Pros y Contras de Upland PSA

El soporte al cliente de Upland es excepcional. Son muy detallados y minuciosos al enviar instrucciones sobre cómo hacer algo en la herramienta o cómo solucionar un problema. Su tiempo de respuesta también es muy bueno. También estoy satisfecho con la herramienta de ayuda en línea y la comunidad de Upland. Si tengo una pregunta simple, siempre busco allí primero para ver si alguien más ha tenido un problema similar y generalmente puedo encontrar una respuesta. Si eso no funciona, un correo electrónico rápido al soporte al cliente y tengo una respuesta. Su equipo de desarrollo siempre está mejorando y actualizando el sistema para aumentar la facilidad de uso y la facilidad de navegación. Reseña recopilada por y alojada en G2.com.

El único aspecto negativo que puedo pensar en este momento es la plantilla de factura. Me gustaría hacer algunos cambios menores, pero no es un obstáculo lo suficientemente grande como para que no pueda solucionarlo en los días de facturación. Reseña recopilada por y alojada en G2.com.

The heat map in the Resource scheduling module is very flexible and makes it easy to see at a glance who has availability and who doesn't. The custom reporting tool and the ability to export reports to Excel is also very nice. The Project Planner, while sometimes a bit tricky to use, it has all of the features you would expect to find in a robust project management tool like MS Project for building work breakdown structures. The ability to add user defined fields to our screens, flexible security roles, and the ability to create custom workflows has been very beneficial. Finally, the support has been excellent; they are very responsive and very helpful. Reseña recopilada por y alojada en G2.com.

Because the system has a lot of features and covers a lot of functionality, it can be somewhat complex with a fairly steep learning curve. Reseña recopilada por y alojada en G2.com.

Upland PSA is highly configurable with a price point that made it easy for our organization to move from manual processes to comprensive project management platform.

Their customer support is excellent which is hard to find these days and its been refreshing to work with an organization that isn't always trying to find ways to invoice us more. Reseña recopilada por y alojada en G2.com.

One of the main challenges we've had is the system is developed to work for organizations who charge time and materials to clients. We charge fixed rate fees to clients which has prevented us from using the platform to its fullest.

Their Analytics module for reporting can be difficult to use and I find their documentation is lacking. They do provide one on one training but it is quite costly so we've developed our comprehensive reporting outside the platform. Reseña recopilada por y alojada en G2.com.

La herramienta es buena para pequeñas empresas, en nuestro caso en el lado del servicio. Estamos utilizando principalmente la función de reporte de tiempo y facturación. Todavía estamos aprendiendo sus capacidades y características adicionales, y parece que hay algunas que pueden ser útiles. Esta es nuestra herramienta principal desde hace varios años. El soporte al cliente es excelente y muy receptivo, respondieron con una solución rápidamente. Reseña recopilada por y alojada en G2.com.

Siento que la herramienta de informes no siempre es sencilla al crear varios informes. Reseña recopilada por y alojada en G2.com.

Customer Support is very responsive! I submit tickets frequently and I also get a quick reponse back.

Also, we use Upland PSA for professional services invoices. There is a diversity of invoicing structures in our portfolio of contracts and Upland PSA has been able to accomdate them all. Reseña recopilada por y alojada en G2.com.

Analytics is not the greatest. It can sometimes be challenging to find the correct data source that has all the data points you want to capture in a report. And also, sometimes, the data the analytics reports show can be wonky; and it requires creating custom fields to show the data correctly. Reseña recopilada por y alojada en G2.com.

We've been able to customize our timesheets for detailed attributes and regional variations. The tech support is responsive and great to work with to identify and resolve any problems we have, which isn't often. They're also great for helping to walk us through new processes we aren't familiar with. Over a dozen enhancement requests have been implemented. Reseña recopilada por y alojada en G2.com.

Analytic reporting was poor for a while, though its been improved recently. Reseña recopilada por y alojada en G2.com.

One of the best feature about Upland PSA is its user friendly interface and option to add various levels of access / authorisation / hierarchy. Reseña recopilada por y alojada en G2.com.

Invoicing module could be improved, to enable changes at creation level itself. However, such issue has been resolved to a certain extent through recent update Reseña recopilada por y alojada en G2.com.

Upland PSA is setup in a way that works well for companies in the AE&C service categories, allowing for many ways to manage Clients, POs, Billing Classifications, Projects, Timekeeping, and Expenses, with the end result of an easier way to populate Invoices. The have unlimited customer support via email, and options to customize the system to your model. Reseña recopilada por y alojada en G2.com.

Certain areas of the interface of Upland could use updating, but I'd rather the system work than it look pretty. Reseña recopilada por y alojada en G2.com.

Flexibility and ease of use. The platform is easy to navigate and easy to customize based on business needs. Reseña recopilada por y alojada en G2.com.

The inconsistent functionality of the platform. Certain features do not work as expected or are prone to errors and glitches. Upland PSA is sometimes pretty slow and laggy when loading reports. The popup information windows of reports when going to choose a report, sometimes get in the way and you cant get rid of them. Reseña recopilada por y alojada en G2.com.

Flexibilidad y facilidad de uso. El servicio al cliente es excelente. Reseña recopilada por y alojada en G2.com.

Muy orientado al uso del ratón. Muchos de los puntos de datos serían más rápidos y fáciles si pudieras simplemente ingresar los datos en lugar de hacer clic en los menús. Reseña recopilada por y alojada en G2.com.