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SmartOffice VS UpHabit

Compare SmartOffice VS UpHabit and see what are their differences

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SmartOffice logo SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

UpHabit logo UpHabit

The trusted Personal CRM for busy people
  • SmartOffice Landing page
    Landing page //
    2023-05-01
Not present

SmartOffice videos

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Review App - SmartOffice

UpHabit videos

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UpHabit Personal CRM Review

More videos:

  • Review - UpHabit Social Accounts & Messaging
  • Review - UpHabit, Your Personal CRM

Category Popularity

0-100% (relative to SmartOffice and UpHabit)

SmartOffice

UpHabit

CRM
43 43%
CRM
57% 57
Business & Commerce
100 100%
Business & Commerce
0% 0
Personal CRM
0 0%
Personal CRM
100% 100
Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0

User comments

Share your experience with using SmartOffice and UpHabit. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, UpHabit seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

SmartOffice mentions (0)

We have not tracked any mentions of SmartOffice yet. Tracking of SmartOffice recommendations started around Mar 2021.

UpHabit mentions (2)

  • CRM for personal networking use
    Have you looked at UpHabit? It appears to match what you’re looking for https://uphabit.com/. Source: almost 2 years ago
  • Phone app that connects to crm/texts/web/etc?
    I really like Uphabit. It lets you take notes and set reminders, etc. https://uphabit.com/. Source: about 2 years ago

What are some alternatives?

When comparing SmartOffice and UpHabit, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Dex - One place for your relationships — impress with thoughtfulness

AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

Monica - Monica is an open-source personal CRM to keep track of your friends and family.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Cloze - Smarter Relationship Management

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