Upmetrics Review - Great for Budding Companies

Written by

Nick Galov

Edited by

Aleksandra Yosifova

Updated · Oct 18, 2022

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Upmetrics Review - Great for Budding Companies Image Visit Website
If you’re looking for the best business plan writing software to help you get your company off the ground, look no further. Upmetrics can create the perfect business plan for you without breaking the bank. Check our Upmetrics review that analyzes its ease of use, guided setup, advantages and disadvantages.
Free version:
Limited trial
Plan templates:
Step-by-step wizard:
Charts and graphs:
Financial projections:
Mobile app:
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Key features:
Easy setup, business plan creation, forecasting, charts and graphs, etc.
Starts at: $5.42/month
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Best for:
  • Guided setup
  • Accurate financial forecast calculator
  • Great marketing and sales plan creator
  • Collaborating platform
  • No free trial
  • Internet-dependent

Are you a small business owner struggling to get your idea off the ground?

Or an aspiring entrepreneur with little to no knowledge about business plans?

Whichever the case, you might want to take a look at the services Upmetrics could provide you.

After reading through end-user Upmetrics reviews and testing the service ourselves, we can honestly say that this product simplifies the business planning process significantly.

With its custom-made templates and financial forecasting, it lifts a huge weight off your shoulders.

Read on to find out where the software excels and what its downsides are.

What Is Upmetrics?

Upmetrics is a cloud-based web platform deemed by many the best business plan software in 2022.

Thanks to its simple interface and real-time collaborations, it’s often praised by users in their Upmetrics reviews.

Upmetrics Best Features

Upmetrics has many features worth mentioning, but we only discuss the most useful ones.

After thoroughly testing them, here are the ones we loved:

  • Guided setup
  • Business planning
  • Financial forecast calculator
  • Pitch deck creator
  • Canvas modeling
  • Collaborating platform

Business Plan Building

In this part of our review, we explain how to use Upmetrics. While testing the software and the services it offers, we found that the web platform is quite easy to use.

Guided Setup

One of the best features a service can have is step-by-step guidance. This allows you to use the Upmetrics app without the stress of figuring out what to do on your own.

The website will simply walk you through every step.

Business Planning

The Upmetrics business plan builder helps you create a marketing and financial plan and customize it.

You can edit any section, add or remove data, highlight the important parts, add images and charts, and create financial metrics.

On the whole, this makes the business program creation process simple and effective.

Financial Forecast Calculator

For those of you who’ve never dealt with financial forecasting, this feature will make you sigh in relief.

By using Upmetrics financial forecast calculator, you can create a recurring, product, and sales forecast, forecast, and much more.

Pitch Deck Creator

To run successful Upmetrics campaigns, you need the perfect pitch. This platform helps you create a great pitch for your company in under ten minutes.

Upmetrics provides you with a clear and simple template. All you have to do is add the key data. The software gives you everything you need to create an impactful pitch plan and impress your audience.

Canvas Modeling

If you want a one-page business plan you can show around, you need to give Upmetrics’s Canvas Modeling a try.

There are six distinct Upmetrics canvas templates for the different aspects and stages of your program:

  • Startup canvas—essentially a one-page business plan template
  • Pitch canvas—a brainstorming tool that helps you start building your pitch
  • Pitch planner canvas—used as a step-by-step guide to crafting a detailed and thorough pitch script
  • Lean canvas—designed for startups and entrepreneurs, it focuses on customer problems, key milestones and metrics, and solutions
  • Business plan canvas—you can visualize your product’s value proposition, key customers, finances, and distribution
  • Social lean canvas—this Upmetrics business plan template is a replica of the Lean canvas with two added elements: purpose and impact

This feature lets you add information, tailor it to your liking, and then share the one-page business plan with collaborators, advisers, or investors.

Collaborating Platform

Upmetrics not only supports but also encourages teamwork.

It allows subscribers to collaborate, edit, suggest, and make changes to a business plan.

This is one of its most-loved features by end-users, as becomes evident by the numerous Upmetrics reviews mentioning it.


Unfortunately, there is no Upmetrics integration with third-party apps for now.

This might change in the future, but for now, you’ll have to rely on the business plan generator’s native features.

What We Disliked

Naturally, no company is perfect and Upmetrics is no exception. Here are the main Upmetrics problems that we at Web Tribunal noticed and didn’t like.

No Free Trial

While the pricing of the subscription is extremely affordable, we still don’t appreciate the lack of a trial period.

A free trial would allow individuals to test the business plan app before they decide whether to purchase it and could even increase the number of buyers.


One of the major limitations of Upmetrics is the inability to work on your business plan without an internet connection.

