Personal CRM
for Business

Nobody will slip through the cracks ever again. UpHabit’s a Personal CRM for businesses and their teams to gather & manage their contacts for great relationships, revenue and success. Supported on web, mobile and desktop. Integrated with Salesforce, Constant Contact and Mailchimp.

Download on the App Store
Download on Google Play
Download on the Mac App Store
UpHabit Personal CRM for Busienss operates on web, iOS, macOS and Android
UpHabit Personal CRM for Business is available on the Salesforce AppExchange
UpHabit Personal CRM for Business is integrated with Constant Contact
UpHabit Personal CRM for Business is integrated with Mailchimp

Nobody slips through the cracks

UpHabit automatically gathers contacts from local contacts, calendars, sent folders and Google and Microsoft contacts. As a result, nobody is left behind as they’re always in UpHabit’s Personal CRM for Business

Selective mass-adding

UpHabit presents business users with the option to add dozens to hundreds of critical contacts to systems-of-record like Salesforce, Constant Contact and Mailchimp with a single tap. ensuring the contacts most important to the business don’t walk out the door every night

Multi-user marketing list management

Constant Contact and Mailchimp integration allows companies to parcel out list management to dozens/hundreds of individuals, each with their own lists and tags that they can use, making them truly multi-user

Missing business contacts

Data hygiene is critical, including duplicate prevention.  If you’re missing 10-20X of the contacts per prospect/customer, you don’t have a holistic view of the account. UpHabit solves that

Marketing without handcuffs

UpHabit’s one-tap adding of missing contacts greatly improves marketing effectiveness in both the sales and post-sales process, adding value to your Constant Contact, Mailchimp and Salesforce investments

Following up made easy

UpHabit’s flexible fixed and recurring reminders, when coupled with our easy to use message templates for email, text and social messaging ensure that your teams engage with the right people at the right time. We’re a Personal CRM for Business

The core Personal CRM for Business features of UpHabit's mobile app

Setup in 60 minutes, proven business value within 24 hours

Within the first hour you'll have added more contacts to Salesforce, Constant Contact or Mailchimp than you've added within the last month. As a result, after a week you'll see that UpHabit users have created 95% of the contacts in Salesforce, Constant Contact or Mailchimp, and that's only after a single week.

Yearly
Monthly
Personal CRM
$0/year
  •   Manage 10 relationships
  •   Add unlimited contacts
  •   Contacts sync daily
  •   Unlimited integrations
  •   Up to 5 introductions only
Personal CRM
$0/month
  •   Manage 10 relationships
  •   Add unlimited contacts
  •   Contacts sync daily
  •   Unlimited integrations
  •   Up to 5 introductions only
For Business
$119.99/year
  •   Manage unlimited relationships
  •   Add unlimited contacts
  •   Contacts sync every few hours
  •   Unlimited personal integrations
  •   Unlimited introductions
  •   Priority support
  •   Constant Contact integration
  •   Mailchimp integration
  •   Salesforce integration
  •   30-minute onboarding via Zoom
  •   Centralized billing plans available
For Business
$19.99/month
  •   Manage unlimited relationships
  •   Add unlimited contacts
  •   Contacts sync every few hours
  •   Unlimited personal integrations
  •   Unlimited introductions
  •   Priority support
  •   Constant Contact integration
  •   Mailchimp integration
  •   Salesforce integration
  •   30-minute onboarding via Zoom
  •   Centralized billing plans available
Relationship Selling by seeing everyone at a glance that you need to talk to today

Features

Introductions

Super connecting made super simple. Make professional introductions in seconds.

Reminders

Never lose touch with important contacts. Choose from pre-set or custom intervals.

Notes

Keep track of your conversations so that you always pick up where you left off.

Tags

Add tags to group contacts by city, industry or whatever else you choose!
Discover More Features

Privacy is Our Top Priority

At UpHabit, we are dedicated to keep your data safe and secure.

All our servers and platforms are kept up to date with the latest security fixes and best practices. We keep all data regularly backed up.

Your contacts belong to you and we’ll never contact them. We’d rather quit than sell or share data. You can one-tap export all your data as many times as you want.

Access to our servers is restricted to authorized employees only and you must grant us permission before we’ll look at any contact data (and only for rare support purposes).

Read Our Privacy Promise
UpHabit's Relationship Selling app has two patents pending

Ratings and Reviews

J. Kelly HoeyAuthor of Build Your Dream Network

“I recently downloaded 11 CRM apps (such as Hippo, Contact Journal, Copper, etc) to test and almost immediately deleted 10. Of the 11 apps I downloaded, UpHabit remains on my phone, because there is now a desktop version and the company is very focused on user privacy.”

Don MorrisRelationship Marketing Specialist

“Your app, even in the beta phase, has risen to the top.”

Alyssa RandallStart-up CEO

“I just wanted to let you know how awesome & speedy your team is! This is the best customer experience for a bug I have ever had.”

BrokentilleriOS review

“My work/life contacts have been a mingled mess for years. UpHabit has given me a tool to manage my personal contacts like having a CRM for my life.”

Ali KhalilGProCommunity Administrator

“I've always wanted a tool that helps me build healthy relational habits. So, good job on creativity and splendid customer service.
Keep up the good work!”

Jon MooreConsultant, Teacher

“These guys are tireless in their development! Give it a try and see if you like it!”

Shaun MMarketing Director

“I absolutely LOVE your app, and it has allowed me to reconnect with so many of my contacts that I had forgotten about. I appreciate you more than you know!”

Timothy ElstoneAndroid review

“The best Personal Relationship Manager out there. Very impressed and love this app.”

Robett

“After years of global travel, UpHabit has finally given me the structured glue to stay close to those that matter”

As seen on

Warren Berger, the author of A More Beautiful Question, points out that the “most creative, successful business leaders have tended to be expert questioners. They’re known to question the conventional wisdom of their industry, the fundamental practices of their company, even the validity of their own assumptions.”