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.