Upmetrics Pricing & Plans (2025 Guide)
Upmetrics offers a comprehensive suite of business planning tools with an intuitive interface. Its affordability and ease of use make it an excellent choice for small businesses looking to streamline their planning process.
- User-friendly interface and templates.
- Affordable pricing for small businesses.
- Comprehensive business planning tools.
- Limited advanced features.
- No mobile app available.
Free plan?
NoStarting price
$9 per monthWhat is Upmetrics?
How Much Does Upmetrics Cost?
Upmetrics offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of Upmetrics’ plans, highlighting their key features for different business requirements.
Upmetrics Pricing Plans
- Project your business finances with a comprehensive three-year forecast model.
- Craft compelling pitch decks with our intuitive creation tool for impactful presentations.
- Centralize your planning with a dedicated workspace for all your strategic needs.
- Collaborate efficiently by bringing up to five team members into your planning workspace.
- Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
- Utilize advanced tools to formulate and align your long-term business strategy.
- Track changes with multi-versioning and gain insights with integrated analytics.
- Easily export your documents to PDF, PPT or WORD for versatile sharing options.
- Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
- Enables users to create and save custom business plan templates that can be reused across multiple client projects.
- Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
- Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
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Upmetrics Pricing Plans in Detail
Starter
The Starter plan is designed to provide essential tools for small businesses. It includes access to a vast library of over 400+ sample plans, a three-year financial forecast model, and a pitch deck creator. This plan is perfect for those who need a centralized workspace and the ability to collaborate with up to five team members, making it a great starting point for small businesses.
Premium
The Premium plan builds on the Starter plan by adding AI-powered features for enhanced business plan creation. It offers a seven-year financial forecast, strategic planning tools, and multi-versioning with analytics. This plan is ideal for growing businesses that require advanced tools to refine their business strategies and export documents in multiple formats.
Professional
The Professional plan is the most comprehensive option, including everything in the Premium plan plus additional features for large enterprises. It offers three workspaces, a 10-year financial forecast, custom templates, and robust client management tools. This plan is perfect for businesses managing multiple projects and clients, providing the flexibility to transfer workspace ownership and collaborate effectively.
Top Upmetrics Features
Business Plan Templates
When I first used Upmetrics, I was impressed by the variety of business plan templates available. You can choose from a range of industry-specific templates, which makes it easier to create a professional plan without starting from scratch. This feature saves you time and ensures your plan is structured correctly, which is crucial when presenting to investors or stakeholders.
Financial Forecasting
One of the standout features of Upmetrics is its financial forecasting tool. I found it incredibly useful for projecting future revenues and expenses. You can input your data, and the software generates detailed financial reports, which are essential for making informed business decisions. This feature helps you understand your financial health and plan for growth effectively.
Pitch Deck Creation
Creating a pitch deck can be daunting, but Upmetrics simplifies the process. I loved how easy it was to use the drag-and-drop editor to create visually appealing presentations. You can customize your deck with images, charts, and text, ensuring your pitch is engaging and professional. This feature is a game-changer for anyone looking to impress potential investors.
Collaboration Tools
Upmetrics offers collaboration tools that allow you to work with your team seamlessly. I appreciated the ability to share plans and receive feedback in real-time. This feature fosters teamwork and ensures everyone is on the same page, which is vital for successful business planning. You can invite team members to view or edit documents, making collaboration a breeze.
Goal Setting and Tracking
Setting and tracking goals is crucial for any business, and Upmetrics makes it easy. I found the goal-setting feature intuitive and helpful for keeping my team focused. You can set specific objectives and track progress over time, ensuring you stay on target. This feature helps you maintain accountability and achieve your business goals efficiently.
Customizable Reports
Upmetrics allows you to create customizable reports, which I found incredibly useful for presenting data to stakeholders. You can tailor reports to highlight key metrics and insights, making it easier to communicate your business's performance. This feature ensures your reports are relevant and impactful, helping you make data-driven decisions.
Market Research Tools
Conducting market research is essential, and Upmetrics provides tools to help you gather and analyze data. I appreciated the ability to access industry reports and competitor analysis, which informed my business strategy. This feature empowers you to make informed decisions based on market trends and insights, giving you a competitive edge.
Task Management
Managing tasks is a breeze with Upmetrics. I found the task management feature helpful for organizing and prioritizing work. You can assign tasks to team members, set deadlines, and track progress, ensuring projects stay on schedule. This feature enhances productivity and keeps your team focused on achieving business objectives.
Document Sharing
Sharing documents with stakeholders is seamless with Upmetrics. I loved how easy it was to share plans and reports with a simple link. This feature ensures everyone has access to the latest information, facilitating communication and collaboration. You can control permissions, ensuring sensitive data remains secure while sharing essential documents.
User-Friendly Interface
The user-friendly interface of Upmetrics is one of its biggest strengths. I found it intuitive and easy to navigate, even for those new to business planning software. You can quickly access tools and features, making the planning process efficient and stress-free. This feature ensures you can focus on creating great plans without getting bogged down by complex software.
Customer Support
While using Upmetrics, I was impressed by the responsive customer support. Whenever I had questions or needed assistance, the support team was quick to help. This feature ensures you have the support you need to make the most of the software, providing peace of mind and enhancing your overall experience.
Integration with Other Tools
Upmetrics integrates with other tools, which I found beneficial for streamlining workflows. You can connect with apps like Google Drive and Dropbox, making it easy to import and export data. This feature enhances productivity by allowing you to work seamlessly across platforms, ensuring your business planning process is efficient and effective.
Who Is Upmetrics Best For?
Upmetrics is perfect for small businesses seeking to streamline their business planning process. With its user-friendly interface and comprehensive tools, it helps entrepreneurs create detailed business plans, financial forecasts, and pitch decks efficiently. The software is designed to support businesses in presenting their ideas effectively, making it an ideal choice for startups and small enterprises.
- Great for startups and entrepreneurs.
Upmetrics is ideal for startups and entrepreneurs who need to create detailed business plans and financial forecasts. Its user-friendly interface and comprehensive tools make it easy to present ideas effectively, helping new businesses get off the ground with confidence.
- Perfect for small business planning.
Small businesses looking to streamline their planning process will find Upmetrics invaluable. The software offers a range of templates and tools to help create professional business plans and pitch decks, making it easier to secure funding and grow the business.
- Ideal for budget-conscious teams.
For teams that need powerful planning tools without breaking the bank, Upmetrics offers an affordable solution. Its pricing plans are designed to provide essential features at a cost-effective rate, making it a great choice for budget-conscious businesses.
Frequently Asked Questions
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Martin Lunendonk
Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.
