Upland Software
900 South Capital of Texas Highway Suite 300,
Austin, 78746, TX,
United States
Austin, 78746, TX,
United States
1 512-960-1010
Professional Services
Upland Software Technographics
Upland Software Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Upland Software and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 998 Upland Software employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Upland Software has purchased the following applications: Sage Intacct for ERP Financial in 2018, Moodle LMS for Learning and Development in 2020, Oracle Netsuite OpenAir for Professional Services Automation in 2008 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Upland Software is running and its propensity to invest more and deepen its relationship with Sage , Oracle , Stripe or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Upland Software revenues, which have grown to $235.6 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Upland Software intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Upland Software Tech Stack and Enterprise Applications
Upland Software ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Upland Software implemented Sage Intacct as its ERP Financial platform for targeted accounts payable and payment processing workflows. The initial scope centered on automating vendor payments to support finance and treasury operations within the professional services environment.
Sage Intacct was configured to generate weekly ACH, EFT and check payments using the AP payment run, payment file generation, and check printing capabilities. Configuration work included vendor payment terms, payment batching, approval routing, and automated formatting of payment files for bank upload, aligned with standard ERP Financial payment processing patterns.
Operational coverage focused on the finance and treasury teams with scheduled weekly payment runs and reconciliations executed in Sage Intacct. Governance controls were established using role based permissions and approval workflows to manage payment creation, batching, and release.
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ERP Financial | ERP |
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2021 | 2021 |
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Payment Processing | ERP |
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2021 | 2021 |
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Upland Software HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2020 | 2020 |
In 2020, Upland Software implemented Moodle LMS as a public-facing learning platform on its website to support Learning and Development. The Moodle LMS deployment was hosted on Upland's site to deliver structured courses, self-paced learning, assessment workflows, and completion tracking for the companys learning initiatives.
Configuration emphasized standard Learning and Development capabilities such as course management and content hosting, role based user administration, enrollment and completion tracking, quiz and assignment functionality, and built in reporting for learner progress. Operational ownership was positioned with an internal learning operations function that manages content governance, user provisioning, and workflow configuration for course lifecycle and certification management.
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Upland Software ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2008 | 2008 |
In 2008, Upland Software implemented Oracle Netsuite OpenAir to support its Professional Services Automation practice. The deployment targeted core professional services operations including project delivery, resourcing, and project financial control within the company.
Oracle Netsuite OpenAir was configured to deliver standard PSA modules such as project management, resource management, time and expense capture, project accounting, billing configuration, and portfolio reporting. Configuration emphasized timesheet governance, project templates for repeatable engagements, utilization tracking, and role based access controls to align delivery teams and project managers. The implementation leveraged the application model typical of Professional Services Automation to centralize project lifecycle workflows and enforce standardized service delivery processes.
Operational coverage focused on the professional services organization and impacted business functions including service delivery, project management, and finance for project accounting processes. Governance changes included defined approval workflows for time and expense, project change control disciplines, and centralized reporting processes to support planning and resource allocation. The deployment followed SaaS deployment patterns for the category, enabling centralized configuration and role based administration across Upland Software professional services teams.
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Upland Software AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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Upland Software Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2017 | 2017 |
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Upland Software CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2016 | 2016 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Engagement | CRM |
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2013 | 2013 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Upland Software EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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EPM | EPM |
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2020 | 2020 |
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Financial Consolidation and Close | EPM |
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2015 | 2015 |
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Financial Consolidation and Close | EPM |
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2019 | 2019 |
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Upland Software ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Upland Software TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Upland Software PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2021 | 2021 |
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Upland Software IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2011 | 2011 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Upland Software CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Upland Software
| First Name | Last Name | Title | Function | Department | Phone | |
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Chairman and Chief Executive Officer | CXO | Finance | |
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CFO | CXO | Finance | |
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Senior Vice President of Technology | VP | IT | |
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Corporate Controller | Director | Finance | |
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Senior Accountant | Manager | Finance | |
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Chief Customer Officer | CXO | Customer Service | |
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Senior Director, Marketing, Customer Experience Management Cloud | Director | Customer Service | |
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Director, Customer Success | Director | Customer Service | |
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Director of Customer Success | Director | Customer Service | |
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Vice President, Customer Support | VP | Customer Service | |
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VP Customer Success | VP | Customer Service | |
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Sr Director of Customer Success, Customer Experience Cloud | Director | Customer Service | |
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Senior Communications Manager | Manager | Marketing | |
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Senior QA Manager | Manager | IT | |
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Apps Being Evaluated by Upland Software Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upland Software IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upland Software digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Upland Software Technographics
Upland Software is a Professional Services organization based in United States,
with around 998 employees and annual revenues of $235.6 million.
Upland Software operates a diverse technology stack with applications such as
Sage Intacct, Moodle LMS and Oracle Netsuite OpenAir,
covering areas like ERP Financial, Learning and Development and Professional Services Automation.
Upland Software has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Moodle and Oracle.
Upland Software recently adopted applications including
6sense Account Engagement Platform in 2023, Oracle NetSuite ERP in 2021 and Stripe Connect in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upland Software’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Upland Software’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Upland Software technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.