HR AI Index
Index Performance and talent management Goals and OKRs › Small business September 2026 Edition

Goals and OKRs for small business buyers

Asked as “OKR software”, and as “goal management platform”, on behalf of a small B2B company. 46 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
37% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Tability37%4%46endorsed leader
02OKRs Tool17%0%39accepted challenger
03Profit.co7%26%19criticized challenger
04Asana7%29%14criticized challenger
05ClickUp7%30%10criticized challenger
06Perdoo4%10%40accepted challenger
07Weekdone4%11%36accepted challenger
08Teamflect4%0%14accepted challenger
09SugarOKR4%0%11accepted challenger
10Mooncamp2%4%23accepted challenger
Show the three products at 0%, ordered by negative rate
12WorkBoard0%90%10criticized challenger
13Lattice0%78%18criticized challenger
1115Five0%20%10accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
11
12
13
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative50%
Key
01Tability37%
02OKRs Tool17%
03Profit.co7%
04Asana7%
05ClickUp7%
06Perdoo4%
07Weekdone4%
08Teamflect4%
09SugarOKR4%
10Mooncamp2%
1115Five0%
12WorkBoard0%
13Lattice0%

02What they warned about

Four of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Grok 4.1 Fast, Mistral Small, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2 and GLM 4.7 FlashX changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Lattice
78%
14 of 18 labels negative · 10 of 12 models · 5 hard negative
“Enterprise-Grade Platforms** — Avoid ... **Lattice** — Only worth it if you already pay for Lattice performance management” MiniMax M2.5, negative prompt
Betterworks
100%
9 of 9 labels negative · 9 of 12 models · 9 hard negative
“The OKR tools that a small business should avoid or be cautious about are: 1. Betterworks (minimum 500 employees)” Llama 4 Maverick, negative prompt
WorkBoard
90%
9 of 10 labels negative · 9 of 12 models · 7 hard negative
“its pricing model and feature set are frequently geared toward mid-market and enterprise growth rather than early-stage small businesses” Qwen 3.7 Flash, negative prompt
Quantive
75%
6 of 8 labels negative · 6 of 12 models · 5 hard negative
“**Quantive** (formerly Gtmhub) ... was acquired by WorkBoard and is phased out as a standalone tool.” Gemini 3.5 Flash, negative prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

