Best Org Chart Software - March 2021

The best organizational charting software for businesses, including top vendors, benefits, pricing, ROI, pitfalls and more.

Org chart software allows companies to do more powerful workforce planning through a unique and simple data visualization tool. Oftentimes, this tool comes with other powerful features to simplify searching for the right skillset across your organization. We curated a shortlist of the best org chart software on the market, including information about use cases, pricing, ROI, and potential pitfalls. We believe this guide will save your company valuable time and lead you to a more informed purchase decision.

As organizations grow, it becomes increasingly difficult for HR teams to keep track of promotions, terminations, succession planning, new hires and so many other moving parts. Some companies might rely on massive Excel sheets to keep track. Others may draw up their own elaborate flowcharts using graphic design tools. The most efficient companies turn to org chart software to stimulate their people decision making efforts.

We spend hundreds of hours researching the best HR and recruiting software so you don’t have to.  We never take money from vendors during our research phase and rely heavily on practitioners and experts to help us recommend the right software.  Most of the vendors featured on our site have no commercial relationship with us, we want to feature the best software for our readers regardless. Learn more

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Top Organizational Chart Software

We track thousands of HRTech solutions, these are the best Org Chart vendors per our research and expert council as of March 2021.

Sift

Sift

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Why we love it

:

Sift is an engaging people directory used by all team members inside of an organization. HR teams specifically use Sift 6x a day to navigate changing org structures, conduct internal recruiting and learn employee trends.

Sift is a people search engine, meaning it's a useful tool to find anyone across the organization with a simple query. It acts as a bridge in your tech stack between communication platforms and core HR systems. The platform's customizable profiles not only give employees a 360 degree perspective on their coworkers, but also allow for unique search queries based on hobbies and interests.

Sift

Customers

Ping Identity, StockX, Rocket Mortgage

Sift

Stats

  • Customers on HR teams use Sift an average of 6x a day
  • Users view profiles an average of 11x per week
  • Custom integrations for customers at no additional cost

Sift

Pricing

Sift is priced on a per profile per month model, with a minimum of 200 profiles. However, they will work with smaller companies on a case by case basis. You have to get in contact with their sales team for a quote.

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Best For

Medium, large and enterprise corporations who want to simplify company-wide communication.

Worth Checking Out:

Visit 
Sift
 to learn more

ChartHop

ChartHop

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Why we love it

:

ChartHop unites data across an organization to stimulate more strategic planning, saving customers a total of $2.5 million in lost productivity.

Charthop considers their org chart offering the beginning of a new software category called organizational management. Their platform has in-depth people planning and people analytics tools to help restructure teams, create and close open roles, propose promotions, plan departures and more. Charthop works with many HRIS and payroll solutions and can also translate CSV and Excel files to centralize your people data.

ChartHop

Customers

better.com, Peloton, mongoDB, Remy Cointreu

ChartHop

Stats

  • Saved customers a total of $2.5M in lost productivity
  • Raised $14M in Series A funding

ChartHop

Pricing

ChartHop operates on a per employee per month basis. Their base plan, called ChartHop Build, is $3.50 per employee per month. The next two plans, Grow and Scale, are $7 and $10 per employee per month respectively. They also offer an enterprise level solution with custom pricing. 

For an additional $2 per employee per month, customers can get access to ChartHop’s performance management system as well.

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Best For

With multiple different plans and a wide range of workforce planning features, companies of any size will see value in ChartHop’s org chart software.

Worth Checking Out:

Visit 
ChartHop
 to learn more

Lucidchart

Lucidchart

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Why we love it

:

Lucidchart is the diagramming software of choice for 99% of the Fortune 500.

Lucidchart is a chart maker used for visualizing teams, workflows, and processes to drive strategic business decisions. It offers templates for every use case from IT to sales, but specifically has a great org chart template for HR teams to use to organize their people structure. 

You can automate an org chart with simple data imports from a CSV or Excel file, for which they offer a helpful tutorial on their website. You can also export org charts to share or embed on your website.

