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Agency Handy Vs Copilot

All-in-One Platform for Onboarding Clients, Managing Orders, and Getting Payments!

Agency Handy’s built-in task management beats Copilot’s reliance on integrations by keeping order tracking, task creation, assignment, and visualization all in one platform. Don’t let anything slip through the cracks with client review and feedback on ongoing tasks. With Agency Handy, take control of your client journey today!

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Agency Handy VS. Copilot

Feature-by-Feature Comparison

Features

Agency Handy

Copilot

Starter Plan (Per User Cost)

$10/month

$29/month

Custom Client Portal

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Multi Package Service Listing

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Subscription Management

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Contract Management

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Terms and Conditions in Contract

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Order and Task Tracking

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Kanban Board for Tasks

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Roles and Permissions Control

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File Sharing

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Built-In Client Communication

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Client Approval Process

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Integrated Ticketing System

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Billing and Invoicing

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Free-Trial Period

7 days

14 days

What Our Clients Say!

Why You Should Choose Agency Handy Over Copilot

Agency Handy Order Management

Effortless Order and Task Management, All in One Place

Copilot falls short on integrated order tracking and task management, while Agency Handy provides a fully automated solution.

With Copilot, managing orders and tasks can be cumbersome, often requiring third-party tools. Agency Handy simplifies it all with built-in task automation, real-time tracking, and seamless client approvals. From intake to completion, your team has everything in one place, making sure no task is missed and every project flows smoothly.

Custom Service Catalog With Multi-Package Service Listing

Copilot doesn’t offer service listings, while Agency Handy excels at showcasing your services, even letting you offer a trial period for your listed services!

With Agency Handy, you can create unlimited service listings, adding order and intake forms for each for data collection. It allows you to easily create multi-package services, offering up to three different pricing and service tiers that fit your clients’ needs. Clients can self-checkout and you’ll be notified of their purchase.

Agency Handy Multiple Package
Agency Handy Roles & Permission

Strong Team Management with Customizable Roles

Copilot offers only basic admin and staff roles, while Agency Handy provides a full suite of team management options.

With Agency Handy, you can assign roles like admin, super admin, manager, and assignee. This allows precise control over team access that’s very important for agencies wanting to protect client data and maintain a hierarchy within the team.

Flexible Payment Gateways for Smoother Transactions

While Copilot offers only credit card and ACH payments (ACH limited to USD), Agency Handy supports Stripe, Wise, PayPal, and manual banking.

With Agency Handy, agencies can cater to global clients more efficiently, accepting payments in over a hundred currencies and multiple payment methods. This flexibility ensures timely payments, reduces friction for clients, and simplifies financial management for teams. By offering comprehensive payment options, Agency Handy minimizes the need for external payment tools, making it an all-in-one solution for streamlined client transactions.

Agency Handy Payment Gateways

Explore More Features of Agency Handy

Forms

Boards

Invoice

Tasks

Ticket

Dashboard

Service

Client Portal

Custom Branding

Files

Scalable Software Built for Agencies, By Agencies

Stop settling for mediocre software. Upgrade to Agency Handy and see your agency reach its full potential.

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Modular Design

Every agency has unique workflows. Our modular design allows you to build the perfect platform for your specific needs, streamlining processes and boosting efficiency.

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100% White Label

Agency Handy lets you remove all traces of our branding, allowing you to showcase your agency and present a professional, branded experience that fortifies your image.

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Support & Feedback

We prioritize ongoing real-world agency-driven development. Share your feedback with our channels and community. Get quick support from our expert team for a seamless experience.

Pricing

Agency Handy

Pricing starts at

$49/Month

Copilot

Monthly Billing

$29/Month

Frequently asked questions

Yes, we don’t nickel and dime you for every little feature. Here are more answers:

Agency Handy is better suited for small businesses and large agencies as it offers an all-in-one solution for handling your client journey. It has built-in task and order management, service listings, and team management capabilities that Copilot lacks. Copilot’s reliance on integrations means you need to manage more tools for the same functions.

Agency Handy offers more customization, including white-label portals, custom domains, and service catalogs at all plan levels. Copilot provides these features starting from the Professional plan, making Agency Handy more flexible and accessible for small and medium-sized businesses.

