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UpHabit

by UpHabit · Since 2017
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorUpHabit
Year launched2017
StatusActive
Location1 University Avenue, Suite 300 Toronto ON | M5J 2P1
Countries servedGlobal
Languages1
Integrations3+
Free tierYES
Free trial
Contact sales

About UpHabit

UpHabit is a personal CRM software from UpHabit that focuses on managing business relationships while prioritizing user privacy. It provides features such as integration with Constant Contact, Mailchimp, and Salesforce, along with tools for tracking relationships and managing interactions effectively. This allows users to nurture connections and keep their professional networks organized. With a variety of resources including videos and support for software companies, UpHabit caters to various business needs. Key capabilities: integration with Constant Contact integration with Mailchimp integration with Salesforce relationship tracking video resources Best for: professionals and businesses that need to manage customer relationships and maintain privacy.

UpHabit is a customer relationship management (CRM) software that focuses on lead management, helping users organize and track their interactions with potential customers. One of its standout features is its ability to create custom fields and tags for contacts, allowing for tailored organization and segmentation. The user interface of UpHabit is clean, intuitive, and visually appealing, making it easy for users to navigate and access key features quickly. The dashboard provides a comprehensive overview of all contacts and leads, with options to filter and sort based on various criteria. The unique design elements, such as color coding for different contact statuses, enhance the user experience and efficiency in managing leads. In terms of core functionalities, UpHabit stands out from its competitors with its customizable workflows and automations. Users can set up customized pipelines for lead nurturing, with automated reminders and follow-ups to ensure no potential opportunity falls through the cracks. This level of flexibility and automation helps streamline the lead management process and improve overall efficiency. Performance-wise, UpHabit is fast, reliable, and handles large datasets with ease.

Pros & Cons

What users like
  • +Allows users to easily organize and manage their contacts in one central location
  • +Provides a user-friendly interface for efficiently tracking and following up on leads
  • +Offers customizable fields and tags for tailoring contact information to specific needs
  • +Enables users to set reminders and create tasks for staying on top of important interactions
  • +Integrates with popular email and calendar platforms for seamless communication and scheduling
What users flag
  • Steep learning curve for new users
  • Some features can be confusing and difficult to navigate
  • Lacking advanced customization options for user preferences

Features

Key features

Contact Management
Store and organize contacts with notes, tags, and activity timelines.
Reminders & Cadences
Set custom reminders for birthdays, follow-ups, and milestones.
Introduction Templates
Easily introduce contacts to each other with pre-built templates.
Searchable Notes
Add and search notes to remember important details about contacts.

Additional features

Tagging & Filtering
Organize contacts by tags and filter your feed accordingly.
Data Sync
Sync contacts from Google, Microsoft, and your phone's address book.
Privacy Focused
Your data is protected and never shared; you can export your data anytime.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Personal CRM

USD 19.99

Countries & Languages

Global
Countries served
1
Interface languages
11
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇧🇷BRL🇷🇺RUB🇲🇽MXN

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