Upland PSA vs. Synergist

Upland PSA is a professional services automation software designed to help organizations manage and optimize their service delivery operations. The software provides capabilities for resource management, project planning, time and expense tracking, and financial management. It supports forecasting and analytics to assist in project execution and performance measurement. Upland PSA integrates with other business systems to streamline workflows and facilitate data sharing across departments.

Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too.