Panviva Overview

Panviva transforms novice agents into experts using AI-powered guided knowledge management, ideal for regulated industries. The platform is offered by Upland Software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Engagement Management, as the business use cases that they have been most satisfied with while using Panviva.

Other use cases:

  • Onboarding
  • Collaboration
  • Content Management
  • Contract Management
  • Workflow Management
  • Sending & Publishing Communications
  • Conference Call Management
See all use cases See less use cases

Business Priorities

Improve ROI and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Panviva.

Other priorities:

  • Acquire Customers
  • Enhance Customer Relationships
  • Improve Consistency
  • Scale Best Practices
  • Launch New Products
  • Improve Internal Communications
See all business priorities See less business priorities

Panviva Use-Cases and Business Priorities: Customer Satisfaction Data

Panviva works with different mediums / channels such as Phone Calls. and Offline.

Panviva's features include Alerts: Popups & Notifications, and Personalization. and Panviva support capabilities include Phone Support, Email Support, Chat Support, etc. also Panviva analytics capabilities include Custom Reports, and Analytics.

Reviews

"Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth." - Susan Gemmel

Panviva, livepro, Shelf.io, KnowledgeOwl, Notion, etc., all belong to a category of solutions that help Knowledge Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Panviva

Top Industries

  • Hospital & Health Care
  • Financial Services
  • Insurance

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Panviva is popular in Hospital & Health Care, Financial Services, and Insurance and is widely used by Enterprise, Mid Market, and Large Enterprise.

Panviva Customer wins, Customer success stories, Case studies

How does Panviva address your Helpdesk Management Challenges?

How can Panviva optimize your Knowledge Management Workflow?

How does Panviva address your Engagement Management Challenges?

How efficiently Does Panviva manage your Onboarding?

How efficiently Does Panviva manage your Collaboration?

29 buyers and buying teams have used Cuspera to assess how well Panviva solved their Knowledge Management needs. Cuspera uses 466 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Knowledge Management needs.

CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1
Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Lisa Angst

Project Manager

Western Health Advantage
Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes. Testimonial By Lisa Angst
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers
I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli
CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1
Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Lisa Angst

Project Manager

Western Health Advantage
Compliance loves Panviva. Everything is documented. We have immediate proof of policy changes. Testimonial By Lisa Angst
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers
I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli

Boone Newspapers Inc. - Publishing

Boone Newspapers Inc., a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped t...heir structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.

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Immediate Media Co. - Media Production

Immediate Media Co. worked with Adestra to improve email engagement for BBC Good Food consumers. They used Upland Software's Adestra to create a personalized digital experience. This led to a 6.5% hi...gher click-through rate for personalized emails. Consumers were 133% more likely to click on personalized content sections. There was a 49% increase in sign-ins from those who clicked through the personalized email. Page views increased by 13%.

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Post & Schell - Legal Services

Post & Schell, a law firm, digitized records to improve access to legal files. They reduced paper storage by 75% before moving to a smaller office. AccuRoute's integration with iManage made documents... text-searchable and accessible from anywhere. The firm implemented digital mailroom processes, allowing attorneys to access urgent files anytime.

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Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

Read more →

Georgia State University - Education

Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96% customer satisfaction. The PMO now has better project vis...ibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.

Read more →

United Wholesale Mortgage - Financial Services

United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.

Read more →

Upland Panviva for Contact Centers

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Peers used Panviva for helpdesk management and knowledge management

Panviva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.72/5 ★

Read Reviews (64)
Analytics

3.05/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.72/5 ★

Read Reviews (64)
Analytics

3.05/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Panviva

Overall Risk Meter

Low Medium High

Top Failure Risks for Panviva

Upland Software, Inc. News

Awards

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

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Product

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

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Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

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Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Facebook Linkedin Twitter

Financials

PRIVATE