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upmetrics - Business Plan Software

upmetrics Reviews in July 2026: User Ratings, Pros & Cons

Plan, Launch, and Grow your Business

4.97

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Starts from $14 / month when yearly, also offers free forever plan

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upmetrics Reviews & Ratings

4.97

Excellent

Based on 118 ratings & 118 reviews

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Rating Distribution

Excellent

(115)

Very Good

(3)

Good

(0)

Poor

(0)

Terrible

(0)

Spotsaas Editor’s POV

Upmetrics works best for entrepreneurs and small business teams building formal business plans for funding or internal strategy. Before shortlisting, verify that the platform's forecasting templates match your financial model (revenue projections, cash flow, break-even analysis). The AI writer generates plan sections from prompts, but you'll need to fact-check ...Read more

upmetrics pros and cons

  • Simplifies the process of business plan writing, especially for beginners with little experience.

  • AI-powered tools provide valuable insights and assistance in creating professional business plans.

  • Real-time collaboration feature allows multiple team members to work on the plan simultaneously.

  • Excellent customer service with prompt responses and assistance.

  • The wide range of features and templates can be overwhelming for users seeking a simpler experience.

  • Limited design options may restrict customization possibilities.

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Showing 101-110 out of 118

NS

Nexus SMS

04/26/22

5 out of 5

This is the best business planning…

This is the best business planning software I've used so far and I've tried a few. Will be staying right here as it offers everything I need.

ES

Ezzi S

04/24/22

5 out of 5

Highly Recommended Business Plans & Financial Forecasting Platform!

I have been looking for an All-in-One platform for Business Plans & Financial Forecasting. After testing many Apps, I finally found Upmetrics to satisfy my business needs. Pros: 1. The onboarding process will help you get set up and understand the platform's features in a matter of minutes. 2. The cloud platform is very responsive, and pages are loading fast. 3. Upmetrics has excellent business plan templates with remarkable examples and valuable tips & hints to make it easy for anyone ...

Read more

JB

Jason Brown

07/06/21

5 out of 5

Time saving tool for those that a need a jumpstart...

I have been using upmetrics and I can say that it has really helped me with the many projects I have been working on. The best part is that I am now able to present my business proposals in a very organized way which I know will show the client that I am serious about this project.

F

Fred

06/18/21

5 out of 5

I was looking for a business template…

I was looking for a business template to write a business proposal for my free range chicken enterprise. Through a search, I landed into the Upmetrics web page. I was so amazed to find so many business templates with well constructed business proposals. It was so easy for me to pick up the business proposal of my choice. The template had all elements that I was hoping to get in a proposal and it was easy to download and customize it to meet my expectations. Payment was simple and response ...

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Q

Qpeople

06/17/21

5 out of 5

Love this tool!! Not sure how we survived without upmetrics

Qpeople have been working with many business strategy development planning tools. For incubators and business plan consultants, It provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used. After showing Upmetrics off to my peers and signing them up, it's safe to say that you've saved our class hundreds of hours.We can strongly recommend it for incubators, business ...

Read more

M

MoK

06/12/21

5 out of 5

Simply impressive!

Impressive app and excellent customer service. Would highly recommend it.

DZ

Darko Zlatic

05/24/21

4 out of 5

Look good at the beggining, BUT...

Usable view analytics are still to be done. Having unique, password-less URLs for every viewer would be nice to have, so that viewer specific link could be sent in social messaging app or email and enable per user analytics.

GS

Gabriel Scozzarro

05/21/21

4 out of 5

Very helpful product

Very helpful product

LM

Larry Meek

05/20/21

5 out of 5

Small International not-for-profit group needs business and financial planning software

We are a small non-for-profit group with a growing international membership base of new market entry start ups. A key element to a small business success is early stage business planning and financial planning. We did a fair amount of research for software companies that could help our membership in these areas and we recently choose UpMetrics. The thing that we appreciated the most is we were able to communicate directly with the principal(s) on some key elements in our development and ...

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AH

Aizat Hawari

05/17/21

5 out of 5

A startup/ business planning builder! The only tool you need!

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 ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].