UpHabit: Personal CRM

I have been using UpHabit for a couple months now. I have to say it is an amazing app. The past couple years, I have found myself “too busy” with family / work to maintain connection with friends and extended family but in reality all I needed was a little push to reach out and connect. UpHabit makes it easy to choose the close connections you want o maintain and gently remind you to reach out on whatever periodic basis you feel is right. I have enjoyed sending out of the blue text or call to friends I may not have spoken with in months or years. It’s been amazing to see the universally happy response and joy from these connection. Also, knowing you’ve reached out to a friend in need, not knowing the struggles they’ve been going through, has provided real perspective on the need to maintain connections beyond veiled social media. From a technical perspective, the team is made up of rockstars! All the features aren’t there but they are coming and the team is open about there feature development and priorities. Neil, Akira, and the others are extremely responsive to questions answering in matters of hours. One great example is a bug I noticed on their newest release and within 12 hours of contacting the team a new update with a fix was ready on the apple store! Leading software teams I understand the challenges and was thoroughly impressed with the responsiveness to my issue. Please keep up the great work! I look forward to seeing where this app goes.

UpHabit has helped me up-level (that’s the word all the kids are using) my relationship-building game and it genuinely deserves one of my few five-star reviews. Full disclosure: I was a beta tester for early versions of the app, before it was released on the App Store; however, I have not been compensated for using or reviewing the app — I am just a highly-delighted user. Until about 9 months ago, I had gone from contact manager to contact manager, CRM to CRM, trying to find an app that would help me do just two things: one, keep track of my interactions with people in my life and, two, remind me to connect with them again. Time and again I found apps that could work, but were far too heavy — they had too many additional features I would not use and/or the interface required too much work to navigate and use effectively. (Also a consideration for me: I have a team that needs to use a “personal relationship manager” and, although *I* am a techie, I don’t want them to resist using a complicated interface.) UpHabit has hit all of the right buttons for me. It allows me to not only note my interactions, but also categorize them by type (phone, text, email — and custom types). I can apply multiple tags to contacts so I can quickly show groups of people or find someone I can connect with another. I am not just reminded to connect with each person, but — more importantly — I can set a schedule for each individual that reflects their priority in my life. Currently up to 430 relationships under management and this has never been easier!

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.