HandyLeads

Supercharge your sales with HandyLeads! Track leads, automate WhatsApp outreach, scan business cards, and log calls with AI summaries—all in one smart CRM.

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.

SUBSCRIPTION INFORMATION & TERMS OF USE (EULA)

HandyLeads offers auto-renewable subscriptions to unlock premium CRM capabilities, higher lead limits, automated outreach, and AI transcription:

• Pro Monthly Subscription: 1 Month duration — Billed monthly. • Pro Quarterly Subscription: 3 Months duration — Billed every 3 months. • Pro Yearly Subscription: 1 Year (12 Months) duration — Billed annually.

SUBSCRIPTION AUTOMATIC RENEWAL TERMS: • Payment will be charged to your Apple ID / iTunes Account at confirmation of purchase. • Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current billing period. • Account will be charged for renewal within 24 hours prior to the end of the current billing period at the cost of the chosen plan. • You can manage or turn off auto-renewal anytime in your Apple ID Account Settings after purchase.

LEGAL LINKS: • Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ • Privacy Policy: https://handysolver.myhandydash.com/backend/pages/handyleads/privacy