UpHabit review
A relationship-focused CRM with reminders, broad contact syncing, and introduction tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
UpHabit is a personal CRM for professionals, businesses, and teams that want to maintain relationships rather than manage a conventional sales pipeline. It gathers contacts from local address books, calendars, sent folders, Google, and Microsoft, then adds tools for notes, tags, reminders, introductions, and contact data hygiene. The product is available through web, macOS, iOS, and Android applications, making it suitable for users who manage professional relationships across devices.
Its strongest fit is relationship maintenance. Users can set fixed or recurring intervals for follow-ups, record conversation notes, group people with tags, and use one-tap export when they need a portable copy of their data. UpHabit also supports professional introductions and can selectively add contacts to Salesforce, Constant Contact, and Mailchimp. These features give it a narrower, relationship-centered purpose than a broad CRM, while its synchronization options help reduce manual contact entry and duplicate records.
The plan structure separates individual relationship management from business use. Personal CRM includes unlimited contacts, unlimited integrations, daily contact synchronization, management of 10 relationships, and up to five introductions. For Business adds unlimited relationships, synchronization every few hours, unlimited personal integrations, unlimited introductions, and priority support. That makes UpHabit a good choice for professionals who need recurring follow-up and organized contact context, especially when they want mobile and desktop access. It is less suitable for users who need unlimited relationship management or introductions within the Personal CRM plan, or who want a full sales CRM centered on pipeline operations.
UpHabit pros and cons
- Where it wins
- Unlimited contacts with synchronization from Google, Microsoft, and Apple Contacts
- Recurring reminders, notes, tags, and duplicate prevention for relationship follow-up
- Available on web, macOS, iOS, and Android with business integrations
- Where it doesn't
- Personal CRM manages 10 relationships
- Personal CRM limits introductions to five
- Contact synchronization on Personal CRM is daily
UpHabit fact sheet, pricing and score →
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