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Informacje o produkcie: Upmetrics
Upmetrics to oprogramowanie do biznesplanów, które rewolucjonizuje planowanie biznesowe za pomocą sztucznej inteligencji, wspierając strategiczny rozwój innych przedsiębiorców.
Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed.
New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions.
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Highly Recommend
Komentarze: Hands down, the best business planning software I have ever used.
Zalety:
It is extremely easy to use, it's intuitive, it guides you through it step by step and it's extremely easy for others to collaborate.
Wady:
I wish I could build the company org chart with titles and responsibilities and produce functional org charts. In the business plan, some of the modules you can't change or adjust.
Efficient and User-Friendly Business Planning Tool
Komentarze: Overall, my experience with Upmetrics has been very positive. It is a reliable tool for startups and entrepreneurs looking to streamline their planning processes. The platform simplifies complex tasks and supports collaboration, making it a valuable resource. Despite a few areas for improvement, it has exceeded my expectations and proved to be an essential part of my business planning toolkit.
Zalety:
I appreciated the intuitive and user-friendly interface of Upmetrics. It made creating business plans and financial projections much easier, even for someone without extensive technical knowledge. The variety of templates and examples provided is excellent, saving time and providing a solid starting point. Collaboration features were also a highlight, allowing my team to work together seamlessly.
Wady:
While the platform is highly functional, I found that some of the financial projection tools could be more customizable.
This was very helpful
Komentarze: I needed upmetrics to create a business plan that I had to turn in the same day. It was a life saver and it got the job done!
Zalety:
The efficiency was extremely convenient!
Wady:
There is nothing that I disliked about upmetrics
Dr Luudovic Krundel on fantastic Upmetrics' experiences
Komentarze: There is very good understanding and interlinks between your apps within your platform. The AI rewriting is fabulous. There are still some glitches as I remember, which we can discuss in details through your support, as we have already started. I hope you will implement my improvements suggested or requested. It will enhance dramatically the experiences of all your customers.
Zalety:
It's like the Rolls-Royce of preparing such documents!!
Wady:
Unfortunately, that Rolls-Royce needs a very good driver.
Entrepreneur
Komentarze: It has really help me in writing business plans much quicker than I usually would.
Zalety:
It is very useful with its AI assistant to help you when you are writing your business plan. Upmetrics's course is also helpful when writing a certain chapter and need more knowledge on how to best go about writing that chapter.
Wady:
You only use one workspace and have to pay for an additional workspace.
Solution of a problem
Komentarze: attentive and very responsive team. my problem was quickly resolved thanks to the team's responsiveness
Zalety:
The team was responsive and quick in resolving my issue
Wady:
everything was positive I have no negative points thank you
Great service
Komentarze: Amazing platform that support you through each step. Helping your business provide key information.
Zalety:
How informative and helpful the platform and service has been.
Wady:
There has been nothing specific that I have disliked.
Excellent one stop shop for business documentation and $ tracking
Komentarze: Super useful tool as a business owner, I've used it to plan two business approaches to date. Great results & easy to showcase all facets of the business in one place.
Zalety:
Level of detail in business planning, customization & AI Help.
Wady:
Takes a while to adapt and fill everything out.
Ideal for advisors and coaches to help their clients fast track business planning.
Komentarze: I have had an excellent experience, using it with coaching clients, and they have also provided nothing but positive feedback.
Zalety:
An excellent tool that is very user-friendly.
Wady:
There is nothing I can comment here, I have only good things to say about the platform.
Nana Gives A Review of Upmetrics
Komentarze: I love it and will recoomend it anytime. That is what I use for my business planning on any day
Zalety:
Swift and Sleek. It is very easy to use and comprehed in drafting business proposals
Wady:
I think they can better improve their software, more room for improvement
Intuitive AI Savior
Komentarze: Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Zalety:
The simplicity and intuitiveness to help augment my workflow were exactly what I was looking for. As professional as I am, it is always nice to “enjoy” working, and Upmetrics does just that for me. Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed.
