Upland BlueVenn

Upland Software is a cloud-based provider of enterprise work management software, offering a suite of applications designed to enhance organizational efficiency across various sectors, including finance, marketing, technology, and healthcare. Founded in 2010 and headquartered in Austin, Texas, the company serves over 1,200 enterprise clients and supports approximately 300,000 active users across more than 50 countries. Upland's solutions facilitate strategic planning, project execution, and resource optimization, enabling teams to collaborate effectively and manage workflows seamlessly. By catering to a diverse range of industries, including retail, manufacturing, and government, Upland Software aims to drive business results and improve overall performance for organizations of all sizes.

Jack McDonald

Founder, Chairman and CEO

30 past transactions

BA Insight

Acquisition in 2022
BA Insight is a technology company specializing in integrated search solutions that enhance the capabilities of Microsoft SharePoint and FAST Search within enterprises. Established in 2004 and headquartered in New York City, the company offers products like Longitude Search and Longitude Connector, which extend search functionalities across various systems, including CRM, ERP, and content management platforms. These tools provide advanced document preview and assembly features, enabling knowledge workers to act on search results more efficiently. BA Insight serves a diverse clientele, including Fortune 500 companies and government agencies, and has a global presence with sales offices and research facilities in the United States and Europe. The company's AI-driven technology combines machine learning and cognitive computing to facilitate cognitive search services, ultimately improving information retrieval and team productivity. As a Managed Microsoft Partner, BA Insight supports organizations in maximizing their information assets while enhancing overall user productivity.

Objectif Lune

Acquisition in 2022
Born in 1995 out of the desire to make customer communications better by using state of the art technology, Objectif Lune has become a leader in composition, business process automation, multi-channel output and capture solutions.They supply a flexible platform for the creation and automation of interactive customer communications through print, web, email and mobile. From small organizations to enterprise clients, their solutions scale across the spectrum.

Panviva

Acquisition in 2021
Panviva is a developer of a cloud-based knowledge management platform designed to enhance employee performance and improve customer satisfaction. The platform simplifies the process of locating critical business information for employees, which helps to reduce average hold times and minimize process errors. By streamlining access to essential knowledge, Panviva empowers organizations to operate more efficiently, ultimately leading to an enhanced customer experience and increased revenue.

BlueVenn

Acquisition in 2021
BlueVenn is an omnichannel marketing hub and Customer Data Platform focused on customer analytics and real-time optimization of customer journeys. The company provides an integrated solution that combines online and offline customer data to create a comprehensive 360-degree view, delivering actionable insights to enhance marketing effectiveness. BlueVenn supports both B2B and B2C marketing efforts, enabling teams to leverage customer data for developing programs that foster loyalty and generate revenue opportunities. Its platform utilizes analytics and machine learning to facilitate targeted, personalized engagements across various customer touchpoints. BlueVenn serves a diverse clientele across industries such as hospitality, gaming, finance, retail, and media.

Second Street Media

Acquisition in 2021
Second Street Media operates an audience engagement software platform tailored for local media companies. With a user base exceeding 4,000 organizations, the platform enables users to create contests, interactive content, and events while also providing audience insights. This functionality empowers users to develop promotions and email campaigns that enhance revenue, expand databases, and increase overall engagement.

Upland Localytics

Acquisition in 2020
Localytics is a mobile app analytics and marketing platform that helps businesses enhance their mobile app acquisition, engagement, and retention strategies. It offers a suite of tools that integrate marketing capabilities—such as push notifications, in-app messaging, and email marketing—with robust analytics features. This allows companies to utilize real-time user data for personalized and automated marketing campaigns. Localytics serves over 6,000 apps across more than 2 billion devices, catering to notable clients like Live Nation, HSN, Comcast, and The New York Times. By focusing on mobile and web app engagement, Localytics equips organizations with the insights and tools necessary for improving user interaction and loyalty.

Altify

Acquisition in 2019
Altify is a provider of sales performance automation software designed to enhance enterprise sales methodologies. The company focuses on helping sales teams consistently achieve revenue growth by winning significant deals and increasing wallet share among existing customers. Altify's software integrates seamlessly with existing customer relationship management systems, enabling sales professionals, managers, and executives to visualize customer needs and desired outcomes. This integration helps unlock revenue growth and fosters sales excellence by making it easier for teams to apply proven sales methodologies. Altify's mission is to empower the next generation of sales teams to maximize their impact on customers and drive sustained, measurable results.

