G2

Madonna C.

Small-Business (50 or fewer emp.)

3/2/2020

"Upland PSA Review"

4.5/5

What do you like best about Upland PSA?

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.

What do you dislike about Upland PSA?

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.

What problems is Upland PSA solving and how is that benefiting you?

Time and expense processes are much improved from what we were using before. Invoicing itself is so much easier - rather than having to create invoices in our accounting software, Upland PSA pulls everything in automatically and invoicing is done in record time. It is also more accurate and compiling invoice packets with expense reports and time reports is quick and efficient.

Our Operations team is also able to monitor resource hours and projects more efficiently. Review collected by and hosted on G2.com.