UpHabit: Personal CRM 4+

Personal CRM for Business

UpHabit

Designed for iPad

    • 4.8 • 18 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

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 support@uphabit.com

What’s New

Version 19.4.4

Fix for rare stuck sync issue. Crash fix.

Ratings and Reviews

4.8 out of 5
18 Ratings

18 Ratings

Mmnw1985 ,

THE BEST CUSTOMER APP YET

This is exactly what I’ve been looking for! You can organise your personal and business contacts by tags, make reminders who you need to follow up with and stay on top of everything! I’ve been looking for an app like this for so long! Super simple to use! The hardest bit is the initial organising of your contacts, with the easy phone book integration contacts are uploaded quickly so you just need to go through your contacts, decide who’s important and tag them into a category if wished !

Developer Response ,

Wow, you're awesome! Thank you...you nailed it. We want to be your best and most important app on your phone, and that comes from doing the right thing and delighting you over and over and over. There's lots more to do and we'll keep working on it for you. Again, thank you. You made our day! :)

Obi Patrick ,

Makes keeping in contact ridiculously easy

What I like the most about this app is that it gives you the opportunity to introduce people in your network so easily like I have never seen before on other personal CRM apps so this is a five star app for everybody that is wanting to keep in contact with people in your network but haven’t got the time to do it

Developer Response ,

Thank you very much. We're just scratching the surface of what we want to do to help you build more and stronger relationships. We love feedback and if you have ideas, please let us know at support@uphabit.com. We do releases almost every week (and sometimes more than once a week), so we can always be better! Your UpHabit Team

Novel Insights ,

Intuitive and simple

Intuitive to use, simple enough for personal use not to feel overwhelming and nice quality app development makes it enjoyable to use. Also updated regularly and responsive to customers.

App Privacy

The developer, UpHabit, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • Contacts
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics
  • Other Data

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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