Upland PSA

Upland PSA

Upland Software
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About

Graysync is an agency management platform for coordinating client work and agency operations in one workspace. It brings together project planning, task and timeline tracking, resource capacity, budgets, expenses, invoices, payments and project profitability. Teams can share briefs and files with clients, collect feedback and approvals, and manage calendars alongside project activity. Reporting dashboards present operational and financial information for business oversight. The platform also includes Gracie, an AI assistant that helps automate repetitive administrative steps. Graysync is intended for creative, digital, social, media, public relations and event agencies, as well as in-house marketing teams and professional services firms. Its workflows support work from initial client briefs through delivery and financial review.

About

Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Creative, digital, social, media, PR and event agencies, in-house marketing teams and professional services firms

Audience

Services companies

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$20 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Graysync
Founded: 2025
Australia
graysync.io

Company Information

Upland Software
Founded: 2012
United States
uplandsoftware.com

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Categories

Categories

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Not Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported

Resource Management Features

Capacity Management Not Supported
Data Visualization Not Supported
Demand Forecasting Not Supported
Drag & Drop Not Supported
Employee Scheduling Not Supported
Filtered Search Not Supported
Resource Allocation Supported
Skills Tracking Not Supported
Utilization Management Not Supported

Integrations

Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP Concur Not Supported
Sage Intacct Not Supported
Salesforce Not Supported

Integrations

Microsoft Dynamics 365 Supported
Microsoft SharePoint Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SAP Concur Supported
Sage Intacct Supported
Salesforce Supported
Claim Graysync and update features and information
Claim Graysync and update features and information
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