10 Best Succession Planning Software List
Here's my pick of the 10 best software from the 20 tools reviewed.
The best succession planning software helps HR professionals identify future leaders, close skill gaps, and protect their organizations from costly leadership gaps.
Whether you’re moving away from spreadsheets and manual processes, or searching for a more powerful upgrade, these tools save you time by centralizing talent data, creating clear career pathways, and giving you visibility into your leadership pipeline.
In this guide, I share the best succession planning software options available today that truly make succession planning easier, more strategic, and more reliable. Since 2022, I’ve evaluated hundreds of tools to help HR professionals find reliable, effective solutions.
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Best Succession Planning Tools: Comparison Chart
This comparison chart summarizes pricing, trial, and demo details about my top succession planning software selections to help you find the best software for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-powered career progression frameworks | Free demo available | Pricing upon request | Website | |
| 2 | Best for a dynamic visual charting | Free demo + free plan available | From $8/user/month | Website | |
| 3 | Best for linking succession planning with performance management | Free demo available | From $5/user/month (billed annually) | Website | |
| 4 | Best for deep workforce planning features | Free demo available | Pricing upon request | Website | |
| 5 | Best for a combined succession planning and LMS to facilitate upskilling | 30-day free trial + free demo | Pricing upon request | Website | |
| 6 | Best for enterprise-level succession planning and mentoring | Free trial + free demo available | From $18/month | Website | |
| 7 | Best for succession planning in compliance-heavy industries | Free demo available | Pricing upon request | Website | |
| 8 | Best for succession planning tools within a comprehensive HRMS system | Not available | Pricing upon request | Website | |
| 9 | Best for an AI-driven talent intelligence platform | Free demo available | Pricing upon request | Website | |
| 10 | Holistic suite of talent assessment tools, based on predictive psychometric data | 14 days free trial | Pricing upon request | Website |
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Checkr
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5 -
Kudoboard
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Native Teams
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
Best Succession Planning Software Reviews
Below you’ll find my detailed assessment for each succession planning platform that made it into my top 10 list, including notes on each tool’s best use case, noteworthy features, and software integrations. I’ve also included screenshots to give you a snapshot of the user interface.
Deel applies a data-backed way to develop talent and spot future leaders using a mix of performance, career, and learning tools gives you measurable insights from day one.
Why I Picked Deel
I picked Deel because it leverages AI to accelerate the creation of career progression frameworks, not just track performance manually. You can have the platform suggest structured role levels and competencies based on your criteria, saving hundreds of hours HR teams would otherwise spend mapping career ladders.
These frameworks connect directly with performance reviews and 360° feedback, so you’re evaluating employees against clear, observable expectations, not vague goals. Its visual talent analytics show performance distributions and readiness for promotion, helping you make decisions with confidence. And because career frameworks are integrated with goal tracking and learning assignments, it’s easier to turn insight into action for development and retention.
Deel Key Features
Here are some key features worth highlighting:
- AI-Powered Career Framework Builder: Generate detailed career progression frameworks quickly with AI assistance.
- Competency & Level Mapping: Define skills, behaviors, and expectations for each role and level.
- Performance Reviews & 360° Feedback: Tie feedback and review cycles directly into your career progression criteria.
- Talent Analytics & Visual Tools: Use heatmaps, 9-box grids, and dashboards to spot skill gaps and leadership potential.
Deel Integrations
Integrations include BambooHR, Workday, Personio, Slack, and Deel HRIS for real-time data sync across HR systems.
Pros and Cons
Pros:
- Integrated 360° reviews drive deeper performance insights
- Clear competency mapping aids fairer promotion decisions
- AI helps draft structured career frameworks in minutes
Cons:
- Not as deep in succession modeling
- Full mobile capabilities may lag desktop functionality
New Product Updates from Deel HR
Deel Expands Workplace Integrations With Microsoft Teams and Slack Alerts
Deel introduces Microsoft Teams HR approvals and consolidated Slack alerts for payouts, security, and compliance notifications. These updates help teams act faster and stay informed without leaving their communication tools. For more information, visit Deel’s official site.
ChartHop helps HR teams and business leaders visualize and plan their workforce through dynamic organizational charts and real-time people data. It’s ideal for mid-sized to growing companies that need to connect HR, finance, and recruiting data to make informed decisions about promotions, headcount changes, and succession planning.
Why I Picked ChartHop
I picked ChartHop because it lets you see your entire org structure and future scenarios in one interactive view — not in spreadsheets. Its dynamic org charts update automatically from your HRIS and payroll data, so you’re always working with accurate people info instead of guesses.
You can model different workforce outcomes (like promotions or leadership gaps) with drag-and-drop planning and approval workflows tied to real budget impact. The platform also centralizes data like compensation, performance, and diversity metrics so you can link succession planning to broader talent discussions. And because teams across HR, finance, and recruiting see the same live picture, decision-making feels aligned and grounded in facts.