InGenius Software

Acquisition in 2019
InGenius Software Inc. is a provider of telephony and custom software solutions based in Ottawa, Canada. Founded in 1986, the company specializes in integrating existing telephone systems with leading Customer Relationship Management (CRM) platforms, offering products such as Connector for Microsoft Dynamics CRM and Connector for Salesforce.com. These applications enhance workflow efficiency by enabling features like click-to-dial, automated call logging, and real-time contact record pop-ups during incoming calls. InGenius also develops VoIP product integrations for various platforms, including Mitel and Cisco, ensuring compatibility with diverse telephony environments. With over 20 years of expertise in enterprise telephony, InGenius Software focuses on improving productivity and customer experience in contact centers through reliable technology and dedicated customer support. As of October 2019, InGenius operates as a subsidiary of Upland Software, Inc.

cimpl

Acquisition in 2019
CIMPL Inc. is a Canadian company that specializes in managing costs and usage associated with various enterprise assets, including mobility, fixed telecom, IT, IoT, M2M, unified communications, and cloud services. Founded in 2000 and formerly known as Etelesolv Inc., the company rebranded in January 2016. CIMPL Inc. offers a software-as-a-service platform that integrates real-time data analytics with automated business processes, enabling organizations to gain comprehensive insights into their technology assets and associated expenses. This approach aims to optimize return on investment and streamline management processes. As of August 2019, CIMPL operates as a subsidiary of Upland Software, Inc.

Kapost

Acquisition in 2019
Kapost is a software company specializing in content marketing solutions for businesses. Its platform facilitates the entire content marketing process, from ideation to analytics, helping companies generate more traffic and leads. Kapost serves prominent brands such as Eloqua, Marketo, AT&T, and Intel. Additionally, it publishes The Content Marketeer, an educational blog for marketers.

PostUp

Acquisition in 2019
PostUp, Inc. is a marketing services company specializing in email, mobile, and social media solutions that enable brands to effectively communicate with their customers. Founded in 1996 and based in Austin, Texas, PostUp offers a variety of services including messaging strategy, list growth, campaign management, analytics, and creative design. The company provides a comprehensive Continuum Digital Publishing Suite that assists publishers and media organizations in sharing their content across digital platforms. Its client base spans multiple sectors, including media, publishing, gaming, and consumer products. PostUp, which was previously known as PulseConnect, rebranded in 2014 to focus on email marketing solutions tailored to customer needs. As of 2019, PostUp operates as a subsidiary of Upland Software, Inc.

Adestra

Acquisition in 2018
Adestra Limited is a provider of digital marketing technology solutions, specializing in email-driven technology to help organizations enhance their marketing return on investment. Founded in 2004 and headquartered in Oxford, United Kingdom, with additional offices in Austin, Texas; London; and Sydney, the company offers a comprehensive range of services, including campaign management, data management, and performance reporting. Adestra's platform, MessageFocus, enables users to design and execute email marketing campaigns efficiently. The company prioritizes customer success and provides extensive support, consultancy, and training services. Adestra has established strategic partnerships with industry organizations, enhancing its visibility and influence in the digital marketing landscape. As of 2018, Adestra operates as a subsidiary of Upland Software, Inc.

Rant & Rave

Acquisition in 2018
Rant & Rave specializes in customer engagement solutions, serving over half of the FTSE companies. Its platform facilitates real-time communication with customers, gathering swift feedback through sentiment analysis. This enables businesses to understand and respond to customer emotions promptly, transforming detractors into advocates by reducing customer effort and fostering brand loyalty.

Upland RO Innovation

Acquisition in 2018
Upland RO Innovation specializes in customer reference management solutions that assist enterprises in leveraging customer voices to enhance sales and marketing efforts. The company's platform serves as a centralized repository for customer contact details and reference content, providing sales teams with effective materials throughout the sales cycle. By streamlining workflows for reference requests and approvals, the platform prevents the overuse of references and simplifies content sharing through microsites. Additionally, real-time analytics enable organizations to measure engagement and the revenue generated from customer advocacy. Upland RO Innovation's offerings are designed to improve sales force efficiency and facilitate integrations with sales, marketing, channel sales enablement, and CRM systems, ultimately helping companies acquire new customers and boost revenues.

Interfax Communications

Acquisition in 2018
Interfax Communications Limited, established in 1996, is a Dublin, Ireland-based company that specializes in cloud-based messaging solutions. It offers enterprise cloud fax services, enabling businesses to send and receive faxes online, and secure document distribution. Interfax serves tens of thousands of users, processing over 60 million pages annually. The company's services accept various file formats, including Office, PDF, and HTML, and support advanced fax API functionality. As of 2018, Interfax operates as a subsidiary of PowerSteering Software Limited.