Yes, it does. Copilot provides a Helpdesk App for creating knowledge base articles, but it lacks a true ticketing system. Agency Handy, on the other hand, offers a fully integrated ticketing system, allowing for better client issue tracking and direct communication.

Agency Handy Vs Copilot

All-in-One Platform for Onboarding Clients, Managing Orders, and Getting Payments! 

Agency Handy’s built-in task management beats Copilot’s reliance on integrations by keeping order tracking, task creation, assignment, and visualization all in one platform. Don’t let anything slip through the cracks with client review and feedback on ongoing tasks. With Agency Handy, take control of your client journey today!

Agency Handy Vs Copilot

Here’s a feature-by-feature comparison of Agency Handy and Copilot:

Features

Agency Handy

Copilot

Average Per User Cost

$10/month

$56/month

Custom Client Portal

Service Catalog

Multi Package Service Listing

Coupon Management

Subscription Management

Contract Management

Terms and Conditions in Contract

CRM

Order and Task Tracking

Kanban Board for Tasks

Roles and Permissions Control

File Sharing

Built-In Client Communication

Client Approval Process

File Feedback

Integrated Ticketing System

Time Tracking

Billing and Invoicing

Free-Trial Period

7 days

14 days

 

CTA

Why Should You Choose Agency Handy Over Copilot?

Alt: Agency Handy Orders

Custom Service Catalog With Multi-Package Service Listing 

Copilot doesn’t offer service listings, while Agency Handy excels at showcasing your services, even letting you offer a trial period for your listed services!

With Agency Handy, you can create unlimited service listings, adding order and intake forms for each for data collection. It allows you to easily create multi-package services, offering up to three different pricing and service tiers that fit your clients’ needs. Clients can self-checkout and you’ll be notified of their purchase. 

Alt: Agency Handy Multi-Package Service

Simplify Collaboration with File Annotations and Version Control

Agency Handy lets your team and clients add annotations to documents, images, and videos streamlining revisions. Copilot lacks these intuitive features.

Highlight changes with annotations, add comments, and ensure all revisions are clear and actionable. Version control allows you to track every edit, review previous file versions, and even roll back to earlier versions when necessary. Transparency is further enhanced with the activity log, which records every action taken on a file, all with timestamps and user details. 

Strong Team Management with Customizable Roles

Copilot offers only basic admin and staff roles, while Agency Handy provides a full suite of team management options.

With Agency Handy, you can assign roles like admin, super admin, manager, and assignee. This allows precise control over team access that’s very important for agencies wanting to protect client data and maintain a hierarchy within the team. 

Alt: Agency Handy Roles

Flexible Payment Gateways for Smoother Transactions

While Copilot offers only credit card and ACH payments (ACH limited to USD), Agency Handy supports Stripe, Wise, PayPal, and manual banking.

With Agency Handy, agencies can cater to global clients more efficiently, accepting payments in over a hundred currencies and multiple payment methods. This flexibility ensures timely payments, reduces friction for clients, and simplifies financial management for teams. By offering comprehensive payment options, Agency Handy minimizes the need for external payment tools, making it an all-in-one solution for streamlined client transactions.

Alt: Agency Handy Payment Gateway

Explore More Features of Agency Handy

Scalable Software Built for Agencies, By Agencies

Stop settling for mediocre software. Upgrade to Agency Handy and see your agency reach its full potential.

Modular Design

Every agency has unique workflows. Our modular design allows you to build the perfect platform for your specific needs, streamlining processes and boosting efficiency.

100% White Label

Agency Handy lets you remove all traces of our branding, allowing you to showcase your agency and present a professional, branded experience that fortifies your image.

Support & Feedback

We prioritize ongoing real-world agency-driven development. Share your feedback with our channels and community. Get quick support from our expert team for a seamless experience.

Pricing

Feature

Agency Handy

Copilot

Pricing Starts at

$49/mo

$39/mo

Users Included (Starter Plan)

Up to 3

1

Storage

Upto 20 TB

Not Mentioned

Multi-Package Service Catalog

✔️

Direct Orders from Catalog

✔️

Custom Order Forms

✔️

Kanban Board for Task Visualization 

✔️

Client Approval Features

✔️

Integrated Ticketing System

✔️

Multi-Language Support

✔️

 

FAQs

Is Agency Handy or Copilot more well-suited for small businesses?