64 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 743 links across 117 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · OKRs Tool53 answers · 123 citations · 10 models
vendor site · Tability47 answers · 104 citations · 10 models
vendor site · Mooncamp47 answers · 82 citations · 10 models
vendor site · FirstHR26 answers · 31 citations · 9 models
22 answers · 25 citations · 8 models
vendor site · Guideflow20 answers · 20 citations · 9 models
vendor site · Synergita19 answers · 21 citations · 8 models
vendor site · Profit.co17 answers · 22 citations · 9 models
16 answers · 20 citations · 9 models
vendor site · Gartner12 answers · 12 citations · 8 models
vendor site · Worxmate11 answers · 12 citations · 8 models
vendor site · Perdoo9 answers · 12 citations · 6 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best OKR software for a small B2B company?”Paraphrase“Which goal management platform would you recommend to a small business that sells to other businesses?”Comparative“What are the top OKR tools for a small team and how do they differ?”Budget-constrained“What is the best OKR software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a OKR software. What should we look at?”Negative“Which OKR tools should a small business avoid or be cautious about?”
Claude Haiku 4.5Tability
Two alternativesMooncamp, Weekdone
no first choiceChangedWeekdone
Four alternativesMooncamp, OKRs Tool, Profit.co, Tability
SugarOKR
Five alternativesBOJA OKR, OKRs Tool, Perdoo, Tability, Teamflect
no first choiceagainst: Ally.io, Koan, Lattice, Microsoft Viva Goals, WorkBoard
GPT-5.4 miniAsana, ClickUp
Three alternativesLeapsome, Perdoo, Weekdone
Profit.coChanged
Two alternativesAsana, Lattice
Perdoo
One alternativeWeekdone
against: WorkBoard
Profit.co
One alternativePerdoo
no first choicenothing named
Gemini 3.5 FlashTability
Three alternativesOKRs Tool, Perdoo, Teamflect
TabilityHeld
Four alternativesAsana, ClickUp, Profit.co, Weekdone
Tability
Four alternativesMooncamp, OKRs Tool, Perdoo, Teamflect
against: Asana, ClickUp, Notion
Teamflect
Five alternativesOKRs Tool, Perdoo, Profit.co, Synergita, Tability
against: Weekdone
Tability
Four alternativesAtlassian Goals, Perdoo, Teamflect, Weekdone
against: Lattice, Leapsome
against: Betterworks, Culture Amp, Jira Align, Lattice, Microsoft Viva Goals, Profit.co, Quantive, WorkBoard
Perplexity SonarTability
Three alternativesMooncamp, OKRs Tool, Profit.co
TabilityHeld
Two alternatives15Five, Weekdone
Tability
Four alternativesMooncamp, Perdoo, Profit.co, Weekdone
Tability
Two alternativesOKRs Tool, Perdoo
no first choiceagainst: 7Geese, Ally.io, Betterworks, Koan, Lattice, Leapsome, Perdoo, Quantive
Grok 4.1 FastOKRs Tool
Four alternativesMooncamp, Perdoo, Tability, Weekdone
against: Asana, ClickUp
ClickUpChanged
One alternativeWeekdone
against: Asana, Monday.com
OKRs Tool, Tability
One alternativePerdoo
against: Weekdone
SugarOKR
Three alternativesOKRs Tool, Perdoo, Weekdone
against: Tability
OKRs Tool
Four alternativesMooncamp, Profit.co, Tability, Teamflect
against: Quantive
against: 15Five, Ally.io, Betterworks, Lattice, Perdoo, Profit.co, WorkBoard
Mistral SmallFlowyTeam, Mooncamp
Two alternativesPerdoo, Tability
WeekdoneChanged
Three alternativesFalen, OKRs Tool, SugarOKR
OKRs Tool, Tability
Three alternativesPerdoo, Teamflect, Weekdone
against: Lattice
OKRs Tool, Tabilityno first choicenothing named
DeepSeek V4 FlashTability
Four alternatives15Five, Mooncamp, OKRs Tool, Perdoo
TabilityHeld
Two alternativesMooncamp, Perdoo
Perdoo, Tability
Three alternativesMooncamp, OKRs Tool, Weekdone
against: Lattice
OKRs Tool
Three alternativesCascade Strategy, Perdoo, Synergita
against: Lattice, Leapsome
no first choiceagainst: Lattice, Leapsomeagainst: Betterworks, Microsoft Viva Goals, Profit.co, Quantive, Weekdone, WorkBoard
Llama 4 Maverickno first choiceWeekdoneChanged
Two alternativesSugarOKR, Tability
Tability
Three alternativesMooncamp, OKRs Tool, SugarOKR
OKRs Tool, Tability
Three alternativesPerdoo, SimpleOKR, Synergita
OKRs Tool
Four alternativesCraft.io, Range, Tability, Weekdone
against: Betterworks
Qwen 3.7 FlashTability
Three alternativesOKRs Tool, Perdoo, Teamflect
AsanaChanged
Two alternativesMonday.com, Tability
Tability
Four alternativesOKRs Tool, SugarOKR, Teamflect, Weekdone
ClickUp, Pingboard
Five alternativesAsana, Google Sheets, Notion, Trello, Workpath
against: Gainsight, Lattice
no first choiceagainst: 7Geese, Ally.io, Asana, Betterworks, Cascade Strategy, ClickUp, Jira, Koan, Lattice, Monday.com, Profit.co, Quantive, WorkBoard
Kimi K2OKRs Tool, Tability
Three alternativesPerdoo, Profit.co, Weekdone
TabilityChanged
Two alternativesOKRs Tool, Pipedrive
Tability
Five alternativesAsana, ClickUp, Notion, OKRs Tool, Perdoo
against: Weekdone
OKRs Tool, Teamflect
Two alternativesPerdoo, Tability
no first choiceagainst: Betterworks, Lattice, Leapsome, Mooncamp, Perdoo, Profit.co, WorkBoard, Workpath
GLM 4.7 FlashXTability
Six alternatives15Five, Lattice, OKRs Tool, Perdoo, Teamflect, Weekdone
Asana, Monday.comChanged
Three alternativesHubSpot Sales Hub, Pipedrive, SugarOKR
Tability
Three alternativesMooncamp, OKRs Tool, Perdoo
Perdoo
Four alternativesMooncamp, OKRs Tool, Tability, Weekdone
no first choiceagainst: 15Five, Betterworks, Cascade Strategy, Lattice, SunFish HR, Synergita, Tability, WorkBoard
MiniMax M2.5Tability
Five alternativesMooncamp, OKRs Tool, Perdoo, SugarOKR, Teamflect
TabilityHeld
Two alternativesHubSpot Goals, Leapsome
Tability
Three alternativesPerdoo, Synergita, Teamflect
Perdoo, Profit.co
Three alternativesRange, Teamflect, Weekdone
no first choiceagainst: Betterworks, Lattice, Microsoft Viva Goals, Perdoo, Quantive, WorkBoard
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:56yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:48yes37 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:59yes1524 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:13yes206 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:11yes2915 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 21:03yes53 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 21:39yes1855 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:25yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:18yes925 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:17yes1020 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:46yes2145 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:51yes721 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:44no03 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:59yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:52yes855 s
ParaphrasePerplexity Sonarsonar2026-09-17 21:40yes164 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:26yes2513 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 21:24yes54 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:03yes1922 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:32yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:05yes2184 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:06yes1526 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:01yes1078 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:23yes519 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:12yes911 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:56yes48 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes956 s
ComparativePerplexity Sonarsonar2026-09-17 21:43yes206 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:27yes2917 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 17:55yes610 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:38yes1620 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:40yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:04yes528 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:41yes1335 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:07yes22111 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:07yes517 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:23yes98 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:50yes35 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:10yes1922 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:22yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:35yes3020 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:43yes54 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:26yes810 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:38yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:03no028 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:07yes925 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:36yes733 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:50yes519 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:58no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:08no06 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:53yes1338 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:46yes208 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:24yes1512 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:21no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:12yes1419 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:47yes52 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 17:56no030 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:23yes1019 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:20yes952 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:19no09 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:37yes179 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:18no03 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 22:02yes2150 s
Negative framingPerplexity Sonarsonar2026-09-17 18:29yes208 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:03yes2817 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 20:00yes56 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:02yes2421 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:56yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:52yes1046 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:17yes1727 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 17:58yes31144 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:45yes1834 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Ally read as Ally.io
BOJA read as BOJA OKR
Cascade read as Cascade Strategy
Gtmhub read as Quantive
Unresolved, counted raw
Craft.io
Falen
HubSpot Goals
SunFish HR
Discontinued, still offered
No shut-down product was recommended here.
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