Agency Handy vs Clinked

Agency Handy vs Clinked: A Detailed Comparison

In this section, we’ll cover important areas like who the platforms are for, where they can be used, how easy they are to use, managing tasks and clients, handling billing and invoicing, and their pricing plans. Let’s get into it.

Target Users

Agency Handy is ideal for digital agencies of any size managing multiple clients with a focus on order management, payment processing, and subscription management. On the other hand, Clinked is designed for larger teams needing a secure, collaborative space for file sharing and communication.

Agency Handy is perfect for digital agencies that need a single platform to manage orders, payments, and communication.

For marketing, creative, and advertising agencies, Agency Handy offers a solution that’s easy to use while managing multiple clients. You can easily get client info with intake forms and task details with order forms. And the rest follows. 

It brings everything together—so you don’t have to switch between different tools. This makes it simpler to stay on top of your tasks and manage your workflow more effectively.

On the other hand, Clinked is built for larger teams in industries like legal services, financial institutions, and consulting firms. It excels in offering a secure space for sharing documents and collaborating on projects that require careful handling of sensitive data. 

If your organization works with confidential information and needs strict access controls, Clinked is the better choice. It maintains security while managing large teams.

Each platform serves different needs, so it’s important to choose the one that aligns with how you operate.

Client Acquisition 

Agency Handy offers a shareable service catalog, allowing clients to browse, choose multi-package deals, and subscribe to recurring services. It’s perfect for agencies looking to upsell. Clinked, meanwhile, focuses on secure collaboration, ideal for managing ongoing projects but lacks a service catalog.

Agency Handy makes it simple for you to attract new clients with its easy-to-use, shareable service catalog. You can organize all your services neatly in one place, giving clients the freedom to browse at their own pace. And share the link directly in your personal or social business profile or embed it on your website.

No need for endless back-and-forth conversations—they can explore everything you offer whenever it suits them.

The standout feature of the service listing is the option to provide multi package deals. You can offer up to 3 different bundles, each with its own services and pricing. This gives clients the freedom to choose the package that best fits their needs.

Whether it’s a one-time service or a recurring subscription, you have complete control over how you price and present your offerings. 

Additionally, you can set trial periods for each service, depending on what works best for your agency. Whether it’s a setup fee or a subscription fee, you’re in full control. The flexibility lets you design a pricing structure that meets both your business goals and your clients’ expectations.

Get feedback and client reviews for each service for future reference. It helps build trust, allowing future clients to see the value you provide. And if you prefer to discuss pricing one-on-one, you can hide prices in the catalog, giving you control over how you present your services.

Another handy feature is coupon management which lets you have complete control over accessibility. You can add as many coupons as you want to individual services. Moreover, the platform allows granular control over which clients can redeem the coupon.

However, Clinked doesn’t provide a service catalog feature. Instead, its strength lies in secure collaboration. So, it’s more suited for agencies that already have established client relationships and need a tool to manage ongoing projects.

Client Onboarding 

Agency Handy offers a more simplified way to onboard clients with customized order and intake forms. So, you can easily collect all the required information. Clinked, on the other hand, relies on third-party tools to build forms and onboard clients.

Agency Handy makes client onboarding easy with its customizable order and intake forms. You can design forms to collect exactly the information you need from your clients

Whether you’re offering multiple service packages, hiding prices, or letting clients subscribe to recurring services, these forms let you personalize every step of the process. This flexibility helps you streamline onboarding and ensures that each client gets the right experience.

On the other hand, Clinked doesn’t offer this level of customization. It relies on third-party tools for automation but can’t let you tailor forms to your needs. 

Similarly, it relies on external integrations like Proposify for proposal management, requiring users to connect and manage proposals through third-party tools. 

In contrast, Agency Handy offers inbuilt proposal management, enabling users to create, send, and track proposals seamlessly within the platform.

However If you’re handling sensitive data or managing a large number of clients, Clinked is ahead. It focuses more on secure automation rather than giving you control over the onboarding process.

With Agency Handy, you have full control over how you onboard clients, from the details you collect to the services you offer. It’s a simpler, more flexible solution for agencies that want to create a seamless, personalized experience from the start.

Order & Task Management

Agency Handy shines with detailed task tracking and project breakdowns while collaborating with clients and teams in real time with file annotations and comments. In contrast, Clinked emphasizes secure team collaboration and real-time updates.

Agency Handy provides a comprehensive approach to task management, allowing you to transform client conversations into well-organized orders. 

You can easily set up start and end dates, assign necessary files, and break down orders into smaller tasks for smooth project tracking. It’s ideal for agencies needing to monitor both overall order and individual task progress. 

Moreover, its Kanban board visualizes each task’s status, ensuring smooth workflow and timely project completion.

Plus, you can easily collaborate with clients by sharing files and getting feedback in real time. Clients can review work, leave comments, and approve tasks within the system, helping you avoid delays. 

Moreover, they can add annotations to PDFs, videos, images, etc. This lets clients have a contextualized conversation with the team until they’re satisfied with the results.