Lucidchart

Customers

Google, Amazon, Microsoft, Johnson & Johnson

Lucidchart

Stats

  • Used by 99% of Fortune 500 companies
  • Users reported a 38% increase in productivity

Lucidchart

Pricing

Lucidchart starts with a free plan that offers 3 editable documents at once, access to 100 templates, and basic integrations and collaboration tools. From there, the plans go up in price and functionality. The basic Individual plan starts at $7.95 per month for a single user and offers unlimited documents with over 1000 templates to use as well as data and automation tools.

The next upgrade is the Team plan, which features everything on Individual but adds advanced integrations and collaboration tools as well as administrative account control. It costs $9 per user per month, with a minimum of 3 users per account. Finally, there’s the Enterprise account which has all the features of the Team account but adds SSO security and advanced administrative control. You must negotiate directly for the Enterprise price.

Get a quote

Best For

Large companies that are looking for an entire diagramming solution, as there are tons of templates at your fingertips. Their org chart is good, but doesn’t have as many interactive features as the other vendors on this list.

Worth Checking Out:

Visit 
Lucidchart
 to learn more

Pingboard

Pingboard

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Why we love it

:

Pingboard’s goal is employee connection, which shows in their visually appealing org chart and interactive employee directory.

Pingboard’s north star is organizational transparency, which is the ideal they build their org chart software upon. Users can easily digest their entire organization on a macro level, while also being able to zoom in on individual profiles to connect with their teammates and coworkers. It integrates with HR and IT software to keep everything up to date automatically. 

Pingboard offers other functionalities alongside the org chart, including an employee directory, quizzes and games about your company’s people, peer recognition tools, and social media features like status updates.

Pingboard

Customers

Popsugar, Charlotte-Douglas International Airport, Carta, Duolingo

Pingboard

Stats

  • Used by over 350,000 employees
  • $4.3M last seed round

Pingboard

Pricing

Pingboard starts with a 14 day free trial. 

At the end of the trial period, you can sign up for the Team or Company plans. Team is $99/month paid annually for up to 50 users. Company is $199/month paid annually for up to 100 users. If you would like more than 100 users, it’s an extra $1 per head. They also offer month-to-month subscriptions at a higher rate.

Get a quote

Best For

Businesses with under 50 employees who would like an org chart with baseline employee engagement features.

Worth Checking Out:

Visit 
Pingboard
 to learn more

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Benefits and Use Cases of Org Chart Software

Organizational chart solutions offer much more than the obvious perk of visually appealing flowcharts. Vendors are increasingly upgrading their solutions to become all-encompassing workforce management systems, complete with a wide array of use cases and integrations. 

Even if you don’t want all the bells and whistles, an org chart can make your HR team’s life easier simply by streamlining people planning operations. Some major use cases include:

  • Centralizing People data: Organizational chart software allows your company to host all your people data in one place. Most organizational chart vendors integrate with existing payroll and benefits systems, HRIS’s and chat apps such as Slack to consolidate all People data on one system. 
  • Optimize organization structure: Organizations are often complex webs of people. Without a visual representation of where everyone fits within the whole, employees can feel overwhelmed and disconnected from upper management. Org chart software easily displays where each employee fits in, from team to department to location. 
  • Data-driven strategic planning: The future is uncertain by nature. There are numerous situations, whether hypergrowth, acquisition, merging or pivoting, that organizational charting software can be useful. Being able to visualize your organization’s structure is just the tip of the iceberg. Aligning team responsibilities, scenario building and function mapping all contribute to tidier workforce planning. 
  • Show gaps in talent: By having a hierarchy chart out in front of you, you'll know what skill sets are missing from which teams. You can use that knowledge to either hire someone to fill that gap or assign a current employee to a new role. 
  • Educate new hires: It can be difficult for a newbie to understand a complex company structure, especially at an enterprise level organization. With an org chart, new hires can easily interpret where they fit into the hierarchy and use that knowledge to see what career paths they might have as they grow with the company. 
  • Easy to find contact information: Instead of scouring databases or asking coworkers to connect you, org charts provide an easy way to click through hierarchies to get the contact information you need across the company. 
  • Diversity, equity and inclusion: Keep track of your DE&I initiatives with detailed dimensions such as race, ethnicity, disability, gender and sexual orientation to foster a equitable and fair workplace. 
  • Visualize employee engagement: Some solutions allow you to overlay your org charts with data from your other HR systems to create dynamic visualizations on performance, engagement, pay disparities, and other employee metrics. Other solutions include employee engagement functionalities that accomplish the same thing without integration. ‍
  • Remote work: Work-from-home has only increased from the COVID-19 pandemic. Org chart software mitigates the lack of office structure by making it easy to connect with people across your virtual workspace.

