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

Ease of IT Administration

Quality of Features

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

Basit L.

Role: Operations
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2024

Reliable Project management Tool - Upland PSA

Likeliness to Recommend

9 /10

What differentiates Upland PSA from other similar products?

Upland PSA is simple and easy to use in comparison to other tools in the market. The deployment was easy, Customer support is very effective and responses come in time.

What is your favorite aspect of this product?

An easy-to-use solution that is relatively intuitive for such a fully-featured system. The ability to configure and customize project data, dashboards and reports is excellent. The Schedule, Risk and Issue management tools are comprehensive. Resource capacity forecasting and management tools are straightforward and ...

What do you dislike most about this product?

Configuration is limited to a single section with the project template.

What recommendations would you give to someone considering this product?

Recommending this tool for its reliable services for project and portfolio management.

Pros

Helps Innovate
Reliable
Enables Productivity
Trustworthy

Dyla N.

Role: Operations
Industry: Recreation
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2022

Efficient and great support.

Likeliness to Recommend

8 /10

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

Validated Review

Verified Reviewer

Submitted Apr 2022

Very user friendly, wish we had implemented sooner

Likeliness to Recommend

10 /10

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

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.

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

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.

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

Basit L.

Reliable Project management Tool - Upland PSA

Likeliness to Recommend

Pros

Dyla N.

Efficient and great support.

Likeliness to Recommend

Pros

Crystal H.

Very user friendly, wish we had implemented sooner

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

Ease of IT Administration

Quality of Features

Breadth of Features

Ease of Data Integration

Ease of Customization

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training