Whether you’re outgrowing your current plan or ready to unlock more impact-driving tools, we’re here to help make your upgrade simple and seamless.
Why Upgrade?
Upgrading your plan unlocks powerful features designed to help you accelerate your mission, deepen your insights, and elevate your storytelling. Here are just a few reasons you might want to take that next step:
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Need more users so that more of your team can collaborate within the platform
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Need more data tables or dashboards to analyze different aspects of your work
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Want to customize your impact framework to better align with your strategy
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Looking for enhanced reporting and dashboards to engage stakeholders
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Craving more guidance on how to collect, analyze, and share data that fuels decisions (and fundraising!)
How to Upgrade
We love keeping things easy. Here’s how to get started:
Step 1: Reach Out to Us
Email your assigned Customer Success Manager directly, or reach out to us at support@upmetrics.com to let us know you're interested in learning more about upgrading.
Step 2: Upgrade Discussion
Once we hear from you, we’ll schedule a call to:
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Learn about your goals so we can recommend the right plan
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Share upgrade options based on your current usage and needs
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Walk you through what’s included and answer any questions
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Upgrade your account with minimal disruption to your team
You’ll retain access to all your data—no migration needed. Just more features, more flexibility, and more fuel for your impact.
Pro Tip: Planning for the Future
Many organizations choose to upgrade at the start of a new grant cycle, cohort program, or strategic planning initiative so they can make the most of new features from the jump.