ChartHop Key Features
Here are some key features worth highlighting:
- Dynamic Org Charting: Interactive, real-time visual maps of teams that reflect changes instantly from connected systems.
- Scenario & Headcount Planning: Drag-and-drop planning sandbox with budget impact views for different workforce strategies.
- Workforce Analytics: Dashboards and reports that break down headcount, turnover, diversity, and other trends.
- People Data Centralization: Live data sheets combining HRIS, payroll, performance, and recruiting info in one place.
ChartHop Integrations
Integrations include BambooHR, Gusto, Deel, Greenhouse, Workday, Paycor, QuickBooks, and Namely (among many HRIS/Payroll/ATS connections).
Pros and Cons
Pros:
- Helpful visual insight for succession, promotions, and restructuring
- Scenario planning shows how headcount changes affect budgets
- Live org charts update automatically from connected HR data
Cons:
- Custom reporting templates are limited without support
- Learning curve can be steep for complex planning tools
Best for linking succession planning with performance management
PerformYard helps HR teams and people leaders connect performance reviews with long-term talent growth—including succession planning and development. It gives you flexible review cycles, goal tracking, and continuous feedback tools that help your team spot high-potential employees and support career progression.
Why I Picked PerformYard
I picked PerformYard because it helps you run performance and development processes that directly support identifying future leaders, not just annual reviews. You can design and automate review cycles across 360-degree feedback, self-assessments, and manager evaluations, which makes evaluation consistent and aligned with your succession goals.
PerformYard’s goal management lets you tie individual and team goals into broader organizational priorities and surface who’s consistently hitting milestones. Native HRIS integrations keep employee records up to date without manual data entry, so your performance data reflects real org changes. I also like that it encourages continuous conversations through recurring check-ins and feedback, helping managers coach talent toward readiness for next-level roles.
PerformYard Key Features
Here are some key features worth highlighting:
- Flexible review cycles: Configure structured review workflows (360, quarterly, project-based) to match your performance and succession planning cadence.
- Goal management: Set, cascade, and track goals collaboratively with progress visible alongside reviews.
- Continuous feedback tools: Support ongoing feedback and recognition between formal review periods
- Performance dashboards: Visual analytics and reporting help you spot trends and identify high-potential talent.
PerformYard Integrations
Integrations include ADP, BambooHR, Gusto, Rippling, UKG (UKG Pro), Workday, Paylocity, Google Workspace (G Suite), Microsoft Office 365/Azure AD, Okta, OneLogin, Slack, and Microsoft Teams.
Pros and Cons
Pros:
- Goal tracking connects individual progress to succession needs
- Continuous feedback tools help reinforce leadership behaviors
- Customizable review workflows tied to development outcomes
Cons:
- Advanced reporting customization can be limited
- Some integrations beyond core HRIS require custom work
Cornerstone is a data-driven workforce planning software that helps businesses align employees with their organizational goals. Their platform aggregates workforce data into visual formats that make it easy for key stakeholders to digest. As well, their system links details such as staff headcount, budget, performance and organizational structure together so you can make decisions quickly if your business environment changes unexpectedly.
The Cornerstone system supports succession planning through their scenario modeling feature. Using their “what if” models, you can create scenarios and run through potential changes to your organizational structure depending on a variety of factors. You can also compare past organization structures with the future, to see how your structure has evolved over time.
Cornerstone is technically an HCM (human capital management) platform. In addition to their deep workforce planning features, their platform has modules to support recruiting and onboarding, learning and development, performance management, engagement, and core HR data management.
Integrations with Cornerstone are not noted on their website, though they do have an API to support them.
Best for a combined succession planning and LMS to facilitate upskilling
Built for businesses of all sizes, PeopleFluent helps companies hire, develop, engage, and upskill their employees through a combination of key tools. In addition to succession planning tools, their system also has features for recruitment, performance, compensation, learning, talent mobility, and organizational charting.
Their succession dashboard is designed to help HR teams identify their top talent, and make data-driven decisions to guide their development towards fulfilling the next generation of leadership roles. You can develop talent pools for specific key positions, and map out career pathing options to ensure your next-in-line staff will be ready when a vacancy arises.
The system includes tools to facilitate mentoring and create career development plans as well. Plus, their incorporated Learning Experience Platform makes it simple for HR managers to develop key staff and help them acquire the new skills they’ll need to advance.
PeopleFluent integrates with 20+ common HR software solutions including Affirmity, Breezy HR, CognosOnline, CourseWare, e-learnmedia, Gomo Learning, Hit Point, Open Sesame, Stratagile, VectorVMS, Watershed and others.
Best for enterprise-level succession planning and mentoring
SAP SuccessFactors supports succession planning at the enterprise level with their Succession & Development software.
