Targeti.AI vs HandyLeads

Targeti.ai is a smart personal sales assistant and client management system designed to help professionals organize clients, communicate efficiently, and track progress in one place. Whether you work in sales, real estate, services, or consulting, Targeti.ai simplifies daily workflows and improves follow-ups across multiple communication channels. Key Features: Client Management -Store and organize client information securely -Import clients from: -Phone contacts -Camera scans -Images and PDFs -Excel (XLS) files -Centralized client profiles with interaction history Communication Tools: -Contact clients via: -Phone calls -SMS -Email -WhatsApp -Viber -Save and reuse dynamic message and email templates -Personalize messages automatically using client data Follow-Up & Productivity: -Track client progress and sales stages -Appointments calendar for meetings and reminders -To-do tasks to manage daily activities -Structured follow-ups to ensure no opportunity is missed Calculators & Tools: -Built-in loan calculator for quick financial estimates -Mortgage calculator with detailed results -Export mortgage calculations to PDF for sharing with clients Team Collaboration: -Create and manage teams -Assign clients to team members -Track team performance and progress -Send messages within teams for better coordination Data & Workflow Efficiency: -Reduce manual data entry with document and image imports -Keep all client communications and calculations in one app -Designed for speed, clarity, and ease of use Targeti.ai helps professionals save time, stay organized, and maintain consistent communication with clients while keeping full visibility over individual and team performance.

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. SUBSCRIPTION INFORMATION & TERMS OF USE (EULA) HandyLeads offers auto-renewable subscriptions to unlock premium CRM capabilities, higher lead limits, automated outreach, and AI transcription: • Pro Monthly Subscription: 1 Month duration — Billed monthly. • Pro Quarterly Subscription: 3 Months duration — Billed every 3 months. • Pro Yearly Subscription: 1 Year (12 Months) duration — Billed annually. SUBSCRIPTION AUTOMATIC RENEWAL TERMS: • Payment will be charged to your Apple ID / iTunes Account at confirmation of purchase. • Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current billing period. • Account will be charged for renewal within 24 hours prior to the end of the current billing period at the cost of the chosen plan. • You can manage or turn off auto-renewal anytime in your Apple ID Account Settings after purchase. LEGAL LINKS: • Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ • Privacy Policy: https://handysolver.myhandydash.com/backend/pages/handyleads/privacy