Agency Handy vs Indy: A Detailed Comparison

Both Agency Handy and Indy provide essential tools for managing clients, but they cater to different types of agencies. This comparison explores their capabilities in client management, service customization, task management, team collaboration, and pricing to help you decide which platform best suits your agency’s unique requirements.

Target Users

Agency Handy is designed for digital agencies in tech, marketing, consultancy, and finance that need powerful tools for managing clients, orders and teams. It’s ideal for agencies of all sizes. In contrast, Indy suits smaller teams or freelancers seeking a simple client and project management solution.

Agency Handy is a versatile tool designed for agencies of all sizes, including freelancers. Its user-friendly interface allows seamless access to essential features through its sidebar. The dashboard provides essential insights into the past 30 days. 

With tools like multi-package service catalogs, task tracking, and client approvals—all integrated into one platform for full agency management, eliminating the need for additional tools.

Moreover, Agency Handy is built with scalability in mind, making it a great fit for agencies of all sizes, from solo freelancers to large teams. Its flexible user roles, customizable workflows, and robust storage options (up to 20TB) ensure that as your agency grows, the platform can easily adapt to meet your evolving needs. 

On the other hand, Indy offers a more basic solution, allowing unlimited clients and projects but with limited storage (1 TB) and minimal control over roles and permissions. This makes it less suitable for established businesses needing a more robust system. 

However, for smaller teams or freelancers with simpler needs, Indy works well. Its interface can feel slightly more complicate. But it provides easy access to client chats and a built-in time tracker with one click that comes in handy.

Overall, Agency Handy is the more scalable tool of the two with robust functionalities while Indy offers smaller teams great tools for client and project management.

Client Acquisition

With Agency Handy, you can create a flexible service catalog, featuring both one-time and subscription-based services, along with up to three pricing packages per service. In contrast, Indy doesn’t have service listing features but you can list contacts and tag them, making it possible to list and sort leads. 

Agency Handy excels in client acquisition by offering a customizable service catalog where you can list services with detailed descriptions, FAQs, and even trial periods. 

Clients can self-checkout, and you receive order approval requests, making the process seamless. Sharing these listings is easy with shareable URLs, and you can control pricing visibility for each client, offering a personalized experience.

In contrast, Indy lacks these service listing features and lacks automation of the conversion phase of client acquisition. However, like Agency Handy, it lets you list contacts and add tags to filter them as needed, enabling you to sort leads and easily access key information.

So, Agency Handy offers a streamlined process to acquire warm leads by sharing the service catalog and taking automated direct orders. Whereas, Indy lacks these features completely.

Client Onboarding

Agency Handy offers customizable intake and order forms linked to services, supporting add-ons, upselling, self-checkout, and file uploads for easy onboarding and increased revenue. Indy, while providing customizable intake forms, lacks linked order forms, limiting its ability to streamline sales and upselling.

Agency Handy excels in client onboarding by allowing agencies to create custom intake and order forms that collect crucial client information. The forms offer multiple field types, such as short answers, multiple-choice, paragraphs, and file uploads, ensuring you can capture all necessary details upfront. This streamlines the onboarding process and provides clients with a smooth experience from the start.

A standout feature of Agency Handy is its customizable order forms, which allow for upselling by listing add-ons or optional services. Clients can view pricing, choose extras, and self-checkout, making the entire process efficient and user-friendly. 

This helps agencies automate both onboarding and order management, improving efficiency while offering additional revenue opportunities.

Indy, on the other hand, offers basic intake forms but lacks the ability to link them directly to services or create custom order forms. This makes it harder to streamline sales or upsell during onboarding. 

Overall, Agency Handy provides a more robust client onboarding experience with its versatile order forms. 

Order & Task Management

With Agency Handy, service purchases automatically trigger orders and task automation, allowing seamless task assignment, priority settings, and progress tracking via the Kanban board. Indy offers project and task management with time tracking but lacks built-in task automation and team assignments.

With Agency Handy, every service purchase automatically triggers an order, with options for task automation and client-requested tasks. You can set up default tasks for each service, ensuring the necessary steps are created instantly. 

Task assignment, priority settings, and deadline tracking are seamless, and the Kanban board offers a clear visual overview, making it easy to track progress. Clients can also upload files, and everything is organized in a structured library for easy access.

