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Upland PSA vs Taskworld: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upland PSA vs. Taskworld is based on a specific set of business needs and context. The comparison uses 2003 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland PSA and Taskworld

Upland PSA, Taskworld, 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.

Taskworld focuses on Collaboration, Workflow Management, Training & Onboarding, Communication Management with Mobile, etc.

"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

"Do you need something more than Trello but not as robust/configurable as Jira? Choose Taskworld - really reasonably priced compared to some of the other enterprise options and perfect for small businesses or freelancers. " - Clint Bush

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

Software Failure Risk

  • medium

logo Taskworld

Focus area

Taskworld is better than Upland PSA for

Software Failure Risk

  • medium

About

Professional Services Automation Software to streamline project execution and improve collaboration

Project Management Software Built for Teams

Age

2010

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

32

47

Total Goals
(we found evidences for)

4

11

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



communication management

sending & publishing communications


competitive intelligence


products & pricelist management


training & onboarding



generation of new leads


lead qualification: technographic


lead qualification

lead qualification: technographic


account management


performance management



calendar management


motivation management


content management



Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve consistency

  • Scale best practices

  • See 1 more
  • Improve internal communications

  • Improve visibility

  • Acquire customers

  • Improve efficiency

  • Enhance customer relationships

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve ROI

  • Grow market share

  • Manage risk

  • Improve consistency

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • chat

  • mobile

  • offline

  • mobile app

  • video

  • social media

  • support groups

  • movies

  • user generated content

  • blogs

  • promotions

  • website

  • text SMS

  • point of sale

  • Facebook

  • review sites

  • Amazon

  • on premises

  • See 16 more
  • e-mail

  • chat

  • mobile

  • offline

  • mobile app

  • video

  • social media

  • support groups

  • movies

  • user generated content

  • blogs

  • promotions

  • website

  • text SMS

  • point of sale

  • Facebook

  • review sites

  • Amazon

  • on premises

  • See 16 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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low

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Business Setting