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Agency Handy

All-in-one client portal software designed for digital agency

Agency Handy is a client portal software designed for digital agencies of all sizes. Onboard clients, complete tasks, and send invoices – all in one place.

4.9

G2 user reviews

5.0

Capterra user reviews

5.0

Product Hunt reviews

Agency Handy overview

Agency Handy is one-stop solution for Digital Agencies to manage clients, projects, tasks, invoices, payments, and communication -all in one platform. No more back-and-forth! From onboarding a client to getting paid and everything in between can be done in Agency handy.

Onboard clients
Create or get orders
Break orders into tasks
Assign tasks to the team
Track progress
Get client feedback & approval
Create & manage tickets
Send Invoice
Integrate the payment link & get paid
Organize all files

What are the features of Agency Handy ?

List all the services you offer

Put your service name, details, pricing & quantity to create your multipackage service list. Share publicly or embed on your website.

Create customized intake & order forms

Create your perfect Intake Form to take all the necessary data. Set up Order Forms to receive orders seamlessly.

Invite or import all your clients easily

Create client accounts with all required information to generate client profiles. Clients will automatically get the email & confirm the invitation with one click.

Structure all deliverables for clients

Once you finish a client conversation, create an order to keep track of the workload. Put in all the details to track orders.

Keep track of everything to deliver quality work

Break down the orders into small tasks to keep track of everything. Delegate the tasks to your employee, assign deadlines & follow up daily.

Track necessary tasks with kanbans & more

Structure your workflow to get an idea of the status of each task. Overview of which stages each task is & how well the progress is going.

Bill your clients and keep track of your revenue

Get automated or customize invoices after the end of your work. Get paid upfront or in splits as well.

Quote custom proposals for specific requirements

Create custom quotations for clients. Send the quotation to clients and lock the deal.

Keep track of issues and deliver top-quality work

Create tickets for all the issues raised by clients. Delegate tickets to team members to make sure issues get resolved instantly.

Manage clients
Manage projects and tasks
Manage payments and invoices
Get client feedback & approval
Create & manage tickets
Organize all files

Pros and Cons

Pros

Reduce delivery time with custom templates
Track effort to impact with OKR planning
Manage complex projects at scale
Flexible workflows for every team
Tasks, docs, spreadsheets, and more

Cons

Reduce delivery time with custom templates
Track effort to impact with OKR planning
Manage complex projects at scale
Flexible workflows for every team
Tasks, docs, spreadsheets, and more

Customers reviews

Md Sajal

CEO at SmartFlex Digital

It’s a great tool to manage clients, agencies. it’s a complete solution for agency owner.

Shamima Nasrin

Founder & Leadership

A great tool for agency management. AgencyHandy solves all my managemnt problems easily. A hassle free tool you should add to your list.

Md Fakharuddin

Marketing

Awesome functionalities. Easy to Manage clients and tasks.

Alauddin

Building & Growing Digital Asset

Agency Handy is a game-changer for agency operations, seamlessly integrating project management, client communication, and invoicing into one intuitive platform. Its user-friendly interface makes onboarding easy, and the mobile app is a fantastic addition for managing tasks on the go. A few advanced reporting features could enhance its capabilities, but overall, it’s an excellent tool for boosting efficiency.

Kawshar Ahmed

Front End Developer

Agency Handy offers an efficient way to manage client relationships and projects. It’s a comprehensive client portal that simplifies communication, project management, and file sharing for agencies and freelancers.

The platform also offers valuable features for client retention, such as the ability to send emails about new services or discounts. Agency Handy is a solid option for agencies and freelancers looking to manage client interactions, project workflow, and invoicing in one central location.

Franklin N.

ounder/CEO @blogimize

User Friendly Tool and Great Customer Support.

I had some challenges while setting up my account and they are able to fix it up. Also, they are serious with the project by listening to customer’s feedback and incorporating them into their development. Their founder is also helpful, since day one, Rashik has been assisting me whenever I contact him for help.

Andrew J.

Fractional Chief AI Officer

Great tool for agencies.

Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.

Vikas P.

Co-Founder & Head of Growth

Best portal for Productised Servies.

I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.

Priyanka P.

Compliance manager

Client and Team Management Made Simple.
Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity. It’s an indispensable tool for any digital agency looking to scale their business efficiently.