Agency Handy Vs Copilot

Agency Handy Vs Copilot: A Detailed Comparison 

Both Agency Handy and Copilot 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.

Agency Handy is a platform designed to help digital agencies with 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. 

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. 

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 as you go quite easily. 

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.

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

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

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. 

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. 

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

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

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. 

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. 

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 and prioritizing, 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.

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. 

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.

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. 

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.

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.

When it comes to task management, Copilot is entirely reliant on third-party integrations and doesn’t have in-built features. It also lacks order management features. 

Overall, Agency Handy offers a more reliable order and task management system with the ability to hold individual team members accountable. Copilot only offers file-sharing capabilities, while relying entirely on integrations for 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. 

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

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.

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 client management easy with detailed profiles, order and task tracking, and a built-in ticketing system for quick fixes. While, Copilot has a messaging app that lets you text clients and send files to their inbox. But Copilot lacks a ticketing system, offering basic support through the helpdesk app.

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. 

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. 

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. 

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. 

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.

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.

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.

Agency Handy also gives clients multiple reminders to ensure timely payments:

• 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.

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. 

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.

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. 

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. 

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.

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. 

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)
• For 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 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 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.

Starter:

• $39/month per internal user (billed monthly)
• $29/month per internal user (billed annually)
• Includes up to 50 clients, 50GB storage, customizable branding, and essential apps like Messaging, Billing, Files, Contracts, Forms, and Helpdesk.

Professional:

• $89/month per internal user (billed monthly)
• $69/month per internal user (billed annually)
• Includes up to 500 clients, 500GB storage, custom domain, and email, access to Copilot API, automation via Zapier and Make, and support for Partner Apps.

Advanced:

• $139/month per internal user (billed monthly)
• $119/month per internal user (billed annually)
• Includes up to 5,000 clients, 5TB storage, fully white-labeled experience, HIPAA compliance, reduced payment processing fees, and priority support.

Supersonic:

• Custom pricing
• Up to 10,000 clients, 10TB storage, increased API limits, lowest payment processing fees, and a dedicated success manager for enterprise-grade 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.

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.