Upland PSA Description
For optimal workload and profitability, you should adopt efficient capacity planning strategies and utilization strategies. With PSA-native insights, analytics, and data, you can make informed decisions to optimize your services operations and improve the financial health of your company. You can shine a spotlight on your customer with traditional professional service automation. This includes proposal automation, knowledge management, customer sentiment, and proposal automation. Upland PSA changes the way service organizations deliver projects, from the first contact with customers to ongoing customer success. Our PSA software provides robust timesheet and expense capture, project billing, customer billing, project financials, customer billing, and project financials. It also gives you proposal automation, knowledge management and customer surveys. This allows you to focus on the customer and deliver better customer outcomes from day one.
Upland PSA Alternatives
Ganttic
Ganttic is a flexible drag-and-drop scheduler for resource planning. Its resource-centric Gantt charts provide a holistic view of your equipment, personnel, facilities, and vehicles, providing a clear understanding of who or what is engaged and when.
Beyond its scheduling capabilities, Ganttic enables a deeper level of resource management and project portfolio oversight. Harness the power to optimize resource utilization, generate detailed reports, and establish project or resource-breakdown structures that streamline the planning process.
Unlimited Custom Views help segment large resource pools, giving different managers the power to organize their teams and departments according to their own needs. Create unique data fields to incorporate data that matters, and ensuring the right resource is booked for the job. Easily share Views to facilitate collaboration among teams and stakeholders, while notifications, calendar syncs, and a mobile app keep the right individuals informed of any changes. With unlimited user access in all subscriptions, everyone stays up to date.
Take advantage of a free 14 day trial with complimentary training and onboarding from our dedicated support team.
Learn more
Kantata
The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably.
The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees.
Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.
Learn more
monday.com
monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
Learn more
Wrike
Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens.
Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance.
As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key.
Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.
Learn more
Pricing
Pricing Starts At:
$20 per user per month
Free Trial:
Yes
Integrations
Company Details
Company:
Upland Software
Year Founded:
2012
Headquarters:
United States
Website:
uplandsoftware.com
Media
Recommended Products
The Fastest Analytics Database for Observability, ML, and GenAI | ClickHouse
ClickHouse powers businesses with the fastest open-source OLAP database, built for rapid analytics, observability, and business intelligence. Deploy on AWS, GCP, or your own VPC with BYOC, and query billions of rows in seconds – all cost-efficiently. Trusted by Sony, Lyft, and Cisco, it delivers unmatched speed, seamless stack integration, and enterprise-grade performance. Turn massive datasets into decisions with ClickHouse.
Product Details
Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online
Upland PSA Features and Options
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
Resource Management Software
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Project Management Software
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Upland PSA User Reviews
Write a Review- Previous
- Next