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UpHabit

UpHabit is designed to assist professionals in fostering and maintaining genuine relationships by consolidating their contact information. While a few users hav...

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UpHabit is designed to assist professionals in fostering and maintaining genuine relationships by consolidating their contact information. While a few users hav...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

UpHabit is designed to assist professionals in fostering and maintaining genuine relationships by consolidating their contact information. While a few users have mentioned experiencing synchronization problems, the user-friendly mobile applications and functionalities, including intelligent reminders, make it easy to stay engaged with your network and ensure you never overlook a chance to follow up.

Product Details

What Is UpHabit?

UpHabit is a robust customer relationship management (CRM) solution designed to assist both professionals and teams in effectively managing their networks. It tackles the frequent issue of contact loss by seamlessly aggregating contacts from various sources, such as Google, Microsoft, and local address books, into one unified platform. With features like personalized reminders and searchable notes, UpHabit empowers users to cultivate and sustain genuine relationships, ensuring they can follow up regularly and seize every opportunity to connect.

UpHabit Pricing

The pricing structure for UpHabit includes the following options:

  • Personal CRM: $0/user/month

  • For Business: $19.99/user/month

For a tailored pricing quote specific to your business needs, feel free to request one.

Please note that prices may change.

UpHabit Integrations

UpHabit seamlessly integrates with a variety of platforms including:

  • Salesforce

  • Constant Contact Software

  • Mailchimp Software

  • Google Contacts

  • Microsoft Outlook

If you're interested in learning more about how UpHabit integrates with other tools, watch a free demo.

Who Is UpHabit For?

This platform is ideal for busy professionals, leaders, and entrepreneurs, along with different types of businesses utilizing Salesforce, including:

  • Consulting firms

  • Law firms

  • Software companies

Is UpHabit Right For You?

If you value nurturing deep, genuine relationships over merely managing sales funnels, then UpHabit could be the perfect choice for you. Its unique selling point lies in its dedicated approach as a "Personal CRM for Business," emphasizing user privacy and network intelligence. This commitment was acknowledged when it received the 2019 SIIA CODiE Award for Best New CRM Solution. For those who view their network as their most valuable asset, UpHabit offers the necessary tools to enhance it.

If you still have questions about whether UpHabit is suitable for you, reach out to our support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✔ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

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

Price

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.

The official website of UpHabit does not specify its API availability.

UpHabit integrates with Salesforce, Constant Contact, and Mailchimp.

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.

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.

UpHabit is primarily available in English.

Yes, UpHabit offers a mobile app for both Android and iOS devices.