You can also view version history and restore old files. The activity log lets you know who uploaded which file and when. This keeps your clients involved and your team updated, ensuring they’re part of every step of the project.

On the other hand, Clinked excels in providing secure, real-time collaboration. In addition to the Kanban board, it offers powerful collaboration tools like real-time task updates, comments, and @mentions. It also has file feedback capabilities that match Agency Handy with file annotations, version control, and activity tracking.

It’s a great choice for teams that prioritize secure communication and efficient task management.

Team Management

Agency Handy offers a secure role-based system with super-admin, admin, manager, and assignee roles, ensuring clarity and data protection. Clinked provides granular and group-level permissions, role-based access, and audit trails, enabling seamless, secure collaboration with precise control.

Agency Handy makes team management effortless and secure with its smart role-based system. There are four clear roles: super-admin, admin, manager, and assignee. Each role has specific permissions to keep things organized and safe.

The assignee role is perfect for task-doers. They can update tasks and see the employee directory, but they won’t have access to sensitive client information. It’s a focused role with no unnecessary distractions.

Managers and admins get more power. They can manage tasks and teams, but only admins can tweak team roles. Need to make changes to team dynamics? That’s where admins step in.

At the top of the ladder, you’ve got the super-admins. They’re the VIPs of the workspace, with the authority to add or remove clients and manage workspaces. They keep everything running smoothly and securely.

Role management is a breeze with the Team tab. Filter by role, switch responsibilities, or remove users with a quick drop-down menu. Adding new team members? Easy. Just pop in their email, pick a role, and you’re done.

This system isn’t just practical—it’s smart. It keeps sensitive client data locked down while giving everyone the access they need to do their job.

Clinked too has incredible team management features. It takes access and permission management to the next level, ensuring a secure and seamless collaboration experience.

Granular permissions allow precise control over who can view, edit, or administer specific files, folders, or groups, ensuring sensitive information remains protected.

Group-level access enables teams to work efficiently by restricting member visibility to relevant resources or projects. Role-based permissions streamline management by defining roles like admin, editor, or viewer, ensuring consistent and organized access control across the platform.

Audit trails enhance accountability by tracking changes and access activities, including timestamps and user details. These features create a secure, flexible environment for teams to collaborate effectively while maintaining transparency and control.

Overall, both platforms have adequate team management features, while Clinked allows more control over access helpful for managing large teams. 

Client Management

Agency Handy’s CRM excels with advanced lead-tracking tools, storing detailed profiles like contact info, sources, values, and interactions. Assign leads to team members for accountability and track progress effortlessly. In comparison, Clinked focuses on collaboration but lacks robust CRM tools for lead management.

Agency Handy’s CRM stands out with its robust lead-tracking tools, designed to streamline lead nurturing and management. You can store detailed lead profiles, including contact details, lead sources, values, interaction histories, and notes. 

Leads can be assigned to specific team members to ensure accountability and personalized follow-ups. This makes it easy to track progress at every stage of the sales funnel and engage leads at the perfect moment. 

Additionally, leads can be prioritized and sorted by factors like assigned agent, source, value, and last interaction, ensuring quick access to critical information. These tools help agencies stay on top of their sales funnel effortlessly.

The platform also allows the creation of comprehensive client profiles that include order histories, contact information, and service records. 

Permissions-based access ensures that clients, admins, or super admins can open tickets in the platform’s integrated ticketing system. This feature allows agencies to log and track issues, questions, or feedback efficiently. Every ticket can be monitored for progress, enabling timely resolutions.

In contrast, Clinked lacks advanced CRM functionalities. It lacks robust lead-tracking tools and detailed client profiles. Additionally, the absence of a built-in ticketing system makes it less equipped for agencies needing a centralized platform for issue resolution and feedback tracking.

Overall, Agency Handy offers a more comprehensive solution for agencies with advanced CRM tools, ticketing systems, and client management features.

Client Communication

Agency Handy excels in multi-channel client communication with in-built messaging and email. However, Clinked provides a centralized communication platform that focuses on secure real-time interactions. 

Agency Handy provides a versatile, multi-channel approach to client communication through built-in messaging and email. As we’ve mentioned in the task management, you can communicate with the client real time in tasks. 

Or even, send emails from the platform. It ensures you can connect with clients in a dynamic and accessible way, keeping conversations flowing smoothly.

Moreover, you or your client can log client issues by creating tickets while the process is ongoing or after the order is delivered. And assign team members with setting priority on it. You can stay on top of each issue, delivering top-quality work every time.

Clinked, on the other hand, focuses on real-time communication within a secure portal. It offers group chats, @mentions, and activity streams, making collaboration seamless. 

But if the client faces any issues, they have to go through a submission form. 

Also, the Reach Out feature is great for sending important updates to multiple groups at once, perfect for larger teams managing complex projects.

Integrations and Scalability

Clinked excels in integrations with over 3,000 options, including Slack, Google Drive, and Zapier, streamlining workflows. However, Agency Handy offers unlimited workspaces, making it ideal for larger agencies managing multiple clients or divisions.

