Upmetrics Pricing, Features, Reviews & Comparison of Alternatives


Continuous Planning Platform!

4.25/5 (4 reviews)

Upmetrics overview

Upmetrics is a cloud-based business plan software, It simplifies a business planning process with tailored business plan templates through better planning. Write an investor ready business plan with accurate financial projections. Bring innovation to your organization with the help of business model canvases. Track a progress of business planning, Invite your team to collaborate and contribute to your business plan. Share online with investors and colleagues, Download and print your business


Starting from
Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 5 other markets, Europe, Germany, India, Middle-East and Africa, United Kingdom

Supported languages

Upmetrics screenshot: Business plan builderUpmetrics 2.0 - A Continuous Planning Platform!Upmetrics screenshot: Business Model CanvasUpmetrics screenshot: Financial ProjectionsUpmetrics screenshot: Business Plan TemplatesUpmetrics screenshot: Upmetrics.coUpmetrics screenshot: Business Model Canvases

Upmetrics reviews

Value for money
Ease of use
Customer support

As a first time entrepreneur, I was skeptical about using any kind of business planning software.

Used weekly for less than 6 months
Reviewed 2018-02-14
Review Source: Capterra

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.

Read the full review

Rajan Rawal

Super cool business planning tool we have ever used

Used weekly for less than 6 months
Reviewed 2018-11-19
Review Source: Capterra

Easy to use, user friendly. Great user interface with prompt actions in mind.It’s awesome. No really, it’s super cool that we (engineers with no business background) now can make a damn business plan in just 2 hours. Some really good features i would love to highlight are 1) It's damn easy to understand tool and really helpful step by step guide 2) Built-in template which helped me to complete my business plan in just 2 hours 3) Modern, User-friendly and fast UI (if you are familiar with Google doc, its easy to use) 4) Real-time collaboration with my team members (I just loved this) 5) Easy to share my business plan with my peers and with investors

Read the full review


One of the best business planning tool i find till now

Used daily for less than 6 months
Reviewed 2018-02-01
Review Source: Capterra

upmetrics provides Free inbuilt templates which user can directly copy, Real time collaboration, Super fast, Easy to use, Free writing, Export Plan in DOC file, easy to share with anyone same as google file sharing, Pinboard is the most unique feature

Read the full review

Upmetrics pricing

Starting from
Pricing options
View Pricing Plans

15 Days money back guarantee.

Upmetrics features

Activity Dashboard
Customizable Reporting
Reporting & Statistics

API (439 other apps)
Activity Tracking (218 other apps)
Audit Trail (182 other apps)
Auditing (265 other apps)
Automatic Notifications (354 other apps)
Compliance Management (213 other apps)
Custom Fields (202 other apps)
Data Import/Export (262 other apps)
Document Storage (198 other apps)
Electronic Signature Capture (181 other apps)
Inventory Management (212 other apps)
Inventory Tracking (208 other apps)
Invoice Management (197 other apps)
Monitoring (200 other apps)
Real Time Data (236 other apps)
Third Party Integration (251 other apps)
Workflow Management (232 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for Upmetrics

Key features of Upmetrics

  • Step-by-Step Wizard
  • Financial Templates
  • Pitch Presentation
  • Financial Projections
  • Social Sharing
  • Balance Sheet
  • Business Analysis
  • Collaborative Workspace
  • Customizable Reporting
  • Customizable Templates
  • Document Templates
  • Financial Analysis
  • Financial Management
  • Payroll Management
  • Permission Management
  • Planning Tools
  • Project Planning
  • Project Templates
  • Projections
  • Real Time Updates
  • Search Functionality
  • Summary Reports
  • Text Editing
  • Activity Dashboard
  • Feedback Collection
  • Content Repository
  • Budgeting & Forecasting
  • Reporting & Statistics
  • Tagging
  • Version Control
  • Collaboration Tools
View All Features


1. Real-time business plan editor with drag and drop plan sections.
2. Step by step guides with Industry standard tailored business plan templates.
3. Innovation with Business model canvases.
4. Unlimited team members, Easy collaboration.
5. Available as Online SaaS and desktop software installations.