OrgChart review

OrgChart is cloud software for building and maintaining organizational charts from workforce data. It can update charts on a schedule or through a single-click sync, then support planning and publishing from the same platform.

The product also combines HR data with other sources, including applicant tracking systems, contractor records and matrix reporting structures. For workforce planning, teams can model employees and positions, set targets and assess financial impacts in real time. OrgChart calculates measures such as span of control, headcount rollups and salary sums, alongside custom operational metrics.

For sharing, users can customize chart layouts, export charts to PowerPoint or PDF, or embed interactive charts. Access controls include role-based access and field-level permissions, and the platform can retrieve historical organizational snapshots. That makes it more than a chart-drawing tool: it connects workforce data, planning and chart distribution.

OrgChart’s main strength is the breadth of the workflow it covers. It can pull together workforce data, turn it into charts, calculate operating metrics and support planning without limiting the product to a static reporting tree. That matters for organizations whose charts need to reflect contractors, recruiting data or matrix relationships as well as employee records.

The planning tools go beyond drawing future-state boxes. Teams can model positions and employees, set targets and assess financial impacts in real time. The listed metric calculations—span of control, headcount rollups, salary sums and custom operational metrics—also give teams ways to examine the structure behind a chart.

Publishing and governance round out the package. OrgChart supports PowerPoint and PDF exports, embedded interactive charts, role-based access, field-level permissions and historical snapshots. Those features can help teams tailor what different audiences see and retain a record of prior structures. The plan tiers also offer a clear way to buy more data integrations: Core includes one, Plus three and Pro six, while access-group allowances rise from two to five to unlimited.

The clearest constraint is the same across all three listed plans: each covers 100 charted employees or positions. Teams that need to chart more than that should confirm the available options with OrgChart; the published pricing details do not publish a higher-capacity tier or a price for expanding the cap.

The prices are listed per month but require annual billing: Core is $105, Plus is $157 and Pro is $263. Monthly billing prices are not published. The plan differences are mostly integration and access-group allowances—one integration and two groups on Core, three and five on Plus, and six integrations with unlimited groups on Pro—while the 100-position limit stays put.

There are other unanswered cost and access questions. The logged-in user seat limit is not published for any plan. A free trial is available upon request, but its duration is not published. That makes it harder to estimate the full cost or evaluate the product on a defined trial schedule before committing to annual billing.

OrgChart lists three annual-billing plans, all capped at 100 charted employees or positions. Core is $105 per month, billed annually, with one data source integration and two access groups. Plus is $157 per month, with three integrations and five access groups. Pro is $263 per month, with six integrations and unlimited access groups. The jump from Core to Plus is $52 per month; Plus to Pro adds another $106 per month. Monthly billing prices are not published, and the logged-in user seat limit is not published on any listed plan.

No add-ons are listed in the published pricing information. A free plan is not listed; a trial is available upon request, but its duration is not published. Check whether the 100-position ceiling fits before comparing tiers: paying for Pro increases integration and access-group limits, not charted capacity. Confirm any pricing or plan changes with OrgChart, as the published pricing data is medium confidence.

The published information does not describe a migration service, import formats, implementation timeline, or fees, so we can’t estimate the effort. OrgChart says it can build and update charts from workforce data on a schedule or with a single-click sync, and blend HR data with sources such as applicant tracking systems and contractor records. Those capabilities may help with ongoing updates, but they do not establish how your existing data or chart history transfers.

Before switching, ask OrgChart which source systems it supports, how it handles custom fields and matrix reporting, and whether you can export underlying data. The listed PowerPoint and PDF exports, plus embedded interactive charts, are chart-publishing options; the published material does not confirm a full data export. Historical organizational snapshots are supported, but retention and portability details are not provided. We have no Reddit posts or comments in the published material, so we can’t responsibly say what makes users leave. Check export rights, access controls, and the 100-position plan cap before committing.