1- Does the platform support customizable lead scoring? (Ex: actions like landing on specific webpages, opening emails, or clicking links.) 2- Is there built-in email tracking and activity tracking? 3- Can we create custom dashboard cards to easily visualize key metrics? 4- Is there a way to track revenue, expenses, and profit automatically—such as basic financial math (revenue - expenses = profit) within the system or reports? 5- Lastly, are there advanced automation features to better align sales and marketing teams beyond pipeline customization (like conditional triggers or task automation)?
A: 1. Currently No. I don't think we have any plan to move in that direction. Instead you can use google tag for tracking the link and action in future. 2. Again, the answer is no. 3. Of course not. 4. Yes, it's in our roadmap. Will be live within next month. 5. Some automations will be provided but again, this is not a lead generation tool or marketing automation tool. This is a client portal management solution where user mostly focus on selling service/product.
Can agency handy create a portal for a client upon payment? (After payment can the client get a user name and password or some kind of magic link automatically for his portal? Or this is something I need to do manually, which is a problem. I want to make sure I will have less work at manually doing stuff that can be automated.
Q: Management of customers, collaborators and sellers - GDPR
Hello, I am interested in your product and have the following questions: 1. I operate mainly in Italy and other European countries. In Italy, Portugal and from 2025 in Germany (B2B only) the use of electronic invoicing is mandatory; this obligation is in force in almost all of Europe for invoicing to the Public Administration. What will you do? 2. GDPR: have you foreseen an adaptation date? 3. There are companies that sell products and services, have collaborators, sellers and consultants. Payment is made in percentage or with a fixed fee. With the CRM it is possible to manage customers, sellers and freelance collaborators taking into account the following aspects: - product/service order - assignment of jobs/customers to collaborators - customer invoicing - seller/collaborator payments - bonus management, discount codes, etc. Thank you
A: 1. We are working on e-invoicing. Haven't decided on the process yet but will most likely to do an API integration with one of the service providers. Target is to get it done before August.
2. It'll take around 2 months to complete the GDPR process. We are working to do it faster.
3. I think you'd need more of an affiliate feature to manage that if I understood correctly. We have that in plans but not live now
Q: Lead Scoring and More?
1- Does the platform support customizable lead scoring? (Ex: actions like landing on specific webpages, opening emails, or clicking links.)
2- Is there built-in email tracking and activity tracking?
3- Can we create custom dashboard cards to easily visualize key metrics?
4- Is there a way to track revenue, expenses, and profit automatically—such as basic financial math (revenue - expenses = profit) within the system or reports?
5- Lastly, are there advanced automation features to better align sales and marketing teams beyond pipeline customization (like conditional triggers or task automation)?
Thanks for any clarification!
Orvi_AgencyHandy
Apr 28, 2025A: 1. Currently No. I don't think we have any plan to move in that direction. Instead you can use google tag for tracking the link and action in future.
2. Again, the answer is no.
3. Of course not.
4. Yes, it's in our roadmap. Will be live within next month.
5. Some automations will be provided but again, this is not a lead generation tool or marketing automation tool. This is a client portal management solution where user mostly focus on selling service/product.
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Q: I have 3 separate branded companies that i own. Which tier is best so i can cover all 3
I am also looking to have multiple clients in each of those companies (different clients for different companies). Do you support this? Thnks
Rashik_AgencyHandy
Apr 27, 2025A: Any plans from Tier 3 should be enough
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Q: What is a custom email?
Rashik_AgencyHandy
Apr 26, 2025A: You can set up your email with your business domain so that every email to your customer has your branding intact
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Q: Important question
Can agency handy create a portal for a client upon payment? (After payment can the client get a user name and password or some kind of magic link automatically for his portal?
Or this is something I need to do manually, which is a problem.
I want to make sure I will have less work at manually doing stuff that can be automated.
Rashik_AgencyHandy
Apr 26, 2025A: Clients will get an password and an account created with their email and a sign on link automatically in their email
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Q: Management of customers, collaborators and sellers - GDPR
Hello,
I am interested in your product and have the following questions:
1. I operate mainly in Italy and other European countries.
In Italy, Portugal and from 2025 in Germany (B2B only) the use of electronic invoicing is mandatory; this obligation is in force in almost all of Europe for invoicing to the Public Administration. What will you do?
2. GDPR: have you foreseen an adaptation date?
3. There are companies that sell products and services, have collaborators, sellers and consultants. Payment is made in percentage or with a fixed fee.
With the CRM it is possible to manage customers, sellers and freelance collaborators taking into account the following aspects:
- product/service order
- assignment of jobs/customers to collaborators
- customer invoicing
- seller/collaborator payments
- bonus management, discount codes, etc.
Thank you
Rashik_AgencyHandy
Apr 26, 2025A: 1. We are working on e-invoicing. Haven't decided on the process yet but will most likely to do an API integration with one of the service providers. Target is to get it done before August.
2. It'll take around 2 months to complete the GDPR process. We are working to do it faster.
3. I think you'd need more of an affiliate feature to manage that if I understood correctly. We have that in plans but not live now
Share Agency Handy