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What is Upland PSA?

Industry Specialties: Serves all industries

Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.
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#32

Upland PSA is ranked #32 in the PSA Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Upland PSA Pricing

Based on our most recent analysis, Upland PSA pricing starts at $20 (Monthly).

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Price
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Starting From
$20
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

Upland PSA is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Upland PSA:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Upland PSA Benefits and Insights

Why use Upland PSA?

Key differentiators & advantages of Upland PSA

  • Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.  
  • Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.  
  • Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.  
  • Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.  
  • Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.  
  • Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.  
  • Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.  

Industry Expertise

Upland PSA has helped execute over one million mobile campaigns, sent over 20 billion email messages and 2 billion text messages per year and boasts more than 1000 global customers. Users can connect Upland to their existing software systems like SalesForce, Hubspot and Microsoft Dynamics to facilitate team collaboration.

Upland PSA Reviews

Average customer reviews & user sentiment summary for Upland PSA:

User satisfaction level icon: good

193 reviews

79%

of users would recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of Upland PSA reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.
  • Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.
  • Support: Support for the system is prompt, as reported by 88% of users who mention support.
  • Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.

Cons

  • Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.
  • Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.

Researcher's Summary:

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

Key Features

  • Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.  
  • Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements. 
  • Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.  
  • Customer Engagement: Brings best practice principles and high touch to all engagements.  
  • Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.  
  • Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.  
  • Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.  
  • Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.

Limitations

  • Adding tasks to timesheet collections can be difficult to implement.
  • Interface is not intuitive.
  • Reports have to be exported to Excel sheets for data filtering.

Suite Support

mail_outlineEmail: Submit email inquiries by completing the contact form given on the website.
phonePhone: Call +1 (877) 484-6769 for sales and support.
schoolTraining: Upland PSA has case studies, training videos, webinars and articles available on its website.
local_offerTickets: Create tickets by logging into the support portal and submitting your query.
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