Upland Qvidian

Acquisition in 2017
Upland Qvidian is a leading provider of cloud-based request for proposal (RFP) and sales proposal automation software, serving over 1,000 companies globally. The company's innovative software solution is designed for enterprise use, ensuring security, compliance, and simplicity at scale. Upland Qvidian's technology enhances business processes, boosts productivity, and facilitates the creation of more effective sales documents, ultimately helping clients secure more business opportunities. In addition to its software offerings, Upland Qvidian is dedicated to supporting its clients through expert advisory services and opportunities for community building, further enhancing their ability to develop persuasive sales content.

Waterfall

Acquisition in 2017
Waterfall is a marketing software company that specializes in cross-channel marketing services, enabling brands, agencies, and technology providers to engage customers through various mobile and social platforms, including SMS, MMS, and social media channels. Founded in 2005 and headquartered in San Francisco, Waterfall offers a comprehensive platform that allows clients to enhance customer acquisition and encourage repeat purchases through interactive dialogues, targeted messaging, and precise ROI measurement. The platform is designed to help brands build their customer databases and drive revenue by delivering relevant mobile content. Notable clients include 7-Eleven, Anheuser-Busch, and the U.S. Army. Waterfall is backed by Vista Equity Partners and has regional offices in Austin.

RightAnswers

Acquisition in 2017
RightAnswers, Inc. specializes in providing knowledge management solutions for businesses globally, focusing on enhancing customer service and IT support operations. The company's flagship product, the Unified Knowledge Platform, is a cloud-based solution that allows organizations to store, manage, and share their knowledge effectively. RightAnswers offers various user experience solutions, including Web Self-Service, which enables users to find answers independently, and Knowledge Gateway, facilitating access to information through enterprise search engines. Additionally, the Email Knowledge Response system automates responses to inquiries, while the RightAnswers Mobile application grants information access via smartphones. The company also provides tools like Solution Manager for creating knowledge articles and Knowledge Explorer for scanning networks for existing knowledge. RightAnswers serves a diverse range of industries, including banking, healthcare, and education, and offers additional services such as training and support. Founded in 2001 and headquartered in Clark, New Jersey, RightAnswers operates through a subsidiary model and has a presence in North America, Europe, and Asia.

Omtool

Acquisition in 2017
Omtool, Ltd. specializes in document capture, fax, and workflow solutions designed to enhance document management for various industries. The company offers a range of products, including the AccuRoute platform for document workflow, AccuRoute Fax for fax infrastructure, and AccuRoute Mobile for mobile document capture. Additionally, Omtool provides tools such as Image-In Queue for managing document accuracy and Image-In Connect for integrating paper and electronic documents with organizational applications. The company also delivers professional services, including project management, implementation, and document processing assessments. Its offerings cater to financial institutions, healthcare providers, legal firms, and other organizations globally. Founded in 1991 and based in Andover, Massachusetts, Omtool operates as a subsidiary of Upland Software, Inc.

Advanced Processing & Imaging

Acquisition in 2016
Advanced Processing & Imaging, Inc. specializes in document management and workflow automation solutions tailored for K-12 school districts, local government agencies, and small to mid-sized businesses in the United States. Founded in 1996 and based in Boca Raton, Florida, the company provides a range of products including OptiView, a document management software for capturing, storing, and retrieving data; mPower, a cloud-based solution designed to streamline and accelerate business processes; and OptiSpool, which automates the capture and processing of spool files. Additionally, Advanced Processing & Imaging offers services in accounts payable, human resources, online portals, and records management, among others. The company's solutions aim to enhance productivity, reduce operational costs, and minimize the reliance on paper-based documentation, thereby improving overall business efficiency.

Hipcricket

Acquisition in 2016
Hipcricket provides a unified mobile engagement platform that drives awareness, sales, and loyalty. The AD LIFE platform has been used by internationally recognized brands and agencies to power over 400,000 campaigns across SMS, 2D/QR codes, mobile websites, advertising networks, social media, and branded apps. Hipcricket’s clients solve business problems with ROI-producing mobile marketing and advertising programs. They have provided measurable successes across an industry-leading 400,000 campaigns for their clients in Consumer Packaged Goods, Health & Pharma, Broadcast & Media, Quick Service Restaurants (QSR), Retail and Mobile Enterprise. Hipcricket knows what it takes to connect with your consumers. Their unique technology creates one-to-one relationships between consumers and brands, often based on the trust of permission-based programs. We provide the ultimate mobile platform allowing you to engage and re-market to consumers anytime, anywhere.