Their system helps to ensure you place the right people in the right roles with a built-in tool to uncover hidden talent through a company-wide search of employee talent profiles. Tools to streamline competency and skill assessments, as well as a nine-box matrix rating grid, also help human resources teams identify the top and bottom performers in any team.
The system goes beyond just matching employees with roles and offers more features in the area of strategic succession management. This includes functions like assessing the risk and impact of a key talent loss, identifying employees who are flight risks, and tools for assessing your bench strength.
Their “what if” scenario function also helps users plot the domino effect of proposed succession plans by generating different outcomes in a visually digestible way. Another rich feature I haven’t seen with other platforms is how SAP’s system creates mentoring programs and automatically matches mentors with mentees.
SAP can be set up to integrate with other software, either through their API or via pre-packaged integrations. They also have a full-feature mobile app for iOS and Android users too.
Arcoro’s HR software platform helps HR teams hire, manage and grow their talent. Their system includes everything from an applicant tracking system (ATS) and onboarding tools, to performance management, learning management and succession planning tools. It’s a widely used option across industries with specific compliance, legal, and drug & background screening needs.
Their succession planning module works hand-in-hand with their performance management module, making it easy to assess employee competencies at a glance using their comprehensive employee scorecards. Managers and other decision makers can also assess employees using a 9-box talent matrix, which gives a clear visual of when an individual is ready for a promotion. Performance reviews within the system also feed into actionable development plans, making employees accountable for addressing any skill gaps before they can advance. As well, the platform also hosts a learning management system to help your staff with upskilling too.
Formerly known as BirdDogHR, Arcoro integrates with popular technology platforms such as Indeed, LinkedIn, ZipRecruiter, US.Jobs, Glassdoor, Quickbooks, and others.
Pricing details are available upon request. Via their website, you can also request a free HR Assessment to help you figure out which modules your business needs.
Best for succession planning tools within a comprehensive HRMS system
Empxtrack is an HRMS (human resources management system) that has modules for recruitment, performance appraisals, 360-degree feedback, exit management, payroll (India-specific), and strategic HR functions. Their succession planning software—included in their strategic HR package—ensures business continuity by helping organizations identify key leadership roles and giving them the tools to build talent pipelines of potential successors to fill those roles in the long term.
You can get a sense of their detailed process in the screenshot above. Their system helps management teams identify their high potential employees (which they call HIPOs), and evaluate them thoroughly. Performance evaluations for succession planning are completed through a combination of surveys to get feedback from senior staff, and ratings on a 9-point or 12-point performance potential matrix, as shown above. You can also assign a mentor to help coach each future leader into their long-term position.
Empxtrack integrates with many HR tools through their API, but specific software providers are not listed on their website. One nice feature is that they offer online customer support 24x7.
Pricing details for the strategic HR solutions package are available upon request. However, other modules within their system, such as their Employee Portal and HRIS, Performance Appraisals, 360-Degree Feedback, Payroll (India-specific), Leave Management, Attendance, and Exit Management can be used for free with some limitations on users and reports.
Use Eightfold’s Talent Intelligence Platform to create succession plans for every role in your organization.
Rather than reviewing your succession plans once per year, their system’s sophisticated AI automatically assesses your talent pools to identify who would be best to step into each role at any given time. By automating their tool to make recommendations based on skills assessments, any bias or personal preferences are also avoided.
Their succession planning function is just one of many other useful talent management tools including career planning features to support internal mobility, upskilling and reskilling, plus talent mentoring and redeployment tools. Their whole system is built on top of a deep AI learning structure.
In their words, that means their software “uses neural networks that learn from 1 billion+ profiles, billions of global data points, and 1 million+ unique skills, to deliver bias-free, data-driven insights.” Basically, it packs a pretty big punch in terms of their data strength.
They don’t list any software integrations on their website. However, customers will have access to an implementation services support team that can configure the system to work with the tools you’re currently using.
Plum
Holistic suite of talent assessment tools, based on predictive psychometric data
Plum is a talent assessment platform that supports objective data-driven decision making throughout the employee lifecycle using predictive psychometric data. Wondering what that means exactly? Basically, their platform is built on decades of proven industrial/organizational (I/O) psychological research, meaning it has a lot more substance behind it than other talent management software solutions.
Beyond just succession planning, their platform offers a holistic suite of other talent assessment features such as tools for workforce planning, internal mobility, quantifying job fit, spotting hidden potential, growing people, and improving team work. The combined force of these modules allows management teams to build deeper succession pipelines by looking across their workforce to spot people with the right skills to succeed in critical roles.
Other helpful succession planning features include the ability to determine role needs and update job criteria for each position quickly and easily as things change. Objective performance measurement tools including a 9-box exercise also help to remove bias and guesswork from decisions around promotion. Lastly, you can create personalized talent development plans for all employees who are identified as potential successors, ensuring they’ll gain the skills and experiences they need to be successful.
