Average Ratings 3,717 Ratings
Average Ratings 0 Ratings
Description
Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.
Description
Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Aprimo
Yes
Asana
Yes
Basecamp
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Karbon
Yes
Linear
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
No
Integrations
Salesforce
Yes
Aprimo
No
Asana
No
Basecamp
No
Google Calendar
No
HubSpot CRM
No
Karbon
No
Linear
No
Microsoft Outlook
No
Microsoft SharePoint
Yes
Pricing Details
$7.00/month/scheduled person
30-day free trial. Pay for only the people you schedule, with unlimited projects and guests.
Free Trial
Yes
Free Version
No
Pricing Details
$20 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Float.com
Founded
2012
Country
Remote
Website
www.float.com
Vendor Details
Company Name
Upland Software
Founded
2012
Country
United States
Website
uplandsoftware.com
Product Features
Project Planning
Agile Methodologies
No
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
No
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Work Management
Access Roles / Permissions
Yes
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
Yes
Strategic Planning
No
Task Management
No
Time Tracking
Yes
Version Control
No
Workflow Management
No
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Resource Management
Capacity Management
No
Data Visualization
No
Demand Forecasting
No
Drag & Drop
No
Employee Scheduling
No
Filtered Search
No
Resource Allocation
Yes
Skills Tracking
No
Utilization Management
No