Ultriva

Acquisition in 2015
Ultriva, founded in 1999, specializes in providing cloud-based software solutions tailored for manufacturing and supply chain enterprises. The company addresses challenges such as demand volatility, unreliable suppliers, and forecast-based planning systems. Its suite of applications enables manufacturers to collaborate effectively with customers, plants, and suppliers, streamlining and optimizing material flows. Ultriva has successfully implemented its solutions across more than 145 plants in 10 countries, engaging over 5,000 suppliers. The company has facilitated transactions exceeding $1.5 billion, resulting in cost savings of over $300 million for its customers. Its clientele includes notable manufacturers from various sectors, including industrial, automotive, healthcare, and aerospace.

Mobile Commons

Acquisition in 2014
Mobile Commons is a company that specializes in mobile marketing, offering a platform designed to create and manage effective text messaging campaigns. Its technology serves a diverse clientele, including prominent brands, government agencies, healthcare organizations, and nonprofit groups, facilitating innovative mobile communication strategies. The platform features a user-friendly, web-based dashboard that enables users to initiate text messaging campaigns easily, while also accommodating the complex needs of advanced mobile marketers. Mobile Commons processes millions of two-way text messaging conversations and phone calls on secure servers, ensuring reliable communication. Additionally, its customizable backend database seamlessly integrates with popular third-party CRM and email providers, and can be expanded through an API, enhancing its versatility for various marketing strategies.

Solution Q

Acquisition in 2014
Solution Q Inc. specializes in developing Eclipse Project Portfolio Management (PPM) software tailored for organizations across North America. The Eclipse PPM software is designed for ease of implementation and user-friendly operation, enabling clients to effectively manage their project portfolios. By combining technical expertise with business insights, Solution Q offers practical solutions that address various business challenges. The software facilitates strategic alignment of initiatives with organizational objectives, enhances communication, and ensures that projects are delivered on time and within budget. Through its innovative approach, Solution Q aims to simplify project and portfolio management for its clients.

Clickability

Acquisition in 2013
Clickability is an on demand Web Content Management (WCM).. The Clickability platform combines SaaS and Infrastructure as a Service (IaaS) to support the complete content lifecycle. Clickability enables businesses of all sizes to manage their marketing and media solutions more effectively in "the cloud." Clickability's hosted, multi-tenant delivery model also ensures organizations mitigate their environmental impact by maximizing energy efficiency and minimizing waste. Founded in 1999, Clickability is headquartered in San Francisco, with offices in New York and London. It was acquired by Limelight Networks (Nasdaq:LLNW) on May 2, 2011 in a deal valued at approx. $10m.

ComSci

Acquisition in 2013
ComSci delivers Technology Financial Managementâ„¢ solutions that empower organizations to implement more effective IT financial governance. Through decades of experience and a suite of web-based tools, ComSci helps IT organizations enhance IT cost transparency and visibility, which in turn enables business units to understand and optimize demand and utilization of technology resources.

FileBound

Acquisition in 2013
FileBound is a company that was acquired by Upland Software in 2013.

EPM Live

Acquisition in 2012
EPM Live is a company that was acquired by Upland Software in 2012.

PowerSteering Software

Acquisition in 2012
PowerSteering enables powerful, scalable and uniquely flexible top-down program and portfolio management (PPM) without requiring granular task and resource tracking, making it a great fit for IT, Continuous Improvement, Product Development and Business or Enterprise PMOs. It is a cloud-based application that combines the robust PPM functionality demanded by global organizations with the cost and speed benefits of the cloud, and provides class-leading analytic and financial tracking capabilities.

Tenrox

Acquisition in 2012
Tenrox is a provider of cloud-based professional services automation and project workforce management solutions tailored for today's globally dispersed project teams. Its offerings are built on the Microsoft platform and boast a user-friendly interface that simplifies deployment and accelerates user adoption. Tenrox solutions address the complexities of managing a worldwide workforce by enhancing project visibility, compliance with regulations, and adherence to best practices. The company’s capabilities include project planning, budgeting, resource scheduling, and tracking project financials, enabling organizations to manage their projects and teams effectively regardless of location or time zone. Additionally, Tenrox integrates seamlessly with leading accounting, payroll, and CRM systems, streamlining processes and reducing reliance on spreadsheets and disparate applications. By providing real-time insights into resource utilization, project status, and financials, Tenrox empowers businesses to make informed decisions and improve project execution.
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