Upstream Works Support

Focus on Your Customers and Leave the Technology to Us

We’re Always Here to Support Our Customers 

Easily reach a knowledgeable expert at any time with priority service and access to our helpful Support Analysts.
Login to the Upstream Works Customer Support Portal or contact us via phone during regular business hours
(M-F, 9am-5pm)

Upstream Works Customer Support Portal

Our team of professionals is ready to answer your questions and help you with your technical issues

Or Contact Support

 1.800.808.5220 x 1 | 905.660.0969 x 1

 

Your Extended Support Team

Our friendly, helpful, knowledgeable team can help with any questions you may have. We work with you and with 3rd party vendors to resolve issues quickly, efficiently, and painlessly. Contact Support

Customer Success

Our Customer success team takes a best practice solutions approach to implementation, agent and supervisor training, and continuous value to ensure success. As your needs change and grow, our team remains engaged, helping you receive the greatest value from your Upstream Works for Finesse solution – across all your lines of business.

 

Training

Training is a key component to ensuring successful adoption and full benefit of all the features that Upstream Works has to offer. We offer a variety of courses in various formats.

Consulting

From initial workflow design to rapid deployment, we’re here to ensure your solution meets your needs – today and in the future.

UpKeep Support

With the UpKeep Customer Support program you’re always up-to date and have direct access to our Technical Support team 24×7. We’re here to help with any questions you may have from implementation to ongoing maintenance, software upgrades, technical consulting, refreshers on feature use, and anything else that’s needed to keep Upstream Works for Finesse delivering for you.

Integration

Evergreen Software

Keep up-to-date with software maintenance and continuous software upgrades as they are developed and made available.

Test Systems

When you purchase a maintenance agreement you will also receive agent test licenses. Your test license will allow you to make changes, enhance your system, conduct training and more.

Ongoing Care for Your System

As your business needs change, we’re here to support you. With ongoing care for your solution, we’ll work with you to ensure that your system is evolving right along with your goals.

Explore Upstream Works Professional Services

Learn how Upstream Works support, training and consulting all work together to ensure your solution is a great success.