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...
Yeah that makes sense. We will increase it to 15 emails allowing one email per workspace
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.
Q: Puchased plan 1, need to upgrade to plan 3
Will the offer come back? Maybe exclusive plus access?
Thanks for letting me know
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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...
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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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Verified purchaser
Why only allow 10 emails for 15 workspaces on tier 5? Any chance to get that number increased so it's 1 email per workspace?
Yeah that makes sense. We will increase it to 15 emails allowing one email per workspace
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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