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Upland AccuRoute: Use-Cases, Insights and Reviews | 2025 Cuspera

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Secure Content Capture, Routing, and Fax Software

Upland AccuRoute Overview

Upland-AccuRoute offers OCR cloud software for automating data capture, extraction, and secure transmission via fax. Data can be routed to workflows, recipients, or storage.

Use Cases

Customers recommend Workflow Management, Content Management, Social Media Analytics, as the business use cases that they have been most satisfied with while using Upland AccuRoute.

Other use cases:

Contract Management
Digital Signature
Measuring Customer Satisfaction
Collaboration
Revenue Cycle Management
Engaging And Following Up

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Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Upland AccuRoute.

Other priorities:

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Upland AccuRoute Use-Cases and Business Priorities: Customer Satisfaction Data

Upland AccuRoute works with different mediums / channels such as Offline. and Point Of Sale.

Upland AccuRoute's features include Recording. and Upland AccuRoute support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Upland AccuRoute analytics capabilities include Custom Reports, and Analytics.

Reviews

"Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are s...ent to off-site storage." - Catherine Saldutti

Upland AccuRoute, belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland AccuRoute

Top Industries

Human Resources
Legal Services
Food & Beverages

Popular in

Enterprise

Upland AccuRoute is popular in Human Resources, Legal Services, and Food & Beverages and is widely used by Enterprise,

Comprehensive Insights on Upland AccuRoute Use Cases

What makes Upland AccuRoute ideal for Workflow Management?

What solutions does Upland AccuRoute provide for Content Management?

6+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Upland AccuRoute solved their Content Management Systems needs. Cuspera uses 249 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Catherine Saldutti Records Supervisor and Trainer Post & Schell	Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are sent to off-site storage. Testimonial By Catherine Saldutti
Director of Human Resources One of Top 10 US Fruit Farming Companies	For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Robert Baumgarten Chief Information Officer Shulman Rogers	Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten

CUSTOMERS	TESTIMONIALS
Catherine Saldutti Records Supervisor and Trainer Post & Schell	Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are sent to off-site storage. Testimonial By Catherine Saldutti
Director of Human Resources One of Top 10 US Fruit Farming Companies	For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Robert Baumgarten Chief Information Officer Shulman Rogers	Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten

Case Studies

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Peers used Upland AccuRoute for workflow management and content management

Upland AccuRoute Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Custom Reports	4.03/5 ★ Read Reviews (14)
Analytics	3.67/5 ★ Read Reviews (3)

CAPABILITIES	RATINGS AND REVIEWS
Custom Reports	4.03/5 ★ Read Reviews (14)
Analytics	3.67/5 ★ Read Reviews (3)

Software Failure Risk Guidance

for Upland AccuRoute

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland AccuRoute

Upland Software, Inc. News

Financial 01/08/2025

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

Awards 24/06/2025

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

Financial 10/03/2025

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

Awards 16/12/2024

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE