19.6.1 Coffre-fort à installer
UpHabit is a Personal CRM solution designed specifically for professionals who rely on building relationships to drive business success.
This powerful platform addresses the common challenge of contact and activity leakage, allowing you to significantly enhance your Constant Contact, Mailchimp, and Salesforce contacts. Moreover, UpHabit provides comprehensive visibility into all contacts known by anyone within your prospects and customers.
One of UpHabit's key strengths is its seamless integration with Salesforce, ensuring that organizations have access to all the necessary data on their contacts and activities. Additionally, UpHabit is open to further integrations based on customer demand.
With the UpHabit app, you'll never forget important dates again. It enables you to nurture strong relationships and drive increased revenue and success. The app offers a wide range of features such as reminders, notes, tags, and social connections.
Here are seven compelling reasons why professionals should consider using UpHabit:
- Salesforce Integration: Enjoy deep integration with Salesforce, ensuring that your organization has access to comprehensive contact and activity data.
- Effortless Introductions: Making introductions has never been easier. With custom introduction templates and duplication options, you can facilitate introductions in seconds.
- Custom Reminders: Set regular or custom reminders to ensure you never forget important dates such as birthdays or milestones.
- Searchable Notes: Keep detailed notes on personal or business relationships to help you stand out and be fully engaged. Whether it's band practice or a new business endeavor, these notes will help you stay present.
- Organize with Tags: Easily categorize and filter your contacts using tags, allowing you to quickly access specific business relationships when needed.
- All-in-One Contact Management: Sync contacts from various sources, including Google and Microsoft accounts, local calendars, and your phone's address book.
- Snooze Reminders: During your busiest times, UpHabit helps you stay focused and productive by allowing you to temporarily snooze reminders.
Your data privacy is a top priority for UpHabit. We never share your personal information with third parties, and you can request a copy of your data at any time through the app. We only use your data to help you organize and take action, because our sole focus is on providing value to you.
For more information, please refer to our Privacy Policy at https://uphabit.com/privacy-policy/ and our Terms of Use at https://uphabit.com/terms-of-service/.
If you need assistance or have any questions, please email our support team at [email protected].
Vue d'ensemble
UpHabit: Personal CRM est un logiciel de Freeware dans la catégorie Entreprise développé par UpHabit.
La dernière version de UpHabit: Personal CRM est 19.6.1, publié sur 04/07/2024. Au départ, il a été ajouté à notre base de données sur 10/01/2024.
UpHabit: Personal CRM s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de UpHabit: Personal CRM a donné une cote de 4 étoiles sur 5.
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