Name: UpHabit
Author: UpHabit

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Push Notifications

Development

Attendance Tracking

Education

Audit

Barcode

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Traceability

Enterprise

Accounting

Financial Close

Finance and Accounting

401(k)

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Bug Bounty

Cloud Storage

Container Security

Data Preparation

Data Replication

Data Virtualization

Desktop Management

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

Integration Platform as a Service (iPaaS)

MLOps

Managed Detection and Response (MDR)

Network Performance Monitoring

Network Troubleshooting

Packet Analyzer

Process Mining

Routers

Runtime Application Self-Protection

Secure Access Control

Virtual Private Cloud (VPC)

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Analytics

Email Marketing

Marketing Automation

Marketing Resource Management

Social Login

Social Media Management

Survey & Forms Building

URL Shorteners

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

AI Sales Agent

Cross-Border eCommerce

Customer Relationship Management (CRM)

Sales Acceleration

Sales Dialer

Sales Email Tracking

Sales

Microsegmentation

Security

Homeowner's Association (HOA) Management

Public Sector Software

Scholarship Management

Tax Practice Management

Vertical-Specific

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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.

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Lite

Professional

Premium

ConvergeHub

UpHabit

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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UpHabit

Overview

What is UpHabit?