Clickability
Upland Software is an enterprise software company offering a portfolio of AI-enabled products for knowledge management, contact center operations, email engagement, content automation, and IT financial management, serving 1,100+ enterprise customers globally via subscription contracts and direct sales.
- Company typePrivate
- Founded1999
- HeadquartersSan Francisco, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Clickability does
Upland Software is an enterprise intelligence solutions company that markets a broad portfolio of cloud-based software products spanning audience engagement, contact center and customer service, content lifecycle automation, IT and supply chain management, project and professional services automation, and sales productivity. The portfolio includes Adestra (email-centric customer engagement), Second Street (AI-assisted contest and promotion software), InGenius (CRM-telephony integration), Panviva (AI-powered compliant knowledge management), RightAnswers (enterprise AI knowledge management), Qvidian (AI-powered RFP automation), BA Insight (enterprise search), AccuRoute, FileBound, Intelligent Capture, InterFAX, Objectif Lune, Cimpl, ComSci, Ultriva, Eclipse PPM, PowerSteering, PSA, Kapost, and RO Innovation. Products integrate with major enterprise platforms including Salesforce, Microsoft Dynamics, ServiceNow, Genesys, Cisco, and Avaya, and incorporate AI capabilities such as NLP-based search, generative AI knowledge creation, conversational assistants, and automated document processing.
The company serves more than 1,100 enterprise customers globally across healthcare, financial services, media, telecommunications, publishing, technology, and education, including Mass General Brigham, HP, Nestlé, BT, Telstra, Expedia, Westpac, and Gannett. Revenue is generated through subscription-based enterprise contracts sold via a direct, sales-led motion with quote-based pricing and annual or multi-year terms. Distribution is primarily direct enterprise field sales supplemented by product-led interactive demos and partner marketplaces such as Salesforce AppExchange and Microsoft Teams. The company is headquartered in Austin, Texas, and operates a global delivery model.
Upland invests in AI as a competitive differentiator across its product lines, with proprietary features including Panviva Sidekick (AI conversational search), RightAnswers Gen AI Answers and Generative AI Knowledge Creation, and AI-powered RFP response in Qvidian. Third-party AI partnerships with OpenAI, Salesforce Agentforce, and IBM Watson extend generative capabilities. The business model emphasizes enterprise integration depth, switching costs from deep CRM and telephony integrations, and recurring subscription revenue tied to AI-enabled knowledge management, contact center, and content automation workloads.
Clickability firmographics
Firmographics- Name
- Clickability
- Website
- https://uplandsoftware.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Upland Software is an enterprise software company offering a portfolio of AI-enabled products for knowledge management, contact center operations, email engagement, content automation, and IT financial management, serving 1,100+ enterprise customers globally via subscription contracts and direct sales.
- Ownership category
- akta.pro rank
Where Clickability is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Clickability business model
Business model- GTM type
- B2B
- Offering type
- Software
Revenue model
- Enterprise Software Subscriptions: SaaS-based enterprise software subscriptions across multiple product categories including knowledge management, customer engagement, contact center, and process automation. Products are sold as annual or multi-year contracts with enterprise licensing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription pricing - quote-based |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels9 records
Clickability product offering
Product offeringCore offering
No information available about Clickability's core offerings in the provided source data. The source material returned empty values for all Clickability-specific records.
Product overview
Upland Software is an enterprise intelligence solutions company offering a comprehensive platform-plus-modules architecture. The portfolio spans multiple business categories including: Audience Engagement (Adestra for email marketing and Second Street for contest software), Contact Center and Customer Service (InGenius for CTI, Panviva for AI-powered knowledge management, and RightAnswers for enterprise knowledge management), Content Lifecycle Automation (AccuRoute, BA Insight, FileBound, Intelligent Capture, InterFAX, Objectif Lune, and Qvidian for document management, AI-driven processing, fax, and proposal automation), IT and Supply Chain Management (Cimpl, ComSci, and Ultriva), Project Management (Eclipse PPM, PowerSteering, and PSA), and Sales Productivity (Kapost and RO Innovation). The platform unifies and contextualizes knowledge, content, and data to power AI and agentic operations for enterprise customers.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- $3M cost savings by increasing agent efficiency and self-service with Upland RightAnswers
- +14 more outcomes
Companies that use Clickability
Customer profileNamed customers38 records
Segments8 records
Clickability technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration45 records
AI capability17 records
Feature13 records
Clickability partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered core and secondary.
