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

"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." - Tiffany Thompson

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

"...Increase customer satisfaction and improve your Net Promoter Score by as much as 50%...." Computer Telephony Integration (CTI) Software
"...InGenius will be on the list of approved vendors and will be a part of a solution kit intended to provide call centers with a blueprint on how to become a world class call center. ..." Case Study Medgate
"...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

Why is Upland InGenius the best choice for Customer Feedback Management?

How can Upland InGenius enhance your Helpdesk Management process?

How does Upland InGenius address your Sales Call Management Challenges?

Why is Upland InGenius the best choice for Engagement Management?

What benefits does Upland InGenius offer for Advocacy Management?

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

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
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

Justin Glass

Chief Digital Officer

United Wholesale Mortgage

Moving to Upland InGenius has allowed us to hit our 3-hour SLA 100% of the time. Previously it would take almost a full day! Testimonial By Justin Glass
CUSTOMERS TESTIMONIALS
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
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

Justin Glass

Chief Digital Officer

United Wholesale Mortgage

Moving to Upland InGenius has allowed us to hit our 3-hour SLA 100% of the time. Previously it would take almost a full day! Testimonial By Justin Glass

Jisc - Education - Medium

Bristol, UK

Upland Software’s Audience Development solution helped Jisc boost email sign-ups. Jisc used exit intent widgets and Adestra integration to remind visitors to complete registration. The program achiev...ed a 71% conversion rate from reminder emails and a 4.7% click-through rate. Jisc tailored email journeys and improved list growth. The solution enabled ongoing optimization with Upland’s support team.

LabVantage Solutions - Computer Software - Medium

Somerset, USA

LabVantage Solutions used RightAnswers to centralize their knowledge management. They faced issues with fragmented expertise and knowledge loss when employees left. RightAnswers helped them create a ...single, governed source of truth. This improved knowledge retention and agent confidence. The solution also prepared their support operation for AI adoption and reduced knowledge sprawl.

Desert Financial Credit Union - Banking - Large

Phoenix, USA

Panviva Sidekick helped Desert Financial Credit Union boost service accuracy by 75%. Agents used conversational AI to find answers faster and improve call resolution. The tool made onboarding and tra...ining easier for new staff. 54% of responses were fully acceptable, and user sentiment was 63% positive. Panviva Sidekick fit into existing workflows without major changes.

 

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.

 

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

Executive

Upland Software Appoints Jennifer Simon as New Chief Financial Officer ...

Upland Software has appointed Jennifer Simon as its new Chief Financial Officer, effective August 17, 2026. Simon brings over two decades of experience in the software industry and private equity-backed leadership roles. This leadership change is expected to support Upland's transformation and growth initiatives.

Awards

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

Upland Software earned 43 badges in G2's Summer 2026 Market Reports, highlighting the impact of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These accolades reflect customer satisfaction and the effectiveness of Upland's products in delivering AI-driven results.

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.

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