Upmetrics Features List

Upmetrics Reviews


Business planning for entrepreneurs

5.0/5 (2 reviews)

Upmetrics Feature Summary

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

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (367 other apps)
Activity Dashboard (234 other apps)
Activity Tracking (149 other apps)
Auditing (206 other apps)
Automatic Notifications (252 other apps)
Compliance Management (157 other apps)
Custom Fields (142 other apps)
Customizable Reporting (198 other apps)
Data Import/Export (197 other apps)
Document Storage (141 other apps)
Inventory Management (170 other apps)
Inventory Tracking (160 other apps)
Invoice Management (151 other apps)
Monitoring (159 other apps)
Multi-Location (132 other apps)
Real Time Data (163 other apps)
Real Time Reporting (135 other apps)
Reporting & Statistics (151 other apps)
Third Party Integration (170 other apps)
Workflow Management (163 other apps)

Competitor Feature Comparison

Upmetrics Feature Reviews

2 reviewers had the following to say about Upmetrics's features:

A verified reviewer

One of the best business planning tool i find till now



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


Dashboard is missing, software needs more inbuilt templates, add some investors information module if possible.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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( company, 11-50 employees)

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



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.


Otherwise, it has become my go-to app for all of my business planning activities.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

Source: Capterra
Helpful?   Yes   No
Read more