Q: Time Tracking with Screenshots & Messaging Team
Hey guys, not too long ago you mentioned working on time-tracking. Has there been any movement on that front? Time-tracking with screenshots would help immensely.
Also, is there a way to message teammates? Can it be added?
I purchased your Tier One plan through Agency Sumo and am in the process of setting everything up.
I understand that I don’t have a custom domain, but I’ve run into a problem: I can’t send out any of the templates via email because the system won’t let me enter a sending email address.
Could you please let me know how I can resolve this? Is it possible to send emails without a custom domain on the Tier One plan, or is there a workaround available? The contact form isn't working on your website.
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...
Q: Time Tracking with Screenshots & Messaging Team
Hey guys, not too long ago you mentioned working on time-tracking. Has there been any movement on that front? Time-tracking with screenshots would help immensely.
Also, is there a way to message teammates? Can it be added?
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Q: Email Issues
I purchased your Tier One plan through Agency Sumo and am in the process of setting everything up.
I understand that I don’t have a custom domain, but I’ve run into a problem: I can’t send out any of the templates via email because the system won’t let me enter a sending email address.
Could you please let me know how I can resolve this? Is it possible to send emails without a custom domain on the Tier One plan, or is there a workaround available? The contact form isn't working on your website.
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Q: Puchased plan 1, need to upgrade to plan 3
Will the offer come back? Maybe exclusive plus access?
Thanks for letting me know
Rashik_AgencyHandy
May 28, 2025A: We haven't made a decision yet on coming back. Not saying we won't but its not finalized
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No answers?
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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