Upland PSA Overview

Upland PSA (Professional Services Automation) is a comprehensive project management software designed specifically for service-oriented businesses, such as consulting, IT services, and marketing agencies. The platform helps companies manage their projects from start to finish, providing tools for resource planning, time tracking, budgeting, and invoicing. Upland PSA enables businesses to optimize project delivery by ensuring that resources are allocated efficiently and tasks are completed on schedule. The software’s reporting and analytics features offer real-time insights into project performance, allowing project managers to identify potential risks, track budgets, and measure profitability. Upland PSA also includes features for managing client relationships, ensuring that projects meet client expectations and contractual obligations. With its integration capabilities, Upland PSA can sync with other business systems such as CRM, ERP, and financial software, providing a seamless flow of data across the organization. This helps service businesses streamline operations and deliver successful projects on time and within budget.

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Contact Details

  • Vendor Name Upland Software
  • Founded 2004
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, French


Industries

Information Services, Information Technology & Services, Internet

Upland PSA Features

  • Arrow Icon Portfolio Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Activity Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Proposal Generation
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Real Time Reporting
  • Arrow Icon Project Management
  • Arrow Icon Document Management
  • Arrow Icon Forecasting
  • Arrow Icon Approval Process Control
  • Arrow Icon Performance Metrics
  • Arrow Icon Resource Management
  • Arrow Icon Project Planning
  • Arrow Icon Billable Items Tracking
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Scheduling
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Project Time Tracking
  • Arrow Icon Project Tracking
  • Arrow Icon Client Portal
  • Arrow Icon Timesheet Management
  • Arrow Icon Progress Tracking
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Milestone Tracking
  • Arrow Icon Testing/QA Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Projections
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Project Planning
  • Arrow Icon Project Scheduling
  • Arrow Icon Issue Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Client Portal
  • Arrow Icon Kanban Board
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Prioritization
  • Arrow Icon Risk Management
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Task Management
  • Arrow Icon Status Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Budget Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Agile Methodologies
  • Arrow Icon Activity Dashboard
  • Arrow Icon Idea Management
  • Arrow Icon Project Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Real Time Updates
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Dashboard
  • Arrow Icon Resource Allocation
  • Arrow Icon Progress Tracking
  • Arrow Icon Real Time Updates
  • Arrow Icon Resource Scheduling
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Project Planning
  • Arrow Icon Timesheet Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Skills Tracking
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Multiple Projects
  • Arrow Icon Document Management
  • Arrow Icon Forecasting
  • Arrow Icon Utilization Reporting
  • Arrow Icon Calendar Management
  • Arrow Icon Assignment Management
  • Arrow Icon Resource Request
  • Arrow Icon Project Management
  • Arrow Icon Task Management
  • Arrow Icon Prioritization
  • Arrow Icon Capacity Management
  • Arrow Icon Projections
  • Arrow Icon Real Time Data
  • Arrow Icon Commenting/Notes

Upland PSA Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$20 Per Feature

Upland PSA FAQs

Upland PSA (Professional Services Automation) is a comprehensive project management software designed specifically for service-oriented businesses, such as consulting, IT services, and marketing agencies. The platform helps companies manage their projects from start to finish, providing tools for resource planning, time tracking, budgeting, and invoicing. Upland PSA enables businesses to optimize project delivery by ensuring that resources are allocated efficiently and tasks are completed on schedule. The software’s reporting and analytics features offer real-time insights into project performance, allowing project managers to identify potential risks, track budgets, and measure profitability. Upland PSA also includes features for managing client relationships, ensuring that projects meet client expectations and contractual obligations. With its integration capabilities, Upland PSA can sync with other business systems such as CRM, ERP, and financial software, providing a seamless flow of data across the organization. This helps service businesses streamline operations and deliver successful projects on time and within budget.

  • No, Upland PSA does not offer a free version.

  • Yes, Upland PSA offers a free trial.

  • No, Credit Card details are not required for the Upland PSA trial.

  • Upland PSA offers the following pricing plans & packages:

    Basic

    $20 Per Feature

  • Upland PSA supports the following payment frequencies:

    • Monthly Subscription

  • No, Upland PSA does not offer an API.

  • Upland PSA offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Upland PSA offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Upland PSA supports the following languages:
    • English , French

  • Following are the typical users of the Upland PSA:
    • Self-Employed , Small-Business , Midsize-Business

  • Upland PSA supports the following deployment:
    • Cloud Hosted

  • Upland PSA supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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