Indy, in contrast, offers project management and time tracking. While you can create tasks within projects or separately, it lacks the ability to assign tasks to team members, which limits team collaboration. 

Additionally, there is no built-in task automation in Indy, though Zapier can be used to create automation. But it does offer task visualization with its board task view setting. 

Overall, while Indy offers project management and time tracking features, it lacks Agency Handy’s built-in order management, task assignment, and task automation.

Team Management

Agency Handy provides a more detailed and organized system for managing team roles and permissions, making it ideal for agencies with complex team structures. Indy, while functional, offers fewer options & control over team roles and permissions, making it better suited for simpler projects and smaller teams.

Agency Handy offers a clear and structured hierarchy for managing team roles, featuring four distinct levels: super-admin, admin, manager, and assignee. 

The super-admin role provides full control over clients, team members, and workspaces, while admins can manage projects and team roles. Managers handle project tasks, and assignees focus solely on task updates, with no access to sensitive client information. 

This setup ensures precise access control and easy role management, accessible from the Team tab. Adding team members is simple—just enter their email, assign a role, and they’re ready to go.

Moreover, you can assign team members tasks and tickets, giving everyone a clear idea of what they need to do. 

Indy, on the other hand, offers three primary roles: admins, collaborators, and clients. Admins have full control over project settings and can add or remove people, though they don’t automatically have access to shared documents unless given permission. 

Collaborators can view assigned documents, participate in project chats, and manage their own tasks and time tracking. Clients can access project files, chat, and share documents within the project portal when enabled. 

While Indy allows some flexibility in permissions, it lacks the structured hierarchy and depth of roles, making Agency Handy the more comprehensive choice for agencies needing detailed team management.

Client Management

Agency Handy offers a centralized portal for tracking orders, communication, and ticketing, ensuring personalized support and seamless client interactions. Indy, on the other hand, provides basic client profiles and direct or project channel messaging but lacks ticketing or knowledge base for client support.

Agency Handy offers a comprehensive client portal that keeps everything—communication to orders and task tracking—organized in one place. Task-specific discussions make collaboration smoother, with communication linked directly to tasks.

The platform provides detailed client profiles, allowing you to view essential information such as names, emails, orders, tickets, and invoices, ensuring that every interaction is tailored and efficient.

Additionally, Agency Handy stands out with its integrated ticketing system, enabling both clients and team members to raise tickets for urgent issues. Priorities can be set, and comments exchanged directly on each ticket, offering real-time support and quick resolution for any client concerns. 

Indy offers client profiles and communication options through messaging and comments on project channels. 

While it covers essentials like project-related discussions and shared files, Indy lacks a ticketing system or any formal customer support feature. Without these, agencies relying on Indy must manage client issues manually, as there’s no built-in way to track or prioritize urgent requests.

In short, Agency Handy beats Indy with its robust ticketing system. 

Billing & Invoicing

Agency Handy offers flexible invoicing with split payments and global currency support, making it ideal for agencies managing diverse clients. Indy, while customizable and user-friendly, is better suited for freelancers or small teams, offering time sheet integration but lacking split payment options.

Agency Handy allows you to send branded invoices with customizable line items, split payments, and support for over 100 currencies. It’s ideal for agencies managing global clients. 

With payment gateways like PayPal, Stripe, Wise, and even manual banking options, transactions are seamless and flexible.

The platform automates recurring billing, sending reminders for both invoices and subscription payments, keeping cash flow steady. 

• Invoice Reminders: Sent automatically 3 and 7 days after the due date.
• Subscription Alerts: Sent 3 and 1 day before payment deadlines.

Indy, in contrast, offers simple and quick invoicing. You can create invoices in minutes, customize them with your branding, and accept payments via PayPal, Stripe, Zelle, or wire transfer. Indy also supports recurring invoices and multi-currency support depending on your chosen payment gateway. 

Indy automates reminders for overdue invoices and provides integration with time-tracking tools to bill for hours worked, which is ideal for freelancers or smaller teams.

Overall, both platforms have customizable invoicing capabilities and offers a lot of flexibility in terms of receiving payments. 

Customization & Branding 

Agency Handy provides full portal branding across all plans, allowing customization of colors, logos, domains, email templates, and branded invoices. It supports 14 languages, ensuring seamless client interactions globally. Indy, while offering customizable logos and colors lacks multi-language support. 

Agency Handy offers a complete white-labeling features, allowing agencies to offer customers a branded experience throughout all interactions. 

