Customer stories

Product Business Settings

Upland Cimpl is popular in Financial Services, Food & Beverages industries and is widely used by .

Upland Cimpl Product Overview

Upland Cimpl offers smart technology expense management software. Teams can focus on driving value without limitations.

How satisfied the customers are with Upland Cimpl use-cases

Reviews

"We are thankful to Cimpl for the collaboration. We didn’t get that level of support from our previous TEM provider. I can’t say enough good things about the Managed Services, Support, and Development teams. They have been great to work with." - A Multinational Fortune 100 financial services company

Upland Cimpl Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
Upland Cimpl testimonial

Director, Business and Vendor Management

A Multinational Fortune 100 financial services company
We are thankful to Cimpl for the collaboration. We didn’t get that level of support from our previous TEM provider. I can’t say enough good things about the Managed Services, Support, and Development teams. They have been great to work with. Testimonial By A Multinational Fortune 100 financial services company
CUSTOMERS TESTIMONIALS
Upland Cimpl testimonial

Director, Business and Vendor Management

A Multinational Fortune 100 financial services company
We are thankful to Cimpl for the collaboration. We didn’t get that level of support from our previous TEM provider. I can’t say enough good things about the Managed Services, Support, and Development teams. They have been great to work with. Testimonial By A Multinational Fortune 100 financial services company

Fortune 500 legal firm - Legal Services

BA Insight helped a Fortune 500 legal firm modernize its knowledge search. The firm needed to streamline how employees found information. BA Insight delivered enterprise search solutions for better d...iscovery and delivery. The new system improved productivity and supported AI use cases. The legal firm now has faster, more accurate access to knowledge.

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Global Telecom - Telecommunications

BA Insight helped Global Telecom give employees secure access to search across many platforms at once. The company needed a way to find information quickly and safely. BA Insight unified search made ...it easy for staff to get what they need from different systems. This improved productivity and kept data secure. Employees now work faster and with more confidence.

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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.

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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.

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California consulting firm - Management Consulting

BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search solution to make finding information easier. This led to... better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.

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Sage - Information Technology And Services

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

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Upland Cimpl: Technology expense management software redefined

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Peers used Upland Cimpl for contract management and onboarding

Upland Cimpl Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

3.68/5 ★

Read Reviews (8)
Analytics

3.59/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.68/5 ★

Read Reviews (8)
Analytics

3.59/5 ★

Read Reviews (4)

Software Failure Risk Guidance

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for Upland Cimpl

Top Failure Risks for Upland Cimpl

Upland Software, Inc. News

Product
 

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

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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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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

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Financials

PRIVATE