Upmetrics Overview

Upmetrics addresses the challenge of creating effective business plans by offering a streamlined software solution. Entrepreneurs can craft precise forecasts and engaging pitch decks with ease. The platform's AI-powered tools simplify business planning, making it accessible to both new and seasoned business owners. With over 400 templates, Upmetrics provides a head start, catering to diverse business ideas. Its automated financial features ensure accuracy in projections, aiding in strategic decision-making. This software is ideal for those looking to efficiently launch and grow their businesses with reliable planning support.

Use Cases

Customers recommend Collaboration, Forecasting, Content Sharing, as the business use cases that they have been most satisfied with while using Upmetrics.

Upmetrics Use-Cases and Business Priorities: Customer Satisfaction Data

Upmetrics's features include Templates. and Upmetrics support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Upmetrics analytics capabilities include Analytics, and Custom Reports.

Reviews

"...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)..." Peer review by Rajan R., Founder and Web Application Expert, Information Technology and Services

Upmetrics, belong to a category of solutions that help Business Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Upmetrics offers modern business planning software for creating winning business plans and accurate forecasts. Entrepreneurs are provided tools to craft compelling pitch decks quickly.

Popular Business Setting

for Upmetrics

Top Industries

  • Information Technology and Services
  • Publishing

Popular in

  • Small Business

Upmetrics is popular in Information Technology And Services, and Publishing, and is widely used by Small Business,

Comprehensive Insights on Upmetrics Use Cases

How does Upmetrics address your Collaboration Challenges?

Why is Upmetrics the best choice for Forecasting?

11 buyers and buying teams have used Cuspera to assess how well Upmetrics solved their Business Intelligence needs. Cuspera uses 124 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Business Intelligence needs.

Case Studies

Consumer Services

CASE STUDY Pro GC & Restoration

Upmetrics helped Pro GC & Restoration create business plans for their mold remediation services. The company struggled to find templates that fit their unique revenue streams and payment cycles. Upme...trics allowed them to build custom business plans and accurate financial forecasts. This made it easier to pitch to investors and expand to new locations. The AI features and business plan builder saved them time and improved their planning process.

Financial Services

CASE STUDY Check Your Business Value

Upmetrics helped Check Your Business Value, a consulting firm in South Africa, speed up business planning. The team used to spend many hours on manual reporting and financial forecasts. With Upmetric...s, they now create business plans, forecasts, and valuations faster. The software lets them focus on client advice instead of formatting and calculations. Reports are now more accurate and meet industry standards.

Hospital & Health Care

CASE STUDY Aurevia Fertility Institute

Upmetrics helped Aurevia Fertility Institute launch a next-generation fertility clinic in Barcelona. Dr. Harper needed a business plan that addressed EU regulations, financial modeling, and investor ...requirements. Upmetrics provided a complete business plan, 5-year financial model, market analysis, and pitch materials. The clinic secured over €10 million in funding and reached 90% capacity within five months. Upmetrics translated clinical goals into a strategy investors trusted.

Non-Profit Organization Management

CASE STUDY Our Genetic Legacy

Upmetrics helped Our Genetic Legacy, a nonprofit, create a clear business plan and financial forecasts. Before Upmetrics, OGL struggled to secure funding and build credibility. The platform's busines...s plan builder, financial forecasting, and pitch deck tools made grant applications easier. OGL used these tools to win $142,000 in funding. Upmetrics gave OGL the structure needed to grow and preserve BIPOC history.

CASE STUDY The Prep Institute

Upmetrics helped The Prep Institute speed up business planning for nonprofits. The team used Upmetrics to build business plans, financial forecasts, and pitch decks faster. This let them help more cl...ients and meet tight grant deadlines. With Upmetrics, The Prep Institute secured over $250,000 in funding for nonprofits. The platform made it easy to create custom plans and scale their support for social enterprises.

Events Services

CASE STUDY The Prep Institute

Upmetrics helped the Prep Institute support over 15 nonprofits each year. The platform made it easy to create business plans, pitch decks, and grant proposals. Collaboration between consultants and c...lients improved. The Prep Institute used Upmetrics’ business plan builder and shared client accounts. With Upmetrics, their clients raised over $500,000. The process became faster and more efficient for everyone involved.

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Business planning software with 400+ business plan templates from every industry.

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Upmetrics Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.76/5

Read Reviews (15)
Custom Reports

3.36/5

Read Reviews (32)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.76/5

Read Reviews (15)
Custom Reports

3.36/5

Read Reviews (32)

Software Failure Risk Guidance

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for Upmetrics

Top Failure Risks for Upmetrics

Upmetrics Inc. News

Partnership

Temelio and UpMetrics Forge Strategic Partnership to Enhance Grantmaking and Impact Measurement for the Social Sector - Business Wire

Temelio and UpMetrics have formed a partnership to improve grantmaking and impact measurement for the social sector.

AI Chatbot for Business

ai chatbot for businessAI chatbots are transforming business efficiency by providing continuous support and easy integration with CRM software and ERP systems. Various chatbots are created for specific purposes, from customer service to sales and marketing. Using AI, these chatbots are becoming more efficient, automating routine tasks, and improving overall productivity.

The 3 C’s of a Business Plan

3 cs of business planLearn about the 3 C’s of a business plan and understand how they will help build your business plan. Read now.

Invoicing Software for Small Business

best invoicing software for small businessSimplify invoicing and boost your cash flow with the best invoicing software for small businesses. This comprehensive guide covers top-rated tools, highlighting their key features, pricing, and pros/cons. Also, learn expert tips for choosing the right software to streamline your billing process, and get paid faster.

Upmetrics Inc. Profile

Company Name

Upmetrics Inc.

Company Website

https://upmetrics.co/

HQ Location

3082, Silver Business Point, surat, gujarat 394105, IN

Employees

1-10

Social

Financials

PRIVATE