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.

Company Details

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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

Ruevon B.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Great product for timekeeping and expenses

Likeliness to Recommend

10 /10

What differentiates Upland PSA from other similar products?

They are extremely quick with support.

What is your favorite aspect of this product?

Timesheet usage and expense management.

What do you dislike most about this product?

Customization is not that great.

What recommendations would you give to someone considering this product?

They have a lot of features that work great for medium and small size businesses and speaking to a sales consultant will definitely put your mind at ease

Pros

Client Friendly Policies
Security Protects
Reliable
Enables Productivity

Cons

Inhibits Innovation

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

Validated Review

Anonymous Reviewer

Submitted Oct 2021

Informative Tool for Process Automation

Likeliness to Recommend

10 /10

Pros

Continually Improving Product
Reliable
Enables Productivity
Trustworthy

Patricia K.

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

Validated Review

Verified Reviewer

Submitted Jun 2021

Fantastic product and support. You will love it

Likeliness to Recommend

8 /10

What differentiates Upland PSA from other similar products?

The quality product along with the support staf f that assists I. Every way to ensure smooth operation of software allows smooth communication between member of staff that keeps everyone on track and up to date

What is your favorite aspect of this product?

The ease to f spreading sales goal and strategy information and results

What do you dislike most about this product?

Weekly reports and monthly reporting

What recommendations would you give to someone considering this product?

Try it you will love it

Pros

Continually Improving Product
Reliable
Trustworthy
Efficient Service

Cons

Under Delivered

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

Ruevon B.

Great product for timekeeping and expenses

Likeliness to Recommend

Pros

Cons

Informative Tool for Process Automation

Likeliness to Recommend

Pros

Patricia K.

Fantastic product and support. You will love it

Likeliness to Recommend

Pros

Cons

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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