Although the lack of an offline application didn’t faze us, it certainly makes the process less flexible.

Plans & Pricing

There are three Upmetrics pricing plans available for you to choose from:


The solo plan is for those who want to create their financial plan on their own or with the help of a team member. For $5.42 per month if you pay for one year in advance, you can get one workspace, two members, and five canvases.


Judging by the number of Upmetrics reviews in 2022, this is the most popular subscription the platform offers. It grants you five workspaces, 25 members (5/workspace), and 40 canvases (8/workspace).


After examining the plan and reading several Upmetrics marketing reviews, we found that it is most suitable for large companies or professional consultants. By purchasing this subscription, you get unlimited workspaces, members, and templates.

Upmetrics Customer Service

Our experience with the Upmetrics support team was exceptional. To test their responsiveness, we reached out to the agents via email.

The representatives were professional, kind, respectful, and eager to help. The promptness with which they answered our inquiries was truly impressive.

You can also consult the rich knowledge base or contact the support team via live chat.

Upmetrics User Reviews

After combing through dozens of Upmetrics reviews on Reddit and other platforms, we found that customers love the simplicity of the software. Many users even claim that Upmetrics generates the best business plans.

The company makes writing an executive summary, a company overview, or a company and management summary effortless.

Some users complain about the lack of template diversity. Still, the Upmetrics rating across different websites is amazingly high.

Out of 5 maximum stars, the business plan software scores 4.8 on Capterra, 4.35 on G2, and 4.2 on Trustpilot.

Is Upmetrics Worth It?

Aside from the few minor issues, we found while preparing this Upmetrics review, this business plan writing software ticks almost all of our boxes.

It’s simple, effective, and it comes at a great price.

Whether you’re a small business owner or the CEO of a huge company, Upmetrics has a variety of plans you can choose from until you find the one that fits your needs.

Upmetrics Alternatives

Upmetrics is truly great, but it might not be everyone’s cup of tea.

That’s why we put together a short list of Upmetrics competitors you could consider instead.

Although they share certain similarities, these platforms have different approaches toward business planning.

LivePlan vs. Upmetrics

LivePlan doesn't have a free trial period, but it comes with a 60-day money-back guarantee, while Upmetrics only offers 15 days.

That said, an Upmetrics subscription comes at half the price you’d have to pay for a monthly LivePlan package. You can purchase Upmetrics for less than $6, while LivePlan’s cost starts at $20 per month.

Bizplan vs. Upmetrics

Upmetrics can be used by large businesses and accessed by 1,000+ members with the premium plan.

Bizplan, on the other hand, is meant only for startups or small businesses and can be accessed by a maximum of ten users.

In addition, Upmetrics is cheaper than Bizplan.

Upmetrics vs. PlanGuru

Unlike Upmetrics, PlanGuru does offer a proper free trial for 30 days. But PlanGuru is only compatible with Windows, and its pricing begins at $99/month. This is ten times the price of an Upmetrics solo subscription.

Also, Plan Guru offers cloud hosting for an additional fee, whereas Upmetrics is automatically cloud-based.

Upmetrics vs. Business Plan Pro

The most notable difference between these two platforms is that Upmerics is a cloud-based software accessible by phone, whereas Business Plan Pro only works on the PC you installed it on.

Because of that, Business Plan Pro is a one-time purchase, while Upmetrics requires recurring payments.

Final Verdict

After examining the platform in great detail for our Upmetrics review, we can confidently say that it’s one of the best business planning software on the market.

It's simple and straightforward, has loads of samples, a mind-blowing price, and excellent customer service.

If you’re searching for affordable software to help you craft your business plan, we recommend you give Upmetrics a try.

Is Upmetrics good?

Upmetrics is the best business plan app at such a cheap cost.

The cloud-based software will assist you in creating a vast and detailed business plan, including a personnel plan, target marketing, market analysis, positioning statement, and much more.

Is Upmetrics free?

Unfortunately, Upmetrics isn’t free. It does come at a great price, though. Its pricing starts at $9 paid monthly or $65 paid every 12 months. This cost is considerably lower than at any other business plan builder solution on the market.

How much does Upmetrics cost?

The Upmetrics cost varies based on the plan you decide to purchase: 

  • Solo—$9 per month 
  • Team—$14 per month 
  • Premium—$49 per month 

You can also get a 40% Upmetrics discount if you decide to buy an annual subscription billed every 12 months.

What is the best business plan software?

According to Upmetrics reviews, this business plan creator is one of the best and cheapest you can find on the market.

Nick Galov
Nick Galov

Unaware that life beyond the internet exists, Nick is poking servers and control panels, playing with WordPress add-ons, and helping people get the hosting that suits them.

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