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 specializes in integrated search technologies that enhance the capabilities of Microsoft SharePoint and FAST Search for organizations. Founded in 2004 and based in New York City, the company offers its flagship products, Longitude Search and Longitude Connector, which extend enterprise search functionalities across various systems, including CRM, ERP, and ECM. These tools provide rich document previews and assembly features, enabling knowledge workers to efficiently act on search results. BA Insight's solutions have been adopted by numerous clients, including Fortune 500 companies and government agencies, to optimize information access and improve productivity. The company operates globally, supported by a network of certified partners and resellers, and is recognized as a Managed Microsoft Partner.

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 develops a cloud-based knowledge management platform aimed at enhancing employee performance and customer satisfaction. The platform simplifies access to critical business information for employees, which helps reduce average hold times and minimizes process errors. By improving workflow efficiency, Panviva's solution enables organizations to deliver better customer experiences and ultimately increase 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 is an audience engagement software platform tailored for local media companies, serving over 4,000 clients. The platform enables users to create contests, interactive content, and events, as well as gather audience insights. By utilizing this platform, businesses can effectively design promotions and emails that enhance revenue, expand their database, and increase audience engagement.

Upland Localytics

Acquisition in 2020
Upland Localytics is a mobile app analytics and marketing platform. It gives companies the insights and tools they need to improve their mobile app acquisition, engagement, and retention efforts. It provides a family of cloud-based enterprise work management software applications for information technology, process excellence, finance, professional services, and marketing functions within organizations. The company's platform is used in more than 6,000 apps on more than 2 billion devices by companies such as Live Nation, HSN, Comcast, and The New York Times.

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., based in Ottawa, Canada, specializes in computer telephony integration (CTI) solutions that seamlessly connect existing telephone systems with leading customer relationship management (CRM) platforms. Founded in 1986, the company offers a range of products, including the InGenius Connector for Microsoft Dynamics CRM and Salesforce, which facilitate features such as click-to-dial, automated call logging, and screen pop functionalities. These applications enhance productivity within contact centers by streamlining workflows and improving the customer experience. InGenius also provides integrations for various VoIP platforms, ensuring flexibility and security tailored to the unique needs of each contact center. As of October 2019, InGenius operates as a subsidiary of Upland Software, Inc., continuing to deliver innovative solutions to clients in Canada and internationally.

cimpl

Acquisition in 2019
CIMPL Inc. specializes in managing costs and usage of various technology assets, including mobility, fixed telecom, IT, IoT, M2M, unified communications, and cloud services for enterprises. Its software-as-a-service platform integrates real-time data analytics with everyday business processes, enabling companies to gain insight into their assets and expenses. Founded in 2000 and based in Lachine, Canada, CIMPL was previously known as Etelesolv Inc. and rebranded in January 2016. As of August 2019, CIMPL operates as a subsidiary of Upland Software, Inc.

Kapost

Acquisition in 2019
Kapost is a leading provider of content marketing software that helps businesses manage their content marketing as a structured process. Its platform facilitates the ideation, production, distribution, audience development, and analytics of content marketing, enabling marketers to create more content, attract more traffic, and generate more leads. The platform includes a content library featuring exclusive research, tactical eBooks, and customizable templates, allowing B2B marketers to strategically plan and produce personalized content with targeted messaging. Additionally, Kapost offers tools for streamlining distribution across various channels and analyzing content performance at scale. The company serves a diverse range of clients, including prominent brands such as Eloqua, Marketo, AT&T, and Intel. Kapost also runs The Content Marketeer, a blog dedicated to providing educational resources for marketers.

PostUp

Acquisition in 2019
PostUp, Inc. is a marketing services provider specializing in email, mobile, and social media communications to enhance brand-customer engagement. Established in 1996 and based in Austin, Texas, the company offers a range of services including messaging strategy, list growth strategy, deliverability, campaign management, analytics, integration, and creative design. Its Continuum Digital Publishing Suite enables publishers and media companies to effectively share and promote their content across various digital channels. PostUp serves a diverse clientele, including sectors such as media, publishing, gaming, direct marketing, consumer products, and lead generation. Having undergone several transformations and rebranding over the years, PostUp has positioned itself as an innovative email marketing solutions provider focused on meeting the evolving needs of its customers.

Adestra

Acquisition in 2018
Adestra Limited is a digital marketing technology provider that specializes in email-driven solutions for organizations and marketers globally. Founded in 2004 and headquartered in Oxford, United Kingdom, with additional offices in Austin, Texas; London; and Sydney, Australia, the company offers a range of services including account structure, automation, campaign management, data management, and reporting. Their flagship platform, MessageFocus, enables users to create and manage email marketing campaigns effectively. Adestra also emphasizes customer service, providing account management, consultancy, and training services to enhance marketing success. The company has established strategic partnerships with several notable organizations, underscoring its commitment to delivering comprehensive marketing solutions. As of December 2018, Adestra operates as a subsidiary of Upland Software, Inc.

