UpHabit

UpHabit is a Personal CRM (Customer Relationship Management) tool designed to help businesses and individuals gather and manage their contacts for building and maintaining relationships, generating revenue, and achieving success. According to the vendor, UpHabit is suitable for small and medium-sized businesses (SMBs) as well as mid-market companies. It is designed for individuals and professionals of all sizes, from solopreneurs and freelancers to small business owners and executives. UpHabit is beneficial for sales professionals, marketing teams, consulting firms, law firms, and software companies to organize their contacts, track interactions, and nurture client relationships.

Key Features

Gather Contacts: UpHabit automatically gathers contacts from various sources such as local contacts, calendars, and email accounts, ensuring that all contacts are stored in one place, according to the vendor.

Selective Mass-Adding: Business users can easily add critical contacts to systems of record like Salesforce, Constant Contact, and Mailchimp with a single tap, preventing important contacts from being missed or overlooked, according to the vendor.

Multi-User Marketing List Management: UpHabit integrates with Constant Contact and Mailchimp, allowing companies to distribute list management to multiple individuals. Each user can have their own lists and tags, creating a collaborative experience, according to the vendor.

Missing Business Contacts: UpHabit emphasizes data hygiene and prevents duplicate contacts, ensuring a holistic view of accounts and preventing any important contacts from being left out, according to the vendor.

Marketing without Handcuffs: UpHabit's one-tap adding of missing contacts can improve marketing effectiveness in both the sales and post-sales process, adding value to investments in Constant Contact, Mailchimp, and Salesforce, according to the vendor.

Following Up Made Easy: UpHabit provides flexible fixed and recurring reminders, along with easy-to-use message templates for email, text, and social messaging, enabling teams to engage with the right people at the right time, according to the vendor.

Setup in 60 Minutes, Proven Business Value within 24 Hours: UpHabit allows for quick setup, enabling users to add more contacts to Salesforce, Constant Contact, or Mailchimp within the first hour. According to the vendor, within a week, users can have 95% of their contacts in these systems.

Introductions: UpHabit simplifies the process of making professional introductions with custom templates, duplication options, and scheduled follow-ups, saving time and effort in building connections, according to the vendor.

Reminders: UpHabit offers preset or custom intervals for reminders, ensuring that important contacts are never forgotten and enabling users to stay in touch and maintain relationships with ease, according to the vendor.

Notes: Users can keep track of their conversations by creating searchable notes in UpHabit, helping them pick up where they left off and maintain a comprehensive record of interactions, according to the vendor.