Home > PSA Software > Mavenlink > Mavenlink vs Upland PSA

Mavenlink vs Upland PSA

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Our analysts compared Mavenlink vs Upland PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Mavenlink Software Tool
Upland PSA Software Tool
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Product Basics

Analyst Rating

81 Detailed Analysis

User Sentiment

Great User Sentiment (2530 Reviews)

Analyst Rating

72 Detailed Analysis

User Sentiment

Good User Sentiment (193 Reviews)
Mavenlink merged with Kimble PSA in 2021 to become the Kantata Professional Services Cloud. For more information, visit our Kantata review.

It enables services businesses to manage and execute projects at each stage of the lifecycle. By uniting project and resource management, team collaboration, accounting, and business intelligence, it enables organizations to streamline planning and delivery.

Includes the option to purchase expert services that cater to companies in the professional services space. When choosing the primary package, businesses work with a team comprised of a manager, a business consultant, a BI consultant, a technical consultant and a training expert.
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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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$45/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$20 Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain Pipeline Insights: Connect your CRM of choice with Mavenlink to get a complete view of your pipeline and estimate the forecasted gap between demand and capacity. This facilitates better project planning. 
  • Leverage Project Data: More than 60 reports provide a complete, data-rich view of your projects. They remove data silos, enhance the strategic decision-making process and offer a tailored overview. Reports include project status, margin projections and utilization metrics. 
  • Access Cloud Apps: Mavenlink integrates with leading cloud-based apps, giving you capabilities such as single sign-on (SSO), user authentication and document collaboration. As the most popular project management application for G Suite, Mavenlink connects with all Google apps for a seamless, collaborative workspace. 
  • View Resource Capacity and Demand: Forecasting tools, availability charts, utilization metrics and profitability reports equip managers with the insight necessary to drive successful projects. Run what-if analysis, fill in staffing gaps and identify resource areas where action is needed. These tools allow you to consistently hit targets and maximize profits. 
  • React to Project Resource Changes: Gain a comprehensive view across project details like resource schedules and a visual dashboard that highlights which projects need attention in order to succeed. The activity feed facilitates collaboration between resource and project managers, so there’s always alignment between project and resource needs. 
  • Allow and Restrict Access: Nested permissions ensure you can share project information with the collaborators who need to see it — and no one else. Role-based settings determine what team members, clients and contractors can see. 
  • Speed Up Review and Approval: The software removes versioning issues by allowing direct file sharing. The interface also has a split-screen view so changes are accurate. Users can add feedback quickly, even on video and audio files. 
  • Ensure Accurate Billing: Rate cards allow you to standardize rates or create custom options. This capability helps set client expectations, accelerates billing and provides accurate numbers for forecasting. You can also differentiate between your bill rates and the cost rate for an employee or contractor. 
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  • 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.  
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  • Project Collaboration: Mavenlink centralizes task management and project communication for a unified workspace that team members can take mobile. The system collects messages in a single feed for quick access while also providing private messages. Create tasks, milestones and other details; then assign them to different members. Statuses can be updated collaboratively, and the drag-and-drop interface makes it easy to rearrange items. 
  • Project Plans: The software uses Gantt charts to build visual layouts of project details, including task dependencies and the critical path. You can combine items like tasks, issues, milestones and other details into a fully-fledged work breakdown structure. 
  • Portfolio Management: Project cards let managers sort active projects and view critical details to see the overall portfolio’s health, along with the status of each project. A global project list offers greater detail, with fields for budget, burn rate, completion percentage and the next phase. Project leaders can also view a visual schedule that includes project in progress as well as those on the roadmap. 
  • Resource Management: This feature allows you to more effectively manage project resources. Tools like the scenario builder and profit margin modeler enable estimation. A resource matching engine and live-view resource pool let managers plan roles and workloads accurately. There are also separate views for project managers and resource managers, giving each the right data while allowing them to remain synced on overall needs. 
  • Templates: Create templates based on past successful projects. After cloning the current project, you can customize the details to fit the current project. Project plan template elements include checklists, schedules, tasks, dependencies, budgets and resource assignments. 
  • Project Accounting: Track time and expense information with tools like timesheets, universal time entry and expense reports. Generate customized invoices using different inputs or combine multiple projects into a single invoice. The system automatically calculates sales tax and supports weighted milestones. Mavenlink also supports multiple currencies. 
  • Business Intelligence: This feature provides deep insight into key project metrics such as project status, time and expenses, profit margins, actual vs. scheduled fees, and many more. You can filter based on certain criteria like specific projects or clients and then drill down for granular examination. Use more than 35 interactive, pre-built reports from experts or use the ad hoc reporting engine for customization. That option lets you modify existing reports or create your own, with access to more than 300 metrics. 
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  • 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.
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Product Ranking

