What is UpHabit?

UpHabit is a personal CRM built for businesses aiming to enhance contact management and relationship development within their teams. The platform automatically gathers contacts from sources such as local address books, calendars, and email services including Google and Microsoft, ensuring that every important connection is captured and organized. Supported on web, mobile, and desktop platforms, UpHabit streamlines multi-user marketing list management by integrating seamlessly with Salesforce, Constant Contact, and Mailchimp.

UpHabit offers features such as mass contact addition, flexible reminders, message templates, notes, and tagging, promoting effective communication and engagement with clients and prospects. It emphasizes data hygiene, duplicate prevention, and secure, user-controlled data with regular backups and strict privacy policies. Centralized billing, onboarding support, and priority assistance are available for business users, facilitating adoption and ongoing usage within organizations of any size.

Features

Automatic Contact Gathering: Consolidates contacts from emails, calendars, and local address books.
Selective Mass-Adding: Add dozens or hundreds of critical contacts to CRM or marketing platforms with one tap.
Multi-User Marketing List Management: Allows team members to manage their personalized lists and tags.
Salesforce, Mailchimp, Constant Contact Integration: Seamlessly connects with popular CRM and marketing tools.
Reminders: Customizable and recurring reminders to follow up with contacts.
Notes: Keeps track of conversation details and context.
Tags: Organize contacts by city, industry, or custom criteria.
Duplicate Prevention: Ensures clean, up-to-date contact records.
Message Templates: Supports predefined email, text, and social communication.
Privacy and Data Security: User-owned data, secure storage, regular backups, and export anytime.

Use Cases

Centralizing and managing team or company-wide contacts.
Syncing new business contacts into Salesforce, Mailchimp, or Constant Contact.
Scheduling follow-ups and maintaining regular outreach with clients and prospects.
Segmenting contacts using tags for targeted marketing campaigns.
Exporting up-to-date contact lists for use in sales or marketing efforts.
Preventing data loss when team members change roles or leave the company.
Enhancing data accuracy and completeness in CRM systems.
Managing introductions and business networking in professional services.

FAQs

What platforms does UpHabit support?

UpHabit is available on web, mobile, and desktop, allowing users to manage contacts across multiple devices.
What integrations does UpHabit offer?

UpHabit integrates with Salesforce, Constant Contact, and Mailchimp to streamline contact management and marketing activities.
How does UpHabit ensure data privacy?

UpHabit maintains strict data privacy policies, ensuring user data is owned by the user, regularly backed up, and never shared or sold.
Can multiple team members manage contacts and marketing lists?

Yes, UpHabit allows multiple users to manage contacts and marketing lists, each with personalized tags and lists.
How quickly can UpHabit be set up?

UpHabit can typically be set up in under 60 minutes, with proven business value visible in the first 24 hours.