Agency Handy is better suited for small businesses and large agencies as it offers an all-in-one solution for handling your client journey. It has built-in task and order management, service listings, and team management capabilities that Copilot lacks. Copilot’s reliance on integrations means you need to manage more tools for the same functions.

Which platform provides better customization options?

Agency Handy offers more customization, including white-label portals, custom domains, and service catalogs at all plan levels. Copilot provides these features starting from the Professional plan, making Agency Handy more flexible and accessible for small and medium-sized businesses.

Does Agency Handy offer better client support tools?

Yes, it does. Copilot provides a Helpdesk App for creating knowledge base articles, but it lacks a true ticketing system. Agency Handy, on the other hand, offers a fully integrated ticketing system, allowing for better client issue tracking and direct communication.  

Agency Handy vs Copilot: Which Platform is Best for Your Agency?

 

Choosing between Agency Handy’s all-in-one platform and Copilot’s service management tools requires careful consideration. Both are strong contenders, but key differences set them apart.

  • If you are looking for a client portal solution with convenient client communication tools, Copilot is the top choice. 
  • However, if you need a full-featured platform that manages every step of your client’s journey, Agency Handy should be your choice. 

Let’s see which platform suits your agency’s needs. Let’s break it down!

Agency Handy Vs Copilot: A Detailed Comparison 

Considering Agency Handy as the Copilot alternative, both provide valuable tools for managing clients and services, but each has its strengths. This comparison looks at how they perform in client management, service customization, task management, team collaboration, and pricing. It’ll help you decide which platform best fits your agency’s needs.

Target Users

Agency Handy suits digital agencies of all sizes, offering flexible, affordable plans for small to large businesses. Copilot is best for mid to large-sized companies. Both platforms support tech, marketing, finance, consulting, and creative sectors, benefiting from a client-facing dashboard for streamlined updates.

Feature

Agency Handy

Copilot

Focus Area

Comprehensive agency management

Service management and invoicing

Best Suited For

Digital agencies managing services

Freelancers and small agencies

Key Features

  • Multi-Package Service Catalogs
  • Setting Default Task for Each Service  
  • Customizable Intake and Order Forms
  • Integrated Ticketing System

  • Client Messaging App
  • Customizable Forms App
  • Helpdesk App
  • Automation via Zapier and Make

 

Agency Handy is a platform designed to help digital agencies with comprehensive agency management. It offers features starting from customer acquisition and onboarding, right down to payment.

The software supports your entire customer journey and gives your team the tools to handle tasks for each order and client. It’s an all-in-one solution for agencies to manage their clients. 

Alt: Agency Handy Dashboard

Copilot focuses on organizations with more resources under their belt. It’s a better fit for mid-size to large organizations. It mostly focuses on client onboarding,  communication, and financial management. 

Alt: Copilot Home

It doesn’t focus on your entire client journey but rather offers impressive communication tools for an interactive client experience. 

Both platforms have a very similar user interface and it’s easy to use both platforms without much help from learning resources. The intuitive interface lets you figure things out quite easily as you go. 

However, Copilot’s team management features are harder to find for a beginner as there isn’t a separate tab for teams like Agency Handy. 

Client Acquisition

Agency Handy excels in client acquisition with its Multi-Package Service Catalog, enabling agencies to showcase services in bundles and control pricing visibility. Copilot, however, lacks a dedicated service catalog or direct ordering, limiting flexibility in presenting options and capturing new clients.

Focus Area

Agency Handy

Copilot

Service Listings

Both one-time and subscriptions

Multi-Package Service Catalog

List up to 3 packages in each service 

Coupon Management

Set up coupon codes with granular control of accessibility

Not Available

Direct Orders

Allows clients to place orders directly from the service catalog

Website Embedding

Service catalogs can be embedded directly into websites

Client Reviews

Display client feedback

Price Visibility

Option to show or hide prices for each client

 

Agency Handy offers a range of features to help acquire new clients that Copilot lacks. To begin with, it lets you list as many services as you’d like in your service catalog. They can be one-time offerings or subscription-based. 

Alt: Agency Handy Service Catalog

Moreover, for each service, you get to add up to three packages with different pricing. It’s a standout feature of the platform that most client portals won’t provide.

