Upland PSA

Upland PSA

by Upland Software

Who Uses Upland PSA?

Upland PSA is ideal for services organizations that want to automate their business operations, increase team collaboration, and build positive customer outcomes.

What Is Upland PSA?

Upland PSA helps build a predictable and profitable services business. You get an easy-to-use platform that helps automate business operations, increase team productivity, and improve customer experiences.
- Share proposal details with the delivery team
- Find and allocate the best person for the project
- Keep track of time on tasks & projects
- Collaborate and share knowledge among the delivery team
- Survey customers to improve project outcomes
- Visualize services profitability

Upland PSA Details

Upland Software

https://uplandsoftware.com

Founded 2012

Upland PSA Pricing Overview

Upland PSA does not have a free version but does offer a free trial. Upland PSA paid version starts at US$20.00/month.

Starting Price

US$20.00/month

Free Version

No

Free Trial

Yes

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Upland PSA Features

Professional Services Automation Software
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Upland PSA Reviews

Showing 5 of 14 reviews

Overall
4.1/5
Ease of Use
3.9/5
Customer Service
3.8/5
Features
4.1/5
Value for Money
3.9/5
Mounir H.
Chief Customer Officer and SVP of Project and IT Management Solutions
Computer Software, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 27/10/2016
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 27/10/2016
Verified Reviewer
Proposal Writer
1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 05/03/2018

"Our organization uses the software for project billing, employee time management and tracking."

Comments: The ease of use when entering hours for projects and employee time, makes it easy for all users regardless of skill level. The benefits of having knowledgeable personnel is a valuable asset to any organization.

Pros: Very easy to use with full support if we run into any problems. The training provided to all users is 24/7 and very easy to understand. The admin is always available that is assigned to each account, giving undivided support and considered a valuable member of our team. The admin assigned to my team is available for all out weekly team calls providing answers to questions and quick follow up when needed. Very engaging staff.

Cons: In terns of adding additional applications project management setup, it seems to be limited in terms of accessing. The available applications my not be accessible to everyone depending on the role in the organization. For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances. This task is simply forwarded to Payroll so the functions seem to be duplicated on the internal payroll system in addition to entering in Tenrox.

  • Reviewer Source 
  • Reviewed on 05/03/2018
Verified Reviewer
Production Traffic Coordinator
Internet, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    2/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 14/11/2018

"Would NOT recommend Tenrox"

Comments: I would not recommend tenrox as a project management tool for companies. There are so many more modern companies that can accomplish the things that your company needs to get done and give you better customer service.

Pros: I enjoy the combination of managing projects, being able to complete timesheets and also have PTO requests tracked in the system. It does make it easy to have it all in one place

Cons: Tenrox has a lot of things to work on. It's slow (for my company), they are reluctant to make upgrades based on your needs and based on what package you get, you typically get low customer service. The system is very manual and in 2018, we need to have a more automated tool to get things done.

  • Reviewer Source 
  • Reviewed on 14/11/2018
Christopher S.
Developer
Information Technology & Services, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    2/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 16/10/2018

"An OK system for time entry - kludgy for management"

Comments: Time entry and time management for assignment of personnel to jobs

Pros: The time entry and management is meant for consultants, with jobs available by name rather than project number

Cons: It is difficult to extract information about time off and assignment for users. The reports are not user readable out of the box and have to be exported to Excel for further data manipulation which is a pain and should not be necessary.

  • Reviewer Source 
  • Reviewed on 16/10/2018
Jonathan S.
Business Decision Support Manager
10,001+ Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 21/12/2016

"Bumpy Start but We've Found Our Groove and Great Partner"

Comments: We encountered some obstacles shortly after go-live that were unexpected, but the Tenrox team from support, services and development have really partnered with us to get everything working to meet our needs. Looking forward to further leveraging the tool through future software development.

Pros: Focused on and geared to help run professional services businesses

Cons: TPP is old, outdated, and not geared to meet the ever-changing business needs of today. Online Planner should resolve this.

  • Reviewer Source 
  • Reviewed on 21/12/2016