Common Pitfalls of Org Chart Software

Like buying any new tech, there might be some downsides you should be aware of. For org chart software specifically, you should know the following:

  • Enterprise-focused pricing: Org chart vendors are mainly focused on large and enterprise companies, and their pricing structure reflects that. If you’re an SMB, be firm with whatever vendor you’re interested in to make sure you get a deal that fits your budget. 
  • The right integrations: You want to make sure the vendor you choose integrates with your current systems. If they don’t, be prepared to spend a lot of time manually entering employee data.  ‍
  • Additional functions: Chances are you decided to buy this type of software to centralize employee data and organize company structure. However, different org chart vendors include a ton of different features on top of just charting. For example, Lucidchart comes with numerous other workflow management charts. Sift has an in-depth people search engine. Be sure to choose the software that first fits your org chart needs, then any additional functionality that may be uniquely useful to your company.

ROI of Org Chart Tools

When creating a tech stack wishlist, HR teams will often put org chart software under “nice-to-have” rather than their “must-have.” It’s fair to assume an org chart is not as functionally important as an applicant tracking system or HRIS. But depending on your use case, the ROI of an org chart software solution can be more than worth it. 

Your entire company will use an org chart to save time finding the right person to connect with for the right task. You’ll be able to visualize talent gaps in real time, meaning a quicker time-to-fill. As a result, ChartHop estimated they saved their customers a total of $2.5 million in lost productivity. 

Functionally, org charts sit right in the middle of HR software and communication tools like Slack. From an engagement standpoint, that kind of employee directory is really helpful. Employees across team lines can easily track one another down based on skills, role or even similar interests to connect for projects or professional development. Though not as forthcoming as the ROI of time saved, the little extra features that come your org chart software lead to a positive employee engagement ROI.

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Organizational Chart Software Pricing

Most pricing for org chart software is on a per employee per month subscription basis. The dynamic pricing makes this type of software affordable for startups and functional for enterprise companies, as it scales based on how many employees are using the software. 

Depending on the solution and your company size, you should expect about $2 per employee per month on the lower end and $10 per user per month on the higher end. If you have 50 employees, expect around $100/month billed annually. If you’re a medium-sized enterprise with 250 employees, you’ll see costs up to $2500/month billed annually. Enterprise companies have to contact the vendors for custom prices, and don’t be afraid to shop around to get the best rate. 

Most vendors offer a free trial so you can try it before you buy it. Don’t be afraid to ask for a longer trial period if need be. If you’re a small business or startup who isn’t ready to spend money on the paid versions, some vendors even have a completely free version of their software. If you find the limited functionality of the free solutions to be holding you back, then you can consider upgrading.

