What is Upland PSA?
Implementing effective capacity planning and utilization strategies is crucial for optimizing workload efficiency and increasing profitability. By harnessing insights derived from data, you can significantly improve your service operations and strengthen your organization's financial health with the aid of PSA-integrated analytics. Emphasizing the customer experience is vital, and this can be achieved by combining professional service automation with proposal automation, knowledge management, and analysis of customer sentiments. Upland PSA transforms the project delivery landscape for service-oriented businesses, guaranteeing a smooth transition from the initial engagement with clients to long-term success. Our all-encompassing software suite encompasses essential features for meticulous timesheet and expense management, project oversight, customer invoicing, and financial control. Additionally, it offers tools for proposal automation, knowledge management, and gathering customer feedback. With this integrated strategy, you can prioritize customer satisfaction and foster favorable results from the very beginning, laying down a solid groundwork for enduring partnerships. Ultimately, this approach not only enhances operational efficiency but also reinforces your commitment to delivering exceptional value to your clients.
Pricing
Price Starts At:
$20 per user per month
Free Trial Offered?:
Yes
Integrations
Similar Software to Upland PSA
Planview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
Learn more
Runn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities.
Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans.
Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed.
Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently.
Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.
Learn more
Resource Guru simplifies the online scheduling of personnel, equipment, and various resources. It aims to modernize and streamline the process by eliminating the need for inefficient and outdated spreadsheet systems. This tool allows managers to efficiently organize their tasks and responsibilities in a timely manner. With features like reporting, resource planning, scheduling, and management, it provides a comprehensive solution for effective resource allocation. Additionally, Resource Guru is priced competitively, starting at just $4.16 per month, making it an accessible option for many organizations. Overall, it serves as a valuable asset for those looking to enhance their scheduling processes.
Learn more
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
Learn more
Screenshots and Video
Company Facts
Company Name:
Upland Software
Date Founded:
2012
Company Location:
United States
Company Website:
uplandsoftware.com
Product Details
Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Webinars
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Upland PSA Categories and Features
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
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