SuperOkay VS Upmetrics

SuperOkay offers freelancers, agencies, and service providers, an easy-to-use white-labeled dashboard where you and your client could keep all the important project information, docs, apps, files, and assets in one place.

If you’re doing marketing, design, or development for clients, this is the client portal you’ve been waiting for.

Key Features: 💡White-labeled and Custom domain name 💡Embed the apps you already use (from Airtable to Trello, Figma, Miro, and many more) 💡Quick Links - the most important links your client needs to have at hand 💡Rich document editor with smart modules like Pricing Tables, interactive inputs, and more 💡Reusable blocks, Case Studies, and Team Bios to save time.

Use cases: ✅ Gather information and docs from clients with our interactive briefs ✅ Manage and approve proposals for new work ✅ Send cost estimates and get them approved ✅ Get get feedback and approval on work ✅ Assign your clients action items so it’s clear what needs to be done to keep the project moving ✅ Share live reports and dashboards (Google Data Studio, Airtable) with Embedded Apps ✅ Create a knowledge base so your client knows how to address the most common questions they might have.

Upmetrics is a well-rounded business planning software which helps you with every step of writing your business plan, from drawing out your primary idea, financial forecasting and creating pitch decks to discuss your idea with your investors and team.

Upmetrics is used by thousands of entrepreneurs all across the globe to plan their business, collaborate with remote teams and create stunning pitch decks that can grab anyone's attention. Along with that, the software makes it easier to keep track of your projects and customize your plans as per your needs and requirements.

Along with that, it has handy business model canvases to help you brainstorm ideas and build effective and efficient business models.