Upland PSA Review - why 4.2 stars?

Upland PSA Review
ITQlick Score: 82/100
ITQlick Rating: (4.2/5)
Pricing: 8/10 - high cost
Category: Professional Services Automation -> Upland
Ranking:Ranked 16 out of 108 Professional Services Automation systems
Company: Upland Software
Pricing: starts at $20 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: Upland PSA pricing, Upland PSA alternatives

Shlomi LaviShlomi Lavi / updated: Jan 12, 2022

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What is Upland and its features?

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.

What is Upland PSA rating?

The rating of Upland PSA is 4.2 stars out of 5 and the total score is 82 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Who uses Upland PSA?

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

Is it easy to use?

Yes, Upland PSA makes it fairly easy to use. This product is user friendly and intuitive.

Is Upland PSA cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Upland PSA on your mobile/smart phone.

Is Upland PSA the best Professional Services Automation system?

Upland PSA is ranked 16 out of 108 software in their category (Professional Services Automation systems).

What are Upland PSA's pros? (3 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

What are Upland PSA's cons? (3 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

Who are their main alternatives?

Popular alternatives to Upland PSA: Elite 3E, TSheets Time Tracking & Scheduling, ArchiOffice, Q-Flow Appointment Management, NetSuite Services Resource Planning (SRP), Factumsoft, Unanet Professional Services Automation, AXIO for Professional Services, Hydra PSA, Metis Software. The full list of competitors can be found here.

What is the cost of Upland PSA?

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.

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 8 out of 10 (10 is most expensive). You can fine here the REAL total cost breakdown for Upland PSA.

What should you ask Upland Software during a demo session? (65 questions)

Schedule a demo with Upland PSA and access 65 must ask questions for the vendor while watching Upland PSA in action.

Where Upland PSA is used?

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.

List of categories

Billing & Invoicing
Budgeting & CPM
Document Management
Configure Price Quote
Project Management
Professional Services Automation
Project Portfolio Management
Project Resource Management
Time Tracking
Project Collaboration

List of features

Collaboration
Project Management
Resource Management
Project Management
Project Collaboration
Project Budgeting
Project Portfolio Management
Time and Expense Tracking
Billing & Invoicing
Document Management

Upland PSA Vs. Alternatives

ITQlick rating
Score
Pricing
License pricing
Functionality
Review
Compare
Upland
ITQlick rating
4.2/5
Score
82/100
Pricing
8/10
License pricing
$20 per user/month
Functionality
20
Review
Compare
Elite 3E
ITQlick rating
4.7/5
Score
92/100
Pricing
4.8/10
License pricing
Pricing not available
Functionality
4
TSheets
ITQlick rating
4.7/5
Score
91/100
Pricing
2.2/10
License pricing
$10 per month
Functionality
5
ArchiOffice
ITQlick rating
4.3/5
Score
90/100
Pricing
3.2/10
License pricing
$7.95 per month
Functionality
18
Q-Flow A...
ITQlick rating
3.6/5
Score
87/100
Pricing
5.6/10
License pricing
Pricing not available
Functionality
5
Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.