Category Archive

Handle Media (Google Drive) – Capture pictures, video, and audio and add them into Handle on desktop and mobile devices. Communicate with your team and customers quickly and easily by sharing product images or audio notes. Add Media and share with Handle Google Drive integration

VoIP Handle Agent – Handle Agent is a small, lightweight desktop application for Windows. It runs in the system tray and allows you to search and interact with Accounts and Prospects without the need for an open browser window.  If integrated with your phone system, Handle Agent can respond to incoming calls and call transfers with an on screen pop-up, …

JDQuote2 – Quoting in Handle begins with an Opportunity. The opportunity is designed to act as a folder to house all information around a deal to sell, price, and close. This assumes the opportunity is identified early in the sales process. There are however many times that opportunities are identified at the same time a quote is needed. when this …

Machine Finder Pro – Handle’s integration with Machine Finder Pro allows you to start new Assessments from Handle easily. Building it right into your sales process and minimizing time and effort by sending the Machine serial number to MFPro and linking it back to Handle. You can also pull up existing MFPro records from the stock unit screen without having to …

Google Calendar Sync – If you prefer to use a personal Gmail account or use Google apps for Business, Handle can sync your Assigned Account, Contacts, and scheduled Sales Calls to your Google profile. Updates to scheduled calls and contacts will update in both systems. Handle tasks do not sync with Google tasks or reminders at this time. Google Calendar/Contact Sync

Outlook Calendar Sync – Handle will integrate with the following versions of Exchange (Exchange 2007, 2010, 2013, and O365). If your Exchange Server is not self-­hosted, or hosted by JDO, please verify that your Exchange provider will allow impersonation scripts to be run on our behalf. You have the option to sync Sales Call, Tasks, Accounts, and Secondary contacts with your …

User Login Options – Your users have so many usernames and passwords to remember; this can be a headache for admins and users alike. Handle includes a number of options to authenticate with Handle and mobile apps. Giving users the option to use account credentials they’re already familiar with Windows Active Directory & OpenID

PFW 2way Updates (BSI) – This integration does require your dealership have a subscription to BSI from CDK. When configured, you can enter updates in Handle and it will write back to your PFW Business System. With Handle you can control which fields can be updated by each individual user. Update Accounts, Contacts, Stock Units

EQUIP 2Way Updates (EIS) – Entering customer information into multiple systems is cumbersome and leads to conflicting and outdated data. Updating information in Handle is simple, and it syncs with your business system. New information and updates only need to be entered once, and it will be up-to-date in all systems. Update Account details and Locations Add or Update Customer …