✓ |
| Presentation View | ✓ | ✓ | ✓ |
| Timeline View | ✓ | ✓ | ✓ |
| Actions View | — | ✓ | ✓ |
| Dashboard View | — | ✓ | ✓ |
| Focus Mode | Basic | Super | Super |
| Filter Goals & Metrics | — | ✓ | ✓ |
| Tags & Filtering | — | — | ✓ |
| Documents & Exports | |||
| Attachments, Links & Notes | ✓ | ✓ | ✓ |
| Folders within Documents | — | ✓ | ✓ |
| Export Plan as PDF | ✓ | ✓ | ✓ |
| Export All Screens as PDF | — | ✓ | ✓ |
| Custom Fields | — | — | Basic |
| Training & Support | |||
| START Lite Course | ✓ | ✓ | ✓ |
| Strategic Planning Guidance | ✓ | ✓ | ✓ |
| Reporting | Basic | Basic | Basic |
| Technical Support | Email & KB | Email & KB | Priority |
| Success Advisor | — | — | Quarterly |
Mary Kay Hannah — Board Chair at American Physical Therapy Association North Carolina
When I found Causey, I was thrilled because the platform matches what I kept picturing in my imagination should exist for Strategic Planning! Our organization was always able to do the planning, but never able to keep track. Now, our entire team is keeping real-time and transparent updates. Plus, great support. Love it!
Mary Kay Hannah — Board Chair at American Physical Therapy Association North Carolina
Jayme Ward — Co-Founder & Executive Director
The Causey platform is a strong tool for accountability. We have a cross-cultural team spread across the world and this tool holds us accountable to our organization, our goals, and our funders.
Jayme Ward — Co-Founder & Executive Director