HandyLeads

HandyLeads is a smart CRM for sales teams. Track leads, send WhatsApp
messages, record calls with AI summaries, and manage your team — all
in one app.

WHATSAPP OUTREACH
• Send WhatsApp templates via Meta Cloud API
• Auto-welcome: New leads get an instant message
• Bulk send: Select up to 15 leads with live progress bar
• Template library with variables like {{name}}, {{project}}
• Sync approved Meta templates from WhatsApp Business Account
• Real-time chat per lead with message history

AI CALL LOGGING
• Record sales calls with one tap
• Google Gemini 1.5 Flash creates instant summaries
• Auto-generated action items after each call
• Persistent notification shows while recording — tap
"Stop Recording" from notification to save
• Keeps recording when you switch apps

AI DOCUMENT SCANNER
• Scan business cards from your gallery or take a photo
• Google Cloud Vision OCR extracts text from the image
• AI parses text into lead fields: name, phone, email, company
• Card image and extracted details saved permanently on lead profile

LEAD MANAGEMENT
• Pipeline view with customizable status stages
• Add leads via phone, email, or import from contacts
• Magic Mode: Select multiple leads for batch actions
• Filter by status, assignee, source, custom fields
• Private vault: Keep leads visible only to you

TEAM FEATURES
• Create or join organizations with invite codes
• Roles: Owner, Admin, Agent with different permissions
• Approve members, assign roles, transfer ownership
• Real-time sync across your team

TASKS & TRACKING
• Task reminders with push notifications
• Expense and budget tracking
• Payment logging with categories
• Timeline for every lead interaction

DASHBOARD
• Lead statistics by status
• Per-user performance breakdown
• Organization summary with total leads

SECURITY
• Each user only sees their organization's data
• Encrypted in transit and at rest
• Offline-first: works without internet, syncs when back online

PERMISSIONS
• Microphone: For recording calls (only when you tap Record)
• Camera: To scan business cards for AI lead creation
• Photos/Media: To pick business card images from gallery
for AI extraction. Users scan cards from saved photos
regularly — not just one-time.
• Contacts: To import leads from your phonebook
• Notifications: For task reminders and alerts
• Foreground Service: Keeps recording active when you
switch apps. Shows "Recording in progress" notification.