Upland Ultriva vs. EssentialPIM: Collaboration and Productivity Solution Comparison 2025

Failure Risk Guidance Security Report ?

Failure Risk for Upland Ultriva medium Failure Risk for EssentialPIM medium

Comparison Summary

This comparison report of Upland Ultriva vs. EssentialPIM is based on a specific set of business needs and context. The comparison uses 404 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland Ultriva and EssentialPIM

Upland Ultriva, and EssentialPIM belong to a category of solutions that help Collaboration and Productivity. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Upland Ultriva covers Collaboration, Training & Onboarding, Sales Document Management, Forecasting, etc.

EssentialPIM focuses on Sales Document Management with E-Mail, Lead Qualification with E-Mail, Collaboration, Calendar Management with E-Mail, etc.

"Upland’s Ultriva Lean Execution Suite applications have played a large role in helping Trane Technologies achieve world-class lean supply, lean distribution, and lean factory capabilities across our division. " - Robert Rivers

"I was looking for a note taker only when I first found EssentialPIM. And it proved a very capable program for this purpose. I soon saw the benefits of the paid version. The ability to attach files to my notes, cross-linking of items, creating additi...onal hierarchical trees & advanced search capabilities sealed the deal and I purchased. I have now been using EssentialPIM for 4 years. In those years the program has advanced much and each update brings features that I find indispensable. It's now handles everything. My appointments, my emails, notes, calendar entries & to-do's, passwords and contacts. All indexed & instantly searchable. I work for a bank and much of the information I record is confidential. But EssentialPIM's encryption and its ability to create numbered backups to any location I choose, means I feel safe in recording so much information without fear of loss or theft. It's the first program I open at the start of the day and the last closed at the end. " - C. Scott

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