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

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?

How does Upland InGenius facilitate Helpdesk Management?

How can Upland InGenius enhance your Sales Call Management process?

How can Upland InGenius optimize your Engagement Management Workflow?

Why is Upland InGenius the best choice 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

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
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
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

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

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.

Read more →

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%.

Read more →

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.

Read more →

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.

Read more →

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.

Read more →

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.

Read more →
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 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.

Read more →
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.

Read more →
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.

Read more →
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.

Read more →

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

Facebook Linkedin Twitter

Financials

PRIVATE