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Upland AccuRoute: Use-Cases, Insights and Reviews | 2025 Cuspera

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Secure Content Capture, Routing, and Fax Software

Upland AccuRoute Overview

Upland-AccuRoute offers OCR cloud software for automating data capture, extraction, and secure transmission via fax. Data can be routed to workflows, recipients, or storage.

Use Cases

Customers recommend Workflow Management, Content Management, Social Media Analytics, as the business use cases that they have been most satisfied with while using Upland AccuRoute.

Other use cases:

Contract Management
Digital Signature
Measuring Customer Satisfaction
Collaboration
Revenue Cycle Management
Engaging And Following Up

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Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Upland AccuRoute.

Other priorities:

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Upland AccuRoute Use-Cases and Business Priorities: Customer Satisfaction Data

Upland AccuRoute works with different mediums / channels such as Offline. and Point Of Sale.

Upland AccuRoute's features include Recording. and Upland AccuRoute support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Upland AccuRoute analytics capabilities include Custom Reports, and Analytics.

Reviews

"For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that." - One of Top 10 US Fruit Farming Companies

Upland AccuRoute, belong to a category of solutions that help Content Management Systems. 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 Upland AccuRoute

Top Industries

Human Resources
Legal Services
Food & Beverages

Popular in

Enterprise

Upland AccuRoute is popular in Human Resources, Legal Services, and Food & Beverages and is widely used by Enterprise,

Upland AccuRoute Customer wins, Customer success stories, Case studies

Why is Upland AccuRoute the best choice for Workflow Management?

How does Upland AccuRoute address your Content Management Challenges?

11 buyers and buying teams have used Cuspera to assess how well Upland AccuRoute solved their Content Management Systems needs. Cuspera uses 249 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 Content Management Systems needs.

CUSTOMERS	TESTIMONIALS
Director of Human Resources One of Top 10 US Fruit Farming Companies	For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Robert Baumgarten Chief Information Officer Shulman Rogers	Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten
Sharon Kasachkoff Chief Logistics Officer Jackson Walker	When we moved into the new 104,000 square foot office, we only moved approximately 3,700 linear feet of paper records storage, down from the original 15,000. At present, we are down to 2,500 linear feet of storage, a massive 80% reduction. Testimonial By Sharon Kasachkoff

CUSTOMERS	TESTIMONIALS
Director of Human Resources One of Top 10 US Fruit Farming Companies	For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Robert Baumgarten Chief Information Officer Shulman Rogers	Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten
Sharon Kasachkoff Chief Logistics Officer Jackson Walker	When we moved into the new 104,000 square foot office, we only moved approximately 3,700 linear feet of paper records storage, down from the original 15,000. At present, we are down to 2,500 linear feet of storage, a massive 80% reduction. Testimonial By Sharon Kasachkoff

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.

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%.

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.

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.

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.

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.

More Upland AccuRoute Customer Stories...

Peers used Upland AccuRoute for workflow management and content management

Upland AccuRoute Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Custom Reports	4.03/5 ★ Read Reviews (14)
Analytics	3.67/5 ★ Read Reviews (3)

CAPABILITIES	RATINGS AND REVIEWS
Custom Reports	4.03/5 ★ Read Reviews (14)
Analytics	3.67/5 ★ Read Reviews (3)

Software Failure Risk Guidance

for Upland AccuRoute

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland AccuRoute

Upland Software, Inc. News

Awards 08/09/2025

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.

Product 18/08/2025

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.

Financial 01/08/2025

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.

Awards 24/06/2025

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.

More Upland AccuRoute News...

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

Financials

PRIVATE