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
"We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA." - Craig Thompson
Peer review evidence (same sources as the product rating summary)
"...I have also became quite fond of the new reporting system Upland Analytics...." Peer review by Administrator
"...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
"...Timesheets, Scheduling and forecasting...." Peer review by Tim G, Senior Business Support Specialist, Oil & Energy
Upland PSA, Sage Expense Management (formerly Fyle), Retool, Time doctor, Office 365 Migration Planner, 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.
Upland PSA Customer wins, Customer success stories, Case studies
How can Upland PSA enhance your Billing And Invoice Management process?
What benefits does Upland PSA offer for Forecasting?
What makes Upland PSA ideal for Workflow Management?
Why is Upland PSA the best choice 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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson |
|
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 |
|
As our strategic partner, Upland has been instrumental in bringing our services to a new level of organizational efficiency, supporting our continued, rapid growth. Our businesses are now unified in one global model: we no longer have 10 different spreadsheets but one single view, which saves hours... every month. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
Martin Coetsee Executive DRA Global |
As our strategic partner, Upland has been instrumental in bringing our services to a new level of organizational efficiency, supporting our continued, rapid growth. Our businesses are now unified in one global model: we no longer have 10 different spreadsheets but one single view, which saves hours... every month. |
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 Software Earns 43 Badges in G2's Summer 2026 Market Reports
Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.
Upland Software Reports First Quarter 2026 Financial Results
Upland Software announced its financial results for the first quarter of 2026.
Upland Software Q1 revenue falls 24%, guides 2026
Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.
Upland Software to Release First Quarter 2026 Financial Results on May ...
NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.
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?