Features of the Best Org Chart Software

Here are some key features to look into when choosing an org chart vendor:

  • Seamless integrations: Org chart software integrates with your existing HR software,  to bring all your people data into one place. You can bring everything from your HRIS information to payroll metrics to Excel spreadsheet data into your org chart software. 
  • Fully searchable company directory: With all your people data in one place, you can easily find the people with he right know how for any given task. Search based on different employee info such as job title, office location, and skills. Some vendors even have advanced search capabilities for interests and hobbies.  
  • Custom employee profile pages: Organization chart software lets you make your employees fully dimensional profiles rather than just being headshots on a flowchart. The profiles include data such as engagement, skill levels, demographic information, and work history. Profiles also contain contact information such as phone number and email to make internal communication a breeze.
  • Exportable files: You can export any portion of your org chart into different formats like CSV and image files for use across different apps and platforms. 
  • Relationship maps: Visualize employee hierarchies through simple mapping tools. You’ll be able to see the through-line of organizational structure from the top down across teams. 
  • Illustrate diversity: Employee profiles are customizable with race, ethnicity, gender and orientation information so your company can act equitably to create an equal opportunity workplace.  
  • Visualize real-time changes: Your company is constantly changing with new hires, promotions and retirement. Organization charts update in real-time in sync with your HR data to keep track of those changes. In addition, you can look back through previous versions of company structure to see how things have changed over time. ‍
  • Mobile friendly: Most vendors allow you to access your org chart from any device, whether iOS or Android.

Questions for Org Chart Software Demos

When you’ve narrowed it down to your top vendors, it’s time to demo. Demos are the most important part of the process, because they show you how the software actually functions. You also get an opportunity to chat with a sales representative in real time, meaning you can get immediate feedback on any questions you may have. 

Before going into a demo, it’s important to have an idea of what you want to find out. Here are some good questions to get you started:

  • How will this fit into my tech stack? Does it properly integrate with my existing systems?
  • Will team members outside of HR benefit from using this software? How about on the C-suite level?
  • Is this solution worth the cost? What does this software bring to the table that a free diagramming tool doesn’t?

Implementation

The implementation process varies from vendor to vendor, but generally you can expect to have your organizational chart up and running within 30 days of purchase. The solutions listed here are intuitive to use, so most of the challenge comes with integrating your people data. 

The org chart software will fill initial gaps using your existing systems. By nature the new solution will organize for you. But it’s still important to make sure your data is up to date for a smooth implementation process.

Org Chart Software FAQ

What is an organization chart?

An organization chart, also known as an organizational chart or org chart, is a diagram made to display internal company structure, including relationships and hierarchies between employees and teams. 

What is org chart software?

Org chart software are solutions centered around an org chart for dynamic, customizable workforce planning. 

How can org chart software help my organization?

Org chart software can help your organization in a few ways. Firstly, it creates a clear outline of company structure. You can then use this chart as a succession planning tool, employee directory, diversity & inclusion tool and much more. 

In general, your company will see tidier organization, more effective workforce planning, higher employee engagement and heightened connectivity. 

What additional features do org chart software solutions offer?

Org chart software offers many additional features. Some examples include employee profiles, seamless integrations with your tech stack, employee engagement metrics, detailed workforce planning analytics and mobile apps. 

Can’t I just make an org chart using Excel or Powerpoint? Why is  org chart software better?

Yes, it is possible to make an org chart using apps such as Excel or Powerpoint. However, as your organization grows, it will take increasingly more time to keep updating it with new hires, promotions, people moving onto other jobs, and shifting role responsibilities. If you’re an enterprise corporation, this task is already impossible as it would take dozens of creation and upkeep hours. 

Org chart software automates this process by live updating with your existing people data. Your human resources team saves valuable time that can be used to support the most important part of your company, the people.

Best Org Chart Software - March 2021
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ChartHop
Sift
Pingboard
Lucidchart
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Final Advice

Organization chart software is a growing category. Some of the vendors on our list don’t even consider themselves org charts by nature. They call themselves work design hubs, people search engines, or workforce planning software. Yet despite having all different features, org charting is the centerpiece. 

It’s easy to get caught up in the bells and whistles, but those additional features are more like nice-to-haves rather than must-haves. Decide upon your must-haves, find the vendors that check those boxes, then use the nice-to-haves to make your final decision. Each vendor has something slightly different to offer, so pick the one that best aligns with your goals.

Top Organizational Chart Software

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