Plum integrates with Greenhouse and SAP SuccessFactors right out of the box. However, their API can be used to connect with many other software solutions such as your HRIS (human resources information system), or ATS (applicant tracking system).
Pricing details are available upon request. A free demo and a 14-day free trial are also available.
Other Succession Planning Software Options
Here’s a few more succession planning tools that didn’t make the top list:
- TalentGuard
Talent management system for detailed talent pool comparisons
- Bullseye Engagement
For a 10-step succession plan development process
- Lattice
For performance, growth, goals, and compensation management in one place
- Motivosity
Forward-thinking leader development tool that facilitates personalized succession plans and key player evaluations
- MentorcliQ
For pairing employees with mentors for professional development
- Qooper
For matching future leaders with executives and senior mentors
- Paycor
For connecting performance and learning with succession planning
- Agentnoon
For scenario modeling
- Pingboard
Transparency and culture building tool that supports dynamic org charts capturing current and future reorg ideas - including a free succession planning downloadable template.
- Mitratech Perform
Employee development platform with the ability to assess an entire workforce for their leadership potential, using a 9-box grid for performance and potential.
Selection Criteria for Succession Planning Software
Wondering which features I look for when selecting the best succession planning tools? Here’s a summary of my evaluation criteria:
- User Interface (UI): I appreciate visual elements that simplify the planning and evaluation process. This includes elements like visual employee scorecards and 9-box grids showing performance potential or skill maps. Visual dashboards and features like side-by-side comparisons, or dynamic organizational chart functions are also very useful.
- Usability: I prioritize systems that have straightforward processes, are easy-to-use, and incorporate data from other talent management systems or modules to reduce any data entry requirements.
- Software Integrations: I look for systems that integrate with other commonly used HR software solutions, such as human resource information systems (HRIS) or learning management systems (LMS).
- Value for Price: While I always prefer software with transparent pricing models, those details aren’t always readily available. Instead, most of the software in this list is customizable depending on the modules you need. Therefore, the pricing isn’t published as a one-size-fits-all cost.
What is Succession Planning Software?
Succession planning software helps HR professionals and business leaders identify future leaders, develop internal talent, and prepare for key role transitions.
It replaces manual processes with centralized tools for tracking skills, creating career development plans, and mapping leadership pipelines. By reducing the risk of leadership gaps, it improves retention, ensures business continuity, and supports data-driven workforce planning.
Features of Succession Planning Tools
When selecting succession planning software, keep an eye out for the following key features:
- Candidate profiling: Build detailed profiles for potential successors, capturing their skills, experience, career goals, and development needs. This makes it easy for you to match people with roles that fit both their strengths and aspirations.
- Position tracking: Monitor critical roles within your organization, identify key positions at risk, and set up succession strategies so you’re never caught off guard if someone moves on.
- Talent assessment tools: Use structured assessments to evaluate leadership potential and readiness. These tools help you spot rising stars and make more confident decisions about promotions or development plans.
- Progress tracking: Track the progress of succession plans and development activities for your chosen candidates, so you can quickly see who’s ready for the next step and where more support is needed.
- Development planning: Create and manage focused development plans for future leaders—including learning modules, mentoring, or coaching opportunities—to build a strong leadership bench.
- Integrated reporting: Access dashboards and reports that give you actionable insights into your talent pipeline, helping you visualize gaps and opportunities at a glance.
- Collaboration features: Easily work with managers and other stakeholders by sharing feedback, notes, and evaluations. This ensures everyone is in the loop and on the same page.
- Compliance management: Make sure your succession processes align with company policy and legal guidelines, reducing risk and keeping you organized behind the scenes.
Common Succession Planning Software AI Features
Beyond the standard succession planning software features listed above, many of these solutions are incorporating AI with features like:
- AI-powered talent matching: Suggests the best candidates for specific roles by analyzing vast amounts of employee data—so you don’t have to play guessing games when filling critical positions.
- Predictive analytics: Forecasts leadership gaps and turnover risks, helping you prepare ahead of time rather than scrambling to respond to last-minute changes.
- Automated skill gap analysis: Continuously scans your workforce data to pinpoint where skill gaps exist, making it easier to target development efforts where they’re needed most.
- Personalized learning recommendations: Delivers tailored training suggestions to potential successors based on their unique skills, goals, and performance data, supporting growth without mindless guesswork.
- Intelligent succession pipeline optimization: Dynamically prioritizes succession candidates and development plans using real-time data and trends, ensuring your talent pipeline is always fresh and relevant.
Related Reads
- Employee Evaluation Software For Performance Reviews & Recognition
- Best Enterprise HR Software Systems
What’s Next:
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