- SalesforcecoreSalesforce is a core integration partner across multiple Upland products including InGenius CTI, Panviva, RightAnswers, Adestra, and BA Insight. InGenius supports Salesforce Open CTI, Salesforce Voice BYOT, and Agentforce integrations. Panviva and RightAnswers offer Salesforce CRM integrations with native connectors.
- ServiceNowcoreServiceNow is a core CRM integration partner for InGenius CTI supporting Next Experience, Agent Workspace, HR Agent Workspace, and CSM Configurable Workspace. RightAnswers integrates with ServiceNow for IT service management knowledge.
- Microsoft DynamicscoreMicrosoft Dynamics 365 CRM integration across InGenius CTI (Sales Hub, Customer Service Hub, Customer Service Workspace, Omni-channel) and RightAnswers. Panviva integrates with Microsoft Teams and Power Platform.
- GenesyscoreGenesys is a core telephony integration partner for InGenius CTI supporting Genesys Engage and Genesys Cloud (Voice and BYOC Cloud). RightAnswers integrates with Genesys for knowledge management.
- CiscocoreCisco telephony integration partner for InGenius CTI supporting UCCE, UCCX, PCCE, and UCM (Call Manager). InGenius is a leading solution for integrating Salesforce Voice with Cisco telephony.
- AvayacoreAvaya telephony integration for InGenius CTI supporting Aura CM (Communications Manager) and Aura Call Center Elite. InGenius is a leading solution for integrating Salesforce Voice with Avaya systems.
- AsterisksecondaryAsterisk telephony integration for InGenius CTI supporting Asterisk versions 13 and 16.
- Microsoft TeamscoreMicrosoft Teams integration for Panviva knowledge management, enabling contextual guidance within Teams chat and collaboration workflows.
- ZapiersecondaryZapier integration for Adestra email marketing and Panviva knowledge management, enabling workflow automation across 5,000+ applications.
- TwiliosecondaryTwilio integration for Panviva omnichannel knowledge management supporting communications workflows.
- PEGA SystemssecondaryPEGA Systems integration for Panviva knowledge management supporting enterprise customer engagement workflows.
- IBM WatsonsecondaryIBM Watson integration for Panviva omnichannel AI-powered knowledge management.
- Creative VirtualsecondaryCreative Virtual integration for Panviva chatbot and virtual agent knowledge delivery.
- BlueconicsecondaryBlueconic integration with Adestra email marketing platform for customer data platform connectivity.
- Raiser's Edge NXTsecondaryRaiser's Edge NXT integration with Adestra for nonprofit donor engagement and email marketing.
- LitmussecondaryLitmus integration with Adestra for email previews, testing, and deliverability optimization.
- GooglesecondaryGoogle integration with RightAnswers for enterprise search and knowledge discovery, and Adestra for analytics.
- SharePointcoreSharePoint integration for RightAnswers enterprise knowledge management, enabling knowledge from SharePoint sites and document libraries.
- ConfluencecoreConfluence integration for RightAnswers knowledge management, enabling knowledge creation and delivery within Atlassian ecosystem.
- Jira SoftwaresecondaryJira Software integration for RightAnswers IT service management knowledge and workflow automation.
- ZendesksecondaryZendesk integration for RightAnswers customer service knowledge management and self-service support.
- BMCsecondaryBMC integration for RightAnswers IT service management knowledge and ITSM workflows.
- NetSuitesecondaryNetSuite integration for RightAnswers enterprise knowledge management.
