Upland Software
Upland helps enterprises automate content workflows and unlock organizational knowledge at scale.
Upland Software is a cloud-based enterprise software platform that helps organizations unlock critical knowledge, automate content workflows, and drive measurable ROI through AI-powered knowledge management, content lifecycle automation, and digital marketing solutions. The company serves 1,100+ enterprise customers across industries including financial services, manufacturing, and professional services. Upland has grown through 31 strategic acquisitions, building a comprehensive portfolio that spans business operations, legal, marketing, and project management tools. The platform enables enterprises to capture, organize, distribute information securely, and comply with regulatory requirements while enhancing both customer and employee experiences.
Problem solved
Enterprise teams struggle to locate, organize, and distribute critical information across siloed systems, leading to inefficient workflows, poor compliance, and duplicated effort across customer service and operations.
Target customer
Enterprise organizations (1,000+ employees) across financial services, manufacturing, professional services, and healthcare sectors seeking to consolidate knowledge management, document automation, and digital marketing capabilities.
Founders
J
Jack McDonald
Founder & Chairman
Previously served as CEO of Perficient (Nasdaq: PRFT) from 1999-2009; started career as M&A attorney at Skadden, Arps; holds B.A. from Fordham University and J.D. from 1987.
Funding history
Seed
$50M
2010
Led by Austin Ventures
· Unknown
Series A
$11.5M
October 28, 2010
Led by Unknown
· Unknown
IPO
$46M
2014
Led by Public Markets
· Unknown
Post-IPO Equity
$115M
July 2022
Led by Unknown
· Sound Point Capital Management, HGGC
Total raised:
$222.5M+
Industries
Pricing
Customized enterprise pricing based on organizational requirements. Select products: Upland Panviva starts at $20/user/month; Upland PSA from $20/month. Typical enterprise deals include annual price increases (up to 12%) and multi-year term discounts. Contact sales for custom quotes.
Notable customers
Nestlé, NetApp, Travers Smith, TxMultilisting, 1,100+ enterprise customers, 235,000+ users globally
Integrations
Salesforce (Upland Rant and Rave), document repositories, various enterprise systems
Website
Competitors
Microsoft SharePoint
Broader ecosystem approach; Upland focuses on specialized knowledge management and content workflow automation with deeper industry-specific solutions.
OpenText
Legacy enterprise content management vendor; Upland emphasizes AI-powered automation and modern cloud-native architecture with more frequent innovation cycles.
Salesforce Content Cloud
Tightly integrated with Salesforce CRM; Upland offers independent, multi-channel platform spanning knowledge management, marketing automation, and document lifecycle across various enterprise systems.
Box
Primarily file storage and collaboration focused; Upland provides deeper workflow automation, compliance management, and industry-specific knowledge management solutions.
Why this matters: Upland represents a successful roll-up strategy in enterprise software, consolidating 31 specialized solutions into an integrated platform serving 1,100+ enterprises. The platform is well-positioned for AI-powered workplace automation, and recent $115M funding signals continued investment in knowledge management and workflow automation—critical needs as enterprises accelerate digital transformation and regulatory compliance demands.
Best for: Enterprise organizations needing to consolidate fragmented knowledge, automate complex document and content workflows, and implement AI-powered solutions without replacing their existing IT infrastructure.
Use cases
Customer Service Knowledge Consolidation
Nestlé used Upland RightAnswers to centralize knowledge from disparate systems, reducing the burden on IT customer support teams and enabling faster, more accurate customer responses. The platform unified information previously scattered across multiple documentation systems.
RFP Response Automation
NetApp streamlined sales processes by using Upland Qvidian to automate RFP responses and presentation creation, replacing ad-hoc, manual approaches with a scalable, templated workflow that saved significant time and improved proposal consistency.
Enterprise Search and Information Discovery
Travers Smith deployed BA Insight to surface information spread across multiple document repositories and organizational silos, enabling employees to quickly locate relevant documents and institutional knowledge without manually searching multiple systems.
Compliance and Document Lifecycle Management
Regulated industries use Upland FileBound to manage document retention, audit trails, and compliance requirements at scale, automating approval workflows and version control across complex approval hierarchies.
Alternatives
Microsoft 365 (SharePoint + Teams)
Lower cost, broader ecosystem fit for organizations already on Microsoft stack; Upland offers more specialized workflow automation and knowledge management depth.
Confluence / Notion
Modern, lightweight knowledge bases better for small-to-mid companies; Upland targets enterprise scale, compliance requirements, and complex multi-system integrations.
Hyland OnBase
Comparable enterprise content management platform; Upland emphasizes AI-powered automation and broader digital marketing integration alongside document management.
FAQ
What does Upland Software do? +
Upland provides AI-powered cloud-based software for knowledge management, content lifecycle automation, and digital marketing. The platform helps enterprises capture, organize, and distribute critical information; automate document workflows and compliance; and manage digital marketing campaigns. The company serves 1,100+ enterprise customers through an integrated suite built via strategic acquisitions.
How much does Upland Software cost? +
Pricing is customized based on organizational size and requirements. Select products start at $20/user/month (Panviva) or $20/month (PSA), but most enterprise deployments involve negotiated pricing, multi-year contracts, and annual price adjustments (historically up to 12% at renewal). Contact Upland sales for a custom quote.
What are alternatives to Upland Software? +
Microsoft 365 (SharePoint/Teams) for lower-cost, ecosystem-integrated knowledge management; Confluence or Notion for modern, lightweight knowledge bases; Hyland OnBase for comparable enterprise content management; OpenText for legacy enterprise solutions.
Who uses Upland Software? +
Enterprise organizations (typically 1,000+ employees) across financial services, manufacturing, professional services, healthcare, and regulated industries. Notable customers include Nestlé, NetApp, and Travers Smith. The platform supports 235,000+ users across 1,100+ enterprise customers globally.
How does Upland compare to Microsoft SharePoint? +
Both serve enterprise knowledge and document management, but Upland emphasizes specialized, industry-specific solutions and AI-powered workflow automation, while SharePoint benefits from deeper Microsoft ecosystem integration and lower cost. Upland suits organizations needing dedicated, best-of-breed document and knowledge automation; SharePoint fits those already invested in Microsoft.
What makes Upland different? +
Upland has grown through 31 strategic acquisitions, assembling a comprehensive portfolio spanning knowledge management, content automation, legal workflows, and digital marketing—rather than being a single point solution. This enables enterprises to consolidate multiple vendors and reduce integration complexity while leveraging AI-powered automation.
Tags
knowledge management
content automation
document lifecycle
enterprise software
workflow automation
compliance
digital marketing
AI-powered