Upland Software, Inc.

Upland PSA

Composite Score

7.8 /10

CX Score

8.1 /10

26 Reviews Write a Review

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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.

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Upland 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

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

Service Experience

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Emotional Footprint Overview

Product Experience:: 92%
Negotiation and Contract:: 85%
Conflict Resolution:: 92%
Strategy & Innovation:: 93%
Service Experience:: 93%

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?

0% Negative

11% Neutral

89% Positive

Pros

Respectful
Fair
Altruistic
Includes Product Enhancements

Feature Ratings

Average 79

Process Automation

Reporting

Resource Management

Team Collaboration

Security

Project Management

Business Process Analysis (BPA)

Time Management

Task Management and Workflow

Knowledgebase

Auditability

Vendor Capability Ratings

Average 78

Ease of Implementation

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of IT Administration

Breadth of Features

Ease of Data Integration

Ease of Customization

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training

Upland PSA Reviews

Perry D.

Role: C-Level
Industry: Finance
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Great suite of products

Likeliness to Recommend

8 /10

What differentiates Upland PSA from other similar products?

Feature sets

What is your favorite aspect of this product?

ease of use

What do you dislike most about this product?

can be clunky

What recommendations would you give to someone considering this product?

do your DD

Pros

Continually Improving Product
Caring
Respectful
Helps Innovate

Cons

Vendor's Interest First
Less Generous

Wasiullah W.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Upland PSA: The complete project management tool

Likeliness to Recommend

10 /10

What differentiates Upland PSA from other similar products?

It is really a complete package with a lot of features that other products don't offer.

What is your favorite aspect of this product?

My favorite aspect about this product is resource management and reporting.

What do you dislike most about this product?

I don't dislike anything about this product as I believe its a great product

What recommendations would you give to someone considering this product?

I would highly recommend this product to other project managers as this product can help to improve your productivity.

Pros

Helps Innovate
Continually Improving Product
Inspires Innovation
Respectful

Kalim S.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Good product with lot of functionality

Likeliness to Recommend

8 /10

What differentiates Upland PSA from other similar products?

Better integration with all the existing CRM functionality to speed up sales and invoice processing.

What is your favorite aspect of this product?

Reporting, great tool for reporting and looking at financial aspect of project. You need not to know any programming or SQL query to work on it.

What do you dislike most about this product?

Administration is need lot of manual effort

What recommendations would you give to someone considering this product?

Over all it will surely going to add value into the existing capability. Through automation, lot of work will become simple and manual effort get reduced. It will save time and cost.

Pros

Efficient Service
Effective Service
Altruistic
Transparent

Upland PSA

What is Upland PSA?

Company Details

Book a Free Demo Today!

Upland PSA Ratings

86 Likeliness to Recommend

100 Plan to Renew

76 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

Emotional Footprint Overview

+92 Net Emotional Footprint

How much do users love Upland PSA?

Chart

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Process Automation Supports process design with a point-and-click interface that lets user build processes

Reporting Straightforward data storage with ability to create any reports easily.

Resource Management Define and manage skillsets and align to specific blueprints/workshops, easily adjust and delete bookings based on resource utilization and staffing needs

Team Collaboration Allows multiple users to comment on, mark-up, annotate, or edit a document. Provides team sites, workspaces or other landing areas that enhance productivity.

Security Permits customers to use their identity provider of choice to manage their sign on

Project Management Plan all resources needed to execute projects

Business Process Analysis (BPA) Contains a template library with version control to understand and improve process efficiency.

Time Management Includes time tracking or recording, automatic timer, and timesheets.

Task Management and Workflow Supports triggers and events for process automation.

Knowledgebase Allows users to create knowledgebase articles, metadata tags, creation data and author's name

Auditability All changes to contracts are fully audit-trailed to improve controls

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Upland PSA Reviews

Perry D.

Great suite of products

Likeliness to Recommend

Pros

Cons

Wasiullah W.

Upland PSA: The complete project management tool

Likeliness to Recommend

Pros

Kalim S.

Good product with lot of functionality

Likeliness to Recommend

Pros

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Feature Ratings

Process Automation

Reporting

Resource Management

Team Collaboration

Security

Project Management

Business Process Analysis (BPA)

Time Management

Task Management and Workflow

Knowledgebase

Auditability

Vendor Capability Ratings

Ease of Implementation

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of IT Administration

Breadth of Features

Ease of Data Integration

Ease of Customization

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training