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Upland PSA vs EssentialPIM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upland PSA vs. EssentialPIM is based on a specific set of business needs and context. The comparison uses 1156 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland PSA and EssentialPIM

Upland PSA, EssentialPIM, AlisQI, Office 365 Migration Planner, 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.

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

EssentialPIM focuses on Sales Document Management with E-Mail, Lead Qualification with E-Mail, Collaboration, Calendar Management with E-Mail, etc.

"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. " - Allie Bohr

"I just have to take a moment to tell you how very pleased I am with portable EPIM Pro! It is simple and quick enough to actually use but still has all the necessary features. Moving between computers is a nuisance. Thanks to EPIM Pro I can now have ...all my important bits of info at hand wherever I am. I also like the color scheme. It is light-hearted and energetic which makes it very attractive to work with. Thanks for a perfect piece of software! " - Charlotte Holmquist

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 Upland PSA

Focus area

Upland PSA is better than EssentialPIM for

Software Failure Risk

  • medium

logo EssentialPIM

Focus area

Software Failure Risk

  • medium

About

Professional Services Automation Software to streamline project execution and improve collaboration

Personal Information Manager for Windows/Android/iOS users

Age

2010

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

32

15

Total Goals
(we found evidences for)

4

1

Top Processes

Evidences indicate better relative satisfaction


social media management

social media analytics


billing and invoice management



workflow management



engagement management

engaging and following up


sales document management

contract management

proposal & quote management


helpdesk management


knowledge management


customer feedback management



revenue cycle management



Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve consistency

  • Scale best practices

  • See 1 more
  • Improve efficiency

Top Channels

Channels Used

  • e-mail

  • newsletter

  • offline

  • on premises

  • user generated content

  • blogs

  • promotions

  • See 4 more
  • e-mail

  • newsletter

  • offline

  • on premises

  • user generated content

  • blogs

  • promotions

  • 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

medium

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medium

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Migration Risk

medium

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medium

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Business Setting