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Upmetrics vs Business Sorter (2025 Comparison)

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Author

Martin Lunendonk

Last Update

Jan 31, 2025

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Excellent Value For Price
4.3

0

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Upmetrics

Upmetrics offers comprehensive business planning features, including financial forecasting and real-time collaboration. It's an ideal choice for startups and small businesses looking to create detailed and professional business plans.

  • Comprehensive business planning features.
  • Real-time collaboration capabilities.
  • Wide variety of templates.
  • Complex interface for beginners.
  • Limited customer support response time.

Free plan?

No

Starting price

$9 per month
Good Value For Price
4.1

0

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Business Sorter

Business Sorter simplifies strategic planning with its intuitive card-sorting method and excellent customer support. It's perfect for businesses seeking an easy-to-use tool for organizing and prioritizing tasks.

  • Intuitive card-sorting method.
  • Excellent customer support.
  • Effective task management.
  • Limited financial forecasting tools.
  • Fewer template options.

Free plan?

Yes

Starting price

$10 per month

What is Upmetrics?

Upmetrics is a comprehensive business planning software that helps entrepreneurs and business owners create detailed business plans, financial forecasts, and pitch decks. It offers a user-friendly interface with customizable templates, making it easy for users to craft professional documents. With Upmetrics, you can collaborate with team members in real-time, ensuring everyone is on the same page. This tool is particularly beneficial for startups and small businesses looking to secure funding or streamline their business strategy.

What is Business Sorter?

Business Sorter is a strategic planning tool designed to simplify the business planning process. It uses a card-sorting method to help users prioritize tasks and set clear objectives. This tool is ideal for businesses looking to improve their strategic planning and execution. With Business Sorter, you can easily involve your team in the planning process, ensuring that everyone is aligned with the company's goals. It's a great choice for businesses seeking a straightforward approach to planning and organization.

Pros and Cons of Upmetrics vs Business Sorter

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Pros & Cons of Upmetrics

Comprehensive business planning features
  • Upmetrics offers a wide range of business planning features, including financial forecasting and pitch deck creation. This makes it an ideal choice for startups and small businesses looking to create detailed and professional business plans.
Real-time collaboration capabilities
  • With Upmetrics, you can collaborate with team members in real-time, ensuring everyone is on the same page. This feature is particularly useful for businesses that rely on teamwork and need to share ideas and feedback quickly.
Wide variety of templates
  • Upmetrics provides a diverse range of templates, catering to different business needs and industries. This makes it easy to create professional documents without starting from scratch, saving you time and effort.
Complex interface for beginners
  • Upmetrics has a more complex interface due to its extensive features, which can be overwhelming for beginners. It may take some time to get used to the platform and navigate its various tools effectively.
Limited customer support response time
  • While Upmetrics offers customer support, the response time can be slower compared to other tools. This may be a drawback for users who require immediate assistance or have urgent queries.
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Pros & Cons of Business Sorter

Intuitive card-sorting method
  • Business Sorter's card-sorting method makes it easy for users to prioritize tasks and set clear objectives. This intuitive approach simplifies the planning process, making it accessible for users of all skill levels.
Excellent customer support
  • Business Sorter provides excellent customer support, with responsive assistance and helpful resources. This ensures that users can get the help they need quickly and efficiently, enhancing their overall experience with the tool.
Effective task management
  • Business Sorter offers effective task management features, allowing users to organize and prioritize tasks efficiently. This is particularly beneficial for businesses looking to improve their strategic planning and execution.
Limited financial forecasting tools
  • Business Sorter lacks in-depth financial forecasting capabilities, which may be a drawback for businesses seeking detailed financial planning. Users may need to use additional tools to supplement this aspect.
Fewer template options
  • Business Sorter offers fewer templates compared to other tools, focusing more on strategic planning. This may limit users who require a diverse range of templates for different business needs.

Upmetrics vs Business Sorter: At A Glance

Decision FactorUpmetricsBusiness Sorter
Value to Price
Excellent4.5
Good4.2
Ease of Use
Good4.2
Excellent4.4
Functionality
Excellent4.4
Good4.0
Scalability
Excellent4.3
Good4.1
Integrations
Good4.1
Good4.0
Customer Support
Good4.2
Excellent4.3
Security
Excellent4.3
Good4.2
Overall Rating
Excellent4.3
Good4.1

Value to Price

Upmetrics offers a robust set of features at a competitive price, making it a great value for startups and small businesses. Its comprehensive templates and collaboration tools justify its cost. Business Sorter, while slightly less feature-rich, provides a unique card-sorting method that some users may find invaluable. If you're looking for a tool with a strong feature set at a reasonable price, Upmetrics is the better choice.

Ease of Use

Business Sorter shines in ease of use with its intuitive card-sorting method, making it accessible for users of all skill levels. Upmetrics, while user-friendly, requires a bit more navigation due to its extensive features. If you prioritize simplicity and ease of use, Business Sorter is the tool for you.

Functionality

Upmetrics excels in functionality with its comprehensive business planning features, including financial forecasting and pitch deck creation. Business Sorter, while functional, focuses more on strategic planning. If you need a tool with extensive business planning capabilities, Upmetrics is the superior choice.

Scalability

Both tools offer scalability, but Upmetrics provides more advanced features that can grow with your business. Business Sorter is ideal for smaller teams or businesses with straightforward planning needs. If you anticipate growth and need a tool that can scale, Upmetrics is the better option.