- CherwellsecondaryCherwell integration for RightAnswers ITSM knowledge management.
- IvantisecondaryIvanti integration for RightAnswers IT service management knowledge.
- OpenAIsecondaryOpenAI integration with Adestra for AI-powered email content generation and personalization.
Scale indicators15 records
Recent moves6 records
Expansion highlights5 records
Clickability competitors and assessment
Company assessmentBroad incumbents
- Confluence (Atlassian): Atlassian's Confluence is a broad incumbent knowledge management and collaboration platform that overlaps with Upland's RightAnswers and BA Insight offerings. Confluence serves as both an integration partner for RightAnswers and a potential substitute for some knowledge management use cases.
- ServiceNow: ServiceNow is a broad incumbent ITSM and workflow platform that competes with Upland's RightAnswers and BA Insight for knowledge management budgets while also being a key integration partner. Its Now Assist AI capability directly targets the same use cases Upland addresses with generative AI knowledge creation.
- Salesforce: Salesforce is a broad incumbent CRM platform whose Service Cloud, Agentforce, and ecosystem of AppExchange partners compete with Upland's InGenius CTI, RightAnswers, and Adestra. Salesforce is simultaneously Upland's largest integration partner and most significant competitive threat via native bundling.
Direct peers
- Loopio: Loopio is a direct competitor to Upland's Qvidian in the RFP response automation space. Both target enterprise sales teams seeking AI-augmented proposal creation and response management, with comparable buyer personas and similar value propositions around response speed and win rates.
- Five9: Five9 is a cloud contact center vendor competing with Upland's contact center solutions including InGenius CTI and surrounding knowledge management products. Both target enterprise contact centers seeking CRM-telephony integration and AI capabilities.
- Klaviyo: Klaviyo is a direct competitor to Upland's Adestra in the email marketing and customer engagement platform space. Both target high-volume email programs with AI-powered personalization and segmentation, serving enterprise and mid-market customers across publishing, retail, and media verticals.
- Genesys: Genesys is a leading contact center platform provider whose Genesys Cloud and Engage products compete with Upland's InGenius CTI integration layer. Genesys is also a Upland integration partner, illustrating the dual competitive-cooperative dynamic in CTI.
- NICE Ltd. NICE is a direct competitor in the contact center and CTI space, offering NICE CXone and CTI integrations that overlap with Upland's InGenius and broader customer engagement portfolio. Both target enterprise contact centers with telephony-CRM integration and AI-powered agent assistance.
- Responsive (formerly RFPIO): Responsive is a direct competitor to Upland's Qvidian in the RFP and proposal automation market. Both offer AI-assisted response generation, content libraries, and collaborative authoring aimed at enterprise sales teams responding to complex RFPs.
Emerging players
- Guru: Guru is an emerging player in enterprise knowledge management that competes with Upland's RightAnswers and Panviva. Both target contact center and support use cases with AI-powered knowledge delivery, though Guru focuses on browser-extension delivery while Upland emphasizes enterprise integrations.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Clickability social profiles
Digital presenceClickability financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clickability leadership team
Management profileNumber of profiles
Clickability funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clickability M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clickability
What does Clickability do?
No information available about Clickability's core offerings in the provided source data. The source material returned empty values for all Clickability-specific records.
Is Clickability a public or private company?
Clickability is a private company. It is classified as unknown and is currently operating.
When was Clickability founded?
Clickability was founded in 1999. It employs 251 to 500 people.
Where is Clickability based?
Clickability is headquartered in San Francisco, United States, in the North America region.
How does Clickability make money?
One revenue line is on record: enterprise Software Subscriptions.
Who are Clickability's main competitors?
Broad incumbents on record are Confluence (Atlassian), ServiceNow and Salesforce. Direct peers are Loopio, Five9, Klaviyo, Genesys, NICE Ltd. and Responsive (formerly RFPIO). Guru is listed as an emerging player.
Does Clickability have an API?
No public API is recorded for Clickability.