#4

among all
PSA Software

#32

among all
PSA Software

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Analyst Rating Summary

81
72
54
77
100
100
44
67
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Project Financials
Dashboard and Reporting
Project Collaboration
Time and Expense Management
Project Financials
Resource Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Mavenlink
Upland PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 54 100 44 85 90 86 83 100 92 77 100 67 75 90 86 65 85 88 0 25 50 75 100
20%
0%
80%
55%
0%
45%
100%
0%
0%
100%
0%
0%
40%
0%
60%
40%
0%
60%
87%
0%
13%
73%
0%
27%
80%
0%
20%
80%
0%
20%
86%
0%
14%
86%
0%
14%
83%
0%
17%
67%
0%
33%
100%
0%
0%
86%
0%
14%
89%
0%
11%
89%
0%
11%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
0%
45%
30%
0%
70%

User Sentiment Summary

Great User Sentiment 2530 reviews
Good User Sentiment 193 reviews
84%
of users recommend this product

Mavenlink has a 'great' User Satisfaction Rating of 84% when considering 2530 user reviews from 7 recognized software review sites.

79%
of users recommend this product

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

5.0 (18)
n/a
4.1 (672)
3.9 (98)
4.18 (554)
n/a
4.2 (561)
n/a
4.2 (574)
4.0 (14)
4.5 (71)
4.3 (69)
4.2 (80)
2.3 (12)

Synopsis of User Ratings and Reviews

User-Friendly Interface: Precisely 53% of users stated that Mavenlink has a user-friendly interface with a smooth implementation process.
Variety of Features: Mavenlink has a plethora of features such as real-time analytics, reporting, project status and more. Nearly 57% of users approved the features.
Flexible: Approximately 66% of users said Mavenlink is pliable and customizable to their specific business needs.
Team-Oriented: Mavenlink enables users to properly share and communicate with team members. The solution offers effective communication and collaboration tools according to 100% of reviewers.
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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.
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Steep Learning Curve: Of the users who commented on learning Mavenlink, roughly 46% of users said the learning curve is difficult.
Customer Support: Approximately 63% of users say getting in touch with Mavenlink's customer support team is challenging.
Feature Limitations: Of the users who discussed Mavenlink's features, 42% reported that some features have limitations or some extra features are needed.
Mobile App Deficiencies: Mavenlink's mobile app capabilities are limited in comparison to the desktop software as stated by nearly 83% of users.
Limited Integrations: Although Mavenlink can integrate with QuickBooks and Google Docs, it does not integrate with certain CRM software according to 57% of users.
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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.
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Mavenlink offers a potent project management platform that the majority of users say has an effective interface and a multitude of tools such as time tracking, instant analytics, project status, collaboration, budgeting and adjustable dashboards. Users also find that the system is flexible to their company requirements. However, some users believe the learning curve is difficult and Mavenlink doesn't merge with particular CRM applications. Customer support may also lag in extending exemplar resources. Overall, users believe Mavenlink is the proper tool to streamline their project management needs.

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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.

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Screenshots

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