Wady:
Upmetrics is not perfect. There are some quirky things as with all software and systems. What I did not like was the menus always requiring me to re-hide them when switching sections. There are a few other minor areas of UX improvements that could happen, but I do not have a big fish to complain about.
Awesome tool
Komentarze: Extremely pleased with Upmetrics. Will definitely use again.
Zalety:
Very easy to use. Great price. Saved me a lot of time.
Wady:
Wish I knew about Upmetrics sooner. Would be nice to be able to use on mobile.
Ease of use and peace of mind!
Komentarze: The overall experience with Upmetrics is generally positive, especially for startups, small businesses, and consultants looking to streamline business planning. Many users find it intuitive and effective, with standout features that save time and improve plan quality.
Zalety:
While Upmetrics is praised for affordability and comprehensive features, some users mention that the financial tools may require time to master and that it lacks a dedicated mobile app. However, its strengths in planning efficiency, collaboration, and AI-driven insights make it a valuable resource for many business planning needs
Wady:
Overall, while Upmetrics is powerful, these limitations may impact its ease of use and accessibility for some businesses, especially those needing mobile solutions or more in-depth customization options.
A great tool for financial forecasting and reporting
Komentarze: Upmetrics is essential for anyone needing precise, realistic, and forward-looking financial analysis. The AI-powered forecasting suggestions remove the guesswork from the process, financial calculators simplify number crunching, and the dashboard turns complex reports into easy-to-understand visual reports. I would surely recommend it for detailed business and financial planning.
Zalety:
Upmetrics' financial forecasting and reporting features are incredibly helpful and easy to use for first-timers like me. AI-powered forecasting suggestions was quite impressive in helping me anticipate business expenses and revenue streams.
Wady:
It took me some time to get the hang of all the features. There are a lot of features and financial tools to get used to. So, there can be a slight learning curve for new users.
Upmetrics helps our clients prepare immigration and E2 Visa business plans.
Komentarze: For consultants involved in immigration and visa applications, Upmetrics offers all the required tools to develop comprehensive business plans. The step-by-step guidance, customized template, and ease of use make it ideal for supporting visa applications. Upmetrics was pivotal in optimizing the planning process for our clients.
Zalety:
We help international clients prepare business plans for visa application and immigration processes. Using Upmetrics, we were able to create a customized template tailored for visa applications using Upmetrics. The customized template, easy-to-use builder, and automated financial forecasting feature made planning a lot easier for our clients.
Wady:
Our clients had an initial learning curve navigating its features, but the customer support team was very responsive and helpful.
Upmetrics is a perfect tool to refine your business plan
Komentarze: If you're looking to update and refine your plan and adapt to the latest industry trends, Upmetrics provides all the necessary tools to do so. With step-by-step guidance, real-life business plan examples, and AI assistance, Upmetrics is the business plan software you need to refine your plan.
Zalety:
I used Upmetrics to refine my outdated business plan, and it has been a great experience. I created a basic plan using a generic template. Refining it using Upmetrics helped me make it more thorough and relevant to the market trends. Reconsidering financial projections helped me make them more accurate and realistic.
Wady:
Importing and adjusting my old plan required some initial effort, as not everything aligned perfectly from the start. But, everything was easy after that.
Upmetrics makes client management & collaboration easier
Komentarze: Upmetrics could be a game-changer for consulting teams like us. The real-time collaboration cuts down on back-and-forth and makes it easy to integrate client feedback directly. The user-friendliness of the platform simplifies the planning process and enhances teamwork! It's worth every penny invested.
Zalety:
As a business plan consulting team, working together on multiple projects and managing clients has always been a hassle. Upmetrics' collaboration features help us work collaboratively in real-time. Furthermore, customers can provide their feedback in real time, which reduces the need for extensive back-and-forth editing and revisions.
Wady:
New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions.
An affordable and easy-to-use tool you need for business planning.