Integrations

Upmetrics offers a wider range of integrations, allowing you to connect with various tools and platforms. Business Sorter has fewer integration options but covers the essentials. If you rely on multiple tools and need seamless integration, Upmetrics is the way to go.

Customer Support

Business Sorter provides excellent customer support, with responsive assistance and helpful resources. Upmetrics also offers solid support but may not be as quick to respond. If customer support is a top priority, Business Sorter is the better choice.

Security

Both tools prioritize security, ensuring your data is protected. Upmetrics offers slightly more advanced security features, making it a safer choice for businesses handling sensitive information. If security is a major concern, Upmetrics is the preferred option.

Overall Rating

Upmetrics scores higher overall due to its comprehensive features and scalability. Business Sorter is a strong contender, especially for those seeking simplicity and ease of use. If you need a well-rounded tool with extensive capabilities, Upmetrics is the better choice.

Upmetrics vs Business Sorter: A Detailed Breakdown of Key Features

FeaturesUpmetricsBusiness Sorter
Collaboration Tools
Excellent4.5
Good4.2
Template Variety
Excellent4.4
Good4.0
Financial Forecasting
Excellent4.6
Good3.8
User Interface
Excellent4.3
Excellent4.5
Customization Options
Good4.2
Good4.1
Task Management
Excellent4.3
Excellent4.4

Collaboration Tools

Upmetrics offers robust collaboration tools that allow team members to work together in real-time, making it easy to share ideas and feedback. This feature is particularly useful for startups and small businesses that rely on teamwork. Business Sorter also provides collaboration features, but they are more basic in comparison. If you need advanced collaboration capabilities, Upmetrics is the better choice.

Template Variety

Upmetrics provides a wide variety of templates, catering to different business needs and industries. This makes it easy to create professional documents without starting from scratch. Business Sorter offers fewer templates, focusing more on strategic planning. If you value having a diverse range of templates, Upmetrics is the superior option.

Financial Forecasting

Upmetrics excels in financial forecasting, offering detailed tools to project your business's financial future. This feature is essential for businesses seeking funding or planning for growth. Business Sorter lacks in-depth financial forecasting capabilities. If financial planning is a priority, Upmetrics is the clear winner.

User Interface

Business Sorter boasts an intuitive user interface, making it easy for users to navigate and use the tool effectively. Upmetrics, while user-friendly, has a more complex interface due to its extensive features. If you prefer a straightforward and easy-to-use interface, Business Sorter is the better choice.

Customization Options

Upmetrics offers a range of customization options, allowing users to tailor their documents to their specific needs. This flexibility is beneficial for businesses with unique requirements. Business Sorter provides some customization options but is more limited. If customization is important to you, Upmetrics is the better option.

Task Management

Both tools offer task management features, but Business Sorter's card-sorting method makes it particularly effective for organizing and prioritizing tasks. Upmetrics provides task management as part of its broader feature set. If task management is a key focus, Business Sorter is the superior choice.

Pricing Comparison of Upmetrics and Business Sorter

We’ve compiled the pricing tables and highlighted the key features of both Upmetrics and Business Sorter to aid in your decision-making process. Let’s explore what each platform has to offer.

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Upmetrics Pricing Plans

Starter
For Small Businesses
$9

per month

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Starter includes:
  • 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.
Premium
For Growing Businesses
$19

per month

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Includes Starter, plus:
  • 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.
Professional
For Large Enterprises
$49

per month

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Includes Premium, plus:
  • 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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Business Sorter Pricing Plans

Small Team
For Small Businesses
$10

per month

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Small Team includes:
  • Secure data protection ensures your information is safe.
  • Ongoing support to help you stay on track.
  • Access anywhere on any device for flexibility.
  • Automatic saving to prevent data loss.
Medium Team
For Medium Businesses
$30

per month

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Includes Small Team, plus:
  • Greater visibility, increasing accountability for teams.
  • Imbedded training builds knowledge and understanding.
  • Easier management of people through delegation.
  • Fast and easy - saves hours of work.
Large Team
For Large Enterprises
$80

per month

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Includes Medium Team, plus:
  • Overview dashboard for multiple teams or clients.
  • Help to identify your priorities and stay focused.
  • Increase profit by up to 30% with strategic planning.
  • No software install required for easy setup.
Enterprise
For Large Enterprises
Contact sales
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Includes Large Team, plus:
  • Unlimited user access for extensive collaboration.
  • Advanced analytics for data-driven decisions.
  • Priority support for immediate assistance.
  • Enhanced security features for data protection.

Our Rating Methodology

We thoroughly test each business planning tool, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Upmetrics or Business Sorter: Which One Matches Your Business Needs?

Choose Upmetrics If You Need ...

  • Comprehensive business planning features

    If you need a tool with comprehensive business planning features, including financial forecasting and pitch deck creation, Upmetrics is the better choice. It's ideal for startups and small businesses looking to create detailed and professional business plans.

  • Wide variety of templates

    If you value having a diverse range of templates for different business needs and industries, Upmetrics is the superior option. Its wide variety of templates makes it easy to create professional documents without starting from scratch.

Choose Business Sorter If You Need ...

  • Intuitive card-sorting method

    If you prefer a straightforward and easy-to-use tool with an intuitive card-sorting method, Business Sorter is the better choice. It's perfect for businesses seeking an easy-to-use tool for organizing and prioritizing tasks.

  • Excellent customer support

    If customer support is a top priority, Business Sorter is the better choice. It provides excellent customer support, with responsive assistance and helpful resources, ensuring that users can get the help they need quickly and efficiently.

Frequently Asked Questions

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Author

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.