UpHabit: Personal CRMs 4+

Personal CRM for Business

UpHabit

    • 3.4 • 7 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) while helping build great relationships. 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 19.1.1

Added some new timeline entry types. One non-crash fix.

Ratings and Reviews

3.4 out of 5
7 Ratings

7 Ratings

Professional Businessman ,

Can't use at all

First off, it doesn't have any way to sign in other than through email and password, unlike the app and website, which allows for apple login. Second, when I try to enter my credentials, it doesn't let me through, and I don't even get a reset password email for when I enter in my apple id email.

Developer Response ,

Hi there, we're very sorry. The sign in with Apple/Google/Microsoft limitation on our macOS app is due to technical limitations we were faced with when we first built our macOS app. We're currently working to get at least Sign in with Apple working on macOS. As to not being able to get a password reset email, can you please contact help@uphabit.com so we can jump on that...we test that all the time and it should be fine. Sincerely, Your UpHabit Team

eleanayoo ,

Good Product – Bad Mac App

Mac App is a bad Web Port… The Product is good on iOS…

Developer Response ,

Hi there, thank you for the feedback and we're sorry about your experience. It's a compatibility port using Apple's Catalyst system. Quick update...we've now got the macOS app at 9.0.4 and it's now being released at the same time with iOS so there are no feature differences except some social sign-in limitations due to third parties. The rest of the features are identical. We hope you like it! Your UpHabit Team

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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers

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, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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