Upland PSA Overview

Upland-PSA software helps manage projects efficiently. It enhances professional services, ensuring client expectations are consistently exceeded.

Use Cases

Customers recommend Social Media Analytics, Billing And Invoice Management, Forecasting, as the business use cases that they have been most satisfied with while using Upland PSA.

Other use cases:

  • Workflow Management
  • Collaboration
  • Engagement Management
  • Helpdesk Management
  • Contract Management
  • Knowledge Management
  • Customer Feedback Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland PSA.

Other priorities:

  • Improve Consistency
  • Scale Best Practices
See all business priorities See less business priorities

Upland PSA Use-Cases and Business Priorities: Customer Satisfaction Data

Upland PSA's features include Dashboard, Recording, Templates, etc. and Upland PSA support capabilities include Email Support, Chat Support, Phone Support, etc. also Upland PSA analytics capabilities include Analytics, and Custom Reports.

Reviews

"Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business." - Allie Bohr

Upland PSA, Lokalise, Miro, Troop Messenger, Fyle, etc., all belong to a category of solutions that help Collaboration and Productivity. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland PSA

Top Industries

  • Management Consulting
  • Information Technology and Services
  • Computer Software

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Upland PSA is popular in Management Consulting, Information Technology And Services, and Computer Software and is widely used by Mid Market, Enterprise, and Small Business.

Upland PSA Customer wins, Customer success stories, Case studies

How does Upland PSA facilitate Social Media Analytics?

How can Upland PSA enhance your Billing And Invoice Management process?

How efficiently Does Upland PSA manage your Forecasting?

How efficiently Does Upland PSA manage your Workflow Management?

What solutions does Upland PSA provide for Collaboration?

11 buyers and buying teams have used Cuspera to assess how well Upland PSA solved their Collaboration and Productivity needs. Cuspera uses 808 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Collaboration and Productivity needs.

CUSTOMERS TESTIMONIALS
Upland PSA testimonial

Allie Bohr

Client and Data Administrator

Vantage Partners
Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr
Upland PSA testimonial

Craig Thompson

VP Marketing & Customer Success UK

Grass Valley
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson
Upland PSA testimonial

Vivian Wexler

Director of Talent Management

Vantage Partners
Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler
CUSTOMERS TESTIMONIALS
Upland PSA testimonial

Allie Bohr

Client and Data Administrator

Vantage Partners
Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr
Upland PSA testimonial

Craig Thompson

VP Marketing & Customer Success UK

Grass Valley
We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson
Upland PSA testimonial

Vivian Wexler

Director of Talent Management

Vantage Partners
Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler

H&M Bay - Transportation/Trucking/Railroad

InterFAX helped H&M Bay set up disaster recovery for cloud fax. H&M Bay needed a secure and reliable fax solution. InterFAX provided cloud-based faxing for business continuity. The company improved i...ts disaster recovery process. Fax communications stayed secure and available. H&M Bay now has a dependable fax system for critical operations.

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Post & Schell - Legal Services

Post & Schell, a law firm, digitized records to improve access to legal files. They reduced paper storage by 75% before moving to a smaller office. AccuRoute's integration with iManage made documents... text-searchable and accessible from anywhere. The firm implemented digital mailroom processes, allowing attorneys to access urgent files anytime.

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HomeServe - Consumer Services

HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business support. They aimed to enhance business processes and cus...tomer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.

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DRA Global - Mechanical Or Industrial Engineering

DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced decision-making. The company, with over 4,500 staff, faced chall...enges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.

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Immediate Media Co. - Media Production

Immediate Media Co. worked with Adestra to improve email engagement for BBC Good Food consumers. They used Upland Software's Adestra to create a personalized digital experience. This led to a 6.5% hi...gher click-through rate for personalized emails. Consumers were 133% more likely to click on personalized content sections. There was a 49% increase in sign-ins from those who clicked through the personalized email. Page views increased by 13%.

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Trane Technologies - Manufacturing

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Read on →

Frequently Asked Questions(FAQ)

for Upland PSA

What is Upland PSA?

Upland PSA is a Professional Services Automation platform. It redefines services automation with sales enablement and customer experience management. Upland PSA is a modular cloud project management, service delivery and billing solution that is designed to support globally dispersed customers and project workers who are operating in multiple remote locations, currencies, tax jurisdictions and time zones.

Upland PSA is a project and service delivery platform for companies with a distributed workforce. It automates project requests and approvals, resource scheduling and management, time and expense tracking, and project billing and invoicing. Upland PSA also includes configurable cost and billing rules with full support for time and material, fixed bid, recurring, and milestone-based projects.

Upland PSA, ensure that customer projects are delivered on time, under budget, and according to the customer’s needs and specifications. It helps sales and services teams with automated proposals. Upland PSA helps users to make informed data-driven decisions to streamline services operations and optimize the financial health of organization.

What is Upland PSA used for?

Upland PSA is a Collaboration and Productivity Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Social Media Analytics, Billing And Invoice Management and Forecasting .

What are the top features of Upland PSA?

Dashboard, Recording and Templates are some of the top features of Upland PSA.

Who uses Upland PSA?

Upland PSA is used by Management Consulting, Information Technology And Services and Computer Software among other industries.

What are Upland PSA alternatives?

Lokalise, Miro, Troop Messenger and Fyle are popular alternatives for Upland PSA.

Where is Upland PSA located?

Upland PSA is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.
lightning

Peers used Upland PSA for social media analytics and billing and invoice management

Upland PSA Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.89/5 ★

Read Reviews (1)
Analytics

4.19/5 ★

Read Reviews (40)
Custom Reports

3.87/5 ★

Read Reviews (170)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.89/5 ★

Read Reviews (1)
Analytics

4.19/5 ★

Read Reviews (40)
Custom Reports

3.87/5 ★

Read Reviews (170)

Software Failure Risk Guidance

?

for Upland PSA

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland PSA

Upland Software, Inc. News

Product

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

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Awards

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

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Product

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

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Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Facebook Linkedin Twitter

Financials

PRIVATE