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

"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!" - Justin Glass

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.

Comprehensive Insights on Upland InGenius Use Cases

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

What benefits does Upland InGenius offer for Helpdesk Management?

What solutions does Upland InGenius provide for Sales Call Management?

What Are the key features of Upland InGenius for Engagement Management?

How does Upland InGenius address your Advocacy Management Challenges?

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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
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

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
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

Case Studies

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

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

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.

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.

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.

Financial

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

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