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CRM (Customer Relationship Management)

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handify is the first Technical Sales Operating System built for companies that sell ingredients, raw materials, chemicals, flavors, and fragrances. Unlike generic CRMs, handify puts the product at the center of every workflow — connecting your technical catalog, documents, samples, quotes, and pipeline into one operating layer built for how technical B2B sales actually works.

Sales reps spend less time assembling spreadsheets and more time selling. Junior reps access full product intelligence from day one. Clients always receive current specs, COAs, and certifications — automatically. Finance and Sales stay aligned on credit status before a quote goes out.

Purpose-built for food ingredients, specialty chemicals, flavors and fragrances, cosmetic ingredients, pharmaceutical ingredients, and pet food ingredients.

handify can be found in CRM (Customer Relationship Management), AI-powered Document Processing, AI-powered Product Recommendation Engines categories.

The most similar products to handify are:

Centripe Promoted → Blind Zebra → Proxima Verified profile → Distro →

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handify Main Features

• Smart Bundles
  Create custom product bundles using intelligent filtering, with technical documents and marketing materials included for each opportunity.
• Quotation System
  Generate professional quotes with technical details, compliance data, and links to sample requests easily.
• Automated Reports
  See detailed reports on what each team member has been working on, without manual effort or spreadsheets.
• Sample Management
  Handle sample requests smoothly and build stronger technical relationships with your customers.
• AI Document Import
  Automatically upload and keep technical documents like TDS/SDS up to date using AI technology.
• Connected Workflow
  All parts of sales — marketing, product data, customer info, quotes, and samples — are connected in one system for smoother selling.
• All-in-One Platform
  A complete system that combines product catalog, documents, pipeline, samples, and AI in one easy-to-use platform built specifically for ingredients and chemicals.
• Document Management
  Keep your technical data sheets, safety documents, marketing materials, and compliance files in one place, always up to date and linked to products.
• Unified Product Management
  Organize your technical products, ingredients, and raw materials with smart attributes and easy filtering for quick customer matching.
• Account Health & Visibility
  Get clear information about account status and payment health to keep sales smooth and strengthen customer relationships.
• Designed for Industry Needs
  Built for companies selling food ingredients, flavors, chemicals, pharmaceuticals, cosmetics, and other raw materials, not just a generic CRM.
• AR Helper (Accounts Receivable)
  Receive automatic notifications about invoices, credit status, and overdue payments to improve finance and sales teamwork.
• Regulatory Compliance Management
  Keep all necessary compliance documents organized and easily accessible for regulatory needs.
• Purpose-Built for Technical Sales
  Specialized tools designed to organize and share technical product information and documentation suited for technical sales teams.
• Account Activity & Recommendations
  Automatically capture meeting summaries, get AI-based product suggestions from conversations, and turn them into bundles or sample requests quickly.
• Custom Attributes and Technical Specs
  Manage technical parameters and specifications for products with full history and comparisons to support your sales process.

handify Benefits

• Faster Quotes
  Generate accurate quotes in minutes instead of days — connected to product specs, compliance docs, and approval workflows
• AR Visibility for Sales
  Reps see credit status and overdue invoices before quoting — no more selling to blocked accounts
• Zero Outdated Documents
  Update a TDS once and it propagates automatically to every bundle, portal, and shared link
• Junior Seller Acceleration
  AI bridges the knowledge gap so new reps sell like experts from day one
• Sample-to-Pipeline Visibility
  Every sample request links to an opportunity — nothing falls through the cracks during long evaluation cycles

Who should use handify?

• Sales Managers
  Oversee pipeline, team activity, and account health across regions and product lines
• Customer Service
  Access lot history, COAs, and account information to respond to client requests instantly
• Product Managers
  Build and maintain the technical product catalog — attributes, specifications, certifications, and application data for every SKU
• Category Managers
  Manage product catalog, pricing rules, cost structures, and commercial strategy
• Sales Representatives
  Technical sales reps who manage accounts, share product documentation, send samples, and build quotes for ingredients and chemicals
• Sample Center Operators
  Process and fulfill sample requests linked to pipeline opportunities
• Documentation & Quality Teams
  Upload and manage TDS, SDS, COA, and regulatory documents — ensuring the sales team always shares current, compliant versions

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