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uplandsoftware.com

Cloud-based enterprise software provider enabling digital transformation through knowledge management, content lifecycles, and AI-enabled workflows.

Upland Software is a cloud-based enterprise software company that helps organizations accelerate digital transformation. The company offers a suite of applications for knowledge management, content lifecycle automation, and AI-enabled workflow, enabling teams to capture, organize, and leverage information at scale. Focusing on governance, security, and integration, Upland serves a broad range of industries and drives operational efficiency, collaboration, and data-driven decision making.

Mission statement

To help organizations achieve faster, more informed decisions by delivering scalable, AI-powered software that improves knowledge management, information governance, and enterprise workflows.

Products & Services

Adestra Platform

Enhance customer engagement through targeted email campaigns and audience segmentation.

uplandsoftware.com/adestra
  • Audiences-based Personalization and Segmentation — Enhance Engagement
  • Email-centric Engagement — Drive Targeted Campaigns
  • Maximizing Marketing ROI — Boost Marketing Effectiveness

Second Street Platform

Maximize audience engagement and generate revenue through AI-assisted interactive promotions.

uplandsoftware.com/secondstreet
  • First‑party Data From Promotions — Generate First-Party Data
  • Interactive Promotions and Contests — Engage Customers With Contests
  • Comprehensive Seller's Guide — Leverage Expert Insights

InGenius Product

Enhance Customer Interactions with Seamless CTI Solutions.

uplandsoftware.com/ingenius
  • CTI-Powered Personalized Service — Boosts Customer Satisfaction
  • Phone System and CRM Integration — Streamlines Communication
  • AI Unlocking Capability — Empowers Data-Driven Decisions

Panviva Platform

Empowers organizations with compliant knowledge management for customer interactions across all channels.

uplandsoftware.com/panviva
  • Omnichannel Knowledge Management — Enhances Knowledge Access Across Channels
  • Regulatory Compliance — Meets Compliance Standards
  • Governed Guidance — Delivers Consistent Agent Guidance
  • AI-Powered Insights — Drives Data-Informed Decision Making

RightAnswers Platform

Enhances customer service by enabling efficient access to knowledge.

uplandsoftware.com/rightanswers
  • AI Knowledge Management — Centralizes Knowledge Access
  • Next-Gen Search Capabilities — Improves Service Efficiency
  • ROI Calculator — Assesses Value Quickly

AccuRoute Platform

Enhance enterprise workflows with efficient document capture and delivery solutions.

uplandsoftware.com/accuroute
  • AI-driven Processing — Streamline Data Processing
  • Document Capture — Capture Documents Efficiently
  • Delivery Workflows — Automate Document Delivery
  • Fax Delivery — Facilitate Secure Faxing

BA Insight Platform

Enhances enterprise AI initiatives through advanced search and knowledge management features.

uplandsoftware.com/bainsight
  • Search — Enhances Productivity
  • Discovery — Uncovers Insights
  • Augmentation — Enhances Information
  • Delivery — Ensures Timely Access
  • Generation — Automates Content Creation

FileBound Platform

Enhances operational efficiency through AI-driven workflows and secure document handling.

uplandsoftware.com/filebound
  • AI-enhanced Workflow Automation — Automates Workflows With AI
  • Secure Document Management — Ensures Document Security

Intelligent Capture Platform

Streamline document processing with AI-driven capture and delivery for enterprises.

uplandsoftware.com/intelligentcapture
  • AI-driven Processing — Automates Document Processing
  • Cloud-based Document Capture — Enables Remote Access
  • Delivery for Enterprise — Integrates Seamlessly
  • Scalable Architecture — Scales With Your Needs
  • Enhanced Security Features — Secures Sensitive Data

InterFAX Product

Streamline Your Faxing Processes With Secure AI-Enabled Solutions.

uplandsoftware.com/interfax
  • AI-enabled Fax Workflows — Enhance Efficiency With AI
  • Secure Cloud Faxing — Send Faxes Securely From Anywhere
  • Free Trial Offer — Start With Free Credits

Objectif Lune Platform

Streamlines document processes to enhance operational efficiency for businesses.

uplandsoftware.com/objectiflune
  • Automation of Manual Processes — Reduces Time Spent
  • Document Optimization — Enhances Document Clarity
  • Seamless Integration — Saves Setup Time
  • Cloud-Based Accessibility — Offers Flexibility

Kapost Platform

Accelerate content marketing efficiency with Kapost's lifecycle management and collaboration tools.

uplandsoftware.com/kapost
  • Content Collaboration — Enhances Team Productivity
  • Content Distribution — Maximizes Audience Reach
  • Integration with Upland Products — Streamlines Workflows
  • Analytics Dashboard — Informs Strategic Decisions

PSA Platform

Enhances project management and collaboration with automation.

uplandsoftware.com/psa
  • Automation of Routine Tasks — Automate Routine Tasks
  • Comprehensive Analytics — Gain Insights
  • Real-Time Collaboration — Collaborate in Real-Time
  • Integration with Other Tools — Integrate with Existing Tools
  • User-Friendly Interface — Simplify User Experience

Ultriva Platform

Optimize Inventory Management and Supply Chain Efficiency.

uplandsoftware.com/ultriva
  • Inventory Management — Enhances Stock Visibility
  • Supply Chain Integration — Streamlines Operations
  • Data Analytics and Reporting — Drives Data-Driven Decisions
  • Automated Alerts and Notifications — Enables Proactive Decision-Making
  • User-Friendly Interface — Enhances User Adoption

Cimpl Platform

Optimize IT and telecom expenses for better cost management and decision-making.

uplandsoftware.com/cimpl
  • Cost Optimization Tools — Identifies Savings Opportunities
  • Expense Management Automation — Reduces Manual Work
  • Analytics and Reporting — Improves Reporting Quality
  • Integration Capabilities — Enhances Usability

Market Segments

Document Capture and Process Automation

Capabilities to capture, extract, secure, and route paper and digital documents using AI-driven OCR, delivery and workflow automation for enterprise transactional and regulated processes.

Knowledge Management and Agent Guidance

AI-powered search, augmentation, and governed knowledge delivery to surface answers, guide agents, and improve contact center and employee productivity in regulated environments.

Content Lifecycle Management

End-to-end content creation, collaboration, analytics and distribution to manage content from ideation through publishing and measure audience engagement.

Email Marketing and Audience Engagement

Audience segmentation, personalized email campaigns, interactive promotions and measurement capabilities to drive engagement and marketing ROI.

IT and Telecom Expense Management

Visibility, analytics, automation and cost-optimization for IT and telecom spend to reduce expense and improve procurement and budgeting decisions.

Common Questions

What does Upland Software do?
Upland Software is a cloud-based enterprise software company that helps organizations accelerate digital transformation. The company offers a suite of applications for knowledge management, content lifecycle automation, and AI-enabled workflow, enabling teams to capture, organize, and leverage information at scale. Focusing on governance, security, and integration, Upland serves a broad range of industries and drives operational efficiency, collaboration, and data-driven decision making.
What is Upland Software's role in the Document Capture and Process Automation market?
Capabilities to capture, extract, secure, and route paper and digital documents using AI-driven OCR, delivery and workflow automation for enterprise transactional and regulated processes.
What is Upland Software's role in the Knowledge Management and Agent Guidance market?
AI-powered search, augmentation, and governed knowledge delivery to surface answers, guide agents, and improve contact center and employee productivity in regulated environments.
Upland Software — company overview