All-in-One Client Portal Software
For
Agency
For Agency
Manage clients, projects, tasks, invoices, payments, and communication -all in one platform. No more back-and-forth!
Trusted by agencies managing 300+ client projects daily
The Client Portal Software for Agencies to Take Control of Your Business
CRM
Service
Forms
Boards
Tasks
File Feedback
Invoice
Ticket
White Labeling
Dashboard
List All The Services You Offer
Add and showcase your offerings with detailed information, customizing up to 3 packages to represent your agency’s unique capabilities.
Share publicly or embed on your website
Create a group service catalog and share it publicly for clients to put orders. Use iframe to embed the service catalog on your website as well.
Create Customized Intake & Order forms
Create your perfect Intake Form to take all the necessary data
Give your clients the exact form you want to get every data point to complete the order.
Set up Order Forms to receive orders seamlessly
Order forms with simple structure but important fields will help you get the order and get started with tasks immediately!
Invite or Import All Your Clients Easily
Create client accounts with all required information to generate client profiles.
Generate a client profile with essential information, streamlining the onboarding process.
Clients will automatically get the email & confirm the invitation with one click.
Automate client invitations with instant email notifications, making it easier for seamless one-click confirmations
It’s great to see some of the SaaS like Agency Handy come to the place to fulfill our workflow seamlessly in a great way! I’m really on AgencyHandy! Thanks and best wishes to the team.
Monjur Hossain
Founder & CEO @ MotionTrust Digital LTD.
Track necessary tasks with Kanbans & more
Structure your workflow to get an idea of the status of each task.
Visualize your workflow, gaining insights into the status and progress of each task within your projects.
Overview of which stages each task is & how well the progress is going.
Stay informed about each task’s stage and progress, ensuring smooth and timely project execution
Bill your clients and keep track of your revenue
Get automated or customize invoices after the end of your work
Send invoices to your clients once you are done with all the deliverables and client approvals and get paid in PyaPal, Stripe, Wise, or manual banking.
Get paid upfront or in splits as well
Link your service to your website and get paid upfront or even attach multiple invoices to one order to be paid in splits
What wowed us most is its all-in-one nature. It covers project management, client communication, time tracking, and more, all in a single place. It’s a comprehensive solution that’s simplified our processes.
Mothasim Billah
Founder & CEO @ MotionTrust Digital LTD.
Setup your workspace just the way you want
Call it your own
Put in your logo, and primary and secondary colors in your workspace so that it looks exactly how you want it to be.
Custom Domain setup
Set your custom domain, cutomize sign-in portal, and emails in Agency Handy to give your workspace even more of a familiar look.
Agency Handy Use Cases: A Client Portal Software for Every Agency
Digital Marketing Agency
Content Agency
Design Agency
Video Creation Agency
Development Agency
Managing Orders
As an owner, you can break an order into smaller tasks, assign them to your team, and follow up on the progress. You can get client approval and feedback on each task to make sure all the deliverables meet the required quality
Get Paid
Either get paid upfront while someone is booking a service from your website or send a manual invoice at the start, in the middle, or at the end of an order. Link your Stripe or Paypal (upcoming) account to give your clients a payment link as well.
Centralized Dashboard
From clients, designers, and copywriters to editors, there are just a lot of moving parts in a marketing agency. As a founder, Agency Handy allows you to monitor everything from our Dashboard.
Managing Projects
Break your long-term content projects down into small tasks. Assign your writers & editors all the tasks to ensure every deadline is met. Get client feedback on each piece of content to make any adjustments required.
Invoice & Payments
Once an order is completed, as an agency you can create invoices regarding that order. Attach your payment gateway link and let clients pay directly from that link as well.
Organize Files
In Agency Handy, you can attach files to respective orders and tasks. You will get designated folders for each order automatically created. Files shared across different orders get organized in respective folders
Unique Branding
Branding is essential to a design agency. We understand that you want to represent this as your company workspace and that’s why at Agency Handy, we let you put in your logo and colors to make the solution look like yours only. You can also set up your custom domain as well
Client Feedback & Approval
Satisfying a client with a design in one go is hard, sometimes impossible. You are constantly going through a loop of feedback to modify and edit. In Agency Handy, you can get the client’s feedback and approval from the task modal.
Dashboard Overview
Get updates from every end of your agency in one place from the Dashboard in Agency Handy. Be in touch with the latest client feedback, tickets created, and revenue generated from one view.
Client Approval & Tickets
As most videos are custom-made, in most cases there are a few iterations that take place before an order is delivered. With Agency Handy you can keep this back-and-forth conversation in the same place and keep track of all the feedback loops.
Payments & Invoice
Custom orders mean there are unique invoices every time as well, you can create & send an invoice to your client for the custom proposal from Agency Handy as well. Integrate your payment link (Stripe) for clients to directly pay you from the invoice.
Handle Tickets
In Agency Handy, clients can directly create tickets to their order reference and assign them to their respective editors. Even your admin or PM can also create tickets as well. As a founder, you get a bird’s eye view of all the running issues and their statuses.
Team Management
In Agency Handy, you can break your orders down into smaller tasks, assign your teams those tasks, and track progress. You can also communicate with your team and your clients to ensure the team and client side are aligned in everything.
Tickets
Be it from the client, QA, project manager, or founder, the development team is always on the lookout to manage tickets. Here both clients and agencies can create tickets, assign them to personnel, and link them to particular orders.
Dashboard Overview
Get updates from every end of your agency in one place from the Dashboard in Agency Handy. Be in touch with the latest client feedback, tickets created, and revenue generated from one view.
Pricing plans & packages
Solopreneur
Best fit for freelancers & solopreneurs
- Up to 3 users
- Single Workspace
- Unlimited Clients
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 1 TB
- Webhook (5,000 event)
Teams
Perfect to manage small agencies & productized services
- Up to 10 users
- Unlimited Clients
- Single Workspace
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 5 TB
- Webhook (10,000 event)
Pro
Most popular amongst larger agencies
- Up to 30 users
- Upto 5 Workspaces
- Unlimited Clients
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 20 TB
- Webhook (30,000 event)
Solopreneur
Best fit for freelancers & solopreneurs
- Up to 3 users
- Single Workspace
- Unlimited Clients
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 1 TB
- Webhook (5,000 event)
Teams
Perfect to manage small agencies & productized services
- Up to 10 users
- Single Workspace
- Unlimited Clients
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 5 TB
- Webhook (10,000 event)
Pro
Most popular amongst larger agencies
- Up to 30 users
- Upto 5 Workspaces
- Unlimited Clients
- Unlimited Orders
- White Labeling
- Custom Domain
- Custom Email
- CRM
- Task Management
- File Feedback and Annotations
- Invoicing
- Client and Internal Team Conversation
- Storage up to 20 TB
- Webhook (30,000 event)
Frequently asked questions
Yes, we don’t nickel and dime you for every little feature. Here are more answers:
How does the trial work?
You get a 7-day free trial where you get access to all the features for unlimited users & clients. After the 7-day free trial, you will get the option of choosing our standard package or contacting sales to further continue using it.
Can I cancel at any time?
Yes, you can cancel anytime you like. There is no long-term commitment
Will I get a refund once I cancel?
This is a non refundable deal. You can use our 7 days trial beforehand but you won’t get any refund
Do I need a credit card to access the free trial?
No, you won’t need to put in your credit card details to access the free trial.
Can I change my plans later?
You can upgrade or downgrade anytime between different packages. You will get the credits within the billing period.