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.