Upland InGenius Overview

Upland InGenius enhances agent productivity by seamlessly integrating phone systems with CRM. Computer telephony integration (CTI) is made easy with this software.

Use Cases

Customers recommend Customer Feedback Management, Helpdesk Management, Sales Call Management, as the business use cases that they have been most satisfied with while using Upland InGenius.

Other use cases:

  • Engagement Management
  • Advocacy Management
  • Knowledge Management
  • Communication Management
  • Workflow Management
  • Contract Management
  • Rating And Review Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Upland InGenius.

Other priorities:

  • Improve ROI
  • Scale Best Practices
See all business priorities See less business priorities

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

Upland InGenius works with different mediums / channels such as Promotions. and Phone Calls.

Upland InGenius's features include Recording, and Dashboard. and Upland InGenius support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Upland InGenius analytics capabilities include Custom Reports, and Analytics.

Reviews

"The ability to configure their product via the systems administration interface as well as the ability to customize CTI-driven workflows into ServiceNow is top notch. I highly recommend this product to others." - Dan Blacker

Peer review evidence (same sources as the product rating summary)

"...Thanks to these improvements, in the past 2 years, UWM has seen an increase of 23% in their NPS score. ..." Case Study United Wholesales Mortgage
"...We have about 60 call center agents that use it regularly, and we have plans to expand that number within the next 12 months...." Peer review by Michael Harrison, Director, Availity
"...Inbound and outbound call records logged directly to your CRM...." Computer Telephony Integration (CTI) Software

Upland InGenius, belong to a category of solutions that help Contact Center Software. 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 InGenius

Top Industries

  • Food & Beverages
  • Computer Software
  • Financial Services

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Upland InGenius is popular in Food & Beverages, Computer Software, and Financial Services and is widely used by Enterprise, Mid Market, and Large Enterprise.

Upland InGenius Customer wins, Customer success stories, Case studies

What benefits does Upland InGenius offer for Customer Feedback Management?

Why is Upland InGenius the best choice for Helpdesk Management?

How does Upland InGenius facilitate Sales Call Management?

What makes Upland InGenius ideal for Engagement Management?

How can Upland InGenius enhance your Advocacy Management process?

14 buyers and buying teams have used Cuspera to assess how well Upland InGenius solved their Contact Center Software needs. Cuspera uses 395 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 Contact Center Software needs.

CUSTOMERS TESTIMONIALS
Upland InGenius testimonial

Dan Blacker

Principal

Booz Allen Hamilton

The ability to configure their product via the systems administration interface as well as the ability to customize CTI-driven workflows into ServiceNow is top notch. I highly recommend this product to others. Testimonial By Dan Blacker
Upland InGenius testimonial

Diego Zuccolin

Head of International Program Management

Medgate

Upland InGenius was not only easy to implement with Microsoft Dynamics, but it was easy to use by our telemedicine physicians. Our reporting to management and the customer is much better, and we reduced our call time because the tool was so intuitive. Testimonial By Diego Zuccolin
Upland InGenius testimonial

Tiffany Thompson

Program Director

Southern Glazer’s Wine & Spirits

InGenius simplifies a difficult job. It provides the user with the information they need, as well as the solution to interact with our customer that much faster. Testimonial By Tiffany Thompson
CUSTOMERS TESTIMONIALS
Upland InGenius testimonial

Dan Blacker

Principal

Booz Allen Hamilton

The ability to configure their product via the systems administration interface as well as the ability to customize CTI-driven workflows into ServiceNow is top notch. I highly recommend this product to others. Testimonial By Dan Blacker
Upland InGenius testimonial

Diego Zuccolin

Head of International Program Management

Medgate

Upland InGenius was not only easy to implement with Microsoft Dynamics, but it was easy to use by our telemedicine physicians. Our reporting to management and the customer is much better, and we reduced our call time because the tool was so intuitive. Testimonial By Diego Zuccolin
Upland InGenius testimonial

Tiffany Thompson

Program Director

Southern Glazer’s Wine & Spirits

InGenius simplifies a difficult job. It provides the user with the information they need, as well as the solution to interact with our customer that much faster. Testimonial By Tiffany Thompson
 

A top law firm - Legal Services - Large

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

NEXTDC - Information Technology And Services - Medium

Brisbane, Australia

NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.

 

Powerlink - Utilities - Large

Brisbane, Australia

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Global life sciences organization - Pharmaceuticals - Very Large

BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance teams now access all SOPs and regulato...ry guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.

 

AAA Northeast - Automotive - Large

Providence, USA

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and procedures. Panviva created a single place for all inf...ormation. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

 

Only One - Non Profit Organization Management - Small

Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.

lightning

Peers used Upland InGenius for customer feedback management and helpdesk management

Upland InGenius Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.22/5

Read Reviews (1)
Custom Reports

4.78/5

Read Reviews (36)
Analytics

4.61/5

Read Reviews (11)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.22/5

Read Reviews (1)
Custom Reports

4.78/5

Read Reviews (36)
Analytics

4.61/5

Read Reviews (11)

Software Failure Risk Guidance

?

for Upland InGenius

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland InGenius

Upland Software, Inc. News

Awards

Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports

Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.

Financial

Upland Software Reports First Quarter 2026 Financial Results

Upland Software announced its financial results for the first quarter of 2026.

Financial

Upland Software Q1 revenue falls 24%, guides 2026

Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.

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