Upmetrics Reviews
Upmetrics Customer Reviews (4)
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Upmetrics Features and Benefits
Upmetrics.co is a comprehensive business planning software that offers the following key features and benefits:
- Collaborative Planning: Allows you to work together with partners or advisors in real time, ensuring everyone is on the same page.
- Data-Driven Insights: Provides comprehensive data analysis tools for making informed decisions. It offers real-time financial forecasts to ensure your business strategy is backed by solid numbers.
- User-Friendly Interface: Designed for easy entry, making the creation of your business plan as straightforward as possible.
- Exceptional Support on Demand: Ready to help whenever you need assistance. Any questions or hurdles you encounter are quickly resolved.
- AI-Powered Business Planning: Turns your entrepreneurial ideas into a solid business plan with the AI Business Plan Generator.
- No Writer’s Block: AI-Powered Content Generation: Helps you write, translate, and enhance each section of your plan.
- Step-by-Step Guidance to Professional Planning: Guides your business plan creation with clear instructions, examples, and templated sections.
- Collaborate and Share Effortlessly: Allows you to invite stakeholders to review and contribute directly to the platform. Keeps everyone aligned with real-time updates and version control.
- Financial Forecasting & Reporting: Lets you create detailed financial projections without the need for complex formulas, spreadsheets, and number crunching.
- Automatic Financials: Offers automatic financials and AI-powered forecasting suggestions, letting you focus on strategy, not number crunching.
- Dashboard and Reporting: Helps you navigate your financial journey with an intuitive dashboard. Access essential reports to visualize your financial data with clarity and impact.
- Financial Charts and Graphs: Enhances your business plan with easy-to-create charts and graphs that investors and lenders love to see in your business plan.
These features and benefits make Upmetrics.co a powerful tool for entrepreneurs, startups, and businesses looking to create comprehensive and effective business plans. It's designed to streamline the planning process, provide valuable insights, and support collaboration and sharing. It also offers AI-powered tools for content generation and financial forecasting, making it easier to create a solid and convincing business plan.
Upmetrics Pricing
Upmetrics.co offers three main pricing plans:
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Starter Plan: Costs $9 per month or $7 per month when billed annually. It includes 400+ business plan samples, a 3-year financial forecast, a pitch deck creator, 1 workspace, up to 5 team members, a business plan course, and the ability to export to PDF.
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Premium Plan: Costs $19 per month or $14 per month when billed annually. It includes everything in the Starter plan, plus AI plan writing & assistance, a 7-year financial forecast, strategic planning tools, multi-versioning & analytics, exports to PDF/DOC/PPT, and exports to Excel.
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Professional Plan: Costs $49 per month or $37 per month when billed annually. It includes everything in the Premium plan, plus 3 workspaces, custom templates, client management tools, and the ability to transfer workspaces.
There are also add-ons available for enhanced planning:
- Additional Workspaces: $7 per month or $5 per month when billed annually.
- Additional Team Members: $5 per month or $3 per month when billed annually.
- White-label: $99 per month or $75 per month when billed annually.
All plans come with a 15-day money-back guarantee and you can save up to 25% on a yearly subscription. There are no hidden fees or contracts. You can upgrade and downgrade plans easily.
Please note that prices and features may vary, so it's always a good idea to check the official website for the most accurate and up-to-date information.
Payment Method
Upmetrics.co accepts both credit card and debit card as payment methods. Users can update their payment details or switch between a credit and debit card through the Account Settings page.
To update the payment method, users need to:
- Log into the Upmetrics account.
- Navigate to the Subscription section.
- Find and click on the "Payment Details" option.
- Select "Update Payment Card" to edit payment information.
- Fill in the new payment information including the cardholder's name, the card number, the expiration date, and the CVV code.
- Click the "Update" button to save the new payment information.
The new payment details will be immediately updated in the system. Future charges for the account will be applied to the new payment method entered. Remember, only the account owner can change the payment details for an Upmetrics subscription.
Upmetrics FAQs
Upmetrics Alternatives
Here are the top 10 alternatives to Upmetrics.co:
- Liveplan
- Vena
- Celonis
- Causal
- Oracle Essbase
- LiveFlow: Advanced Reporting & Consolidation for QuickBooks Online
- Mosaic Tech
- Jirav
- Ideabuddy
- Cuttles
These platforms offer similar services to Upmetrics.co and can be considered when looking for business planning and financial forecasting tools. Each has its own unique features and benefits, so it's important to research each one to find the best fit for specific needs.
How To Open A Upmetrics Account?
To open an account on Upmetrics.co, follow these steps:
- Visit the Upmetrics.co website.
- Click on the "Create an Account" or "Register" option.
- Fill in the required details such as email address and password.
- Click on "Register" or "Create an Account" to complete the process.
After successful registration, users can access a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Remember, always use a strong password and keep account details secure.
Upmetrics Return Policy?
Upmetrics.co has a 15-day Money Back Guarantee Policy. If a customer subscribes to Upmetrics and finds that it doesn't meet their needs, they're covered by this policy. This gives new users the flexibility to reassess their decision within the first two weeks.
To begin the refund process, customers need to contact Upmetrics via email at support@upmetrics.co. It's important to use the registered email associated with the account to send the refund request. The email should include necessary details such as account information and any specific reasons for the refund to help expedite the process.
Please note, refund requests are only granted within 15 days of purchase. Any requests made after this timeframe cannot be processed.
This policy ensures that if the platform isn’t a perfect fit within the first 15 days, the process to receive a refund is clear and straightforward.