Alt: Agency Handy Service Packages

You can add descriptions for each service, FAQs, and even a trial period to ensure your customers have all the information they need to make a decision. Clients can self-checkout and you’ll get an approval request for their order. 

When sending your service listing to your clients, you just need to select the “Share URL” option. You can also share individual service URLs and hide or display pricing for each client. 

Additionally, it offers coupon management features. It lets you create unlimited discounts, customize redemption limits, and set expiration dates. You also get granular control over accessibility even restricting use to individual clients.

This feature empowers you to run targeted promotions and boost client engagement effortlessly.

Agency Handy offers enough flexibility to present your offerings in the best light possible as per the customer’s needs. This gives you a higher chance of acquiring clients. 

With Copilot, you won’t have any of these features and have to rely on other tools or your own website and hosting to list your services. 

Client Onboarding

Agency Handy excels in client onboarding with customizable intake and order forms. Copilot, too, offers customizable forms, but you can’t attach them to a specific service like Agency Handy. Moreover, order forms are a unique feature of Agency Handy that lets you include add-ons and upsell with pricing options. 

Feature

Agency Handy

Copilot

Intake Forms

Fully customizable intake forms with file uploads and customized questions

Customizable forms with file uploads through the Forms App

Order Forms

Customizable order forms with pricing options and self-checkout

Proposal

Proposals with order details, file uploads, terms & conditions with e-signature

Contract App for custom proposals

 

You’ll enjoy a smooth onboarding process with Agency Handy’s custom intake and order forms. It lets you create separate forms for each service only collecting the necessary information for that service. 

Intake forms allow you to collect client information and you can add fields with multiple choice, paragraphs, short answers, date inputs, and formatted text. 

Alt: Agency Handy Intake Fprm

You can also create tables in the form and request file uploads. This lets you share samples and necessary files for the order from the start. So you know what your client expects.

In addition, the order form allows you to list add-ons with a service and upsell. The client can view pricing and self-checkout through the order form. It’s a great and hassle-free way to earn extra revenue with a one-time setup. 

Alt: Agency Handy Order Form

With these features, Agency Handy takes care of client onboarding and provides a smooth experience while collecting all necessary client data and boosting profitability. 

Copilot, on the other hand, offers onboarding through its Forms App and Contracts App. Clients receive email notifications with links to forms and contracts, which they can complete and sign directly within the platform. 

Alt: Copilot Form App

But you can’t attach the forms to service listings or let customers place orders by self-checkout. So, the overall onboarding experience isn’t as smooth as with Agency Handy. 

Order & Task Management

Agency Handy excels in order management with automatic order and task creation, task assignment, priority setting, and task visualization with Kanban boards. While Copilot focuses on secure file sharing and client collaboration, making it ideal for teams prioritizing communication over complex order management.

Focus Area

Agency Handy

Copilot

Automatic Order Creation

Available

Through Zapier & Make integrations

Task Assignment with Priorities

Available

Available

Task Visualization

Kanban & list

Kanban & list

Client Approval Process

Orders are marked complete only after client approval

File Feedback

Allows adding annotations to uploaded files. Version history available. 

File Management and Library

Dedicated file library for easy access and organization

Files App for secure file sharing with clients and teams

File Uploads by Clients

Available

Available

 

With Agency Handy, when a client purchases a service, an order is generated automatically. You can also do task automation by setting default tasks for each service. In that case, when a service is purchased, tasks will be created for that order. Moreover, clients can request specific tasks as well. 

Alt: Agency Handy Orders

You can also assign tasks to multiple team members and set task priorities and deadlines. To keep track of all the tasks, the Kanban board provides a visual overview of task status and dependencies.

Alt: Agency Handy Kanban

And once the order is in the Review phase, it’ll move to the client. They can review the task, share feedback, or approve in real time. So that the task is done immediately, leaving no hassles for the future. 

Additionally, collaborate effortlessly with file annotations—teams and clients can comment directly on shared documents. Stay organized with version control, tracking edits, viewing past versions, and rolling back anytime. 

For full transparency, the activity log records every action with timestamps, ensuring accountability and efficiency!

 

Alt: Agency Handy Client Feedback

Agency Handy also has a robust file management system. Clients and team members can upload files for an order and keep everything organized in folders. You can sort files alphabetically, from oldest to newest, and vice-versa.

