Bookmark what matters. Your reports write themselves.

Everything your team bookmarks during the reporting period: activities logged with accounts, bundles sent, quotes created, sample requests, opportunities in the pipeline, and work items. The system reads each item, understands its context, and weaves it into a coherent narrative grouped by account.

Bookmarking is one click on any item. Additionally, quick actions (Quick Bundle, Quick Sample) automatically bookmark items when created. Over time, bookmarking becomes a natural habit — like starring an email.

You decide — during your day or week, you bookmark the items that matter: an important activity, a key quote, a sample request, a deal. One click on anything. At the end of the period, the report is built exclusively from what you and your team bookmarked. Nothing more, nothing less. You curate with bookmarks; the system writes the narrative.

Managers can generate reports that include their direct reports' bookmarked items. The report groups by user and account, includes per-user statistics, and provides a unified view of team activity — all generated automatically.

Reports can be generated natively in English, Spanish, Portuguese (Brazil), and Italian. These aren't translations — the AI writes directly in the chosen language with appropriate tone and business conventions.

Reports are delivered exclusively to users and teams within your handify organization. This is by design — reports contain sensitive commercial information, so distribution is limited to registered members. Recipients are selected by user or team when configuring a schedule.

Teams that generate weekly reports typically spend 2-4 hours per manager compiling, writing, and formatting. With handify, the entire process happens automatically — from bookmarking during your normal workflow to delivery in your inbox. The time savings compound across team members and reporting periods.

Flavor and fragrance sales managers need reports that reflect the reality of development-cycle selling: sample activity, formulation evaluations, account engagement over long cycles, and pipeline progress by development stage. handify Smart Reports build this narrative automatically from what your team actually does. Reps bookmark key activities — sample dispatches, client evaluations, bundles shared, accounts analyzed — and the system turns those bookmarks into a coherent, account-grouped report. No manual writing, no data extraction from multiple systems.

Food ingredient sales teams often spend Friday afternoons manually writing weekly reports from memory and CRM data — mixing up accounts, forgetting key activities, and producing inconsistent narratives. handify eliminates this with a bookmark-driven approach: reps capture key moments as they happen — a successful formulation evaluation, a bundle shared with a new account, a quote accepted — and the system generates a structured, account-grouped narrative automatically. Reports include all activity across bundles, samples, quotes, and pipeline, delivered as a professional PDF in 4 languages.

Chemical sales reporting typically means pulling data from a CRM, a sample tracking spreadsheet, and an ERP — then spending hours formatting it for management. handify Smart Reports replace this entirely: your team bookmarks significant activities as they happen, and the system generates a comprehensive, AI-narrated report covering all bookmarked items grouped by account. Schedule reports to generate automatically — weekly, monthly, or per campaign — and deliver professional PDFs to your management team, with every chemical rep saving hours per reporting cycle.

Pet food ingredient sales teams manage long evaluation cycles with palatability trials, feeding studies, and formulation approvals — all of which need to be communicated to management clearly. handify Smart Reports let your team bookmark key milestones (new palatability trial results, formulator feedback, regulatory approvals) and generate AI-narrated reports grouped by account. Schedule weekly or monthly reports that cover palatability trial progress, pipeline movement, and sample status — delivered as professional PDFs without your team spending hours compiling data from multiple sources.