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Upland PSA

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Reviews

Upland PSA 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Upland PSA
Upland PSA
4.3
(20)

Pricing

Pricing available upon request

About Upland PSA

Upland PSA is the enterprise solution for organizations that need to deliver projects profitably, without surprises. If your business manages complex project portfolios across global teams, you know the challenges: disconnected tools, manual processes, and unpredictable margins. Upland PSA solves these problems by bringing everything together - projects, people, and financials - on one flexible, enterprise-grade platform.

With Upland PSA, you gain complete visibility and control over your operations. Our solution helps you optimize resources, match skills to demand, and forecast with confidence, so you can plan smarter and deliver faster. Backed by decades of expertise in professional services automation, Upland PSA gives you the tools to eliminate inefficiencies, protect margins, and scale globally.

Imagine assigning the right people to the right projects every time, reducing duplicate work, and keeping projects on schedule and on budget. Our platform makes it possible with configurable timesheets, flexible workflows, and real-time project data. You’ll manage proactively, not reactively - saving time and improving outcomes.

Financial control is built in. Track time, expenses, a...

nd costs accurately, capture all billable revenue, and optimize margins with powerful billing and reporting capabilities. Upland PSA helps you reduce revenue leakage, improve forecasting, and make confident, data-driven decisions that protect profitability. Trusted by enterprises worldwide, Upland PSA combines security, flexibility, and proven expertise to deliver results at scale. If you’re ready to simplify complexity, improve visibility, and drive predictable, profitable projects, Upland PSA is your answer.

Upland PSA Screenshots

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Upland PSA Pricing and Plans

Free Trial
Free Version

Custom

Pricing available upon request

No plan information available

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    Upland PSA Features

    • Popular features found in Project Management
      Billing & Invoicing
      Budget Management
      Document Management
      File Sharing
      Gantt/Timeline View
      Issue Management
      Kanban Board
      Milestone Tracking
      Multiple Projects
      Prioritization
      Resource Management
      Time & Expense Tracking
    • More features of Upland PSA
      Access Controls/Permissions
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Agile Methodologies
      AI Copilot
      Alerts/Notifications
      API
      Approval Process Control
      Assignment Management
      Availability Management
      Billable Items Tracking
      Calendar Management
      Capacity Management
      Client Portal
      Collaboration Tools
      Commenting/Notes
      Configurable Workflow
      CRM
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Document Storage
      Drag & Drop
      Email Management
      Expense Tracking
      Forecasting
      Generative AI
      Idea Management
      Key Performance Indicators
      Mobile App
      Monitoring
      Performance Metrics
      Portfolio Management
      Predictive Analytics
      Productivity Analysis
      Progress Tracking
      Project Accounting
      Projections
      Project Management
      Project Planning
      Project Planning/Scheduling
      Project Templates
      Project Time Tracking
      Project Tracking
      Project Workflow
      Proposal Generation
      Quotes/Estimates
      Real-Time Analytics
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Real-Time Updates
      Recurring Tasks
      Remote Support
      Reporting/Project Tracking
      Reporting & Statistics
      Resource Allocation & Planning
      Resource Request
      Resource Scheduling
      Risk Management
      Search/Filter
      Skills Tracking
      Tagging
      Task Management
      Task Scheduling
      Testing/QA Management
      Third-Party Integrations
      Timesheet Management
      Traditional Methodologies
      User Management
      Utilization Reporting
      Workflow Management

    Upland PSA Integrations

    Sage Intacct
    Sage Intacct
    Salesforce Sales Cloud
    Salesforce Sales Cloud
    QuickBooks Online Advanced
    QuickBooks Online Advanced
    SAP Concur
    SAP Concur
    Jira
    Jira
    NetSuite
    NetSuite

    See all 12 integrations

    Upland PSA User Reviews

    Overall Rating

    4.3

    Ratings Breakdown

    5

    70%

    4

    15%

    3

    5%

    2

    0%

    1

    10%

    Secondary Ratings

    Ease of Use

    4.1

    Value for money

    4.1

    Customer support

    4.1

    Functionality

    4.2

    Muhammad's profile

    Muhammad M.

    Verified reviewer

    Information Technology and Services

    501-1000 employees

    Used weekly for more than 2 years

    Review source

    Reviewed February 2022

    Upland PSA best tool to manager Financials

    5

    Had amazing experience using this tool and will recomend it to other people as well.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    the thing that I most like about Upland PSA is that it is a Great tool to easy manager your projects financials.
    Cons:
    Reporting option is kind of hard to figure out by a new user.

    Vendor Response

    Hi Muhammed! Thanks so much for your review. It's so important to keep a close eye on project financials. We're happy you can do that so easily in Upland PSA! We'll take your feedback about reporting back to our product team. Feel free to contact us if need any support with reports. Thanks again, Muhammed!

    Replied March 2022

    Read More

    CN

    Crystal N.

    Verified reviewer

    Information Services

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2022

    A PSA with a LOT of capabilities!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    We absolutely love the project module including the project plan, budget, forecast, and resource management. This PSA had many of the tools we were looking for when we selected it!
    Cons:
    Upland can be tricky in the setup - you have to get everything setup just right to make sure it's working. Also, it could be slightly more user friendly, but overall, it's a great resource for our team!

    Reasons for switching to Upland PSA

    We needed a PSA with more options, better financial tracking, growth opportunity. Upland gave us all three of those!

    Read More

    VR

    Verified
    Reviewer

    Internet

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2018

    Would NOT recommend Tenrox

    3

    I would not recommend tenrox as a project management tool for companies. There are so many more modern companies that can accomplish the things that your company needs to get done and give you better customer service.

    Ratings Breakdown

    3
    Ease of use
    2
    Value for money
    2
    Customer support
    3
    Functionality
    icon
    Pros:
    I enjoy the combination of managing projects, being able to complete timesheets and also have PTO requests tracked in the system. It does make it easy to have it all in one place
    Cons:
    Tenrox has a lot of things to work on. It's slow (for my company), they are reluctant to make upgrades based on your needs and based on what package you get, you typically get low customer service. The system is very manual and in 2018, we need to have a more automated tool to get things done.

    Read More

    VR

    Verified
    Reviewer

    1001-5000 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2018

    Our organization uses the software for project billing, employee time management and tracking.

    5

    The ease of use when entering hours for projects and employee time, makes it easy for all users regardless of skill level. The benefits of having knowledgeable personnel is a valuable asset to any organization.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Very easy to use with full support if we run into any problems. The training provided to all users is 24/7 and very easy to understand. The admin is always available that is assigned to each account, giving undivided support and considered a valuable member of our team. The admin assigned to my team is available for all out weekly team calls providing answers to questions and quick follow up when needed. Very engaging staff.
    Cons:
    In terns of adding additional applications project management setup, it seems to be limited in terms of accessing. The available applications my not be accessible to everyone depending on the role in the organization. For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances. This task is simply forwarded to Payroll so the functions seem to be duplicated on the internal payroll system in addition to entering in Tenrox.

    Read More

    Wasiullah's profile

    Wasiullah W.

    Verified reviewer

    Information Technology and Services

    1001-5000 employees

    Used daily for less than 12 months

    Review source

    Reviewed January 2022

    Upland PSA: The Perfect Project Management Tool

    5

    Overall I love using Upland PSA and I use it daily in my project management job.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I really like using Upland PSA as it is an all in one project management tool from resource management to forecasting to invoicing.
    Cons:
    There is nothing I don't like about Upland PSA as it is the perfect software for project managers.

    Read More

    BG

    Bhargav G.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed October 2022

    Very Effective Tool For Business Automation

    5

    It's a very good tool for projects management to get appropriate results in less time. I'm using this tool daily for my projects and tasks management.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This software is best for projects management and making your business process easy. It provides all the features which helps you in your workflow and getting effective results. It's easy to use and time saving tool for handle multiple projects in same time.
    Cons:
    There is no disadvantage that I don't like about Upland PSA as it's a All in One tool for project management.

    Read More

    JS

    Jonathan S.

    Verified reviewer

    10000+ employees

    Used daily for less than 2 years

    Review source

    Reviewed December 2016

    Bumpy Start but We've Found Our Groove and Great Partner

    4

    We encountered some obstacles shortly after go-live that were unexpected, but the Tenrox team from support, services and development have really partnered with us to get everything working to meet our needs. Looking forward to further leveraging the tool through future software development.

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Focused on and geared to help run professional services businesses
    Cons:
    TPP is old, outdated, and not geared to meet the ever-changing business needs of today. Online Planner should resolve this.

    Read More

    CS

    Christopher S.

    Information Technology and Services

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2018

    An OK system for time entry - kludgy for management

    4

    Time entry and time management for assignment of personnel to jobs

    Ratings Breakdown

    2
    Ease of use
    3
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    The time entry and management is meant for consultants, with jobs available by name rather than project number
    Cons:
    It is difficult to extract information about time off and assignment for users. The reports are not user readable out of the box and have to be exported to Excel for further data manipulation which is a pain and should not be necessary.

    Read More

    MC

    Matthew C.

    Verified reviewer

    Consumer Electronics

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed September 2019

    horrible

    1

    Terrible.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    worst user interface ever. My whole company hates it. Openly rejects using it.
    Cons:
    absolutely nothing. so hard to understand.

    Read More

    SJ

    Shannon J.

    Hospital & Health Care

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2016

    Tenrox leads with Customer Service

    5

    I've used Tenrox for a couple of years now through my job. Tenrox is an easy to use intuitive application that has enabled my organization to simplify our management of expense reporting and tracking timesheets.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Im able to cut time spent on data entry and invoicing while accelerating my processes for invoicing and expense reporting.

    Read More

    Showing 1 - 10 of 20 Reviews

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