Customer stories

Product Business Settings

Upland PSA is popular in Management Consulting, Information Technology And Services, and Computer Software industries and is widely used by Mid Market, Enterprise, and Small Business.

Upland PSA Product Overview

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

How satisfied the customers are with Upland PSA use-cases

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
"We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA." - Craig Thompson

Upland PSA Customer Insights, Testimonials and Case Studies

What Are the key features of Upland PSA for Social Media Analytics?

How can Upland PSA enhance your Billing And Invoice Management process?

What benefits does Upland PSA offer for Forecasting?

How can Upland PSA optimize your Workflow Management Workflow?

How does Upland PSA facilitate Collaboration?

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.

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

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

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

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

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

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

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

Fortune 500 legal firm - Legal Services

BA Insight helped a Fortune 500 legal firm modernize its knowledge search. The firm needed to streamline how employees found information. BA Insight delivered enterprise search solutions for better d...iscovery and delivery. The new system improved productivity and supported AI use cases. The legal firm now has faster, more accurate access to knowledge.

Read on →

Global Telecom - Telecommunications

BA Insight helped Global Telecom give employees secure access to search across many platforms at once. The company needed a way to find information quickly and safely. BA Insight unified search made ...it easy for staff to get what they need from different systems. This improved productivity and kept data secure. Employees now work faster and with more confidence.

Read on →

United Wholesale Mortgage - Financial Services

United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.

Read on →

Georgia State University - Education

Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96% customer satisfaction. The PMO now has better project vis...ibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.

Read on →

California consulting firm - Management Consulting

BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search solution to make finding information easier. This led to... better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.

Read on →

Sage - Information Technology And Services

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Read on →
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

Product
 

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

Awards
 

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

Product
 

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.

Financial
 

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, 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