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What is handify?

Handify is a dedicated Technical Sales Operating System designed specifically for companies that sell ingredients, raw materials, specialty chemicals, and flavors and fragrances, where the product itself drives the sales process. This cutting-edge platform replaces the conventional dependence on generic CRM systems, shared files, spreadsheets, and emails with a unified, streamlined solution. It includes a customizable technical catalog equipped with adaptable product attributes that act as search filters, alongside extensive technical documentation—like TDS, SDS, and certificates—that can be updated universally in real-time. Additionally, Handify introduces Bundles, which are organized collections of products, documents, and quotes that can be quickly shared with clients, ensuring they have the most current information. The system also simplifies the quoting process through approval workflows, manages sample requests, and efficiently tracks leads, accounts, and pipelines. Furthermore, the AR Helper feature guarantees that sales and finance teams stay aligned on outstanding invoices, overdue payments, and credit holds. By integrating advanced AI capabilities, Handify boosts operational efficiency through functions like extracting data from technical PDFs, providing product suggestions, performing account analyses, and generating detailed sales reports that facilitate better decision-making. Ultimately, this holistic strategy not only enhances sales processes but also leads to marked improvements in overall business performance and productivity.

What is BuddyCRM?

Create tailored sales experiences by implementing thorough management of contacts and accounts. Direct your marketing strategies with precision to achieve optimal results. Develop and distribute native HTML emails to specific customer groups to enhance engagement. Track your sales journey through the pipeline, moving from leads to opportunities, quotes, and successful closures. Simplify your daily operations by automating tasks like setting reminders for calls, sending emails, sharing brochures, and entering new leads. Produce detailed reports that encapsulate all aspects of your CRM, including activities, leads, tasks, sales, and financial metrics. Utilize the integrated quoting feature to instantly generate client quotes following meetings. Keep your product data and images well-organized, enabling you to swiftly craft compelling presentations of your offerings, thereby improving your overall sales approach. Furthermore, ensure that all interactions are logged, creating a detailed record of customer engagement that can inform future strategies. This holistic approach not only enhances sales efficiency but also fosters stronger relationships with your clientele.

Media

Media

Integrations Supported

Google
Microsoft 365

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Custom
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Evanon

Date Founded

2025

Company Location

Mexico

Company Website

handify.app

Company Facts

Organization Name

BuddyCRM

Date Founded

2012

Company Location

United Kingdom

Company Website

buddycrm.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

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