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Autotask PSA vs Upland PSA

Last Updated: November 18th, 2024

Our analysts compared Autotask PSA vs Upland PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Autotask PSA, developed by Datto, is a comprehensive software solution designed to streamline the management of professional services automation (PSA) tasks. It is particularly well-suited for IT service providers, MSPs, and other technology-based businesses seeking to optimize their operations, project management, and billing processes. One of the key benefits of Autotask PSA is its ability to enhance efficiency through automation, thereby reducing manual errors and saving time. Its popular features include project management tools, time tracking, billing and invoicing capabilities, and a customizable dashboard that provides real-time insights into business operations. When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. This flexible pricing structure allows businesses of different sizes to find a plan that suits their budget and needs.

Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.

$50/User, Monthly

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Tailored to your specific needs

$20 Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Streamlined Operations: Autotask PSA centralizes business operations, reducing the need for multiple software solutions and enabling a smoother workflow, which can significantly cut down on administrative overhead.
Enhanced Collaboration: With its integrated communication tools, teams can easily share information and work together more effectively, regardless of their physical location, leading to faster project completion and higher quality outcomes.
Improved Time Management: The software's time tracking and project management features help ensure that resources are allocated efficiently, allowing businesses to deliver services on schedule and within budget.
Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty.
Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the identification of opportunities for improvement.
Scalability: The software is designed to grow with your business, easily adapting to increased demand without the need for significant additional investment in new infrastructure.
Enhanced Security: Autotask PSA employs robust security measures to protect sensitive data, giving businesses peace of mind and helping to comply with regulatory requirements.
Automated Billing and Invoicing: The platform automates the billing process, reducing errors and freeing up time for staff to focus on more strategic tasks.
Customizable Workflows: Businesses can tailor the software to fit their unique processes and needs, ensuring that the tool complements existing workflows rather than complicating them.
Access Anywhere: Being cloud-based, Autotask PSA allows users to access the system from anywhere, at any time, ensuring that remote teams stay connected and productive.

Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.
Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.
Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.
Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.
Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.
Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.
Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.

Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company.
Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations.
Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated.
Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information.
Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge.
Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates.
Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability.

Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.
Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements.
Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.
Customer Engagement: Brings best practice principles and high touch to all engagements.
Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.
Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.
Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.
Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.

Product Ranking

#17

among all
PSA Software

#32

among all
PSA Software

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Analyst Rating Summary

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User Sentiment Summary

76%

of users recommend this product

Autotask PSA has a 'good' User Satisfaction Rating of 76% when considering 214 user reviews from 3 recognized software review sites.

79%

of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

4.8 (2)

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3.7 (135)

3.9 (98)

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4.0 (14)

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4.3 (69)

4.0 (77)

2.3 (12)

Synopsis of User Ratings and Reviews

Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.

Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.

User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.

Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.

Support: Support for the system is prompt, as reported by 88% of users who mention support.

Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.

Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.

Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.

Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.

Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.

Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

Screenshots

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FAQ

How can I do a in-depth comparison of Autotask PSA and Upland PSA? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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