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Recenzje produktu: Upmetrics

4,9 (73)

Informacje o produkcie: Upmetrics

Upmetrics to oprogramowanie do biznesplanów, które rewolucjonizuje planowanie biznesowe za pomocą sztucznej inteligencji, wspierając strategiczny rozwój innych przedsiębiorców.

Dowiedz się więcej na temat produktu: Upmetrics

Zalety:

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:

New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions.

Oceny produktu: Upmetrics

Średni wynik

Łatwość użytkowania
4,7
Obsługa klienta
4,7
Funkcje
4,7
Warte swojej ceny
4,8

Prawdopodobieństwo polecenia

9,5/ 10

Upmetrics ma ogólną ocenę 4,9 na 5 w oparciu o recenzje użytkowników na Capterra w liczbie: 73.

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Filtruj recenzje (73)

Cindy
Cindy
CEO w kraju: USA
Zweryfikowany użytkownik LinkedIn
Medycyna alternatywna, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Highly Recommend

5,0 4 miesiące temu

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.

Ricardo
CTO w kraju: Brazylia
Telekomunikacja, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Efficient and User-Friendly Business Planning Tool

5,0 2 tygodnie temu Nowy

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.

Asia
Vendor w kraju: USA
Sprzedaż hurtowa, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

This was very helpful

5,0 8 miesięcy temu

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

Ludovic
AI Manager w kraju: Hongkong
Technologia i usługi informacyjne, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Dr Luudovic Krundel on fantastic Upmetrics' experiences

4,0 3 miesiące temu

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.

Sechaba
Accountant w kraju: Lesotho
Księgowość, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Entrepreneur

5,0 w zeszłym miesiącu Nowy

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.

Anna
Assistant w kraju: Francja
Oprogramowanie komputerowe, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: ponad 1 rok
Źródło recenzenta

Solution of a problem

5,0 3 tygodnie temu Nowy

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

Yetty
CEO w kraju: Wlk. Bryt.
Ochrona zdrowia psychicznego, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 6–12 miesięcy
Źródło recenzenta

Great service

5,0 2 miesiące temu

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.

Andrei
Founder CEO w kraju: Holandia
Rozrywka, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Excellent one stop shop for business documentation and $ tracking

5,0 w zeszłym miesiącu Nowy

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.

Dr Gary
Advisor and Coach w kraju: Republika Południowej Afryki
Doradztwo w zakresie zarządzania, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Ideal for advisors and coaches to help their clients fast track business planning.

5,0 3 tygodnie temu Nowy

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 Kofi Afriyie
CEO w kraju: Ghana
Transport/ciężarówki/rolnictwo, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 6–12 miesięcy
Źródło recenzenta

Nana Gives A Review of Upmetrics

5,0 w zeszłym miesiącu Nowy

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

Aaron
President and CEO w kraju: USA
Odzież i moda, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Intuitive AI Savior

5,0 3 miesiące temu

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.

Toinette
Director of Operations w kraju: Republika Południowej Afryki
Artykuły spożywcze i napoje, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Awesome tool

5,0 4 miesiące temu

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.

Aaron
Founding and Chief Operating Officer w kraju: USA
Wina i napoje alkoholowe, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Ease of use and peace of mind!

5,0 3 miesiące temu

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.

Nishant
Financial Analyst w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 2 lata
Źródło recenzenta

A great tool for financial forecasting and reporting

5,0 8 miesięcy temu

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.

Manashi
International Business Consultant w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 1 rok
Źródło recenzenta

Upmetrics helps our clients prepare immigration and E2 Visa business plans.

4,0 7 miesięcy temu

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.

Shubham
Marketing Director w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 2 lata
Źródło recenzenta

Upmetrics is a perfect tool to refine your business plan

5,0 8 miesięcy temu

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.

Gaurav
Business plan consultant w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 2 lata
Źródło recenzenta

Upmetrics makes client management & collaboration easier

5,0 8 miesięcy temu

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.

Sameer
Online retailers w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 1 rok
Źródło recenzenta

An affordable and easy-to-use tool you need for business planning.

5,0 7 miesięcy temu

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.

Genny
CEO w kraju: Włochy
Marketing i reklama, Samozatrudnienie
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Grande Strumento!

5,0 2 miesiące temu Nowy

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.

Jeetesh
Senior Business Consultant w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 1 rok
Źródło recenzenta

Upmetrics makes financial forecasting and reporting easier for multiple clients.

5,0 7 miesięcy temu

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.

Alpesh
Alpesh
CEO w kraju: Indie
Zweryfikowany użytkownik LinkedIn
Kadry, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: 6–12 miesięcy
Źródło recenzenta

Upmetrics make our business plan very easy and trackable

5,0 w zeszłym roku

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.

Fred
CEO w kraju: Portoryko
Zdrowie, wellness i fitness, Samozatrudnienie
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

Upmetrics is an Invaluable Resource in today's Social Media world

5,0 8 miesięcy temu

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

Sandeep
Investor Relations Specialist w kraju: Indie
Technologia i usługi informacyjne, Pracownicy: 51–200
Wykorzystano oprogramowanie w następującym celu: ponad 1 rok
Źródło recenzenta

Upmetrics is a perfect solution for effective investor reporting

5,0 7 miesięcy temu

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.

Clive
COO w kraju: Wlk. Bryt.
Artykuły spożywcze i napoje, Pracownicy: 2–10
Wykorzystano oprogramowanie w następującym celu: 6–12 miesięcy
Źródło recenzenta

My business plan

5,0 8 miesięcy temu

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.

Samuel
Business Development Manager w kraju: Nigeria
Motoryzacja, Pracownicy: 11–50
Wykorzystano oprogramowanie w następującym celu: 1–5 miesięcy
Źródło recenzenta

I HIGHLY RECOMMEND

5,0 9 miesięcy temu

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.