Rant & Rave

Acquisition in 2018
Rant & Rave specializes in customer engagement solutions that enable brands to communicate proactively with their customers and gather rapid feedback. The company's platform leverages real-time feedback and sentiment analysis to monitor customer emotions, helping businesses enhance service delivery and improve customer retention. By minimizing customer effort and facilitating prompt, informed responses, Rant & Rave empowers brands to transform passive customers into enthusiastic advocates. Many companies in the FTSE rely on Rant & Rave's innovative approach to foster better relationships with their clientele, ultimately aiming to create a mutually beneficial environment where both brands and consumers achieve satisfaction.

Upland RO Innovation

Acquisition in 2018
Upland RO Innovation is a leading customer reference management solution, helping enterprises harness the voice of the customer in sales and marketing initiatives to win new business faster. A central repository of reference customer contact details and content enables sales with the most effective reference materials at every stage of the sales cycle. Workflows streamline reference request approvals, tracking prevents reference overuse, and microsites simplify content sharing, while real-time analytics prove engagement and revenue driven by customer advocacy.

Interfax Communications

Acquisition in 2018
Interfax Communications Limited provides cloud-based messaging solutions including enterprise cloud fax and secure document distribution. The company was founded in 1996 and is headquartered in Dublin, Ireland. As of April 22, 2018, Interfax Communications Limited 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 knowledge management solutions for businesses globally, focusing on enhancing customer service and IT support operations. The company provides a Unified Knowledge Platform, a cloud-based system that facilitates the storage, management, and sharing of organizational knowledge. Its offerings include user experience solutions such as Web Self-Service, which allows users to find answers independently, and Knowledge Gateway, which integrates with enterprise search engines to streamline access to information. Additionally, the Email Knowledge Response feature automates responses to inquiries, while RightAnswers Mobile enables access to knowledge via smartphones. The company also offers tools like Solution Manager for creating knowledge articles, Knowledge Explorer for scanning networks for existing knowledge, and a library of solutions known as RightAnswers Knowledge Paks. RightAnswers serves various industries, including banking, healthcare, and education, and provides its software both on-premise and through the cloud. Founded in 2001 and headquartered in Clark, New Jersey, the company operates as a subsidiary of Upland Software, Inc.

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 services including OptiView, a software solution for data capture, storage, and retrieval; mPower, a cloud-based tool for simplifying business processes; and OptiSpool, which automates the capture and processing of spool files from iSeries systems. Their offerings also encompass accounts payable, human resources, online portals, records management, and utility billing. By focusing on reducing reliance on paper-based processes, Advanced Processing & Imaging enhances productivity and operational efficiency for its clients. As of 2016, the company operates as a subsidiary of Marex Group, Inc.

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 cloud-based software solutions for manufacturing and supply chain management. The company addresses challenges such as demand volatility and unreliable suppliers, offering a suite of applications that enhance collaboration among manufacturers, customers, and suppliers. Ultriva’s solutions have been implemented in over 145 plants across 10 countries, facilitating transactions exceeding $1.5 billion and generating savings of over $300 million for its clients. Their diverse customer base includes notable manufacturers in various sectors, including industrial, automotive, healthcare, and aerospace. By optimizing material flows and streamlining operations, Ultriva aims to improve efficiency and effectiveness in supply chain processes.

Mobile Commons

Acquisition in 2014
Mobile Commons is a provider of a platform designed to create and manage mobile marketing campaigns through effective text messaging solutions. The company collaborates with prominent brands, government agencies, healthcare organizations, and nonprofit groups to enhance mobile communication. Its clientele includes notable entities such as Obama 2012, the New York City government, and Viacom. Mobile Commons offers a user-friendly, self-service platform that enables users to easily initiate text messaging campaigns via a web-based dashboard. The platform supports sophisticated mobile marketing needs, processing millions of two-way text messaging conversations and phone calls on secure servers. Additionally, its customizable backend database seamlessly integrates with widely used CRM and email systems, and can be enhanced through an API.

Solution Q

Acquisition in 2014
Solution Q Inc. specializes in developing project portfolio management software, specifically the Eclipse Project Portfolio Management (PPM) solution. This software is designed to be user-friendly, making it easy for organizations across North America to implement and learn. Solution Q combines technical expertise with business insights to address various business challenges. Eclipse PPM enables organizations to effectively manage their project portfolios, facilitating the alignment of initiatives with overarching business objectives. The software enhances communication and improves the likelihood of delivering projects on time and within budget, ultimately providing a comprehensive approach to project and portfolio management.

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 offers cloud-based professional services automation and project workforce management solutions designed for managing a globally dispersed project workforce. Built on the Microsoft platform, Tenrox's user-friendly applications facilitate deployment and enhance user adoption. The company's solutions enable organizations to address challenges such as project management, regulatory compliance, and resource planning in real-time. Tenrox allows businesses to effectively manage projects, resources, and client billing while providing instant visibility into project costs and performance. By integrating seamlessly with leading accounting, payroll, financial, and project management systems, Tenrox eliminates the need for manual processes and disconnected systems. Its offerings include tools for project planning, budgeting, resource scheduling, and timesheet management, empowering teams to execute projects efficiently and adapt to changing business conditions.
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