SalesHandy changelog SalesHandy changelog

New Feature: Auto Follow-up emails with mail merge


Now, you can schedule auto follow-up messages with your first email to ensure 100% replies. You can set up to 10 Email Stages to send Auto follow-up emails.

Know statistics of Auto follow-ups like Status, Date, Open Rate, Response rate and no.of recipients.

Know more:

Schedule Email (e.g, Outlook, Hotmail or any other)


Added Send Later button in Email.

Previously, Only Gmail users could use "Send Later" function within Gmail using SalesHandy Gmail Plugin. Now, users can schedule their emails if they are non-gmail users from SalesHandy

If you are using an email service except Gmail, use SalesHandy's SMTP service to schedule your emails.

Search Functionality Increased


Files & Files-links

Search your files/documents and file-links with any keyword from Title.


Search your emails using any keywords from:

  • Contact name
  • Subject line

Team Email Performance Report


Now user can find report icon in the menu bar. This new feature allows you to evaluate your team’s email performances.

You can evaluate below metrics:

  • No. of total email sent By all team members
  • No. of Opened email
  • No. of Replies
  • % of Opened email
  • % of Replies

Simplified Signup (login with gmail)


Making a new account gets easier with the new simplified feature. Just fill in few important details and there you go. If you already have a google account then you are just one click away from getting started with SalesHandy.

Campaign: Simplified Campaign Design


Improvement in campaign design. Identify and add your documents with labels of document types.

User Guide added to format your CSV file of your contact list.

Campaign: Added Delete Campaign Button


Delete campaign allows you to delete unwanted campaigns from your campaign list. It helps to get rid off finished business and make more space for new email campaigns.

Campaign: Add Merge Field In Subject Line


It gives personalized touch to your subject line. Merge field will extract the data from your CSV file and will fill the space near the subject like company’s name, first name and last name. It increases the chances of an open rate of your campaign.

Design: Activity Dashboard


Activity Dashboard has been made more flexible and easier in look.

One more filter “All Activity” added in the dashboard. Now User can filter every activity of each team member. It’s now more user-friendly and activities could be easily monitored.

Invite team member” button added on dashboard.

Increased: Sending Limits Mail Merge


It allows user to send 200 emails every 3 hours for team plus plan. Before it was 200 emails / Day.

Sending limit is not imposed by SalesHandy, Google impose the limits to control unnecessary usage. 

Read more about sending limits of google here

Added: Reply Tracking In Mail Merge Campaign


Now user can find the number of emails replied send via mail merge campaign from SalesHandy in reporting section as shown below.

Added: Mail merge Using SMTP


User can send mail merge campaigns from any email address. User can connect the email account using SMTP settings in SalesHandy > Settings > SMTP settings. 

Page-wise Data Analytics: Time Spend


Time spend on the document was calculated though user switch the tab. With this update user will get accurate data of time spend on each page of the document.

Zapier Integration


Now user can integrate SalesHandy with almost every popular tools supporting zapier. Push SalesHandy data to any other CRM or Productivity App you use via Webhooks. 


Send email read reciept, Document opening etc. data to your slack channel or contact activity feed in your CRM. 

Added: Mail Merge With Attachment


Added attachments functionality in mail merge. User can now attach and track the documents in the mail merge campaigns.

Added: Reply Tracking For Emails Sent Via Gmail


Now user can get the update on number of emails replied. As shown below.

Document Forward Tracking


SalesHandy will let you know if the recipient forwards / share the same document with another person and he reads it. 

Create & Share Custom Links For Document Tracking


With this new feature, user can get detailed analytics about prospects activity on document. Moreover, user gets notification every time the document is opened.

  •   Go to Files from the sidebar and click on “Share Link” Icon.  

  • You will find a pop-up from the right side titled “Share File”. Fill all the details to generate custom file-links.  


  • This will notify you whenever your document gets opened with the prospects’ name, Email and even location.   

Added: Page-wise Document Analytics


Now, user can see report of the exact time spent on each page of the document. This will allow user to know which pages are more engaging and which one needs improvement. 

Outlook (Bcc To CRM & File Sharing)


Bcc To CRM 

  • Outlook users can use Bcc to CRM to monitor all their Outgoing Outlook emails in CRM. 
  • When you send emails using bcc to CRM with SalesHandy, you will be able to forward your outgoing emails to your CRM program, so that all your email activities will be added into your CRM records. 

File Sharing

  • Select & Share your important files/documents with just one click from your Outlook.

Added Email Scheduling in Gmail Chrome Extension


This update allows user to schedule the emails now to send it at later stage. 

User will find list of all scheduled email in dashboard activities as well as email feed in SalesHandy.

Outlook Self-Notification Off


Now user won't get the read receipt notification on self opening.

Previously if a user sends an email to the recipient and opens the same mail from Sent items, the user used to get notification of the email being opened by the recipient even if the recipient has not seen the email.

This update solves the problem.

Design Update: Gmail Plugin


Updated new design in Gmail Plugin.

Changes in the shortcut button, changed it to make it lighter and not so color heavy to match the design of gmail buttons.


Campaign Reporting Design / Feature Update


Users can duplicate the existing campaigns. Moreover, new update allows user to draft the campaign to be sent later.

With new design update user can now see the analytical report of teams data.

Design Update


Updated new design of SalesHandy Web app. Find below the screenshots of new designs.

  • Activity Dashboard :  The complete design of the application has been updated and the speed of the application has also been increased. See the image below.
  •  Email page :  The layout and the look of Email page has been changed. It looks better now!!
  • File Link Performance :  The layout and the look of File link performance has been changed. It looks better now!! 

Mail Merge For Gmail


With SalesHandy Mail Merge For Gmail one can send personalize email to 200 prospects at a time. 

It helps user to send emails from their own gmail account. 

Moreover, user can track no. of opens & no. of clicks by recipients.

Location, Browser & OS Tracking


With this update user will find the city, browser and operating system used by the recipients while opening the email or document.


Added: Interactive Thumbnails For Documents 


We have introduced interactive document thumbnails. SalesHandy will auto create interactive thumbnails for any document uploaded.

One will find interactive thumbnails when attaching the document from chrome or outlook extension.

Update: Chrome Extension | BCC to CRM


Now user can auto BCC emails to crm. The smart email address of CRM tool can be added from SalesHandy > Settings > Admin 

Outlook Plugin Released


Our outlook plugin is now available on the following link. The plugin gives you unlimited email tracking, templates, and document / attachment tracking.   

Gmail plugin


The new features focus on improving your Gmail plugin experience and users can toggle Email tracking button.   


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