UpHabit
UpHabit is a personal CRM that enhances business contact management, integrates with major platforms, and ensures data privacy.
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Description
UpHabit is a Personal CRM designed for businesses and teams to manage and enhance their relationships with contacts effectively. It integrates seamlessly with major platforms such as Salesforce, Constant Contact, and Mailchimp, allowing users to gather and manage contacts from various sources, including local contacts and calendars.
Key functionalities include:
- Selective Mass-Adding: Users can quickly add multiple contacts at once, facilitating efficient data entry.
- Multi-User Marketing List Management: Teams can collaborate and manage marketing lists together, improving outreach efforts.
- Data Hygiene: Tools are available to maintain the integrity of contact data, preventing duplicates and ensuring accurate information.
- Reminders and Follow-Ups: Users can set reminders for follow-ups, ensuring that no important communications are missed.
- Tags and Notes: Easily categorize and take notes on contacts for better organization and retrieval.
UpHabit prioritizes data privacy and security, ensuring that user information is protected. It is designed for quick setup and promises immediate business value, with both free and paid plans available. Users have access to a robust support system for any inquiries or assistance needed.
Features
Selective Mass-Adding
Quickly add multiple contacts at once to streamline data entry.
Multi-User Marketing List Management
Collaborate with team members to manage marketing lists effectively.
Data Hygiene Tools
Maintain accurate contact information by preventing duplicates.
Follow-Up Reminders
Set reminders to ensure timely follow-ups with contacts.
Tagging and Notes
Organize contacts with tags and keep notes for easy access.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support