Agency Handy VS HoneyBook

Agency Handy vs HoneyBook: A Detailed Comparison

We’ll compare how Agency Handy and HoneyBook compare. In this detailed comparison, we’ll go through key aspects such as target users, platform availability, ease of use, task management, client management, billing and invoicing, and pricing plans.

Target Users

Agency Handy is perfect for digital agencies of all sizes that need everything centralized, from onboarding new clients to final payment. On the other hand, HoneyBook is better suited for freelancers and small businesses who want an easy-to-use client management system.

If you’re running a digital agency, Agency Handy is your all-in-one solution. It helps you onboard new clients, track tasks and orders, and handle billing with more control and customization. It’s built for agencies that need a comprehensive platform.

On the other hand, HoneyBook is ideal for freelancers and small businesses. It simplifies client management with features like invoicing and contract management. 

While it offers a user-friendly experience, it doesn’t provide the same level of customization or multi-language support that larger agencies might need.

Client Acquisition 

Agency Handy shines in client acquisition by offering a centralized group service catalog, allowing agencies to display all their services in one place. In contrast, HoneyBook provides intuitive tools for simple client acquisition but lacks the comprehensive Service Catalog that Agency Handy provides.

Agency Handy makes it easy for agencies to list multiple services, with options for detailed descriptions, group or individual pricing, and seamless checkout.

You can also control how prices are displayed—whether to show a price range, list them individually, or hide them entirely for specific clients. This helps clients browse and purchase services easily in one place.

Once the clients are done with your services, they can leave reviews for future reference.

And you can also embed the service catalog directly into your website, giving potential clients smooth access to all services without leaving the site. 

HoneyBook, while offering basic service listings, doesn’t provide the centralized catalog or website embedding options that make Agency Handy so versatile for managing multiple services. 

Client Onboarding

Agency Handy offers customizable intake and order forms with multiple pricing options and a self-checkout feature, making it easy for clients to select services and complete transactions smoothly. In contrast, HoneyBook simplifies things with contact and lead forms that include pricing details but lack multiple pricing options or self-checkout.

With the order form, you can add custom fields based on your needs to get started. Client info, task details, required spreadsheet/files, you’ll get it all via the order form. Plus, there’s a chance to upsell your services too including add-ons. 

And you can share terms and conditions and get signatures in the same order form. But HoneyBook doesn’t have anything sort of that. 

Interestingly, in terms of intake or lead forms, Agency Handy has the upper hand too. Agency Handy’sintake forms are more, featuring customizable options and file upload capabilities. You can get all the necessary client details and files in the form to move forward with the discussion.

HoneyBook provides customizable contact forms that can function as intake forms, catering to businesses that need basic client information collection without the need for advanced features like file uploads.

When it comes to proposals, Agency Handy shines with its customizable quotes and proposals, allowing agencies to tailor their offers to each client’s needs. These proposals can include e-signatures, making the process of securing new business efficient and professional. 

HoneyBook also offers proposal templates, complete with e-signatures and legally vetted contract options, making it a strong choice for businesses that prioritize professionalism and legal compliance in their client agreements.

Task Management

When it comes to order management, Agency Handy and HoneyBook offer distinct approaches tailored to their target users. Agency Handy is designed to handle complex order tracking with start and end dates, along with detailed task statuses.

HoneyBook, on the other hand, also provides order management but with a focus on simplicity. It allows for task creation and tracking but lacks the comprehensive order-tracking features seen in Agency Handy.

Agency Handy is built to manage the entire order process, from the first client interaction to final delivery. It ensures every step is clear and organized. You can assign tasks with specific deadlines, making it easy to know what needs to be done and when.

HoneyBook, on the other hand, is better suited for managing individual tasks, making it ideal for freelancers or small business owners who want a simple, streamlined process without the need for in-depth tracking.

Both platforms offer workflow visualization, but Agency Handy goes further. With Kanban boards and list views, you can easily see the progress of each order. This visual setup helps teams quickly spot and resolve any bottlenecks. 

While HoneyBook also has workflow visualization, it focuses more on organizing tasks than managing the full order lifecycle.

Both platforms include client approvals, allowing clients to stay involved throughout the process. Agency Handy integrates client feedback and approval workflows into the order management system, so clients can approve tasks or milestones right within the platform. 

HoneyBook also provides approval features, but they are more centered on simple task approvals rather than overseeing the entire order lifecycle.

Client Management

When it comes to client management, Agency Handy and HoneyBook offer robust solutions designed to meet different needs. Agency Handy provides a dedicated client portal where clients can access project details, communicate with the team, and track progress in real-time. 

Both Agency Handy and HoneyBook include a client portal that provides a simple, user-friendly space for client interactions and progress tracking. But Agency Handy is designed to make things easier for both clients and businesses. 

You’ll get to see all client details in one place – client profile, recent orders, tickets, and invoices. 

Similarly, you’ll get to do so with HoneyBook. Communication, payment, additional/special notes, and profile details.  

When it comes to communication, both platforms prioritize keeping clients informed, but they handle it differently. Agency Handy offers built-in email and messaging and a ticketing system, making it easy to manage client interactions and track issues within the platform.

HoneyBook also supports smooth client communication but only in email, though it doesn’t have a ticketing system. Instead, it takes a more simplified approach, focusing on general communication without extra layers for issue tracking.

Billing & Invoicing

Agency Handy provides a full invoicing system with manual and automated records and integrations for Stripe, PayPal, Wise, and bank payments. In contrast, HoneyBook simplifies billing with invoicing, payment reminders, and online payments with cards and banks.

When it comes to subscription management, Agency Handy stands out with its powerful automation features. 

