17hats vs. Upland PSA: Comparing Best Collaboration and Productivity Solutions 2026

Overview: 17hats and Upland PSA as Collaboration and Productivity Category solutions.

In the realm of collaboration and productivity tools, 17hats shines with its sales document management and contract capabilities catering mainly to burgeoning enterprises and the food and design industries. Upland PSA, focusing on social media and billing functionalities, serves management consulting and IT firms. Their unique features and support systems, like 17hats’ robust email channel and Upland's diverse data handling, reflect their alignment with users’ operational strategies.

17hats: 17hats is an all-in-one business management and CRM software for solopreneurs. Lead management, booking, payment, and scheduling are streamlined and automated in one platform.

Upland PSA: Upland-PSA software helps manage projects efficiently. It enhances professional services, ensuring client expectations are consistently exceeded.

17hats Upland PSA
Key Capabilities Supported 17hats provides sales document management to help businesses handle contracts and proposals effectively. → Upland PSA enhances social media analytics and billing management, offering detailed forecasting for financial operations. →
Business Goals 17hats assists in acquiring customers and improving stakeholder relations, crucial for scaling practices. → Upland PSA aids in acquiring customers and improving consistency, aligning with strategic scaling. →
Core Features 17hats offers custom reports and integrations, fostering compliance and data security. → Upland PSA is known for its custom reports and data import/export functionalities for better analytics. →
Vendor Support 17hats offers 24/7 support, accessible via chat, phone, and email, catering to complex operational needs. → Upland PSA provides robust 24/7 support with options like email and phone support, flexibly addressing varied user queries. →
Segments and Industries 17hats is predominantly favored by large enterprises in the food, design, and marketing sectors. → Upland PSA caters to management consulting and IT, servicing enterprises and mid-market firms. →
Operational Alignment 17hats integrates well in large enterprise workflows using digital signatures and communication tools. → Upland PSA fits management consulting operations with its collaboration and engagement management offerings. →
lightning

Applying your context and needs changes the comparison

17hats and Upland PSA: Best activities based on customer satisfaction

17hats in Action: Unique Activities

How efficiently Does 17hats manage your Sales Document Management?
The software enables users to manage sales documents such as contracts, quotes, and invoices within a single platform. Users can create customized contracts, obtain electronic signatures, and automatically generate invoices upon contract signing. The software lacks the ability for clients to share files and documents directly with users through the platform.
"...I love being able to send contracts, invoices and collect leads all from one site...." Peer review by Arika S, Owner and Photographer
What benefits does 17hats offer for Workflow Management?
17hats facilitates streamlined project management by organizing tasks, automating repetitive processes, and tracking progress across all stages. The platform offers customizable workflows and pre-built templates for efficient project execution. nWhile the platform offers extensive features, its limited search capabilities can hinder the efficient retrieval of specific emails related to workflows.
"...I was looking for an all-in-one solution for booking, invoicing, and workflow management. . ...." Peer review by Nancy C., Virtual Assistant , Publishing
What Are the key features of 17hats for Capturing Leads?
The software facilitates lead capture, conversion, and management. It provides features for creating quotes, contracts, and invoices, as well as collecting payments and automating workflows. The system offers lead capture forms that can be embedded on websites, but currently lacks printable lead capture forms.
"...Great features, such as e-signatures capabilities and lead capture...." Peer review by Stéphanie M., Owner/Bookkeeper, Accounting
How does 17hats address your Communication Management Challenges?
17hats enables streamlined communication management for businesses, facilitating automated email sending, including reminders, invoices, contracts, and questionnaires. This platform also supports client engagement through web-based intake forms and pre-populated email templates. nThe system offers limited customization options for email content, such as the absence of email signatures.
"...I also have it setup to send emails automatically...." Peer review by Camila C., Owner
What solutions does 17hats provide for Generation Of New Leads?
The tool allows users to quickly create and track new leads, converting them into paying customers. It streamlines the sales process by automatically generating workflows and sending out emails to engage leads. While the tool offers helpful features, it does not allow users to easily track leads over time.
"...I now have a lead generation page on our website that automatically enters into 17hats, then creates a workflow that keeps me on task, lets me send out stock quotes and contracts, invoices and questionnaires...." Peer review by Jo-Anne P, Owner, Construction

Upland PSA in Action: Unique Activities

How efficiently Does Upland PSA manage your Billing And Invoice Management?
Upland PSA streamlines billing and invoice processes. nIt automates time tracking, expense management, and project billing. nUpland PSA provides tools for project management, resource management, and financial reporting.
"...We use Tenrox for time and expense management, project administration, absence management, billing and invoicing, project P&L reporting, and resource management...." Peer review by Executive Sponsor
What makes Upland PSA ideal for Forecasting?
Upland Psa software assists in predicting project outcomes and financial performance. It provides data on project costs, revenue, and resource utilization. This information helps managers plan for future projects and optimize resource allocation.
"...I have realized that it gives a very good progress report and forecasting...." Peer review by Kalimullah S, Consultant
What solutions does Upland PSA provide for Collaboration?
Upland PSA enhances project collaboration among teams, improves project visibility and progress tracking, and facilitates budget management and cost control. The system streamlines project execution and enhances decision-making by promoting collaboration and knowledge sharing across departments. Upland PSA also helps increase resource utilization, project profitability, and service profitability.
"...Enhanced all projects monitoring and collaboration between teams and resources , very high visibility on projects status and progress, managing budgets and cost , best project automation tool out there...." Peer review by Shady M, Software Product Innovation Manager, Computer Software

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting

17hats Upland PSA
Peer score 4.5 4.1
Peer insights 1146 808
Top industries
Food & Beverages 16.0%
Design 14.0%
Marketing And Advertising 11.0%
Management Consulting 70.0%
Information Technology And Services 6.0%
Computer Software 5.0%
SMB and Mid-Market 94.0% 62.0%
Enterprise 6.0% 38.0%

News

Latest 17hats news

Meet the New 17hats Text Editor

17hats has introduced a new text editor designed to enhance email communication for its users. The update includes improved formatting controls, easier personalization with tokens, better support for templates and signatures, and enhanced image and attachment handling. The editor also supports AI writing options and offers an HTML mode for more control, aiming to streamline client communication within the 17hats platform.

09/08/2026 - source

Latest Upland PSA news

Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports

Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.

24/08/2026 - source