UpHabit - Personal CRM
In-app purchases
4.3star
105 reviews
10K+
Downloads
Everyone
info
About this app
UpHabit is an Personal CRM for Business solution for Professionals who build relationships to generate business.
UpHabit eliminates contact & activity leakage (10X your Salesforce contacts) while helping build great relationships. It also surfaces all contacts anyone knows at every prospect and customer. UpHabit is deeply and seamlessly integrated with Salesforce and we're open to other integrations should our customers request them.
The UpHabit app ensures you never forget important dates. You can nurture great relationships and generate increased revenue and success. Reminders, notes, tags, social connections, we've got it all.
7 reasons to use UpHabit:
1. Salesforce: we're deeply integrated and ensure that organizations have all the data they require on their contacts and activities
2. Introductions: making introductions has never been easier — with custom introduction templates and duplication options, you can make all the introductions in the world within seconds.
3. Custom reminders: set regular or custom reminders, and you’ll never forget a birthday or a milestone.
4. Searchable notes: for personal or business relationships alike, it’s important to remember details. Adding notes to people’s profiles will help you stand out and be present for your friends, whether it is band practice or the development of a new business.
5. Organize by tags: want to read about business relations only? Add tags to your contacts and filter your feed in an instant.
6. All contacts in the same place: easily sync contacts from your Google and Microsoft accounts, your local calendar, as well as your phone's address book.
7. Snooze reminders: stay focused and productive during your busiest times and say no to reminders.
Your data is also protected with UpHabit. We will never share your personal information, and you can get a copy of your data at any time within the app. The only thing we do with your data is help you organize and act on it. Because you’re our only focus, and we’d all quit if that wasn’t the case.
Privacy Policy: https://uphabit.com/privacy-policy/
Terms of Use: https://uphabit.com/terms-of-service/
Support: You can email us at support@uphabit.com
UpHabit eliminates contact & activity leakage (10X your Salesforce contacts) while helping build great relationships. It also surfaces all contacts anyone knows at every prospect and customer. UpHabit is deeply and seamlessly integrated with Salesforce and we're open to other integrations should our customers request them.
The UpHabit app ensures you never forget important dates. You can nurture great relationships and generate increased revenue and success. Reminders, notes, tags, social connections, we've got it all.
7 reasons to use UpHabit:
1. Salesforce: we're deeply integrated and ensure that organizations have all the data they require on their contacts and activities
2. Introductions: making introductions has never been easier — with custom introduction templates and duplication options, you can make all the introductions in the world within seconds.
3. Custom reminders: set regular or custom reminders, and you’ll never forget a birthday or a milestone.
4. Searchable notes: for personal or business relationships alike, it’s important to remember details. Adding notes to people’s profiles will help you stand out and be present for your friends, whether it is band practice or the development of a new business.
5. Organize by tags: want to read about business relations only? Add tags to your contacts and filter your feed in an instant.
6. All contacts in the same place: easily sync contacts from your Google and Microsoft accounts, your local calendar, as well as your phone's address book.
7. Snooze reminders: stay focused and productive during your busiest times and say no to reminders.
Your data is also protected with UpHabit. We will never share your personal information, and you can get a copy of your data at any time within the app. The only thing we do with your data is help you organize and act on it. Because you’re our only focus, and we’d all quit if that wasn’t the case.
Privacy Policy: https://uphabit.com/privacy-policy/
Terms of Use: https://uphabit.com/terms-of-service/
Support: You can email us at support@uphabit.com
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Photos and videos and 5 others
Data is encrypted in transit
You can request that data be deleted
Ratings and reviews
4.4
102 reviews
Billy Lieurance
- Flag inappropriate
July 2, 2020
I really wish the app worked. It's evident that the team is passionate, the leadership is invested, and the app ideas are grand. Gmail integration worked well, O365 never did. Date when a note was entered always seemed to override the date on the note itself. But most importantly, the app lost my data. Twice. One time connections I remember making just weren't there. Support restored them somehow. Then, six months of phone-written notes apparently never synced and are gone for good. Too bad.
9 people found this review helpful
UpHabit
July 26, 2020
Hi Billy, we're very sorry. Here's a quick update on what we've done based on your feedback. #1 we fixed the issue with new merged contacts having their notes hidden. #2 we think we've un-hidden the notes you rightly thought were lost in old merges...just waiting on your AOK. #3 we fixed the date editing bug. We appreciate your feedback a lot.
John Siri
- Flag inappropriate
March 7, 2021
I have been looking for something exactly like this. Most other app seem to revolve around works these days and this app helps me stop to focus on what's really important to me. The app is intuitive and does exactly what I was looking for. I would like to see notifications and bidirectional integration with things like todoist to keep it at the top of mind. A feed of your friends that is not managed by corporate algorithms and not choke full of ads would be great too. (Remember those?😂)
13 people found this review helpful
Michelle Mangrum
- Flag inappropriate
January 31, 2024
WOW! It is incredible how much information can be captured in one place. My Brain and thoughts and reminders all in ONE location. BRILLIANT and easy (once you are past the little learning curve) I HIGHLY Recommend this for ALL businesses where you want to keep track of your customers and more.
UpHabit
February 2, 2024
Wow, thank you so much Michelle! We work hard to make UpHabit the best for you and we're not ever going to stop. Please keep the ideas coming too because we're always building new capabilities (and fixing anything you tell us about). Thanks again!
What's new
Small refinement to our crash handling.