Synergy

Synergy

Total Synergy
Upland PSA

Upland PSA

Upland Software
+
+

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About

Our goal is to enable organisations to streamline their business operations and project management with a single platform. Want to know more? Get to know us in just 15-minutes with this on-demand webinar. If you have any questions, reach out to the team today. Put all your project information in one spot and create order out of chaos. Know exactly how projects are tracking at every stage. Monitor time against headway on site, man hours against availability, expenditure against estimates, all while keeping everyone aligned and focused. With a single source of accurate, business-wide data at your fingertips, you can quickly pinpoint sources of profit, understand costs, stay on budget, raise invoices at any stage, get paid in any currency, improve cash-flow, and drive the success of individual projects in real-time.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Architecture solution for anyone

Audience

Services companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per user per month
Free Version
Free Trial

Pricing

$20 per user per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Total Synergy
Founded: 2000
Australia
www.totalsynergy.com

Company Information

Upland Software
Founded: 2012
United States
uplandsoftware.com

Alternatives

CMAP

CMAP

CMap Software

Alternatives

Jovaco Project

Jovaco Project

Jovaco Solutions

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Architecture Features

2D Drawing
3D Modeling
Bills of material
BIM Modeling
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Integrations

QuickBooks Online
QuickBooks Online Advanced
BrainFreeze
Cliniko
Drawboard Projects
Lynx
MYOB
Microsoft Dynamics 365
Microsoft SharePoint
PSIcapture
ParentSquare
SAP Concur
Sage Intacct
Salesforce
Student Support Time
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
BrainFreeze
Cliniko
Drawboard Projects
Lynx
MYOB
Microsoft Dynamics 365
Microsoft SharePoint
PSIcapture
ParentSquare
SAP Concur
Sage Intacct
Salesforce
Student Support Time
Xero
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