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Overview
UpHabit helps professionals build and nurture authentic relationships by centralizing their contacts. Although some users have reported data sync issues, its intuitive mobile apps and features, such as smart reminders, ensure you can consistently connect with your network and never miss an opportunity to follow up.
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Starting Price
Custom
UpHabit Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Customer Segmentation
What Is UpHabit?
UpHabit is a customer relationship management (CRM) platform that helps professionals and teams manage their networks effectively. It addresses the common problem of contact leakage by automatically gathering contacts from multiple sources, including Google, Microsoft, and local address books, into a centralized platform. By providing tools like custom reminders and searchable notes, UpHabit software enables users to build and maintain authentic relationships, ensuring they can follow up consistently and never miss an opportunity to connect.
UpHabit Pricing
The UpHabit cost ranges in the following plans:
- Personal CRM: $0/user/month
- For Business: $19.99/user/month
Disclaimer: The pricing is subject to change.
UpHabit Integrations
UpHabit software supports integration with the following platforms:
- Salesforce
- Constant Contact Software
- Mailchimp Software
- Google Contacts
- Microsoft Outlook
Who Is UpHabit For?
UpHabit serves busy professionals, leaders, and business owners, as well as various types of businesses who use Salesforce, such as:
- Consulting firms
- Law firms
- Software companies
Is UpHabit Right For You?
UpHabit is the right fit if you prioritize building deep, authentic relationships over managing transactional sales funnels. Its standout quality is its laser focus on being a "Personal CRM for Business," a niche it serves with dedication to user privacy and network intelligence. This commitment was recognized when it won the 2019 SIIA CODiE Award for Best New CRM Solution. For professionals who believe their network is their net worth, UpHabit provides the tools to cultivate it.
Still not sure about UpHabit? Contact our support team at (661) 384-7070 for further guidance.
UpHabit Features
Gather Contacts
This feature automatically syncs and consolidates your contacts from disparate sources, including Google, Microsoft, local address books, and calendars. It ensures that your entire professional network is accessible in one unified system, preventing valuable contacts from being overlooked or siloed on different platforms.
Introductions
You can streamline the process of connecting people in your network with professional introduction templates. This tool simplifies making valuable connections by offering duplication options and scheduled follow-ups, helping you act as a "Super Connector" efficiently and effectively.
Reminders
UpHabit nurtures your relationships by setting custom, recurring reminders to stay in touch. It helps you streamline a consistent habit of communication, ensuring you never lose contact with important clients, colleagues, or mentors, and can reach out at meaningful intervals.
Tags
The platform organizes your network with a flexible tagging system. You can create and apply unlimited tags to group contacts by industry, location, project, or any other criteria you choose. It allows for powerful filtering and targeted communication with specific segments of your network.
Timeline
You can gain a complete contextual history of every relationship with this feature. It displays all your interactions over time, including logged connections, notes, and reminders, allowing you to pick up conversations exactly where you left off with full background knowledge.
Pros And Cons of UpHabit
Pros
Robust contact collection from multiple sources
Meaningful focus on relationship nurturing
Privacy-first approach to user data
Cons
Note-taking functionality needs improvement
Some workflows are not intuitive
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Frequently Asked Questions
Who are the typical users of UpHabit?
Typical users of UpHabit features are busy professionals, leaders, and business owners, as well as being used by software companies, consulting firms, and law firms that use Salesforce.
Does UpHabit offer an API?
The official website of UpHabit does not specify its API availability.
What other apps does UpHabit integrate with?
UpHabit integrates with Salesforce, Constant Contact, and Mailchimp.
What types of pricing plans does UpHabit offer?
The UpHabit price plans include a free Personal CRM plan and a paid Business plan for $19.99/month. Request a personalized UpHabit pricing quote for your business.
What level of support does UpHabit offer?
UpHabit provides support via email, chat, phone, and a help center. Moreover, the Business plan also includes priority support and a 30-minute onboarding session via Zoom.
What language does UpHabit support?
UpHabit is primarily available in English.
Does UpHabit have a mobile app?
Yes, UpHabit offers a mobile app for both Android and iOS devices.