Upland PSA Features

Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.

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.

Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

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

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

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.

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.

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.

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.

As reported in 10 Upland PSA reviews. Accepts multiple types of payments from clients and match with invoices.

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.

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.

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Based on 10 Upland PSA reviews. Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

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.

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.

Include business and financial KPIs that are specific to project and portfolio management .

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

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.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting