Upland PSA

Project Management Software

We help companies drive digital transformation in four key areas.

Last updated: December 2024

Pricing

Contact us for pricing

Who Uses This Software?

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

About the vendor
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Customers
  • Large Enterprises (>10,000)
  • Small/Medium Businesses
Industries
  • Computer Software
  • Education Management
  • Marketing and Advertising
  • Other
  • Program Development
Deployment
  • Desktop Application
  • Mobile Application
  • Self-Hosted Cloud-based
Platforms
  • Mac
  • Windows
Browsers
  • Apple Safari
  • Google Chrome
Training
  • Documentation
  • In Person
  • Live Online
  • Webinars
Support
  • 24/7
  • Business Hours
  • Live Online
  • Online Community
Languages Supported
-
LinkedIn Page
-
X
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What is Upland PSA?

Upland’s cloud-based tools for digital transformation enable every team in your organization to do their best work.

Whether it’s team collaboration, managing projects and costs, automating workflows, or engaging prospects and customers, our Upland cloud products address specific work needs and deliver powerful results. And because our products are cloud-based and architected for performance, scalability, and security, we keep your people connected and current—anytime, anywhere, and from any device.

Upland’s Customer Experience Management (CXM) Cloud empowers organizations to deliver experiences people want and value. Our Upland CXM Cloud enables customers to capture actionable insights through outcome-driven conversations that are dynamic, personalized, and engaging. Our multichannel, real-time solutions span the entire customer journey and include email, SMS, MMS, RCS, wallet, push, and in-app.

Overview of Upland PSA benefits

Tools for Digital Transformation:
Upland enables thousands of organizations to engage with customers across digital channels, optimize sales team performance, manage projects and IT costs, and automate critical document workflows.

  Customer Success Commitment:
At Upland, customer success means you achieve the value you expect from our software and are delighted by the experience.

  The Scale & Resources to Deliver:
Upland is a financially strong, growing, publicly-traded company with the scale and resources needed to invest in your success.

Mobile Engagement:

Take the guesswork out of your mobile engagement strategy and deliver tailored messages to engage with your audience. With Upland Mobile Engagement, organizations have the flexibility to deliver personalized mobile messages in the moments that matter most. Whether you engage via text, mobile apps, or mobile wallets, or embrace multiple communications, our solutions are designed to grow with you.

Features

Learn more about Upland PSA features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.

Budgeting Tracking

Capacity Tracking
Cost Tracking
Portfolio Budgeting
Project Budgeting
Risk Analysis
ROI and Forecasting
Time Tracking
Workload Capacity

Communication

Discussions
Document Collaboration
Employee Online Status
File Sharing
Instant Messaging
Project Conversations
Tagging

Notifications

Email Notifications
In-App Notifications
Live Notifications
Status Updates

Platform

Custom Fields
Customizable Forms
Customizable Templates
Multi-Language Support
Sections & Columns
Start Dates/Due Dates

Portfolios

Portfolio Coordination
What-If Scenarios
Workflows

Project Planning

Advanced Project Management Features
Collaborative Project Planning
Gantt Charts / Project Mapping
Kanban Board
Milestones
Progress Monitoring
Resource Management
Scheduling

Reporting

Detailed Graphs
Expense Reports
Portfolio Reports
Real-Time Analytics
Real-Time Reporting
Resource Workload Reports
Timesheet Reports

Tasks Management

Idea Management
Subtasks
Task Creation & Assignment
Task Prioritization
To-Do Lists

Team Management

Agile Teams
Comment-Only projects
Comments
Dependencies
Guest Access
Permissions
Teams & Followers

Views

Activity Feed
Calendar View
Files View
My Inbox
My Tasks
Timeline View
Pricing

Learn more about Upland PSA's pricing options, cost, and plans so you can make a well-informed, business-wise decision on the best software to use for organization.

Pricing Model
  • Free Trial
  • Subscription
License
  • Paid
Starting Price
  • $20
Free Trial
  • Yes

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