Upland PSA Overview
Upland-PSA software helps manage projects efficiently. It enhances professional services, ensuring client expectations are consistently exceeded.
Use Cases
Customers recommend Social Media Analytics, Billing And Invoice Management, Forecasting, as the business use cases that they have been most satisfied with while using Upland PSA.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland PSA.
Upland PSA Use-Cases and Business Priorities: Customer Satisfaction Data
Upland PSA's features include Dashboard, Recording, Templates, etc. and Upland PSA support capabilities include Email Support, Chat Support, Phone Support, etc. also Upland PSA analytics capabilities include Analytics, and Custom Reports.
Reviews
"Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability." - Vivian Wexler
Upland PSA, Lokalise, Miro, Troop Messenger, Fyle, etc., all belong to a category of solutions that help Collaboration and Productivity. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Upland PSA
Top Industries
- Management Consulting
- Information Technology and Services
- Computer Software
Popular in
- Mid Market
- Enterprise
- Small Business
Upland PSA is popular in Management Consulting, Information Technology And Services, and Computer Software and is widely used by Mid Market, Enterprise, and Small Business.
Comprehensive Insights on Upland PSA Use Cases
How does Upland PSA address your Billing And Invoice Management Challenges?
How efficiently Does Upland PSA manage your Forecasting?
Why is Upland PSA the best choice for Workflow Management?
What Are the key features of Upland PSA for Collaboration?
11 buyers and buying teams have used Cuspera to assess how well Upland PSA solved their Collaboration and Productivity needs. Cuspera uses 808 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Collaboration and Productivity needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler |
|
|
Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr |
|
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Vivian Wexler Director of Talent Management Vantage Partners |
Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler |
|
Allie Bohr Client and Data Administrator Vantage Partners |
Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr |
|
Craig Thompson VP Marketing & Customer Success UK Grass Valley |
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson |
Case Studies
CASE STUDY Commvault
CASE STUDY United Wholesale Mortgage
CASE STUDY Johnson Controls, Inc.
CASE STUDY Post & Schell
CASE STUDY Georgia State University IT PMO
CASE STUDY Trane Technologies
Frequently Asked Questions(FAQ)
for Upland PSA
What is Upland PSA?
Upland PSA is a Professional Services Automation platform. It redefines services automation with sales enablement and customer experience management. Upland PSA is a modular cloud project management, service delivery and billing solution that is designed to support globally dispersed customers and project workers who are operating in multiple remote locations, currencies, tax jurisdictions and time zones.
Upland PSA is a project and service delivery platform for companies with a distributed workforce. It automates project requests and approvals, resource scheduling and management, time and expense tracking, and project billing and invoicing. Upland PSA also includes configurable cost and billing rules with full support for time and material, fixed bid, recurring, and milestone-based projects.
Upland PSA, ensure that customer projects are delivered on time, under budget, and according to the customer’s needs and specifications. It helps sales and services teams with automated proposals. Upland PSA helps users to make informed data-driven decisions to streamline services operations and optimize the financial health of organization.
What is Upland PSA used for?
What are the top features of Upland PSA?
Who uses Upland PSA?
What are Upland PSA alternatives?
Where is Upland PSA located?
Peers used Upland PSA for social media analytics and billing and invoice management
Upland PSA Competitors
Upland PSA Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (40) |
| Custom Reports | Read Reviews (170) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (40) |
| Custom Reports | Read Reviews (170) |
Software Failure Risk Guidance
?for Upland PSA
Overall Risk Meter
Top Failure Risks for Upland PSA
Upland Software, Inc. News
Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -
Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.
Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool
Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.
Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq
Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.
Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025
Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
How can Upland PSA enhance your Social Media Analytics process?