Upland PSA Features

Customer Management (4)

Customer Profiles: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.
Sales: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance
Client Portal: Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Project Planning: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project
Project Tracking: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
Resource Definition: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Revenue Recognition: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments: As reported in 10 Upland PSA reviews. Accepts multiple types of payments from clients and match with invoices.
Project Accounting: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project.
Budget Tracking: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.

Portfolio Definition: Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance: Monitor the performance of different types of portfolios and programs.
Risk: As reported in 10 Upland PSA reviews. Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix: Create the optimal mix of portfolios to achieve operational and financial goals.

Forecasting: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting: Based on 11 Upland PSA reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
KPIs: Include business and financial KPIs that are specific to project and portfolio management .

Standard Integrations: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow: Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management: Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

APIs: Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization: Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability: Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile: Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access: Ability to create and access tasks, transactions and reports while not connected to internet.