It takes care of everything—from task distribution to invoicing and subscriptions—so you don’t have to worry about the details. HoneyBook also offers recurring subscription billing, but it doesn’t include the automated invoices that Agency Handy provides.

Expense tracking is another key difference between the two platforms. Agency Handy doesn’t offer built-in expense tracking, which means you may need additional accounting software. 

On the other hand, HoneyBook includes basic expense tracking, making it easier for freelancers and small businesses to manage both their expenses and invoicing in one place. And you’ll get detailed reports and insights of monthly profits and losses. 

For those with simpler financial needs, Agency Handy might feel like a more complete solution.

Customization & Branding

Agency Handy lets you fully customize your branding, from colors and logos to the sign-in portal and even your domain, giving your agency a unique and professional look. While HoneyBook offers basic branding tools, Agency Handy’s advanced options ensure a more personalized experience that reflects your agency’s identity.

Agency Handy is great for email customization, giving you fully customizable templates so you can tailor your messages to fit your needs. This adds a personal touch to how you communicate with clients. 

HoneyBook lets you customize emails too, but it focuses more on maintaining a consistent look and feel instead of offering deep customization.

A key feature that sets Agency Handy apart is its support for multiple languages. This allows you to work with clients in their own languages, improving the overall experience. It’s ideal for agencies with a variety of clients or those working internationally. 

HoneyBook doesn’t have multi-language support and keeps its platform centered on an English-only experience.

Integrations

Integration is something you should consider when choosing between these tools. Agency Handy supports multiple workspaces, making it perfect for agencies managing different business teams or wings.

In contrast, HoneyBook uses a single workspace model, which works better for freelancers and small businesses with simpler structures. While HoneyBook doesn’t offer multi-workspace support, it integrates well with tools like QuickBooks, Zoom, and Google Calendar.

Agency Handy’s integrations are more focused on payment gateways and Webhooks, which is enough for agencies that need smooth payment processing and basic automation. 

However, it might not work as well for those who need a wider range of app connections. HoneyBook, with its variety of integrations, is a good option for those who want easy connections to different tools.

Pricing Plans

Both Agency Handy and HoneyBook offer multiple pricing plans to suit businesses of various sizes and needs. Let’s take a closer look at the different plans and what they include:

Agency Handy Pricing Plans:

Agency Handy’s pricing offers flexible solutions to fit your agency’s growth.

1. Solopreneur:

• $69/month (billed monthly) or $49/month (billed annually)
• Up to 3 users
• Features include unlimited clients and orders, project management tools, service customization, client onboarding, and basic workflow management.

2. Teams:

• $149/month (billed monthly) or $99/month (billed annually)
• For up to 10 users
• Includes all features from the Solopreneur plan, plus team collaboration tools, advanced task management, and enhanced client communication features.

3. Pro:

• $199/month (billed monthly) or $149/month (billed annually)
• For up to 30 users
• Includes everything from the Teams plan, along with priority support, advanced reporting, and additional customization options for larger teams.

HoneyBook Pricing Plans:

HoneyBook’s pricing is designed for freelancers and small businesses

1. Starter:

• $16/month (billed annually) or $19/month (billed monthly)

• Features include unlimited clients and projects, invoicing and payments, proposals and contracts, calendars, professional templates, client portals, basic reports, free setup, interactive documents, and support.

2. Essentials:

• $32/month (billed annually) or $39/month (billed monthly)

• Includes everything in the Starter plan, plus: Scheduler, automation, QuickBooks Online integration, up to 2 team members, expense management, profit and loss reporting, and removal of “Powered by HoneyBook” branding.

3. Premium:

• $66/month (billed annually) or $79/month (billed monthly)
• Includes everything in the Essentials plan, plus: Unlimited team members, priority support, multiple companies, onboarding specialists, and upcoming advanced reports.

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

Now that you know how each tool differs and what they offer, it is time to ask the real questions. Which tool should you choose for your agency? 

Worry not! In this section, we will help you make that decision.

Agency Handy is your pick if:

• You manage a digital agency with complex operations and multiple clients.
• You need a comprehensive service catalog and website embedding to showcase your offerings effectively.
• Streamlined client onboarding with custom order forms, intake forms, and proposals is crucial to your workflow.
• Automated subscription management and seamless recurring invoicing are important for your service-based model.
• Multi-workspace support is essential for managing different teams or clients efficiently within one platform.
• You value extensive customization options, including email branding, multi-language support, and custom pricing plans.
• Your agency is growing, and you need a platform that can scale with your increasing users and features.

Honeybook is your pick if:

• You are a freelancer, solopreneur, or run a small service-based business.
• An all-in-one platform to manage client workflows – from proposals to contracts to invoices – is what you need.
• Creating a professional, branded experience for your clients is a top priority.
• Keeping client interactions organized is key, and HoneyBook’s management tools fit your needs.
• You prefer a user-friendly, modern interface that’s easy to navigate.
• Automating tasks with AI tools to streamline your workload sounds appealing.
• Customization of client-facing materials, like proposals and invoices, is a priority.

Further Read: HoneyBook Alternative

Wrapping Up

In conclusion, both Agency Handy and HoneyBook offer robust features tailored to different business needs. 

Agency Handy is ideal for digital agencies requiring full centralization, customization, and scalability. It’s a perfect fit for those who need comprehensive client and order management with advanced customization options. 

On the other hand, HoneyBook shines for freelancers and small businesses seeking a user-friendly, all-in-one solution that simplifies client workflows. 

Your choice depends on whether you need detailed control over every aspect of your operations or a streamlined, intuitive platform to manage client interactions efficiently.