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17hats vs Upland PSA: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for 17hats medium Failure Risk for Upland PSA medium
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Comparison Summary

This comparison report of 17hats vs. Upland PSA is based on a specific set of business needs and context. The comparison uses 1954 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing 17hats and Upland PSA

17hats, Upland PSA, Time doctor, Kernel IMAP Backup Tool, etc., belong to a category of solutions that help Collaboration and Productivity. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

17hats covers Sales Document Management with E-Mail, Workflow Management with E-Mail, Capturing Leads with E-Mail, Communication Management with E-Mail, etc.

Upland PSA focuses on Social Media Management, Billing And Invoice Management, Forecasting, Collaboration, etc.

"Before 17hats, my balloon decorating business was disjointed. I had systems in place but none of them worked together. With 17hats, I’ve been able to combine all of my clunky systems into one smooth workflow. 17hats is my employee of the month, ever...y month. " - Sara Meyer

"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

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo 17hats

Focus area

17hats is better than Upland PSA for

Software Failure Risk

  • medium

logo Upland PSA

Focus area

Upland PSA is better than 17hats for

Software Failure Risk

  • medium

About

A Perfect Business Tool For Solopreneurs -17hats

Professional Services Automation Software to streamline project execution and improve collaboration

Age

2010

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

46

32

Total Goals
(we found evidences for)

6

4

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (224)

Read Reviews (8)

contract management

Read Reviews (124)

Read Reviews (5)

proposal & quote management

Read Reviews (68)

Read Reviews (2)

digital signature

Read Reviews (30)

Read Reviews (0)

workflow management

Read Reviews (86)

Read Reviews (13)

communication management

Read Reviews (21)

Read Reviews (1)

sending & publishing communications

Read Reviews (18)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

capturing leads

Read Reviews (19)

Read Reviews (0)

generation of new leads

Read Reviews (13)

Read Reviews (0)

contact list management

Read Reviews (12)

Read Reviews (0)

creating contact list

Read Reviews (4)

Read Reviews (0)

engagement management

Read Reviews (11)

Read Reviews (9)

engaging and following up

Read Reviews (11)

Read Reviews (7)

billing and invoice management

Read Reviews (9)

Read Reviews (15)

training & onboarding

Read Reviews (8)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (0)

payment management

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (3)

products & pricelist management

Read Reviews (2)

Read Reviews (1)

revenue cycle management

Read Reviews (2)

Read Reviews (3)

calendar management

Read Reviews (2)

Read Reviews (0)

conversion management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (0)

Read Reviews (21)

social media management

Read Reviews (0)

Read Reviews (21)

social media analytics

Read Reviews (0)

Read Reviews (21)

helpdesk management

Read Reviews (0)

Read Reviews (7)

knowledge management

Read Reviews (0)

Read Reviews (5)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve stakeholder relations

  • Scale best practices

  • Increase sales & revenue

  • Improve digital and social presence

  • See 3 more

  • Acquire customers

  • Enhance customer relationships

  • Improve consistency

  • Scale best practices

  • See 1 more

Top Channels

Channels Used

  • offline

  • e-mail

  • phone calls

  • events

  • trade shows

  • causes and charity

  • on premises

  • See 4 more

  • offline

  • e-mail

  • phone calls

  • events

  • trade shows

  • causes and charity

  • on premises

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting