UpHabit
UpHabit is a personal CRM for organizing contacts and maintaining business relationships.
What UpHabit is
UpHabit is a personal CRM for organizing contacts and maintaining business relationships. It can gather contacts from local address books, calendars, sent folders, and Google and Microsoft contacts. Users can write conversation notes, tag people by categories such as city or industry, and set reminders at preset or custom intervals, including recurring reminders. Its Introductions feature supports professional introductions, and integrations with Salesforce, Constant Contact, and Mailchimp let users add contacts to those services. The Constant Contact and Mailchimp connections support separate lists and tags for multiple users in a company. The free Personal CRM plan allows unlimited contacts, but limits users to 10 managed relationships and five introductions. The For Business plan lists unlimited relationships and introductions, contact syncing every few hours, priority support, and 30-minute onboarding by Zoom. It costs $19.99 a month or $119.99 a year. UpHabit says it does not sell or share contact data and that users can export it with one tap. It is available on Android, iOS, macOS, and the web.
Good
- Gathers contacts from several listed sources.
- Supports notes, tags, and recurring reminders.
- Integrates with Salesforce, Constant Contact, and Mailchimp.
- Free plan allows unlimited contacts.
- Offers one-tap data export.
Watch out
- Free plan limits managed relationships to 10.
- Free plan allows up to five introductions.
- Business plan costs $19.99 a month or $119.99 a year.
Who it suits
UpHabit suits people and teams who want to organize contacts, schedule follow-ups, and make professional introductions. Its Business plan is aimed at companies using the listed marketing and CRM integrations.
Verdict
UpHabit combines contact gathering, reminders, notes, and introductions, with a free option for a limited number of managed relationships. Teams needing more relationships or introductions can consider the paid Business plan.
Plans and prices
From UpHabit's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Personal CRM (monthly) | Free | Manage 10 relationships · Add unlimited contacts · Contacts sync daily · Unlimited integrations · Up to 5 introductions only · Monthly |
| Personal CRM (yearly) | Free | Manage 10 relationships · Add unlimited contacts · Contacts sync daily · Unlimited integrations · Up to 5 introductions only · Yearly |
| For Business (monthly) | $19.99 a month | Unlimited relationships · Unlimited contacts · Contacts sync every few hours · Unlimited personal integrations · Unlimited introductions · Priority support · Constant Contact, Mailchimp, and Salesforce integrations · 30-minute onboarding via Zoom · Centralized billing plans available · Monthly |
| For Business (yearly) | $119.99 a year | Unlimited relationships · Unlimited contacts · Contacts sync every few hours · Unlimited personal integrations · Unlimited introductions · Priority support · Constant Contact, Mailchimp, and Salesforce integrations · 30-minute onboarding via Zoom · Centralized billing plans available · Yearly |
The facts
Each one read from UpHabit's own pages, with the date it was checked.
What it does
- Automatic contact gathering
- It gathers contacts from local contacts, calendars, sent folders, and Google and Microsoft contacts.checked 4 Oct 2026
- Business integrations
- The site lists Salesforce, Constant Contact, and Mailchimp integrations, including one-tap contact additions to those services.checked 4 Oct 2026
- Introductions
- The Introductions feature lets users make professional introductions in seconds.checked 4 Oct 2026
- Marketing list management
- Constant Contact and Mailchimp integrations support separate lists and tags for multiple users in a company.checked 4 Oct 2026
- Notes and tags
- Users can record conversation notes and tag contacts by categories such as city or industry.checked 4 Oct 2026
- Privacy and data export
- UpHabit says it does not sell or share contact data and that users can export their data with one tap as often as they want.checked 4 Oct 2026
- Product
- UpHabit describes itself as a personal CRM for businesses and teams to gather and manage contacts for relationships, revenue, and success.checked 4 Oct 2026
- Reminders
- Users can set reminders at preset or custom intervals, including recurring reminders.checked 4 Oct 2026
- Security practices
- The site says its servers and platforms receive security fixes, data is regularly backed up, and server access is limited to authorized employees.checked 4 Oct 2026
- Support
- The Business plan includes priority support and 30-minute onboarding via Zoom.checked 4 Oct 2026
Money
- Free-plan limits
- The Personal CRM plan limits users to managing 10 relationships and making up to 5 introductions; it allows unlimited contacts.checked 4 Oct 2026
The company
- Headquarters
- The site lists its address as 1 University Avenue, Suite 300, Toronto, Ontario, Canada.checked 4 Oct 2026
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