Upland PSA Review - why 4.2 stars?

Shlomi Lavi / updated: Jan 12, 2022

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What is Upland PSA?

Upland PSA is a professional services automation software that helps businesses improve project outcomes by automating project processes and providing strategies that aid team management, scheduling, and forecasting. The software provides improved visibility into project costs and drives sales performance by enhancing product promotions. Its users can also manage telecommunication and inventory accuracy and manage contact center operations.

The software features can monitor project profitability, increase sales, improve services to customers, and employee performance. The software has features like mobile messaging, InterFAX, InGenius, and localytics. Upland PSA was founded by Upland Software, a software company founded in 2010, currently based in Austin, Texas, United States, with an employee size of about 1001-5001 persons.

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Who is it best for?

The typical customers include the following business size: Small, medium and large size businesses.

What is the actual cost?

Upland PSA pricing consists of the InterFAX plan. The InterFAX plan has two pricing options; Monthly Subscription package and Prepaid Packages.

The Monthly Subscription package has four pricing plans; the Fax +200 plan, the Fax +500 plan, the Fax +1000 plan, and the Fax +Custom plan. The Fax +200 plan costs $9.95/month and features 100 inbound nans outbound pages, local fax number, and additional page costs $0.09. The Fax +500 plan costs $22.95/month and features 250 inbound and outbound pages, a local fax number, and an additional page costs $0.09.

The Fax +1000 plan costs $42.95/month and features 500 inbound and outbound pages, local fax number, and additional page costs $0.08. The Fax + Custom plan has customized pricing and features data sovereignty, multiple lines, and toll-free options.

The Prepaid Packages has four pricing plans; the Basic plan, the Level 1 plan, the Level 2 plan, and the Level plan 3 plan. The Basic plan costs $10 for 91 pages at $0.11/page; the Level 1 plan costs $50 for 509 pages at $0.10/page and the Level 2 plan costs $100 for over 1100 pages at $0.088/page. Lastly, the Level 3 plan costs $250 for over 3100 pages at $0.079 per page.

ITQlick pricing score is 8 out of 10 (10 is most expensive). Access ITQlick pricing guide for Upland PSA.

Pros

• Upland PSA allows the tracking of PTO requests
• It sends promotional texts to customers for retailers
• It is generally easy to use and has a good customer service team

Cons

• Some users once experienced lagging within the software
• Employees can no access some payroll functions yet
• A few users reported the difficulty experienced in accessing the information on assignments and time off

How it stacks up?

Access a head to head analysis of Upland PSA vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Upland PSA right for you or your business?

Upland PSA is fit for small, medium, and large businesses. It suits project managers, front desk staff, receptionists, and customer service agents in industries like HR and legal, marketing, educational institutions, and Information Technology. Some Upland PSA software users are; Texas A&M University School of Law, Fortnum, and Mason, Stand Down, and Incisive Media.