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Upland PSA

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Company health

Employee growth
19% increase in the last year
Web traffic
17% decrease in the last quarter
Financing
June 2022 - $836M

Ratings

G2
4.0/5
(121)
Glassdoor
3.4/5
(385)

Upland PSA description

Upland PSA is designed for service businesses wanting to manage projects, resources and finances in one system. It streamlines time tracking, expense reporting, billing, and resource allocation. Upland PSA helps businesses gain visibility into project profitability, optimize resource utilization, and automate workflows. It's suitable for mid-sized companies wanting better control over projects and increased operational efficiency. Upland PSA is highly regarded for its comprehensive features and user-friendly design.

Who is Upland PSA best for

Upland PSA is a project, resource, and financial management solution designed for mid-sized service businesses. Users praise its comprehensive features and customer support. However, some find the interface outdated and report performance issues. It's ideal for businesses wanting streamlined project control and improved operational efficiency.

  • Best fit for mid-sized companies seeking better control over projects and increased operational efficiency.

  • Ideal for professional services, software, IT, and marketing/advertising businesses.

Upland PSA features

Type the name of the feature or, in your own words, tell us what you need
Supported

Upland PSA automates workflows and integrates with other systems.

Supported

Upland PSA supports budget, expense, and profitability reports, but customization might be limited.

Supported

Upland PSA offers project tracking, financial management, and insights into potential risks.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+1

Reliability and Performance

Rather positive
+0.5

Upland PSA reviews

We've summarised 121 Upland PSA reviews (Upland PSA G2 reviews) and summarised the main points below.

Pros of Upland PSA
  • Excellent and responsive customer support is frequently praised.
  • Highly configurable to meet specific business needs.
  • Resource scheduling and the heat map feature are highly valued.
  • Comprehensive reporting tools and the ability to export to Excel are appreciated.
  • Robust project management features comparable to MS Project are a plus.
Cons of Upland PSA
  • Slow performance and laggy reports are a common complaint.
  • The user interface is outdated and not intuitive.
  • The complexity of the system and steep learning curve are off-putting.
  • Customization limitations and the high cost of bespoke changes are problematic.
  • Data import capabilities are limited and cumbersome to work with

Upland PSA pricing

The commentary is based on 6 reviews from Upland PSA G2 reviews.

Upland PSA does not provide pricing information on their website. It appears that they offer custom pricing based on specific needs.

See the Upland PSA pricing page.

Upland PSA alternatives

  • Logo of CogniSaaS
    CogniSaaS
    Better for onboarding and managing projects, especially for enterprise SaaS companies. More focused on customer success with features like client portals and real-time updates. Note that it has slower performance and more negative pricing sentiment.
    Read more
  • Logo of Ruddr
    Ruddr
    Better for smaller companies. A Ruddr Upland PSA alternative with faster growth and higher ratings on G2. More cost-effective and easier to use, but lacks robust reporting and customization features.
    Read more
  • Logo of Rocketlane
    Rocketlane
    Better for client collaboration with features like client portals and real-time updates. It has stronger momentum currently. More suitable for industries like finance, e-commerce, retail, and hospitality.
    Read more
  • Logo of Smartsheet
    Smartsheet
    Better suited for a wider range of industries. Smartsheet has a spreadsheet-like interface, which may be easier for some users. It also offers more robust automation and broader integrations. However, Smartsheet users often mention limited row capacity and latency issues. It is growing slower and has lower ratings on Glassdoor.
    Read more
  • Logo of ClickUp
    ClickUp
    Better suited for diverse industries and various team sizes. A popular Upland PSA alternative known for its customization and user-friendly interface, despite occasional glitches. ClickUp has higher ratings and is growing faster.
    Read more
  • Logo of Bordio
    Bordio
    Better for smaller teams and a wider range of industries including retail, consumer goods, manufacturing, education, real estate & construction, hospitality & tourism, transportation & logistics, media & entertainment, and automotive. It has a cleaner, more intuitive interface and offers a better mobile experience. Bordio is a strong Upland PSA competitor and alternative for teams prioritizing ease of use and seamless communication.
    Read more

Upland PSA FAQ

  • What is Upland PSA and what does Upland PSA do?

    Upland PSA is a project and resource management software designed for professional service businesses. It streamlines project tracking, resource allocation, time tracking, expense reporting, and billing, helping businesses gain better control over projects, optimize resource utilization, and improve operational efficiency. It's known for comprehensive features but some users find the interface outdated.

  • How does Upland PSA integrate with other tools?

    Upland PSA integrates with other systems to automate workflows. It connects with various business applications, streamlining operations and data flow between different platforms. This enhances efficiency and reduces manual data entry.

  • What the main competitors of Upland PSA?

    Top Upland PSA competitors include Smartsheet, ClickUp, and Rocketlane. These alternatives offer similar project management, resource allocation, and financial reporting features. Ruddr and CogniSaaS are also comparable options, catering to similar business needs.

  • Is Upland PSA legit?

    Upland PSA is a legitimate software solution. User reviews highlight its robust project management and reporting features, along with excellent customer support. However, some users mention a steep learning curve and an outdated interface.

  • How much does Upland PSA cost?

    I couldn't find pricing details for Upland PSA. Contact Upland directly for product pricing or a customized quote based on your business needs. Consider exploring alternative PSA solutions with transparent pricing if budget is a concern.

  • Is Upland PSA customer service good?

    Upland PSA receives positive feedback for its excellent customer support. Users consistently praise the responsiveness and helpfulness of the support team. While the software itself can be complex, users appreciate the support they receive in navigating its features and resolving issues.

Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.