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.
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
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.
See How It WorksYou 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.
See How It WorksUpHabit 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.
See How It WorksThe 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.
See How It WorksYou 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.
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