Clinked takes the lead when it comes to integrations, offering over 3,000 options like Slack, Google Drive, and Zapier. These connections let you streamline workflows and automate data sharing across your tools. It’s a great choice if your agency relies on multiple platforms to keep things running smoothly.

On the other hand, Agency Handy only offers Webhooks to integrate with other apps rather than native integration and payment gateways like PayPal, Stripe, Wise, and manual banking. 

However, with storage of almost 20 TB, you won’t need to use any third-party tool for storage too, like Dropbox and Google Drive. You can easily store your data within Agency handy and work within one space.

When it comes to scalability, Agency Handy shines by offering unlimited workspaces. You can easily create a workspace with separate members and clients for specific projects/orders and tasks. This is perfect for larger agencies managing multiple clients, brands, or projects. 

Clinked also provides customizable workspaces, but it doesn’t offer unlimited options. This works well for smaller teams or agencies with fewer clients, but if you need room to expand, Agency Handy’s flexibility makes it the stronger choice.

Billing And Invoicing 

Agency Handy simplifies billing with customizable invoices, recurring payments, and multiple payment gateways. Clinked, in contrast, lacks dedicated invoicing features, making it more suited for secure document sharing than managing client payments.

Agency Handy is designed to streamline your billing process. For specified services, you’ll get automated invoices once a client purchases your order. And for the customized ones, you can create new invoices and adjust accordingly. 

It also supports recurring payments and connects with multiple payment gateways like PayPal, Stripe, Wise, and banks, ensuring flexibility for both you and your clients.

Clinked, while excellent for collaboration and file sharing, doesn’t include dedicated billing or invoicing features. That’s a NO-go if you have to manage payments. 

So, if you need an all-in-one platform for client management and invoicing, Agency Handy will be a more fitting choice.

Customization and Branding

Agency Handy focuses on offering a streamlined, user-friendly experience with essential white-label features. Clinked, on the other hand, also provides full white-label solutions and a custom-branded mobile app. 

Agency Handy makes branding easy while offering a professional touch. You can fully customize the logo, favicon, sidebar, custom domain, sign-in portal, personalizing the client login experience. 

Additionally, the platform provides white-label email templates, allowing you to tailor client communication with branded, customized messages.

Plus, with multi-language support, you can offer clients a tailored experience, no matter where they are. Moreover, Agency Handy allows you to remove the “Powered By” logo, available on all plans, giving you complete control over your brand’s presence. But there’s no mention of it in Clinked.

Well, what you don’t get in Agency Handy is the mobile app that Clinked offers. It’s suitable for businesses looking for on-the-go update and involvement in the process. 

Storage 

Agency Handy offers generous storage options across its plans, from 1 TB to 20 TB, making it ideal for agencies managing large projects. Clinked provides secure file sharing with flexible storage options, from 100 GB to 5 TB+, tailored more for teams focused on secure document management.

Agency Handy’s storage:

Clinked’s Storage:

To be noted, Clinked’s storage plans come with limits, and additional storage can be purchased for an extra charge. You have to pay $.15 per GB of storage purchased. 

Pricing & Plans

Agency Handy offers more affordable plans starting at $49/month for solopreneurs with 3 users, while Clinked begins at $95/month with 100 members and adds features for small businesses. 

Agency Handy is built for digital agencies of all types. Starting at $49 per month, it offers unlimited clients and orders, along with essential tools like task management and invoicing. 

It covers the basics without adding extra costs, making it an appealing option for agencies looking for simplicity and affordability.

Clinked, on the other hand, is geared toward larger teams or businesses that require more advanced features. With pricing starting at $95 per month, Clinked offers additional functionality such as file sharing, task management, and audit trails, catering to those who need more comprehensive tools.

Both platforms offer free trials so you can explore their features before committing. Agency Handy provides a 14-day trial, giving you ample time to experience its all-in-one platform for managing tasks, orders, and payments. 

Clinked offers a shorter, 10-day trial, allowing you to test its features for collaboration and secure file sharing.

Both platforms have transparent pricing during the trial period. However, Clinked’s more advanced plans may have extra costs for premium features like increased storage or additional users.

This makes it important to consider what your business needs when comparing the two options.

Agency Handy vs. Clinked: Which One Should You Choose?

Choosing between Agency Handy and Clinked depends on your agency’s specific needs and goals. Here’s a breakdown to help you decide:

Choose Agency Handy if:

• You need an affordable solution with pricing starting at $49/month.
• You want a simple UI, get started immediately, and effective client and task management.
• You’re looking for a complete solution from onboarding clients to getting paid. 
• You need customizable branding for workspaces and emails.

Choose Clinked if:

• You manage sensitive information and need top-tier security.
• You need a scalable, white-label platform with extensive integrations.
• You require powerful collaboration tools for managing large projects.

Further Read: Clinked Alternative

Wrapping up 

Choosing the right platform depends on what matters most to your agency. If you value affordability and simplicity, Agency Handy is the clear choice. 

But if advanced security and collaboration tools are top priorities, Clinked may better suit your needs. Focus on the features that will streamline your work and support your agency’s growth.