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.

Other use cases:

  • Workflow Management
  • Collaboration
  • Engagement Management
  • Helpdesk Management
  • Contract Management
  • Knowledge Management
  • Customer Feedback Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland PSA.

Other priorities:

  • Improve Consistency
  • Scale Best Practices
See all business priorities See less business priorities

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

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.

Upland PSA Customer wins, Customer success stories, Case studies

What benefits does Upland PSA offer for Social Media Analytics?

What benefits does Upland PSA offer for Billing And Invoice Management?

How does Upland PSA facilitate Forecasting?

What benefits does Upland PSA offer for Workflow Management?

How does Upland PSA address your Collaboration Challenges?

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
Upland PSA testimonial

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
Upland PSA testimonial

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
Upland PSA testimonial

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
CUSTOMERS TESTIMONIALS
Upland PSA testimonial

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
Upland PSA testimonial

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
Upland PSA testimonial

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

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

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A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

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Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

Read on →

Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

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Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

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USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

Read on →

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?

Upland PSA is a Collaboration and Productivity Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Social Media Analytics, Billing And Invoice Management and Forecasting .

What are the top features of Upland PSA?

Dashboard, Recording and Templates are some of the top features of Upland PSA.

Who uses Upland PSA?

Upland PSA is used by Management Consulting, Information Technology And Services and Computer Software among other industries.

What are Upland PSA alternatives?

Lokalise, Miro, Troop Messenger and Fyle are popular alternatives for Upland PSA.

Where is Upland PSA located?

Upland PSA is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.
lightning

Peers used Upland PSA for social media analytics and billing and invoice management

Upland PSA Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.89/5

Read Reviews (1)
Analytics

4.19/5

Read Reviews (40)
Custom Reports

3.87/5

Read Reviews (170)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.89/5

Read Reviews (1)
Analytics

4.19/5

Read Reviews (40)
Custom Reports

3.87/5

Read Reviews (170)

Software Failure Risk Guidance

?

for Upland PSA

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland PSA

Upland Software, Inc. News

Awards

Upland Software earns 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

Product

Upland Software Adestra Improves Marketing Impact With Multi-Channel Automation

Upland Software's Adestra enhances marketing impact through multi-channel automation, optimizing email marketing performance and maximizing digital ROI. Adestra integrates email with other digital touchpoints, offering sophisticated automation, flexible segmentation, and real-time analytics. This empowers marketers to deliver personalized experiences and improve engagement across customer journeys.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE