What is Upland PSA?
Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, Upland PSA gives you more with proposal automation, knowledge management, and customer sentiment, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day 1.
Company Details
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get AssistanceUpland PSA Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
to access more information on Upland PSA.
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
86 Likeliness to Recommend
100 Plan to Renew
76 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+92 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Upland PSA?
Pros
- Respectful
- Fair
- Altruistic
- Includes Product Enhancements
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Intelligent Insight
Client Portal
Quote to Project Conversion
Email Synchronization & Tracking
Delivery & Financial reporting
Resource & Capacity Management
Security & Identity Management
Project and Engagement management
Time Tracking
Knowledgebase
Auditability & Change History
Vendor Capability Ratings
Ease of Implementation
Usability and Intuitiveness
Business Value Created
Quality of Features
Breadth of Features
Ease of IT Administration
Ease of Data Integration
Ease of Customization
Vendor Support
Product Strategy and Rate of Improvement
Availability and Quality of Training
Upland PSA Reviews
Elad l.
- Role: Information Technology
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted Jan 2024
Ideal for recording time & overseeing projects
Likeliness to Recommend
What differentiates Upland PSA from other similar products?
Immersing myself in Upland PSA's interface is like entering a world of project management possibilities. With a plethora of features, it effortlessly accommodates my needs—from sharing Weekly TimeSheets to running reports.
What is your favorite aspect of this product?
Navigating through Upland PSA is a breeze, and the seamless integration setup adds to its charm. The platform excels in managing tasks, and its dashboard reporting is a visual treat. One of its strengths lies in the effective handling of billable resources, boosting employee productivity through insightful dashboards. I'm particularly impressed by its scalability, taking into account actual historic data and smoothly pulling information from different modules. The terminology consistency for specific items is a game-changer, eliminating a significant amount of confusion regarding the extent of work being done.
What do you dislike most about this product?
Navigating between tabs feels like a puzzle, Addressing issues and errors in Upland PSA has proven to be a challenging quest, akin to deciphering cryptic codes.
What recommendations would you give to someone considering this product?
Upland PSA excels in ensuring the smooth flow of applications and data, making the entire process not just efficient but also a pleasure to experience.
Pros
- Saves Time
- Acts with Integrity
- Helps Innovate
- Reliable
Dyla N.
- Role: Operations
- Industry: Recreation
- Involvement: Business Leader or Manager
Submitted Nov 2022
Efficient and great support.
Likeliness to Recommend
What differentiates Upland PSA from other similar products?
Upland PSA is a service that I exploit in the company to boost the capabilities and automation of services or software, to accelerate sales, client service, and problems in the corporate, improving capabilities and giving effective responses and so improving the work performed inside the company to be able to offer solutions and increase profits, happy that it worked fine is a very appropriate system to automate and helpful tools.
What is your favorite aspect of this product?
The options I favor best regarding Upland PSA are that it can generate project monetary reports exported or integrated with other applications along with report tracking and making customized reports as per requirements.
What do you dislike most about this product?
The feature I dislike about Upland PSA is that on large projects where financials are being entered and tracked heavily takes longer to refresh; aside from that Upland cannot have multiple currencies entered for one project.
What recommendations would you give to someone considering this product?
It’s smart and simple to use, in fact with experience in alternative similar software, it is much simpler, and it is very versatile in project management and modifying filters also the menu is great, and its integration is good, it’s an intuitive tool and I love it because it is very functional. I like to recommend it because the useful straightforward tools worked very well without the requirement for third-party help or support, without prior data since it is an intuitive system and I love it. I like to recommend it.
Pros
- Performance Enhancing
- Trustworthy
- Effective Service
- Saves Time
Crystal H.
- Role: Sales Marketing
- Industry: Education
- Involvement: Business Leader or Manager
Submitted Apr 2022
Very user friendly, wish we had implemented sooner
Likeliness to Recommend
What differentiates Upland PSA from other similar products?
Intuitive and ease of use
What is your favorite aspect of this product?
The amount of time it saves
What do you dislike most about this product?
I can’t think of anything at this time
What recommendations would you give to someone considering this product?
Try it, you will wish you had sooner
Pros
- Helps Innovate
- Reliable
- Performance Enhancing
- Efficient Service
