Upmetrics Reviews

This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. It comes with samples template, helpful tips, and a very well written documentations.

One of the most important section in a business plan is the financial planning. Upmetrics made it easy for me to put up my finance, funding, and other financial related things into the business plan.

The template gives me an idea about what I should include and how to write them. Making my template, there are useful hints/ tips throughout the page.
Imagine a website builder but for business plan. A business plan builder. How amazing is that?

The web-app itself is very smooth to load, it's not lagging at all, very responsive. This is important as we are not working on a software installed on our computers but a web-based application.

I hope soon they will introduce more integrations with other web-apps.

The support responds to emails and questions quickly, this is important too! I have high hopes that they will include many outstanding features in the future.

So far nothing but I wish they will include more templates example. The existing templates are ok, but with more examples, it helps for someone like me who is not so experienced in writing a business plan.

The simplicity and intuitiveness to help augment my workflow were exactly what I was looking for. As professional as I am, it is always nice to “enjoy” working, and Upmetrics does just that for me. Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed.

Upmetrics is not perfect. There are some quirky things as with all software and systems. What I did not like was the menus always requiring me to re-hide them when switching sections. There are a few other minor areas of UX improvements that could happen, but I do not have a big fish to complain about.

How it guides and makes the business plan creation process intuitive

Took me a little longer than I would have liked to get familiar with all the features

Level of detail in business planning, customization & AI Help.

Takes a while to adapt and fill everything out.

The team was responsive and quick in resolving my issue

everything was positive I have no negative points thank you

The detailed attention that is provided and seamless engagement towards business development even for a novice in proposal writing is recommendable.

I will have to use it extensively to come up with the outcome.

I created a compelling, brilliantly formatted business plan in very little time using Upmetrics. The templates were a spring board for whenever I was stuck with an idea because it gave me clarity as to what is expected professionally. It was a time saver and I wouldn't hesitate to recommend. Also, a thumbs up for their responsive, excellent customer service.

It's a great product in all ramifications. I had no issues whatsoever so this doesn't apply.

Great choice of products within their platform.

Time delay as I am in North America and head office in London.

It's ease of use and tailored templates. The formatting is also fabulous!

The UI on editing text and sections could be improved, it can be difficult at times to move text blocks around or to move to other pages. Right now, you have to copy & paste in order to move content around (no drag + drop).

Very useful business plan software connected to AI.
Saved a lot of time, money and energy.
Their team is highly skilled and always here to help.

There is nothing I did not like.
Upmetrics made my business plan experience much easier and effective.

Excellent support service, especially from [sensitive content hidden]

Impossibility of reverting some changes, editing fonts and cover size, importing categories from other models to the model in use

Easy to use and useful templates. I love that they have so many options for many different businesses types. I was looking for a chiropractor business plan and I found a good one!

All great, the monthly basic subscription has a fair price for what they offer.

Everything very straightforward and easy to use

Could use a little more modern website style

1. You don't need a management degree or professional experience to create your business plan on Upmetrics. Just sign up, answer a few basic questions about your business, submit and you're done. Also, who knows your business better than you?

2. It is user-friendly, customizable, and fast.

3. It's a cloud-based software that means whatever information you fill in the system is safe and will be kept 100% confidential.

4. You can find a customizable template for your specific industry. Just edit it as per your requirement and you're good to go.

5. It is easy to collaborate with team members in real time. We were able to make changes and discuss feedback, all in real time without having to switch to another chat window or application.

Well, my first experience with Upmetrics has been quite seamless. I just followed the prompts on the application and kept doing what I was being asked to at each step. As for cons, the biggest con of using such apps is that you can't collaborate or share or edit your copy without an internet connection. But guess we all are pretty much used to this fact now. Apart from this, I think Upmetrics can come up with multiple options for templates for each type of business. Otherwise, it has become my go-to app for all of my business planning activities.

The business plan templates have been very resourceful. The written content in the boxes of the business plans have really helped alot.

The editable financial metrics has also been a great help and proved to be very functional.

The financial segment is not so straightforward to grasp.

Easily integrated with existing processes

Inability to import templates and other standard documents we utilise