Komentarze: Upmetrics offers affordable and easy-to-use tools for business planning. Its sample templates, drag-and-drop builder, and automated financial forecasting simplify the creation of expansion plans. Upmetrics proves to be a must-have tool for every small business owner.
Zalety:
I’ve been running my small online retail business from my garage. When I decided to transition from a home-based business to a commercial enterprise, I needed a plan for business expansion. I was overwhelmed by online guides and articles on business planning, but Upmetrics helped. Upmetrics’ sample templates, drag-and-drop builder, and automated financial forecasting tool helped me create my expansion plan in less than a week. It’s worth every penny.
Wady:
I was creating a business plan for the first time and I had no clue about it or the tool, so it was challenging. I spent a good couple of hours exploring the software and went through the product tour to get to know it. While their customer support is top notch, a call support would have been a bit better.
Grande Strumento!
Zalety:
L'integrazione dell'intelligenza artificiale, la facilità d'uso della piattaforma. In sintesi, ciò che piace maggiormente agli utenti di Upmetrics è la sua capacità di rendere accessibile a tutti il processo complesso della pianificazione aziendale, grazie a strumenti avanzati ma intuitivi, supporto collaborativo e un prezzo competitivo.
Wady:
La mancanza della lingua italiana nelle diverse opzioni.
Upmetrics makes financial forecasting and reporting easier for multiple clients.
Komentarze: Upmetrics is an excellent tool for business consultants like me! It provides essential tools for financial forecasting and business planning. The collaborative workspaces, customizable templates, and user-friendly interface make it perfect for efficiently managing comprehensive business plans.
Zalety:
Business planning and financial forecasting are an integral part of our service offerings as business consultants. Creating business and financial plans for multiple clients and managing all these documents was becoming challenging for us. With Upmetrics, clients can make business/strategic plans, pitch decks, and financial forecasts in one place. Since our consulting team can easily review plans and add their feedback using collaborative workspaces, our processes became more seamless and consultants productive. All thanks to Upmetrics.
Wady:
We use a different business plan structure for different types of clients. Since they can't provide templates for all those types, we had to create some of our custom templates. It's great that Upmetrics has functionality for that.

Upmetrics make our business plan very easy and trackable
Komentarze: it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan.
Zalety:
Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us.
Wady:
it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster.
Upmetrics is an Invaluable Resource in today's Social Media world
Komentarze: I would rate this an 8 out of 10 so Far.
Zalety:
It helps me put together Forecasting applications I would have had to relearn. I was able to use this in half the time.
Wady:
Some Sections are hard to pick up and use as easily as I thought
Upmetrics is a perfect solution for effective investor reporting
Komentarze: Upmetrics is an invaluable tool for financial reporting and investor communication management. Its comprehensive financial features, visual dashboard, and real-life examples help ensure that the projections you create are accurate and realistic. Upmetrics is a must-have tool for investor relations professionals.
Zalety:
As an Investor relationship specialist, my job is to create investment reports, periodic updates for investors, and manage investor communication. Upmetrics helps me streamline our financial reporting process. Upmetrics’s financial forecasting, budgeting, and reporting features significantly improved the quality of periodic updates to investors.
Wady:
The initial setup and getting used to with the software took me some time, but things got easier then after.
My business plan
Komentarze: A good way to build a professional business plan that is easily shared in many formats.
Zalety:
The software helped me build my business plan in a logical and process driven way.
Wady:
There were some limitations on the financial forecasting (no inflation, not tax calculations etc.) that meant I have to return to my financial reporting software.
I HIGHLY RECOMMEND
Zalety:
I created a compelling, brilliantly formatted business plan in very little time using Upmetrics. The templates were a spring board for whenever I was stuck with an idea because it gave me clarity as to what is expected professionally. It was a time saver and I wouldn't hesitate to recommend. Also, a thumbs up for their responsive, excellent customer service.
Wady:
It's a great product in all ramifications. I had no issues whatsoever so this doesn't apply.