From the login screen to branded invoices, every client-facing aspect can be personalized. Additionally, it allows you to set up custom email templates to ensure your agency’s voice is consistently represented in communications. For global agencies, Agency Handy supports 14 languages, simplifying interactions across regions.

Indy too offers custom domain, custom email setup, logo and color personalization for portal and invoices. However, it lacks multi-language support making it less suitable for global businesses. 

Integration And Scalability

Agency Handy excels with its powerful in-built automation and flexible payment options, while Indy offers automation through Zapier integration and very similar payment solutions. However, Agency Handy is the more scalable option with multi-workspace support and 20× file storage compared to Indy. 

Agency Handy provides a wide range of payment integrations, including Stripe, Wise, PayPal, and manual banking. It supports up to 30,000 webhook events for seamless data syncing. Its focus on built-in features reduces reliance on third-party tools, offering real-time updates and automation directly within the platform.

The platform also lets you easily set up multiple workspaces and its highest plan allows up to 5 workspaces. That’s enough to handle multiple work units under one platform, making it a scalable option supporting large teams.

Indy, while offering basic payment integrations like PayPal, Stripe, and Zelle. Indy relies on Zapier for setting up automation. It offers single step automations as well as more complex multi-step automations with more difficult setup. But it can be time-consuming to set up. Additionally, Indy lacks webhook support making data-syncing slower and tedious.

In summary, Agency Handy offers in-built order and task automation and scalable solutions, with multi-workspace support, making it more suitable than Indy.

Pricing Plans

Agency Handy offers higher starting prices but includes multiple users per plan, making it suitable for small to large agencies. Indy, on the other hand, is more affordable and ideal for freelancers or small teams, but it limits storage and user capacity.

Agency Handy Pricing Plans:

Agency Handy provides flexible plans to suit growing agencies with varying team sizes and client needs.

Solopreneur:

• $49/month (billed monthly)
• $39/month (billed annually)
• Perfect for solopreneurs, freelancers and small businesses, up to 3 users, includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.

Teams:

• $99/month (billed monthly)
• $79/month (billed annually)
• For midsize business, up to 10 users, it includes everything in the Solopreneur plan, plus team collaboration tools, advanced task management, and client communication features.

Pro:

• $149/month (billed monthly)
• $129/month (billed annually)
• For large businesses, up to 30 users, it includes everything in the Teams plan, plus advanced reporting, priority support, and more customization for larger teams.

Indy Pricing Plans

Indy offers affordable pricing plans, catering to freelancers and small businesses.

Free:

• Up to 3 invoices, contracts, and proposals per month
• 10GB of file storage, projects, calendar, forms, tasks and time tracker

Pro Bundle: 

• $18.75/month (billed annually) 
• $25/month (billed monthly)
• Offers unlimited invoices, contracts, and clients
• 1TB of file storage, white-labeling, recurring invoices, and Zapier integration

Agency Handy vs Indy: Which Tool to Choose for Your Business?

Now that you have a clearer understanding of both platforms, let’s break down which one fits your business needs based on the provided information.

Choose Agency Handy if:

• You need a versatile platform with features like service catalogs, multi-tier listings, and customizable order forms to simplify client onboarding and acquisition.
• You want white-label options across all plans, along with custom domains, branded emails, and invoices for a polished, professional experience.
• You require support for multiple workspaces to efficiently manage several clients or departments, with ample internal storage up to 20TB. 
• Scalability is a key factor, with advanced user roles, permissions, and built-in automation to handle growing team and project demands.

Choose Indy if:

• You are a freelancer or a small team looking for an affordable solution that covers essential project management, invoicing, and basic client communication needs.
• Simplicity is key, and you want a straightforward platform with Zapier integration for automating workflows.
• You want a solution with timer to track billable hours and include it in your invoices to clients

Wrapping Up

When choosing between Agency Handy and Indy, consider your long-term growth goals.

If your agency is expanding or you need a solution that scales with you, Agency Handy’s robust features, including multi-workspace support and automation, offer long-term efficiency. Moreover, it also fits small teams needs with its starter plan. 

For freelancers or small teams prioritizing simplicity and affordability, Indy provides the necessary tools for project management and invoicing without overwhelming complexity. 

Thus, both tools offer value and depending on your needs can be the best fit for you. Hopefully, our in-depth comparison will lead you to the right choice.