Alt: Agency Handy Files

Copilot, on the other hand, focuses on file management and collaboration through its Files App. It allows secure file sharing with clients and teams, enabling flexibility in document handling. Clients can upload, manage folders, and receive notifications for file updates, streamlining communication.

Alt: Copilot Files

Copilot offers an in-built Tasks App that provides both Kanban and List views, making task visualization and management simple and intuitive. You can go for advanced automations with its Zapier & Make integrations. However, it will take some time to set up and get it running. 

Alt: Copilot Integrations

Overall, Agency Handy offers a more reliable order and task management system with the ability to hold individual team members accountable. Copilot relies on integrations for advanced task management. 

Team Management

Agency Handy offers a more layered hierarchy when it comes to user roles and permissions, giving you more flexibility in managing your team. You can access all your team members under the Team tab and send invites to join the team. Copilot has similar features, but it only offers two team roles only. 

Feature

Agency Handy

Copilot

User Roles & Permissions

4 Roles: Super-Admin, Admin, Manager, Assignee 

2 Roles: Admin and staff

Client Access Permissions

Available

Available

Team Invitations

Available

Available

 

Agency Handy lets you give your internal team members any of the four roles; super-admin, admin, manager, or assignee. 

Alt: Agency Handy Roles

Assignee is at the bottom of the hierarchy with only permission to update tasks and view the employee directory. They won’t have access to any client information.

Admin and project manager have the same permissions except that admin can change the team member roles. While super-admin is the only role that gets access to adding and removing clients and workspaces. This system lets you ensure the security of your client data by managing client access. 

You can view your internal team and filter members based on roles from the Team tab. With a simple click on a drop-down list, you can change team roles and delete members. There’s also an invite option where you have to input the email address and role of the person you want to invite to the team. 

As for Copilot, you can invite team members similarly by going to the settings option and then the team tab. But there are only two roles to choose from (admin and staff). However, you can control client access based on these roles.

 

Alt: Copilot

Although not as robust as Agency Handy, the team management features on Copilot can work for businesses with flatter hierarchies. 

Client Management

Agency Handy keeps CRM easy with lead management and tracking, detailed profiles, and a built-in ticketing system for quick fixes. In contrast, Copilot has a messaging app that lets you text clients and send files to their inboxes. But itlacks a ticketing system, offering basic support through the helpdesk app.

Focus Area

Agency Handy

Copilot

Client Portal

Available

Available

CRM

Lead management & Tracking 

Not Available

Client Profiles

Available

Available

Communication

In-built messaging and email

In built messaging

Ticketing System

Available

Not Available

 

Agency Handy provides a solid client management system, helping agencies manage profiles, communication, and interactions efficiently. 

Its centralized client portal allows for tracking order and task progress, communicating with clients, and sharing files seamlessly in one place. 

Effortlessly manage leads with a system that keeps all vital details like, contact info, source, value, and interactions—in one place. 

Assign leads to team members for personalized follow-ups, ensuring no opportunity is missed. With a Kanban-style view of your sales funnel, tracking every lead is simple and effective!

Additionally, the platform offers detailed client profiles with details such as: name, email, country name, city, zip code, etc. You can also check recent orders, tickets, and invoices. 

With a complete client profile and history, you can customize your client interactions and offer a better experience. 

Alt: Agency Handy Client Profile

The ticketing system is particularly useful in dealing with urgent issues. Both clients and team members can open a ticket and set priorities. You can communicate with the client by commenting on the ticket and also sharing files. Another way to communicate with clients is under tasks. 

Alt: Agency Handy Tickets

For client communication, Copilot has a messaging app that lets you send mass messages or direct messages to clients with file attachments. Moreover, the platform offers in-depth client profiles with forms, payment information, contracts, shared files, and messages. 

Alt: Copilot Client Communication

However, the client support system is lacking. The helpdesk app only lets you add knowledge-based articles as a resource for self-help when clients encounter issues.

Billing & Invoicing

Agency Handy offers flexible billing with customizable invoices, split payments, multi-currency support, and reminders. While Copilot provides invoicing and subscription management but with limited payment gateways and currency options.  Moreover, payments flow through Copilot before disbursement.

