Upland PSA
Upland PSA Reviews
& Product DetailsWhat is Upland PSA?
Upland PSA is a professional services automation software designed to help teams deliver excellent results and manage profit margins efficiently. With automation features, it streamlines day-to-day operations, assigns resources strategically, and monitors project financials with interactive dashboards.
The software fosters a customer-centric culture by involving service delivery teams in the bid process and ensuring seamless communication across teams. Upland PSA covers time and expense tracking, resource management, project financials, and project management, providing complete visibility into budgets and progress. The platform integrates with various systems, including CRMs, ERPs, payroll, and project productivity tools.
Upland PSA has been successful in helping organizations increase service revenue and achieve better customer outcomes. Users can complement their PSA solution by pairing it with other Upland products to enhance project and customer success. The software comes with expert support and training options, empowering teams to maximize their potential.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Upland Software
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Located In
United States
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Website
uplandsoftware.com
Starting from:
Custom
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
This tool doesn't have a publicly shown price. For more info, check on with their sales team.
- Client Portal
- Collaboration Tools
- Customizable Templates
- Project Planning/Scheduling
- Resource Management
- Task Management
- Time & Expense Tracking
- Cost-to-Completion Tracking
- Workflows
- To-Do Lists
- Task Prioritization
- Creation & Assignment
- Gantt/Timeline view
- Prioritization
- Milestone Tracking
- Due Dates
Additional Features
- Project Management
- Resource Scheduling
- Project Time Tracking
- Schedule Resources
- Real Time Analytics
- Project Productivity Tools
- Multi-currency Support
- Projections
- Multiple Projects
- Document Management
- HR Integrations
- Project Tracking
- Quotes/Estimates
- Project Workflow
- Billing & Invoicing
- API
- CRM Integrations
- Resource Allocation & Planning
- Project Financials
- Expense Tracking
- Portfolio Management
- Proposal Generation
- Percent-Complete Tracking
- Global Coverage
- Project Accounting
- Custom Alerts
- Automation
- Custom Integrations
- Timesheet Management
- Workflow Management
- Time Tracking
- Project Templates
- Reporting/Project Tracking
- ERP Integrations
- Financial Forecasts
- Budget Management
- Integrations
- Progress Tracking
- Payroll Integrations
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Salesforce CRM
CRM Software
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QuickBooks
Accounting Software
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Sage Intacct
Accounting Software
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