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.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland PSA.
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
"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
Peer review evidence (same sources as the product rating summary)
"...Additionally, the information feeds ongoing reporting and analytics, and project costing for sales efforts. ..." Case Study DRA
"...Full Professional Services Automation, from timesheeting to expense management to revenue and billing management...." Peer review by User
"...Resource staffing, vacation requests, time sheet submission, project forecasting...." Peer review by Alyssa E, Project Manager, Marketing and Advertising
Upland PSA, Lokalise, Miro, Troop Messenger, Sage Expense Management (formerly 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
How efficiently Does Upland PSA manage your Billing And Invoice Management?
What Are the key features of Upland PSA for Forecasting?
What Are the key features of Upland PSA for Workflow Management?
What makes Upland PSA ideal for Collaboration?
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 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 |
|
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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 |
|
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
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 |
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
What are the top features of Upland PSA?
Who uses Upland PSA?
What are Upland PSA alternatives?
Where is Upland PSA located?
Peers used Upland PSA for social media analytics and billing and invoice management
Upland PSA Competitors
Upland PSA Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (40) |
| Custom Reports | Read Reviews (170) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (40) |
| Custom Reports | Read Reviews (170) |
Software Failure Risk Guidance
?for Upland PSA
Overall Risk Meter
Top Failure Risks for Upland PSA
Upland Software, Inc. News
Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports
Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.
Upland Software and Carahsoft Partner to Expand Public Sector Impact
Upland Software has partnered with Carahsoft Technology Corp. to expand its reach in the public sector. Carahsoft will act as Upland's Master Government Aggregator, distributing Upland's knowledge management and contact center solutions through various government procurement channels. This partnership aims to enhance service delivery and compliance for government agencies by leveraging Upland's AI-powered technologies.
Upland Software Reports Second Quarter 2026 Financial Results
Upland Software announced its financial results for Q2 2026, reporting a total revenue of $49.1 million, an 8% decrease from the previous year due to divestitures. The company recorded a GAAP net loss of $35.3 million, primarily due to a non-cash goodwill impairment. Upland also issued guidance for Q3 and the full year of 2026, anticipating further revenue declines.
Upland Software Named in the 2026 Gartner Magic Quadrant for Customer ...
Upland Software has been recognized in the 2026 Gartner Magic Quadrant for Customer Service Knowledge Management Systems. This recognition highlights Upland's expertise in AI-powered knowledge management, particularly through its RightAnswers platform, which aids large organizations in delivering accurate information efficiently.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
What solutions does Upland PSA provide for Social Media Analytics?