Icon UpHabit: Personal CRM

UpHabit: Personal CRM

  • Productivity
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UpHabit: Personal CRM

  • Productivity
4.3
101 ratings
Age Rating

4+

Seller
UpHabit Inc.
In-App Purchases

$19.99 – $119.99

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User Reviews for UpHabit: Personal CRM

5
Just what I was looking for!!!

Great contacts are only good if you communicate with them. Frequent communication develops strong relationships. This app makes staying in touch with your clients and future clients easier. I saw results immediately with just a phone call, email or text. The UpHabit Team is constantly improving the app and their response time is quick. Great tool for anyone who wants to maximize their network and relationships.

AKC06, Jan 30, 2020
5
Amazing Personal CRM - Even better customer service

This app is fantastic for keeping in touch with personal friends, and it just keeps getting better. I wanted an app where I could keep a list of the friends I wanted to stay in contact with, and be able to add tags to them so I could view contacts in different friends groups. I have some friends I want to contact weekly, some every few weeks, and a few once a year, and this app is flexible enough to handle all of it. Highly recommend to anyone looking to strengthen their relationships.

ekday, Dec 17, 2019
5
My newest secret weapon for long term job security...

At first I wasn’t sure what to expect, but as soon as it *clicked* and I “got it,” UpHabit completely replaced my phone’s native local address book as a turbo-charged upgrade where I can organize, plan, and take immediate action from directly within. I now put all new contacts straight into UpHabit immediately without any thought...It has become my command center for all communication, and the tagging, reminders, and deep-link integrations have taught me what real intentionality and consistency actually looks like for list building and maintaining, texting, Linkedin, email, and other DMs...I’ve found easily repeatable workflows that reliably get me the attention and time of hard-to-reach people, and ensures follow-up to advance and expand conversations to new areas effortlessly. Keep up the good work!

Intermediate Musician, Mar 18, 2020
5
Stay connected with the people you care about

If you want to connect with your loved ones and nurture your network, but feel overwhelmed by the idea of juggling communication with so many people, or feel guilty that you haven’t contacted them in so long, this is the app for you! It’s flexible and presents all the information you need at a glance, and the developers are responsive and focused on making this a great app for their users. I’m really impressed with it and I feel happier having improved my relationships with family and friends.

lianaleslie, Apr 18, 2020
5
Best Personal CRM I’ve found

I’ve tried a lot of solutions, and UpHabit is by far the best. I love that it extends from mobile to desktop and automatically snoozes reminders if I’m already in communication with someone.The automated contact management and ability to spread out personal communications is very helpful. I went from an Evernote list of ~40 people I want to stay in touch with to 153 in UpHabit (filtered from a list of >1k automatically imported!).I’m only a few days in and am a BIG fan!

MFCrunchy, Aug 08, 2020
5
Game Changer

UpHabit is a welcome life hack for those of us who know the value of growing and feeding our network, but lack a systematic way of doing so. Once you are set up on this app, your activity skyrockets and the game is changed. I don't have to remember who to reach out to and when, and I don't have to search my brain or some spreadsheet to recall what we talked about before. Just have to play along.The other important thing to note regarding this app - the UpHabit team is relentless in developing and releasing functionality in regular and rapid fashion. They also solicit customer input actively to make sure what they are working on is important and valued. There are other apps with similar intentions regarding personal crm functionality, but they are more static after first release. This one keeps getting better, and helps me get better too.

MYWHITECAT, Feb 12, 2021
4
Great app to help turn connections into relationships!!!

I’m loving this app and how it’s intuitively designed to help build relationships and not just merely manage contacts. Its relationship driven and allows me to connect with my clients and potential clients on the platform that is most meaningful to our relationship. Social Media, text, messenger, phone calls and in person connections! I’m so excited to learn about their Web Interface launching on the 1st quarter of 2020! I like to be able work from either my iPhone or my PC and this will help to make that possible. Note: I’m reserving the 5th star for the launch of the Web Interface.

Phil, Health Coach, Dec 18, 2019
5
Just right

I wanted something to help me keep track of my network short of a full CRM. I tried that and it was expensive and had too many features. UpHabit fits just right for a regular career professional. The support from the developers is in another league. My company has enterprise software costing five figures per year and the support falls short of what you get from this simple app.

SDK5898, Sep 23, 2021
5
Best CRM on IOS

I have tried a few CRM apps, but this one works the best. I currently on the paid version. I use it to keep tracker of the new people that I meet and the reminder feature is super helpful. I hope the team continues to make updates as more people discovers how difficult it is to keep track of their connections in their head or on an excel spreadsheet. The paid version is worth every penny.

SleepyCatReviews, Sep 24, 2023
5
Very effective tool for improving relationships!

UpHabit is great for helping stay connected to my network, especially when it comes time to change careers because it provides the capability to keep customer contacts as personal contacts. It’s also a very effective sales tool for managing pre-funnel contacts and conversations at a personal level across all mediums that i use everyday: calls, emails, texts and social media. The searchable tagging features make it so easy to categorize and look up different groups of contacts in both my personal and professional life. And when you add in the customized reminder function, this app has definitely helped me improve my relationships across the board.

Tom-Biz Dev, Jan 05, 2020

Description

UpHabit is an Personal CRM for Business solution for Professionals who build relationships to generate business. UpHabit eliminates contact & activity leakage (10X your Constant Contact, Mailchimp & Salesforce contacts). 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 [email protected]

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