UpHabit: Personal CRM 4+

Name: UpHabit: Personal CRM
Rating: 4 (2 reviews)
Author: UpHabit

UpHabit

專為 iPad 設計

- 4.0 • 2 個評分

- 免費
- 提供 App 內購買項目

描述

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

2024年5月2日

版本 19.4.4

Fix for rare stuck sync issue. Crash fix.

4.0 滿分 5 粒星

2 個評分

Good app, but needs improvements

A must-have for building strong relationships and networking effectively. But the app needs improvements and enhancements.

Only receiving badge notifications and none on the home screen.

Need the a bility to edit a prior entry (when you connect with someone, and don’t add notes, but later you want to add to that entry, you need to tell UpHabit that you connected again to be able to add those notes. Not able to go back to the previous time you connected and edit that entry itself)

Perhaps, UI can be a bit more sophisticated. Too colourful at the moment.

Thank you! If you have the time, could you please email support@uphabit.com so we can understand a bit more about what you said regarding badge notifications. As to the ability to edit a prior entry...you can! If you tap on the notes icon you'll see all the notes in date-descending order and you can edit it and even change the date. We do agree that you can't edit directly from the timeline, and we plan on changing that in the next couple months. But you can edit the entries now through the Notes icon. Again, thank you for the feedback! We do our best to delight you with our support, our product and what changes we'll make based on your feedback.