Focus Area

Agency Handy

Copilot

Invoicing

Available

Available

Time Tracking

Available

Available

Payment Gateways

  • Stripe
  • Wise
  • PayPal
  • Manual banking
  • Credit card
  • ACH payments (limited to USD)

Subscriptions

Available

Available

 

Agency Handy offers a powerful billing system that is perfect for agencies dealing with complex payments. With customizable invoices, you can easily add detailed line items, handle split payments, and support over 100 currencies, making it versatile for different billing needs.

Alt: Agency Handy Invoice

The platform also supports flexible recurring billing, automating the invoicing process for subscription services. Payment gateways like PayPal, Stripe, Wise, and manual banking are integrated, ensuring smooth transactions for your clients.

It also lets you track time your way—manually or in real-time—with flexible time-tracking tools. Perfect for managing teams or billing clients, it ensures precise hourly calculations for payroll or invoicing.

Alt: Agency Handy Integrations

Additionally, you can create custom payment reminder schedules to ensure timely payments. It comes with the following default reminder schedule:

  • Regular Invoice Reminders: Automatic reminders sent 3 and 7 days after due dates.
  • Subscription Alerts: Reminders go out 3 and 1 day before payments are due.

Copilot, in contrast, provides a streamlined billing experience with customizable invoices that include taxes and options for auto-charging or manual payments. It supports credit card and ACH payments, though ACH is limited to USD.

Alt: Copilot Invoice

The platform’s subscription management is flexible, offering custom billing cycles with auto-payment options or reminders. However, payments are routed through Copilot before reaching you, and its limited payment gateway options make it less flexible for agencies requiring multi-currency support.

Customization & Branding

Agency Handy offers full customization with custom domains, white-labeling, and multi-language support, providing complete branding control. Copilot offers flexible customization with branded portals, subdomains, and tool integrations but lacks multi-language support. 

Focus Area

Agency Handy

Copilot

Style Customization

Full customization including colors, logos, custom domains, and branded portals

Customizable branding with logos, colors, fonts, and client portals, and custom domains

Email Customization

Fully customizable branded emails

Custom email domains available

Remove “Powered By”

Available on all plans

From Advanced Plan

Multi-Language Support

Supports 14 languages

 

Agency Handy offers extensive customization and branding features, giving agencies full control over their client portal’s look and feel. You can adjust styles with colors, logos, and use custom domains for a seamless, branded experience.

Alt: Agency Handy Branding

With full white labeling, Agency Handy ensures agencies have complete control over all client-facing elements, from the login page to the portal interface. 

The platform also supports dynamic email templates with personalized content, allowing agencies to maintain a consistent brand image in communications. You can even set branded invoices by setting up the company name and logo just once. 

Additionally, it offers multi-language options, making it ideal for global clients. Agency Handy supports up to 14 languages. 

Alt: Agency Handy multi-language

Copilot, on the other hand, doesn’t offer multi-language support. But the white-labeling features are satisfactory and you can provide a fully branded client experience. 

Alt: Copilot Branding

With Copilot, you can get a custom email domain but can’t customize the email content as you can with Agency Handy. 

Integrations and Scalability

Agency Handy offers extensive webhooks (up to 30,000 events) and supports payments through Stripe, Wise, PayPal, and manual banking. Copilot integrates with popular tools like Calendly and Airtable and provides payments via credit card and ACH (USD only), with flexibility for multiple workspaces.

Features 

Agency Handy

Copilot

Third-party integrations

Webhooks (up to 30,000 events)

Zapier, Make, Calendly, Airtable, QuickBooks, OneDrive, Trello, ClickUp, Figma, etc. 

Number of workspaces 

Up to 5 

Multiple workspaces available

 

When it comes to integrations, Agency Handy shines with support from multiple payment gateways like Stripe, Wise, PayPal, and manual banking.

Its webhooks enable seamless integration, automating up to 30,000 events. This allows agencies to sync data with third-party tools efficiently and enhances real-time updates across platforms.

Moreover, with 20 TB of storage, Agency Handy doesn’t need integration with storage tools like OneDrive or Google Drive. It also offers its own task management features, so task management software integrations aren’t necessary.

