Upland PSA Reviews & Product Details

Upland Customer Support is outstanding. They are very detailed and thorough when sending instructions on either how to do something in the tool or how to fix an issue. Their response time is very good as well. I am also pleased with the Online Help tool and Upland Community. If I have a simple question, I always look there first to see if someone else has had a similar issue and can usually find an answer. If that doesn't work, a quick email to Customer Support and I have an answer. Their development team is always upgrading and updating the system to increase ease of use and easy to navigate. Review collected by and hosted on G2.com.

The only negative I can think of right now is the invoice template. I would like to make a few minor changes but it isn't a big enough hurdle that I can't work around it on invoicing days. Review collected by and hosted on G2.com.

The heat map in the Resource scheduling module is very flexible and makes it easy to see at a glance who has availability and who doesn't. The custom reporting tool and the ability to export reports to Excel is also very nice. The Project Planner, while sometimes a bit tricky to use, it has all of the features you would expect to find in a robust project management tool like MS Project for building work breakdown structures. The ability to add user defined fields to our screens, flexible security roles, and the ability to create custom workflows has been very beneficial. Finally, the support has been excellent; they are very responsive and very helpful. Review collected by and hosted on G2.com.

Because the system has a lot of features and covers a lot of functionality, it can be somewhat complex with a fairly steep learning curve. Review collected by and hosted on G2.com.

Upland PSA is highly configurable with a price point that made it easy for our organization to move from manual processes to comprehensive project management platform. Their customer support is excellent which is hard to find these days and it's been refreshing to work with an organization that isn't always trying to find ways to invoice us more. Review collected by and hosted on G2.com.

One of the main challenges we've had is the system is developed to work for organizations who charge time and materials to clients. We charge fixed rate fees to clients which has prevented us from using the platform to its fullest. Their Analytics module for reporting can be difficult to use and I find their documentation is lacking. They do provide one on one training but it is quite costly so we've developed our comprehensive reporting outside the platform. Review collected by and hosted on G2.com.

The tool is good for small businesses, in our case on the service side. We are using mainly the time reporting and the invoicing function. We are still learning its additional capabilities and features, and it seems there are more that can be useful. This is our main tool for several years now. The customer support is excellent and very responsive, replied back with a solution promptly. Review collected by and hosted on G2.com.

I feel the report tool is not always straightforward when creating various reports. Review collected by and hosted on G2.com.

Customer Support is very responsive! I submit tickets frequently and I also get a quick response back.

Also, we use Upland PSA for professional services invoices. There is a diversity of invoicing structures in our portfolio of contracts and Upland PSA has been able to accommodate them all. Review collected by and hosted on G2.com.

Analytics is not the greatest. It can sometimes be challenging to find the correct data source that has all the data points you want to capture in a report. And also, sometimes, the data the analytics reports show can be wonky; and it requires creating custom fields to show the data correctly. Review collected by and hosted on G2.com.

We've been able to customize our timesheets for detailed attributes and regional variations. The tech support is responsive and great to work with to identify and resolve any problems we have, which isn't often. They're also great for helping to walk us through new processes we aren't familiar with. Over a dozen enhancement requests have been implemented. Review collected by and hosted on G2.com.

Analytic reporting was poor for a while, though its been improved recently. Review collected by and hosted on G2.com.

One of the best features about Upland PSA is its user-friendly interface and option to add various levels of access/authorization/hierarchy. Review collected by and hosted on G2.com.

Invoicing module could be improved, to enable changes at creation level itself. However, such issue has been resolved to a certain extent through recent update. Review collected by and hosted on G2.com.

Upland PSA is setup in a way that works well for companies in the AE&C service categories, allowing for many ways to manage Clients, POs, Billing Classifications, Projects, Timekeeping, and Expenses, with the end result of an easier way to populate Invoices. The have unlimited customer support via email, and options to customize the system to your model. Review collected by and hosted on G2.com.

Certain areas of the interface of Upland could use updating, but I'd rather the system work than it look pretty. Review collected by and hosted on G2.com.

Flexibility and ease of use. The platform is easy to navigate and easy to customize based on business needs. Review collected by and hosted on G2.com.

The inconsistent functionality of the platform. Certain features do not work as expected or are prone to errors and glitches. Upland PSA is sometimes pretty slow and laggy when loading reports. The popup information windows of reports when going to choose a report, sometimes get in the way and you cant get rid of them. Review collected by and hosted on G2.com.

Flexibility and ease of use. Customer Service is excellent. Review collected by and hosted on G2.com.

Very mouse driven. Many of the data points would be faster and easier if you were able to simply enter the data as opposed to clicking through menus. Review collected by and hosted on G2.com.