UpHabit: Personal CRM

I’m loving this app and how it’s intuitively designed to help build relationships and not just merely manage contacts. Its relationship driven and allows me to connect with my clients and potential clients on the platform that is most meaningful to our relationship. Social Media, text, messenger, phone calls and in person connections! I’m so excited to learn about their Web Interface launching on the 1st quarter of 2020! I like to be able work from either my iPhone or my PC and this will help to make that possible. Note: I’m reserving the 5th star for the launch of the Web Interface.

How many times have you thought, “I really need to follow up with that person!” UpHabit helps you focus your efforts on the relationships, personal and professional, that mean the most. Since I began a month ago, I’ve had small, but meaningful connections with over a hundred friends and colleagues. Something as simple as “I was think of you, how are you doing?” That quick act renews and refreshes the connection with your important people. It has also led to several lunches and coffees where we had the chance to connect more deeply. From a business perspective, it has already led to one large deal. More importantly to me, I feel more connected to my community and friends. UpHabit is the habit to take up in 2020!

UpHabit is great for helping stay connected to my network, especially when it comes time to change careers because it provides the capability to keep customer contacts as personal contacts. It’s also a very effective sales tool for managing pre-funnel contacts and conversations at a personal level across all mediums that i use everyday: calls, emails, texts and social media. The searchable tagging features make it so easy to categorize and look up different groups of contacts in both my personal and professional life. And when you add in the customized reminder function, this app has definitely helped me improve my relationships across the board.

This app is fantastic for keeping in touch with personal friends, and it just keeps getting better. I wanted an app where I could keep a list of the friends I wanted to stay in contact with, and be able to add tags to them so I could view contacts in different friends groups. I have some friends I want to contact weekly, some every few weeks, and a few once a year, and this app is flexible enough to handle all of it. Highly recommend to anyone looking to strengthen their relationships.

This is perfect for what I need. I really just need reminders to stay in touch with people I like or would like to deepen my relationships with. Some of them may be business-related but many are not. I’ve tried a ton of CRM programs, but they tend to be overly complex for my needs, with visualizations of “sales pipelines” and so forth. This is truly a “personal” CRM.