However, Copilot offers heavy integration capabilities. In fact, the platform is highly reliant on integrations like Clickup and Trello for task management as it doesn’t have a built-in task tracking system.

It also offers integration with QuickBooks, which comes in handy for businesses needing more robust financial management. 

Overall, both platforms offer strong integration capabilities while focusing on different aspects. 

Pricing Plans

Agency Handy offers more affordable pricing than Copilot when you consider per-user cost but has a steeper starting price. The platform’s pricing makes it accessible to small to large businesses. Whereas, Copilot is more sensible for midsize to large businesses who can make heavier investments. 

Focus Area

Agency Handy

Copilot

Entry-Level

$49/month 

$39/month

Mid-Tier

$99/month 

$149/month

High-End

$149/month 

$399/month 

Custom Pricing

Available

Available

Storage Capacity

Up to 20TB 

Not Mentioned

 

Agency Handy Pricing Plans:

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

Alt: Agency Handy Pricing

Solopreneur:

  • $69/month (billed monthly)
  • $49/month (billed annually)
  • For up to 3 users, includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.

Teams:

  • $149/month (billed monthly)
  • $99/month (billed annually)
  • For up to 10 users, it includes everything in the Solopreneur plan, plus team collaboration tools, advanced task management, and client communication features.

Pro:

  • $199/month (billed monthly)
  • $149/month (billed annually)
  • For up to 30 users, it includes everything in the Teams plan, plus advanced reporting, priority support, and more customization for larger teams.

Copilot Pricing Plans:

Copilot offers scalable pricing plans tailored to agencies, consultants, and service businesses of all sizes.

Alt: Copilot Pricing

Starter:

  • $59/month (billed monthly)
  • $39/month (billed annually)
  • 1 internal user; support for up to 50 clients, and 100 automation tasks/month. Features include Messaging, Billing, File Sharing, Contracts, Intake Forms, and access to Copilot’s App Store.

Professional:

  • $189/month per internal user (billed monthly)
  • $149/month per internal user (billed annually)
  • 3 internal users; support for up to 500 clients, and 1,000 automation tasks/month. Features include a custom domain and email, API access, automation via Zapier/Make, and Partner Apps.

Advanced:

  • $499/month per internal user (billed monthly)
  • $399/month per internal user (billed annually)
  • 5 internal users; unlimited clients, 5TB storage, fully white-labeled experience, HIPAA compliance, reduced payment processing fees, and priority support.

Supersonic:

  • Custom pricing
  • Unlimited clients and unlimited automation tasks. Additional features include white-labeling, client access permissions, HIPAA compliance, and priority support.

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

With a clear understanding of how Agency Handy and Copilot compare, the next step is determining which tool best suits your business needs. Here’s a breakdown to help you make an informed decision.

Choose Agency Handy if:

  • Your agency handles complex projects and requires tools like service catalogs, customizable order forms, and intake forms.
  • You prioritize a fully branded experience with extensive style customization, including custom domains, email customization, and white-labeling options.
  • Automated billing and invoicing, along with split payments and multi-currency support, are essential for managing recurring payments.
  • You need multi-workspace functionality to manage several teams, departments, or clients in a centralized platform.
  • Multi-language support is critical for serving a global client base.
  • Your agency is rapidly growing, and you need a scalable solution that supports up to 20 users and offers advanced reporting and priority support for larger teams.

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Choose Copilot if:

  • You run a service business, consultancy, or agency that values integrated client portals with essential apps like messaging, billing, and file sharing.
  • Your business focuses on simplifying client communication and prefers an intuitive interface with customizable branding options.
  • You require integration with third-party apps via APIs and automation through tools like Zapier and Make to streamline workflows.
  • A fully white-labeled experience and advanced client access permissions are important, especially for agencies needing HIPAA compliance.

Wrapping Up

Both Agency Handy and Copilot offer robust tools for managing client interactions and billing, but they serve different business needs.

Agency Handy shines in service management with extensive customization, task management, and multi-workspace functionality, making it a strong fit for growing digital agencies that need advanced features and scalability.

Copilot, on the other hand, is ideal for agencies and service businesses seeking integrated client portals, automation, and flexible branding options, with a focus on streamlining client communication and workflow.

Ultimately, the right choice depends on your business’s size, operational complexity, and the specific features you need to drive success.